GROWTH THROUGH AFFILIATIONColdwell Banker Commercial, the Coldwell Banker Commercial Logo,...
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GROWTH THROUGH AFFILIATION
Transcript of GROWTH THROUGH AFFILIATIONColdwell Banker Commercial, the Coldwell Banker Commercial Logo,...
GROWTH THROUGH AFFILIATION
TABLE OF CONTENTS
© 2013 Coldwell Banker Commercial Affiliates. A Realogy Company (NYSE: RLGY). All Rights Reserved. Coldwell Banker Commercial Affiliates fully supports the principles of the Equal Opportunity Act. Each
Office is Independently Owned and Operated. Coldwell Banker Commercial, the Coldwell Banker Commercial Logo, Blueprint, Market Connect, CDX, Lead Router, Commercial University, STAR, EBT, and GCC are
registered (or unregistered) service marks licensed to Coldwell Banker Commercial Affiliates.
A MESSAGE FROM THE CBC PRESIDENT
ABOUT COLDWELL BANKER COMMERCIAL®
BUSINESS DEVELOPMENT
THOUGHT LEADERSHIP / MARKETING
LEARNING & RECOGNITION
ADDITIONAL MARKETING RESOURCES
AFFILIATE SUCCESS STORIES
STRATEGIC GROWTH TEAM
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Dear Prospective Coldwell Banker Commercial Affiliate:
First, let me welcome you to the Coldwell Banker Commercial® family. While you have not yet decided to join our affiliate offices, I am confident that you will find our value proposition is exactly what your company needs in order to grow and compete in today’s ever-changing market.
The Coldwell Banker Commercial organization is an international commercial real estate services company built upon a closely-united team of entrepreneurially and institutionally-owned offices that move within the industry as a unified organization. The strength and efficiency of our business platform and global network of offices is respected throughout the industry.
Our marketing tools and technologies are cutting-edge and our overall service delivery is solid. The Coldwell Banker Commercial organization has accomplished remarkable things, and we are poised for even greater success in the future. After reviewing the following material, if you have any questions about our offerings and how being a part of the Coldwell Banker Commercial organization can benefit your firm, please do not hesitate to contact me. I hope that you and your team will be a part of our coming achievements.
Sincerely,
Fred Schmidt
President & COO
Coldwell Banker Commercial Affiliates
BUILD ON THE POWER OF COLDWELL BANKER COMMERCIAL®
ABOUT COLDWELL BANKER COMMERCIAL®
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ABOUT REALOGY
ABOUT REALOGY
Realogy Corporation, a global provider of real estate and relocation services, has a diversified business model that includes real estate franchising, brokerage, relocation, and title services.
Collectively, Realogy’s franchise systems have:
Revenue - $4b in 2012
13,600 offices
239,000 sales associates
Doing business in 102 countries
ORG CHART
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What began as one man’s desire to provide honorable and professional real estate services to clients still holds true today.
Colbert Coldwell’s dedication to his clients formed the basis for the organization’s unique success story — one that will stand out in the history books and inspire future entrepreneurs to create their own success stories. The devastating San Francisco earthquake of 1906 presented young real estate agent Colbert Coldwell with a chance to provide people with honest, ethical, and professional real estate services. In those difficult post-earthquake times, real estate companies typically acted as buyers and resellers of property, compromising the ability of a buyer or seller to obtain the best price. But Coldwell’s “Brokers Only” rule — and commission-based fee structure — eliminated this conflict of interest by removing the incentive to mislead either party about the value of a property under transaction.
In 1913, a man who shared Coldwell’s values and business acumen joined the firm as a salesman. The next year, Benjamin Arthur Banker was named a partner. Despite growing pains over the next several decades, their business and ethical philosophy never wavered and their approach to the business became a model for the entire real estate industry.
After establishing itself as one of the preeminent companies in the commercial real estate business, the company opened its first residential real estate office in San Francisco in 1925. Over the next 50 years, the Coldwell Banker® organization expanded rapidly.
The Coldwell Banker® brand became a part of the Sears, Roebuck and Co. family in 1981, which also included such companies as Dean Witter Financial Services Group and Allstate Insurance Group. The alliance of such diverse companies provided the resources and impetus for further expansion, product development and services in both the commercial and residential real estate industries. Thus, the brand established a presence in the retail environment with the Sears Financial Network Centers.
By 1991, the Coldwell Banker® system of independently owned and operated offices had locations in all 50 states practicing both residential and commercial real estate. In the early 1990s, the Coldwell Banker system expanded internationally, and opened offices in Canada and Puerto Rico.
In 1996, Coldwell Banker Real Estate Corporation, formerly Coldwell Banker Residential Affiliates, Inc., was acquired by Hospitality Franchise System, Inc. (HFS). When HFS became Cendant Corporation, Coldwell Banker Real Estate Corporation became part of the world’s largest hotel and real estate brokerage franchisor, giving the company access to solid financial resources and an even stronger brand affiliation.
By the end of 1996, Coldwell Banker Commercial® was once again a strong force in the industry, with hundreds of companies worldwide practicing commercial real estate under the Coldwell Banker Commercial flag throughout North America, Central America, South America, Europe, the Middle East, Australia and Asia.
Since the brand re-entered the commercial real estate industry, affiliates have achieved impressive growth by embracing the benefit of strong brand recognition and the value afforded by global resources.
Today, CBC® professionals offer an array of commercial real estate services that Colbert Coldwell and Benjamin Banker never could have imagined. At the core of this offering are the values upon which CBC was founded, coupled with a drive to provide the best service possible to clients. That’s the Coldwell Banker Commercial commitment.
Colbert Coldwell Benjamin Arthur Banker
THE CBC STORY
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ABOUT COLDWELL BANKER COMMERCIAL®
ABOUT COLDWELL BANKER COMMERCIAL
Coldwell Banker Commercial Affiliates is a subsidiary of Realogy Corporation, the world’s largest real estate franchisor. Through its independently owned and operated offices, the Coldwell Banker Commercial® organization is a premier provider of real estate services and a leader in the commercial real estate industry. Coldwell Banker Commercial professionals serve the needs of owners and occupiers in the leasing, acquisition, disposition, structured finance and management of all property types.
The success of the Coldwell Banker Commercial organization lies in its striking versatility. The organization deftly combines a powerful national and international presence with the agility of a local and regional market innovator. Each Coldwell Banker Commercial affiliate office has the resources and insight to understand its local market, and the expertise to convert that knowledge into tangible value for each client. Our professionals stand ready to help clients discover untapped commercial real estate market opportunities and to deliver a range of services designed to add value to their businesses. The Coldwell Banker Commercial organization’s skillful professionals and nimble affiliate offices service a wealth of business categories in markets of any size, with clients ranging form established corporations and institutional entities to small businesses to individual investors.
The Coldwell Banker Commercial® (CBC®) organization is committed to providing exceptional commercial real estate services across all commercial property types and service lines. CBC professionals provide guidance in every aspect of the commercial real estate transaction:
SERVICES
Acquisition and Disposition Services
Brokerage & Transaction Management
Corporate Services
Capital Markets
Property and Facilities Management
Project Management
Construction Management
Auction Services
Investment Analysis
Market Research & Analysis
Relocation Services
Distressed Asset Management and Disposition
PROPERTY LINES
Office
Industrial
Retail
Multi-Family
Land
Hospitality
Medical
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ONE OF THE LARGEST DOMESTIC FOOTPRINTS
*Includes franchisees within the Coldwell Banker franchise system that are licensed to use the Coldwell Banker Commercial marks. 1—According to a commercial real estate survey conducted by the marketing department of The Wall Street Journal, in conjunction with
Beta Research Corp., CBC tied as the most familiar brand, with 64.5% of respondents indicating they were ‘very’ or ‘somewhat’ familiar with the company. The survey polled 1,200 U.S. subscribers of The Journal holding top/middle managers who are responsible for their organization’s corporate real estate purchase decisions.
2- Displayed on CBCWorldwide.com May 2013
Number of Companies 200*
Professionals 2,800 +
Countries 26
Annual Transactions 15,000 +
# of Listings 15,400 2
Several industry publications and associations recognized the Coldwell Banker Commercial® (CBC®) brand as a leader in the commercial real estate industry through numerous rankings:
CBC was ranked in the Lipsey Company’s “Top 25 Commercial Real Estate Companies” CBC Ranked Within the Top Two Most Familiar Brands, According to a Survey of Wall Street Journal
Subscribers.1 Real Estate Forum ranked CBC in its “Forum 100” list of top global commercial real estate companies
National Real Estate Investor ranked CBC in its “Best of the Best” top national brokerage list
The CBC organization has more CCIM, SIOR and NAR Commercial members than any other commercial real estate organization
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WHAT IS SPECIAL ABOUT COLDWELL BANKER COMMERCIAL®
The Coldwell Banker Commercial®
(CBC®
) organization is comprised of entrepreneurial companies that offer a “hands-on approach”
in analyzing the best strategy to maximize the value of every asset and provide custom solutions for their clients. Our affiliates are the best of the best in their market. CBC affiliates have industry-best systems that emphasize sharing of information and collaboration.
Understand the ever changing marketplace Real estate requirements today are increasingly complex and impact companies’ strategic decisions and bottom line. The CBC organization provides the capabilities and industry specific expertise, through its global footprint, for its affiliate companies to anticipate opportunities, seize competitive advantage and implement the best real estate strategies for your clients.
Immediately gain increased global visibility through the CBC Brand As a CBC affiliate, your name will be linked to a brand that is well established and recognized throughout the world for quality and professionalism. According to a recent NREI survey1, CBC is among the most recognized commercial real estate brands.
Maintain your independence Each CBC office is independently owned and operated, but is able to utilize an unmatched 100+ year heritage to leverage their exposure.
Benefit from the shared best practices of 2,800 professionals worldwide A unique attribute of all CBC professionals is their enthusiasm for collaboration. CBC professionals are encouraged to share their best practices on how to run a business more efficiently and how to more effectively win business. Join Advisory Groups that are focused on office, industrial, retail, investment, property management and marketing.
Access to award-winning technology The CBC organization has built a platform of tools to assist each affiliate with the entire transaction process, from obtaining the listing, to marketing the property, to closing the transaction. Each tool is designed to increase broker production, client service, back office efficiencies and awareness for your company and properties.
A team stands behind you Our executive team boasts years of commercial real estate experience along with dedicated staff and the resources to ensure you achieve maximize results.
1 - Source: Penton Media conducted the survey on behalf of the Coldwell Banker Commercial brand. The survey targeted commercial real estate developers, owners, managers and corporate users from 09/06/12 through 09/25/12. Based on a sample of 133 respondents with a margin of error of +/- 8.4% at the 95% confidence level. confidence level.
NATIONAL BRAND AWARENESS SURVEY1 The Coldwell Banker Commercial organization offers:
Worldwide professionals across a broad spectrum with valuable industry experience
Integrated technology platform
Real estate strategy development
Market research and intelligence
Improved bottom line performance
Industry leading professional development programs
Strategic partnerships
Mass exposure of listings
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SENIOR LEADERSHIP
Fred Schmidt President & COO CBC Affiliates (973) 407-5752 [email protected]
David Birnbaum VP Learning (973) 407-5696 [email protected]
Jason Silfies VP Marketing/Technology (973) 407-5274 [email protected]
CBC® is lead by commercial real estate professionals with over 200 years of combined experience. This team is dedicated to the success of members, whether it’s across the state, across North America or overseas. They will give you the support and strategy you need to compete in today’s environment.
Vic Bangia Senior VP, Global Client Solutions (973) 407-7656 [email protected]
Bill Hinson VP Operations (973) 407-7424 [email protected]
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ADVISORY BOARD
The Coldwell Banker Commercial® Advisory Board is a committee of affiliate members with the sole purpose of guiding and contributing to the enhancement of the systems, tools and services delivered to affiliates by the Coldwell Banker Commercial brand.
Coldwell Banker Commercial holds its Advisory Board members in high esteem and values their recommendations. Their invaluable input has helped tremendously in our efforts to understand and meet the needs of our affiliates and the market.
Rick Canup Southwest Region (806) 793-0888 [email protected]
G.G. Galloway Florida Region (386) 672-8530 [email protected]
Jerome Moore Southeast Region (334) 262-1958 [email protected]
Jeff LaFavre Midwest Region (612) 904-7820 [email protected]
Ethan Offenbecher Pacific Northwest Region (253) 840-5574 [email protected]
Brent Case Carolina Region (843) 744-9877 [email protected]
Greg Barsamian California Region (818) 334-1901 [email protected]
Randy Owen Mountain West Region (801) 947-8300 [email protected]
Richard Selig Northeast Region (212) 344-0300 [email protected]
BUSINESS DEVELOPMENT
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BUSINESS DEVELOPMENT: OBTAINING THE LISTING
* Includes franchisees within the Coldwell Banker franchise system that are licensed to use the Coldwell Banker Commercial marks.
COLLABORATION
Obtaining a new listing often begins with collaboration. With over 200* companies across the country, the Coldwell Banker Commercial® (CBC®) organization offers affiliates a myriad of opportunities to establish contacts, share leads, and develop business on a national scope. Backed by the Coldwell Banker Commercial organization, you’ll have the ability to take your client to markets across the country – increasing your exposure – and provide you with a major incentive to grow within your firm.
ONLINE CBC NETWORK
Coldwell Banker Commercial affiliates have access to a networking system located on the CBC intranet site that allows them to strategically locate other CBC affiliates with similar clients and expertise. Our affiliates can network with other CBC professionals to assist in winning business or refer clients in just about any market across the United States.
TRANSACTION DATABASE
Using the CBC Transaction Database, you can search for past transactions completed by any CBC affiliate. You can search by a variety of fields, including property type or clients, so you can get the inside scoop when trying to do business with a particular client. You can also search for your companies or an individual’s transactions.
CBC REFERRAL NETWORK
Easily receive or send referrals through our national referral system. By simply filling out the form on the CBC intranet site, you can send the referral to a dedicated person who filters it to the most qualified CBC affiliate.
WIN BUSINESS TEMPLATE
One of the keys to obtaining a new listing is showing the client exactly how you will market their property. The CBC organization offers branded pre-populated templates that aid in creating strong packages to help you Win the Business. The templates were created by blending a variety of packages from affiliates and competitors that have been successful in winning the business in the past.
REIS REPORTS
When trying to obtain a new listing, it is important to have ample knowledge of the property and the market. CBC affiliates get complimentary access to Reis, which allows you to generate detailed market and sub-market reports on:
Sales Comps (Buyer, Seller, Cap Rate, etc.)
Rental Comps (Rent, Vacancy, Expenses, Concessions)
Rent, Vacancy and Inventory Trends and Forecasts
Construction (Planned, Proposed and Underway Projects)
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BUSINESS DEVELOPMENT: GLOBAL CLIENT SOLUTIONS
BUSINESS DEVELOPMENT
The GCS team identifies qualified clients and assists CBC affiliates in winning and gaining control of clients. Services provided include:
Corporate Services
Acquisition Services
Disposition Services
Tenant Representation
Lease Administration
Project Management
Blending and Extending Leases
PORTFOLIO SERVICES
A scalable service line that helps the client manage their portfolio, reduce occupancy cost, manage critical dates and implement corporate strategy, through people, processes and technology.
WHAT’S A GOOD GCS PROSPECT
Rule of 20s*
Over 20 locations
20% of portfolio turns over each year
20% of portfolio is 20,000 sf or more
20% of portfolio is office use
GLOBAL CLIENT SOLUTIONS LLC (GCS) The Realogy Global Client Solutions (GCS) acts as the centralized resource to source, secure, support and sustain long-term client contracts for a broad range of real estate services. The Global Client Solutions Team has a proven track record in winning business with more than 200 years of combined commercial real estate experience. When you need assistance with a client, we are a dedicated team that will give you the competitive advantage needed to win the business.
Reach out to GCS when you need:
Assistance in Requests for Proposals/Information
Corporate Services Subject Matter Experts
Support during Client Presentations
Knowledge of Existing Relationships in Client Pursuits
Support when Handling Multi-Market Assignments
Collaboration “Outside of Your Area of Expertise”
Help Cross-Selling Between Realogy Brands
Assistance in Leveraging the CBC Offices
RECENT SUCCESSES
Secured several national accounts including Jackson Hewitt, Dresser Rand, SAS Shoes and Kumon Learning as well as REO clients such as 5th Third Bank and FDIC
Referred over 100 deals between accounts and Realogy brands
More than $220 million in real estate transactions referred to the network
Sold over 400 properties via REO
REO PLATFORM
The GCS team has developed an extensive platform for going after REO work. GCS has proven templates and presentations available to affiliates and can help you prepare and present to your local, regional or national lending institutions.
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BUSINESS DEVELOPMENT: CLIENTS REPRESENTED
* Includes clients of Coldwell Banker Commercial franchisees.
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BUSINESS DEVELOPMENT: EXPAND YOUR SERVICES
ASSET SERVICES: The Asset Services platform provides Coldwell Banker Commercial offices the tools and resources for offering an integrated, service-oriented solution to manage your clients throughout the life cycle of their real estate and asset investment objectives. The platform consists of:
Polices & Procedures
Strategic Alliances
Technology Solutions
Corporate Support
Proposals/Presentation Support
Templates
Strategy Development
POLICIES & PROCEDURES
The cornerstone of the platform is the series of Policies & Procedures Manuals that provide you a resource to effectively, consistently and professionally manage your client’s real estate regardless of its location. The manuals also lay the foundation for consistently managing multi-market real estate portfolios.
Manuals include: Property Operations, Transition, Fire & Life Safety / Risk Management, Tenant Improvements.
LIBRARY OF FORMS
The manuals are accompanied by a series of useful forms to incorporate into your service delivery to clients; as well as into the management of real estate in your portfolio. Almost 50 forms in total.
ADDITIONAL SERVICES:
CAPITAL MARKETS
The CBC organization has partnered with an advisory company focused on commercial real estate mortgage loan trading. In addition to brokering loans, the company connects its institutional investment clients with portfolio management services for the real estate loans they acquire.
LOAN WORKOUTS
With billions in distressed loans in today’s market, there is a possibility that you may have a client in a troubled state. If the client cannot come to an agreement with their bank, their property may be seized and a “short sale” or “deed in lieu” could be the final result. The CBC organization has a partnership that will help remove the uncertainty and confusion of the commercial loan default process and negotiate an equitable resolution for your clients with their lenders. They offer customized solutions for loans above $100,000 across all property types.
STRATEGIC ALLIANCES
The CBC organization has made arrangements with several Strategic Alliances to help your owners reduce operating costs. Alliances include: Lease Administration, Valuation, Tax Appeal and others.
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BUSINESS DEVELOPMENT: SPECIALTY PRACTICE GROUPS
Bill Ukropina Glendale, CA (626) 509-1000 [email protected]
Eric Sackler Los Angeles, CA (310) 979-4990 [email protected]
Harry Champ Orlando, FL (407) 571-5559 [email protected]
Greg Barsamian Glendale, CA (818) 334-1901 [email protected]
Bill Ostlund Minneapolis, MN (612) 904-7833 [email protected]
SPECIALTY PRACTICE GROUPS Coldwell Banker Commercial® (CBC®) organization has formed a series of Specialty Practice Groups for various property sectors throughout commercial real estate to discuss emerging trends, identify best practices and ultimately secure assignments and close deals. Each group has specific criteria in order to become a member. The groups meet via webinar monthly. The people pictured below are the chairmen of the individual groups.
OFFICE ADVISORY GROUP
The Office Advisory Group comprises some of the top office property experts in the Coldwell Banker Commercial network. This team collaborates on the current state of the marketplace, relevant industry trends, winning strategies and
MULTI-FAMILY GROUP
The Multi-Family Advisory Group is a team of investment advisors specializing in multi-family property transactions. The team is well-versed in the unique elements and trends that shape successful multi-family transactions.
INDUSTRIAL GROUP
This council serves as a sounding board for the industrial property experts throughout our network. Members leverage their combined knowledge and experience within the sector via a series of monthly conference calls, and their recommendations help drive the CBC organization’s future industrial property success on both a local and national level.
RETAIL GROUP
The Retail Advisory Group is leading group of retail producers within the CBC network. This team of experts meets to discuss the challenges and opportunities that exist in the current retail marketplace.
Scott McLain Huntsville, AL (256) 533-3441 [email protected]
Steve Bogden Salt Lake City, UT (801) 947-8300 [email protected]
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BUSINESS DEVELOPMENT: SPECIALTY PRACTICE GROUPS
INVESTMENT GROUP
The Coldwell Banker Commercial® (CBC®) Investment Group is a reliable and credible source for the acquisition and/or disposition of investment grade properties (multi-tenant and single net leased). The group provides a coordinated national network of Coldwell Banker Commercial industry professionals across geographic boundaries and specializations who have the knowledge, expertise and skill to utilize the Coldwell Banker Commercial Brand to develop relationships with Institutions, Corporate, REITs, Financial Service Firms and Individual Investors seeking to work with Investment Brokers.
PROPERTY MANAGEMENT GROUP
The Coldwell Banker Commercial Property Management Group consists of the top professionals in the industry from brokerage and corporate real estate backgrounds. The Coldwell Banker Commercial Property Management Group operates through a combined effort to develop national corporate and institutional management account relationships to increase the volume of transactions for the entire Coldwell Banker Commercial platform.
HEALTHCARE REAL ESTATE SERVICES GROUP
The Healthcare Real Estate Services Group comprises some of the top office property experts in the Coldwell Banker Commercial network. This is a very specialized niche property type and has unique characteristics to complete each transaction. This is one of the hottest real estate segments to do business in.
Jim Shook Indianapolis, IN (317) 249-9000 [email protected]
Bruce Heller Chicago, IL (312) 915-4722 [email protected]
Randy Owen Salt Lake City, UT (801) 947-8300 [email protected]
James Bailey Los Angeles, CA (310) 478-7700 [email protected]
John Wanamaker Orange City, FL (386) 775-8633 [email protected]
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STRATEGIC GROWTH As a Coldwell Banker Commercial
® (CBC
®) affiliate, you will have access to a dedicated team for generating growth and
development opportunities for your company.
MERGERS AND ACQUISITIONS
The CBC team can help affiliates diversify and grow through mergers and acquisitions. As a Coldwell Banker Commercial affiliate, you’ll have a virtual M&A team on-call to help you achieve your company’s vision. The team has years of experience in conducting M&A work.
MARKET AND OFFICE EXPANSION
This integral component gives CBC affiliate companies the visible market presence needed to be successful. Support includes site identification, approval processing and transitioning.
PROFESSIONAL RECRUITMENT
The CBC team provides market segment analysis and business case study development for indentifying top producers. We assist in communicating the advantages of our national platform to leading regional performers and portraying your company as the best workplace environment.
PROFIT AND LOSS ANALYSIS
EBITDA analysis, acquisition multiples and asset purchase agreement development: this in-house service provides the starting point for a successful merger or acquisition. Researching the financial health of a potential partner is essential for benchmarking profitability.
STRATEGIC PLANNING
Failing to chart your desired growth and the path to get there is a key pitfall for many companies. The CBC organization provides affiliate companies with a visionary partner that will assist in developing a strategic plan and mapping. The strategic planning service integrates corporate goals and objectives with developing a plan that matches the company’s long-term strategy.
BUSINESS DEVELOPMENT: STRATEGIC GROWTH
THOUGHT LEADERSHIP / MARKETING
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THOUGHT LEADERSHIP / MARKETING: THE COLDWELL BANKER COMMERCIAL® BRAND
COLDWELL BANKER COMMERCIAL® (CBC®) BRANDING
As a Coldwell Banker Commercial affiliate, your name will be linked to a brand that is well established and recognized throughout the world for quality and professionalism.
100+ year history of exceeding client expectations
Highly recognized commercial real estate brand1
AWARD-WINNING WEBSITE AND MOBILE APPS:
CBCWORLDWIDE.COM
CBCWorldwide.com is one of the most cutting edge websites in commercial real estate. The site was built around what clients do most - search for properties and locate offices. Currently, there are over 15,000+2 Coldwell Banker Commercial exclusive listings on the site.
Also available on our national website:
Birds-Eye View of Properties
Vcards—so clients can easily get in touch with you
Pre-populated demographics for each property
Android and iPhone apps available
Mobile site: m.cbcworldwide.com
CBC INTRANET SITE: CBCBLUEPRINT.COM
In order to keep affiliates aware of what is going on within the CBC organization; news, events and articles are posted on the company intranet site, Blueprint. The site is also the central access point for all the tools, templates, education, networking and other resources to continue to save your company time and money. A mobile version is also available to stay up-to-date with communications.
NATIONAL ADVERTISING
As being part of the brand, you benefit from the exposure of the national advertising campaign in publications such as: Wall Street Journal, CoStar, GlobeSt.com, National Real Estate Investor, ICSC, Retail Traffic, Real Estate Forum, CCIM, RealShare Conference Series, CoreNet, and a variety of other sources.
@CBCWORLDWIDE.COM E-MAIL
All CBC professionals receive an auto-forward @cbcworldwide e-mail account. Having one e-mail format creates consistency in the market, and although all CBC offices are independently owned and operated, we present to the market as one entity, strengthening our market position. When you are signed up for a Blueprint account, you will automatically receive your @cbcworldwide.com e-mail.
SOCIAL MEDIA
The CBC organization is at the cutting edge of Social Media, with presence on Twitter, Linked-In and Facebook to name a few. This form of media allows the CBC organization to communicate and reach untapped audiences and expand the market presence.
1 - Source: Penton Media conducted the survey on behalf of the Coldwell Banker Commercial brand. The survey targeted commercial real estate developers, owners, managers and corporate users from 09/06/12 through 09/25/12. Based on a sample of 133 respondents with a margin of error of +/- 8.4% at the 95% confidence level. 2 - Displayed on CBCWorldwide.com Jan 2012
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THOUGHT LEADERSHIP / MARKETING: OFFICE & PROFESSIONALS
FREE LOCALIZED WEBSITE
All Coldwell Banker Commercial®
(CBC®
) companies are offered a
website manager to create a website mirroring the look of the global CBCWorldwide.com - building a strong, unified brand image while saving you money on hosting, updates and listing costs. This free website allows each company to create a site reflecting its unique market position while displaying featured properties and announcements. The local sites maintain the advanced search and map functions of CBCWorldwide.com.
INTRA-OFFICE COMMUNICATION & PRODUCTION NUMBERS
CBCBlueprint.com, the CBC intranet also acts as your own company intranet so you can securely store documents and news items that are relevant to your company. Each CBC professional can use CBC Blueprint to access the dashboard, which shows individual production numbers and rankings within the company.
CUSTOM AD CREATION
The CBC national advertising campaign can easily be adapted to create ads for your company or your properties. The national marketing team offers assistance with text and graphic creation. Another option offered to affiliates is Regional Advertising - where CBC affiliates within the same area pool their resources together to drive advertising cost savings and to strengthen their regional market position. Download the templates:
CLIENT CENTRIC PIECES
The CBC organization offers a series of marketing pieces that you can send directly to your clients. These pieces not only provide more awareness to your company, but allow your company to be your client’s trusted advisor. The pieces include:
Lease vs Buy
Tenant Retention Tips
1031 Exchange Basic
Common Terms on a Lease
Tenant Moving Checklist
COMPANY WEBPAGE ON THE NATIONAL CBC WEBSITE
Individual webpages for each company are dynamic and easily accessible through the national and localized versions of CBCWorldwide.com with a direct hyperlink to your company’s page.
This portal allows you to publicize your company’s industry and market expertise, links to your current listings and professionals, company awards, languages spoken by people in your office, and automated driving directions - all to reinforce why you are the best choice for an assignment.
PERSONALIZED PROFESSIONAL WEBPAGE
Individual webpages for each professional are accessible through the national and localized versions of the site with a direct hyperlink to send to clients so they can easily view your listings. Professionals can publicize industry and market expertise, a track record of completed transactions, awards won, designations, a prominent picture, vcard and links to current listings.
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THOUGHT LEADERSHIP / MARKETING: PROPERTIES
SINGLE DATA ENTRY POINT FOR PROPERTIES (CDX SYSTEM)
The CBC listing platform automatically distributes and updates all CBC listings to the premier online commercial real estate databases including: Property Line, Commercial Source, RealUp and Catylist, along with our own CBCWorldwide.com website, local versions of CBCWorldwide and our online publisher software. You can use this graphic in presentations.
NATIONAL PROPERTY EXPOSURE
Last year, CBCWorldwide (national website) had:
Total Site Page Views: 2,841,786
Visits: 368,663
Property Search Views: 509,923
Property Detail Views: 273,587
Office Profile Views: 60,991
BLUEMAIL
Quickly blast your property to the entire CBC network using blueMail. This tool allows affiliates to send an e-mail with automatically populated property information within seconds to other CBC affiliates by state or specific specialty. Reporting is also included with the tool.
MARKET INTELLIGENCE
In order for our clients to make informed decisions, they must have access to the latest market information. The CBC organization provides market intelligence on CBCWorldwide via feeds from Reis. Also available is the CBC Blue Book. Market Intelligence produced twice a year with information submitted by the experts in the market—the CBC affiliates.
EASILY SHARE PROPERTIES VIA SOCIAL MEDIA, PRINT OR EMAIL
Easily share your listings, professional or company profile to multiple social media sites such as Twitter, Facebook, LinkedIn or Digg with the click of a button. You can also email clients your listing from the website and it is received directly in the email body, no attachments. If you are in a pinch, you can quickly print listings or profiles when you need them for a quick presentation.
OTHER PROPERTY ADVERTISING DISCOUNTS
CBC offers discounts to advertise in local, regional and national newspapers and commercial real estate publications such as NREI, Real Estate Business Journals and Black’s Guide. Also available are discounts to showcase your property on WSJ.com. CBC also occasionally subsidizes an ad in the WSJ for property listings.
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THOUGHT LEADERSHIP / MARKETING: PROPERTIES
WEB-BASED COMMUNICATION & PROJECT MANAGEMENT
This web-based communication and transaction management tool enables professionals to connect with their team members or clients and share information at any time. This tool offers immediate access to files, including: lease contracts, floor plans, project timelines, task lists, team rosters, property data and all project communications - allowing you to easily keep your team members and clients informed and keeps all communications in one centralized hub.
IPAD PRESENTATIONS
This proprietary CBC tool allows you to quickly an easily create custom presentations that can be played on iPad, laptop or computers. Slide transitions and animations are automatically built for you by simply filling out a series of forms. No internet connection is necessary to play the finished product.
CUSTOM FLYERS & TEMPLATES
This Coldwell Banker Commercial® (CBC®) proprietary software allows you to create professional and customized CBC branded materials including:
Marketing Packages Flyers Open Inventory Reports Postcards Announcements
- all with the push of a button. Your listing information is automatically populated based on your input into our Listing Platform.
Also included:
Blast Email Capabilities
Email Reporting to see who is interested in the property
Flash Page Flip (e-book) technology for a “wow factor”
Easily share your creations on a variety of social media sites
CUSTOM MARKETING SOLUTIONS
CBC has developed a strategic alliance relationship with ReBackOffice, a provider of on-demand marketing services, to help with the creative marketing solutions you need in order to obtain the listing or market your properties. It's like having a full design team available only when you need it. Services include: Maps, Floorplans, Stacking Plans, Aerials, Flyers, Marketing Packages, etc.
NATIONAL PR FOR CLOSED TRANSACTIONS
The CBC Corporate Communications team acts as a dedicated PR Agency to help your office and professionals achieve higher visibility on both a national and local scale by publicizing your closed deals. The team utilizes its relationships with an assortment of national, regional and local publications to make sure your deals get the proper amount of attention within the business world. Larger transactions also benefit from exposure on the national social media accounts.
LEARNING & RECOGNITION
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LEARNING & RECOGNITION
PROFESSIONAL ADVANCEMENT
Regardless of the amount of time in the industry, staying current on the ever-changing trends is necessary to remain competitive. Commercial University, the CBC Education site, provides access to a variety of videos, webinars, podcasts and training courses, as well as discounts on programs such as: Mike Lipsey Seminars, Franklin Covey, Top Dogs, CCIM, ICSC, SIOR, USGBC, and BOMA live seminars, and continuing education discounts. Sample recommended course tracks are available by role.
Professional development Element K free courses include:
Business Skills and Soft Skills Computer Skills such as Microsoft
Office
EMERGING BROKERS TRAINING (EBT)
The Emerging Brokers Training (EBT) is an award-winning 4-month blended development program specifically for professionals with less than 1.5 years experience in the industry. With a high-impact curriculum, the EBT program helps develop the future stars of commercial real estate for the CBC organization. Almost 45% of all CBC companies have at least one graduate. Also available is a shortened self-paced version called EBT Fast Start.
PLATINUM PRODUCER TRAINING
The Coldwell Banker Commercial “Platinum Producer” training program is targeted for the experienced CBC professional who is committed to becoming a top commercial real estate producer. Students fine-tune their skills and knowledge by learning from best-in-class commercial real estate instructors and practitioners.
ON-BOARDING PROCESS
The first step toward your success as a CBC affiliate is participation in our On-Boarding Process which lays out everything your managers and administrators need to do to make for a seamless transition to CBC.
ON-DEMAND TOOLS TRAINING
The CBC organization has live, online training and a library of stored guides, seminars and other demos available 24/7 explaining how to maximize the use of CBC tools to assist in generating business or saving time. Also offered is a free help desk 800 telephone number for company, program or tool related issues.
COMPANY AND ASSOCIATE BUSINESS PLANNING
The CBC organization offers the Business Planning Program, which is a series of webinars to assist Owners in developing your Company Business Plan. This program is designed to help you with best practices and market insights by CBC leaders and industry experts. The Owners then facilitate the Associate Business Planning sessions as they guide their team in planning and strategizing for the next year.
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LEARNING & RECOGNITION: EVENTS
GLOBAL CONFERENCE (GC)
The GC event is the premier forum for all Coldwell Banker Commercial® (CBC®) professionals to expand their knowledge through a wide-range of educational workshops. The GC offers opportunities to network with hundreds of colleagues from across the country and to honor the peak performers in our company who have driven themselves to the highest levels of success. This event is subject to space limitations and demand.
REGIONAL MEETINGS
In today’s business climate the key to success is collaboration. The Coldwell Banker Commercial Regional Networking Events are designed for just that! These events provide affiliates with an opportunity to network, share best practices and facilitate business within regions.
ICSC RECON
The International Council of Shopping Centers (ICSC) Annual Spring Convention takes place in Las Vegas each year. It is the largest gathering of real estate and retail professionals (over 50,000 attendees) in the world, with leasing agents, shopping center developers and owners and municipal officials, as well as product and service vendors all in attendance. With our strategically located 4,500 SF island booth, the CBC organization has a significant presence at this event. The booth facilitates client meetings and displays CBC properties throughout the show. The CBC organization also has a significant presence at several regional ICSC meetings that take place throughout the year as well as various other sponsorship opportunities.
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LEARNING & RECOGNITION: AWARDS
NATIONAL AWARD RECOGNITION
The Coldwell Banker Commercial® (CBC®) organization recognizes top companies and individual professionals with awards and incentives. Some of the award categories include:
#1 Office by State, National & International
#1 Associate by State, National & International
Professional Production Level Designation Awards: Platinum, Gold, Silver, Bronze, Commercial Elite, #1 Emerging Broker
Top 5 Sales Associates Nationally
#1 Sales Professional by Specialty (Retail, Land, Multi-Family, Office, Industrial, Hospitality, Leasing and Investment Building Sales)
Mentor / Protégé of the Year, Property Manager of the Year and Office Manager of the Year, Leadership Award
TOP 2 & COMMERCIAL ELITE EVENTS
The CBC organization takes great pride in celebrating our Commercial Sales Professionals & Offices who continuously strive to reach new levels of success with exclusive events for the top two percent of producing professionals (“Top 2” Event) and the top 15 producing companies (“Commercial Elite”).
MORE RECOGNITION
The recognition doesn’t stop there. Award winners are prominently displayed in Wall Street Journal ads, intranet carousel, internal news letters, social media and other outlets to name a few.
ADDITIONAL RESOURCES
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MARKETING RESOURCES
There is no need to re-invent the wheel. Choose from a variety of Coldwell Banker Commercial® (CBC®)
marketing templates and brochures in the CBC Template Center to market yourself and your listings, grow your business and create valuable leads. You will benefit from a suite of marketing materials that are easily customizable to reflect your local branded identity and specific marketing needs.
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OTHER USEFUL RESOURCES
BROKER ADVISORY SERVICES
CBC affiliates receive access to this dedicated specialist who takes a consultative approach to assist affiliates with all aspects of their business. This person will meet in person with managers and professionals of affiliates offices and consult with them on best business practices.
HOW TO GUIDES
A series of How to Guides have been created to assist CBC affiliates with various everyday tasks:
Thrive in a Challenging Market
Create a Win Business or Marketing Package
Create a Business Plan
Create a Marketing Plan
Use Social Media for Business
Generate Traffic and SEO for your Website
Creating a Marketing Splash
Getting Involved with our Brand Charity
AFFILIATE LIBRARY
Available to affiliates is access to a separate library of documents created by other CBC affiliates, including: Proposals, Advertisements, Newsletters and Presentations. Whether you’re having your first client meeting or following up on a cold call, make an impact with the proper collateral.
RECRUITING
Commercial real estate companies should always actively recruit potential producers. The CBC organization offers a full blown package that is similar to the current one you are reading, as well as a shortened two-page customizable version to get the attention of new professionals.
TOOLS AND RESOURCES GUIDE
Download the Tools and Resources Guide, which gives a high level overview of the tools and resources offered to CBC professionals.
IDENTITY STANDARDS
In order to establish and maintain international brand recognition, it is imperative that each Coldwell Banker Commercial affiliate in every marketplace adhere to the exact and correct use of the brand’s service marks, trademarks and logos.
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STRATEGIC ALLIANCES AND RELATIONSHIPS & DISCOUNTS
Property
Signs Custom Marketing
Solutions
INDUSTRY RELATED SERVE CLIENTS BEYOND YOUR CAPABILITIES
SUPPLIES MOBILE PHONES
Strategic Alliances, Relationships & Discounts Because the Coldwell Banker Commercial organization is an international company, along with relations formed by the Global Realogy brand, the CBC organization has many strategic alliances and relationships that can be utilized by affiliates to improve productivity, expand their service offering or save them money. Some of these relationships include:
Commercial Lending Johnson Capital
Valuation Integra Realty Resources
Lease Administration Fell Lease or Custom Marketing Solutions
Tax Assessment Nationwide Consulting Company
Property Restoration Stewart Dean
Emergency Preparedness A&K Productions
Loan Workouts LMB Commercial
AFFILIATE SUCCESS STORIES
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AFFILIATE SUCCESS STORIES
GARY ROBERTS
Coldwell Banker Commercial Chicora Myrtle Beach, SC
“Since 2001, I have been affiliated with Coldwell Banker Commercial. The CBC brand has enabled us to compete on a national level. We have been able to acquire some very significant assignments as a result of the Coldwell Banker Commercial platform being available to our company. The integrity of CBC is second to none. As a franchisee and a national top producer, it gives me great comfort to know that the leadership at Coldwell Banker Commercial is comprised of the industry’s top real estate professionals who truly understand the business. I have always felt that the corporate philosophy of CBC has been to first and foremost make sure that the sales affiliates, as well as franchisees are achieving success.”
“Thanks t “Thanks to the Coldwell Banker Commercial brand and its broad network of professionals, we have had the ability to maintain our market significance in the Pacific Northwest for over 25 years. The brand has also proved itself by our continued success with recruiting both new and seasoned Brokers to our Company. Recruiting has been greatly enhanced through the new EBT training sponsored by Coldwell Banker Commercial. Not only has it provided our new Brokers with the necessary training to become successful in their careers, it has opened up a network of contacts throughout the nation. We are pleased to be a part of the Coldwell Banker Commercial family of offices and look forward to sharing successes for years to come.”
“After 20 years at CBRE, we came to the decision that we were interested in building a firm of our own where we could create long term value for our families as well as our staff. We spent a year researching alternatives and determined that Coldwell Banker Commercial offered us the best system available. We were able to smoothly transition our clients and business into CBC using the best systems and technology available anywhere. CBC provided on-site training so our staff was able to begin using the resources of the brand right away and after 5 years we have grown from the three founders to a staff of 26 in our offices in Glendale, California. We utilized the CBC name and the top notch training and education programs for our recruits and were able to maintain - even enhance our reputation as the experts in our market.”
ALEX RHOTEN
Coldwell Banker Commercial Mountain West Real Estate, LLC Portland, OR
GREG BARSAMIAN
Coldwell Banker Commercial North County Glendale, CA
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SUMMARY
* Includes franchisees within the Coldwell Banker franchise system that are licensed to use the Coldwell Banker Commercial marks.
The Coldwell Banker Commercial® (CBC®) brand offers independent, entrepreneurial real estate brokerage companies the ability to compete on a level playing field for the best opportunities in their market. When you're an affiliate of the Coldwell Banker Commercial organization, your firm benefits from:
Use of the world-renowned CBC brand to position your company as a global player
Global exposure to your listings on CBCWorldwide.com, our highly visible corporate web
site, as well as on numerous industry listing services.
Access to our award-winning technology platform, which offers comprehensive
information, resources and tools representing best-of-class solutions, to generate
awareness and exposure for the CBC brand, offices, professionals and properties.
Capitalize on CBC’s strategic alliances to provide value-added services
Access to training, support and best practices from CBC corporate staff and more than
200* leading brokerage companies worldwide
National recognition for you and your company
Attend national CBC events to generate new business
Ability to grow existing client relationships through our Global Client Solutions Team
Access to Specialty Practice Groups and other CBC affiliates
This is not intended, and shall not be deemed to constitute, an offer to sell a franchise. Franchise offerings made only by a Franchise Disclosure Document.
THESE FRANCHISES HAVE BEEN REGISTERED UNDER THE FRANCHISE INVESTMENT LAW OF THE STATE OF CALIFORNIA. SUCH REGISTRATION DOES NOT CONSTITUTE APPROVAL, RECOMMENDATION OR ENDORSEMENT BY THE COMMISSIONER OF CORPORATIONS NOR A FINDING BY THE COMMISSIONER THAT THE INFORMATION PROVIDED HEREIN IS TRUE, COMPLETE AND NOT MISLEADING.
This advertisement is not an offering. An offering can only be made by a prospectus filed first with the Department of Law of the State of New York. Such filing does not constitute approval by the Department of Law.
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STRATEGIC GROWTH TEAM CONTACTS
Marc Seinfeld Regional Franchise Sales Director (973) 407-7657 [email protected]
Russell Stinnett Regional Vice President (973) 407-5315 [email protected]
Rich DeNicola Managing Regional Vice President (973) 407-4228 [email protected]
Jim Lonergan National Vice President (973)407-8227 [email protected]
APPLICATION
THIS IS NOT A CONTRACT
Each Office Is Independently Owned And Operated, Except
For Offices Owned And Operated By NRT Incorporated
We would like to thank you for your interest in obtaining a
Coldwell Banker Commercial® Real Estate Brokerage System Franchise.
We appreciate the time and effort you have taken to read this application
and complete the necessary information. Complete responses will assist
in processing your application in a timely fashion. Page two of this form
contains a non-exhaustive checklist of items which must be included with
the application. Please forward the completed application with the
required attachments via facsimile or regular mail to
Coldwell Banker Commercial®
1 Campus Drive, Parsippany, NJ 07054-0642
Phone: (973) 407-5310
NOTE: THIS APPLICATION IS INTENDED TO OBTAIN CERTAIN PRE-QUALIFYING INFORMATION; ANY OFFER TO SELL, AND ANY SOLICITATION
OF AN OFFER TO PURCHASE, A COLDWELL BANKER COMMERCIAL® FRANCHISE IS MADE ONLY BY MEANS OF THE APPLICABLE UNIFORM
FRANCHISE OFFERING CIRCULAR AND ONLY IN STATES WHERE SUCH OFFERS AND SOLICITATIONS ARE PERMITTED BY LAW.
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FRANCHISE APPLICATION FORM
Name of Company:
Coldwell Banker Commercial® Sales Representative name:
APPLICATION TYPE: Conversion Start-up Main Office Branch Office Addendum Conversion Other INSTRUCTIONS: Coldwell Banker Commercial Affiliates welcomes the opportunity to consider your application for a franchise. In order to process your application, all items MUST be answered completely and accurately. The following items must be submitted with your application:
Signed and dated acknowledgement of receipt of Franchise Disclosure Document
Applicant organizational document (i.e., Partnership Agreement, Articles of Incorporation, etc.).
Current certificate of insurance evidencing both general liability and professional liability (errors and omissions) coverage in the amount of $1,000,000.00 per occurrence.
Current copy of the Responsible Broker’s License and all Broker Licenses (for Each Applicable Jurisdiction).
Copy of the lease or deed to location
Fictitious Trade Certificate or DBA
Photos of each proposed location.
Financial Information
Personal Tax returns for each owner (Personal Financial Statement)
Corporate Tax returns for the most recent tax year
Company P&L for the previous 12 months
Broker Production Run / Transaction List for last calendar year and YTD
W-2’s or 1099’s for all brokers
Signed, Initialed and Witnessed GCI Evidence Form
Signed GCI Documentation Form
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PRELIMINARY QUESTIONNAIRE
LOCATION INFORMATION
The proposed location for main office of the franchise is as follows:
Address
City: State: Zip:
Telephone #: Fax # E-mail address:
Is the proposed location subject to local municipal or landlord rules or regulations relating to exterior signage?
Yes No If so, please supply a copy of these rules or regulations.
If you are obtaining a franchise via an assignment, state the name of the COLDWELL BANKER COMMERCIAL®
office which is assigning:
Effective Date
Are you currently affiliated with another franchise or network organization? Yes No
If yes, which one?
Professional organizations you currently belong to and number of professional designations: # # # #
CCIM SIOR NAIOP ICSC OTHER # # #
IREM ULI CORENET GLOBAL
Do you own/operate or have any relationship with the following types of companies: Yes No Entity Name
Financial Lending Services Co./Dept.
Development Company/Dept.
Property Management Company/Dept.
Consulting and/or Advisory Co./Dept.
Investment Co./Dept.
Construction Co./Dept.
Other
Total years in real estate
Years in commercial real estate
Years as a broker
History of business experience
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APPLICANT INFORMATION
Proposed DBA: “Coldwell Banker Commercial
Applicant’s Entity Name: (Cannot use “Coldwell Banker Commercial” as part of your entity name.)
Type of Entity: General Partnership
Limited Partnership
Sole Proprietor
Corporation
Limited Liability Company / Corporation
Other (please specify)
State of Organization
Tax ID #:
Please provide below the name and phone number of the primary contact for the Applicant (who may be contacted at any point during the application process) and who has the legal authority to act for the applicant.
Primary Contact Name:
Title:
E-mail Address:
Is this a secure e-mail?
Phone #:
Fax #:
Responsible Broker Name:
Broker License #:
Expiration Date:
Entity Ownership Breakdown
Name Title SS# % of
Ownership Spouse Name
(if applicable)
I represent and warrant that the above ownership is true and correct and that a corporate resolution or other legal document was issued authorizing the above ownership interests. I agree to promptly submit copies of any resolution, stock certificates, or any other documentation evidencing this ownership upon franchisor’s request for same. I acknowledge and agree that should I fail to timely provide the requested documentation, any franchised office that may be granted pursuant to this application will not be authorized to be opened to the public. You must submit organizational documents which confirm the above entity ownership breakdown
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REAL ESTATE OFFICE APPLICANT OWNERSHIP REPORT
Other real estate or commercial real estate (collectively “Real Estate”) Offices in which the Applicant (or any owner or officer of Applicant) has an ownership interest:
Name Location Type of Ownership Interest
APPLICANT OWNERSHIP INFORMATION
1) Is the Applicant or any person listed in the Entity Ownership Breakdown section subject to any employment or other agreement containing a restrictive covenant, non competition clause or other obligation with any entity (including any independent or franchised Real Estate Brokerage Company)?
Yes (Provide a copy of such agreement) No
2)
Is the Applicant or any person listed in the Entity Ownership Breakdown section or any immediate family member of any such person currently affiliated (as an owner, manager, employee or sales associate) with any entity which is a Real Estate Brokerage franchisee, a Real Estate Brokerage franchisor, or a Real Estate Brokerage?
Yes No If yes, please provide an explanation and a copy of any applicable franchise agreements.
3) Has any person listed in the Entity Ownership Breakdown section ever been convicted of a felony or misdemeanor?
Yes No
If yes, please provide an explanation of the offense and date of conviction.
4) Do you have any pending lawsuits, judgments or other legal actions against you? Yes No
5) Have you ever filed for bankruptcy? Yes No
If yes, please explain
6) Has the real estate license of your proposed Responsible Broker ever been revoked or suspended or are there pending matters that could result in suspension or revocation?
Yes No
If yes, please explain
7) Has your organization or any of your owners in their personal or other corporate capacity, ever been affiliated with a Realogy Real Estate brand?
Yes
No
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PERSONAL FINANCIAL STATEMENT Name: Address:
I make the following statement of all my assets and liabilities as of day of
the and agree to notify Coldwell Banker Commercial Affiliates promptly of any change affecting this statement. ASSETS LIABILITIES AND NET WORTH
1. Cash On hand, and unrestricted in banks
18. Notes payable to Banks, Unsecured Direct borrowings only
2. U.S. Government Securities (Guaranteed) 19. Notes Payable to Banks, Secured
Direct borrowings only
3. Government Agencies Securities 20. Notes Receivable, Discounted With
banks, finance companies, etc.
4. Accounts and Loans Receivable 21. Notes Payable to Others, Unsecured
5. Notes Receivable, Not Discounted 22. Notes Payable to Others, Secured 6. Notes Receivable, Discounted With
banks, finance companies, etc. 23. Loans Against Life Insurance 7. Life Insurance, Cash Surrender Value
(Do not deduct loans) 24. Accounts Payable 8. Stock and Securities Other than
Guaranteed U.S. Gov’t and Gov’t Agencies 25. Interest Payable
9. Real Estate Registered in own name 26. Taxes and Assessments Payable
10. Automobiles Registered in own name 27. Mortgage Payable on Real Estate
11. Other Assets (Itemize) 28. Brokers Margin Accounts
12. 29. Other Liabilities (Itemize)
13. 30.
14. 31.
15. 32.
16. 33.TOTAL LIABILITIES
(Add lines 18 through 32) $ 17. TOTAL ASSETS (Add lines 1 through 16) $ 34. Net Worth (Line 17 minus 33) $
SOURCE OF INCOME PERSONAL INFORMATION
Salary $ Business or occupation Age
Bonus and commissions $
Dividends $ Partner or officer in any other venture
Real Estate Income $
OTHER INCOME: (Describe) If alimony, child support or separate maintenance you are not required to include income if you do not plan to rely on it to repay the debt.
$ married Dependent Children
$ unmarried
$ separated Other Dependents
Total $ CONTINGENT LIABILITIES GENERAL INFORMATION
As endorser or co-maker $ Are any assets pledged?
On leases or contracts $ Are you a defendant in any suits or legal actions?
Legal Claims $
Provision for Federal Income Tax $ Have you ever made a composition settlement? Explain:
Other special debt $ Have you ever taken bankruptcy? Explain:
TOTAL $
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AUTHORIZATION TO RELEASE FINANCIAL AND CREDIT INFORMATION
DATE:
TO: Realogy Corporation/Coldwell Banker Commercial Affiliates Franchise Sales Administration 1 Campus Drive Parsippany, NJ 07054
By the signature below, in connection with the review of my company’s/my application (“Applicant”) for a Realogy brand franchise, I acknowledge that: (i) Realogy/Coldwell Banker Commercial Affiliates is relying on the company/entity financial and personal information I am providing to them, which I hereby represent and warrant is accurate and complete and not misleading due to an omission of any material information; (ii) Realogy/ is authorized to request additional financial information and personal credit history; (iii) Realogy/ Coldwell Banker Commercial Affiliates , is authorized to check my credit, employment and financial history, with such credit reporting agency (ies) as Coldwell Banker Commercial Affiliates /Realogy may select, as part of the review and approval procedures with regard to our/my pending application to obtain a franchise; and (iv) any such organizations are herby authorized to release of any and all information and records, whether or not confidential, to representatives of Coldwell Banker Commercial Affiliates /Realogy; (v) Applicant understands and acknowledges that as of the date of this Application there are no oral agreements or understandings between Applicant and Coldwell Banker Commercial Affiliates with respect to any proposed franchise; and (vi) the undersigned has the authority to submit this Application and enter into Franchise Agreement with Coldwell Banker Real Estate Corporation. Applicant represents that the execution of the Franchise Agreement will not create a conflict with any of the Applicant’s other obligations to third parties and that the Applicant has not been induced by to terminate or breach any agreement with respect to the existing office (if any) which Applicant wishes to convert to a Coldwell Banker Commercial Affiliates Realty Office.
Franchisee
Entity Name (Corp/Partnership/LLC)
Tax ID
Address
City/State/Zip
Phone #
Owner(s)
Social Security #(s)
Home Address(s)
Home Phone #(s)
Owner Signature Owner Signature Owner Signature
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IMPORTANT NOTICE
Coldwell Banker Commercial Affiliates reserves the express right to approve or disapprove this Franchise Application in its discretion and Applicant shall not be deemed to have been granted a franchise to operate a Coldwell Banker Commercial® Real Estate Office (and there shall be no binding obligations on either party) unless and until both parties have executed a definitive Franchise Agreement.
Applicant hereby represents, warrants and certifies that the enclosed information is true and correct and agrees to supply such additional information, documents, statements or data as may be requested from time to time by Coldwell Banker Commercial Affiliates. In order to complete an adequate credit investigation, the undersigned authorizes any supplier or creditor or named banking reference to disclose to Coldwell Banker Commercial Affiliates any and all information now or later collected or obtained about the applicant, its officers, partners, directors, shareholders or managers for the consideration of this application. Lastly, Applicant consents to the use by Coldwell Banker Commercial Affiliates of facsimile or other electronic means of delivering documentation related to the negotiation and/or execution of a franchise agreement.
SIGNED DATE
TITLE
SIGNED DATE
TITLE
SIGNED DATE
TITLE
SIGNED DATE
TITLE
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REAL ESTATE FRANCHISE SALES EVIDENCE FORM I, , on behalf of ,as its authorized agent,
(Majority Owner or President’s Name) (Entity Name)
hereby attest, warrant and represent that the enclosed documentation is a true, complete and accurate summary and/or compilation of the Commission Income / Sales Volume / Income from Profit & Loss Statement generated by (Enter the Company’s Name or Agent’s Name being proofed)
for the time period beginning on and ending on (Proof of Production).
(Month /Year) (Month /Year)
The enclosed documentation supports the following totals (CHECK APPROPRIATE BOXES): Initial
Total Commission Income: Total Sales Volume: Total Income from P&L:
I further understand and acknowledge that Coldwell Banker Commercial Affiliates, Inc. will rely upon the enclosed Proof of Production, as well as this REAL ESTATE FRANCHISE SALES EVIDENCE FORM, in connection with the evaluation, and potential approval and granting, of a COLDWELL BANKER COMMERCIAL® real estate franchise and/or the provision of certain franchise related financing.
ENTITY NAME
Witness: By:
Name:
Title:
Date:
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GCI Documentation Form ENTITY NAME:
OWNER NAME: SIGNATURE:
TITLE:
DATE:
1) What other operating businesses does your company currently own? Property Management Consulting Appraisal
Development BOV
2) Please provide a detail list of contracts that are pending to close (including sales, leases, property management).
Property Address Transaction Type Value Estimated
Commission
Estimated Close Date
3) Please provide a detailed list of all recurring leases that are currently in existence;
Property Address Contract Start
Date
Contract Expiration
Date Total
Commission
Remaining Commission
Balance Payment Expected
Include in GCI
Approval
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4) Please provide a detailed list of all deferred sales commissions that are currently in existence;
Property Address Contract Start
Date
Contract Expiration
Date Total
Commission
Remaining Commission
Balance Payment Expected
Include in GCI
Approval
5) What percentage of all businesses and dollar value did your company conduct for the last calendar year, for the following income types, for the last calendar year
Income Type Percentage Income Value $ $ $ $ $ $ $
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THIS IS NOT A CONTRACT
Each Office Is Independently Owned And Operated.
We would like to thank you for your interest in obtaining a
Coldwell Banker Commercial® Affiliate Franchise. We appreciate the time
and effort you have taken to read this application and complete the
necessary information. Complete responses will assist in processing your
application in a timely fashion. Page two of this form contains a non-
exhaustive checklist of items which must be included with the application.
Please forward the completed application with the required attachments
via facsimile or regular mail to
Coldwell Banker Commercial Affiliates® 1 Campus Drive, Parsippany, NJ 07054-0642 Phone: (973) 407-5310
NOTE: THIS APPLICATION IS INTENDED TO OBTAIN CERTAIN PRE-QUALIFYING INFORMATION; ANY OFFER TO SELL, AND ANY SOLICITATION OF AN OFFER TO PURCHASE, A COLDWELL BANKER COMMERCIAL® FRANCHISE IS MADE ONLY BY MEANS OF THE APPLICABLE UNIFORM FRANCHISE OFFERING CIRCULAR AND ONLY IN STATES WHERE SUCH OFFERS AND SOLICITATIONS ARE PERMITTED BY LAW.
2
FRANCHISE APPLICATION FORM
Name of Company:
Coldwell Banker Commercial® Sales Representative name:
APPLICATION TYPE: Conversion Start-up Main Office Branch Office Addendum Conversion Other INSTRUCTIONS: Coldwell Banker Commercial Affiliates welcomes the opportunity to consider your application for a franchise. In order to process your application, all items MUST be answered completely and accurately. The following items must be submitted with your application:
Signed and dated acknowledgement of receipt of Franchise Disclosure Document
Applicant organizational document (i.e., Partnership Agreement, Articles of Incorporation, etc.).
Current certificate of insurance evidencing both general liability and professional liability (errors and omissions) coverage in the amount of $1,000,000.00 per occurrence.
Current copy of the Responsible Broker’s License and all Broker Licenses (for Each Applicable Jurisdiction).
Copy of the lease or deed to location
Fictitious Trade Certificate or DBA
Photos of each proposed location.
Financial Information
Personal Tax returns for each owner (Personal Financial Statement)
Corporate Tax returns for the most recent tax year
Company P&L for the previous 12 months
Broker Production Run / Transaction List for last calendar year and YTD
W-2’s or 1099’s for all brokers
Signed, Initialed and Witnessed GCI Evidence Form
Signed GCI Documentation Form
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PRELIMINARY QUESTIONNAIRE
LOCATION INFORMATION
The proposed location for main office of the franchise is as follows:
Address
City: State: Zip:
Telephone #: Fax # E-mail address:
Is the proposed location subject to local municipal or landlord rules or regulations relating to exterior signage?
Yes No If so, please supply a copy of these rules or regulations.
If you are obtaining a franchise via an assignment, state the name of the COLDWELL BANKER COMMERCIAL®
office which is assigning:
Effective Date
Are you currently affiliated with another franchise or network organization? Yes No
If yes, which one?
Professional organizations you currently belong to and number of professional designations: # # # #
CCIM SIOR NAIOP ICSC OTHER # # #
IREM ULI CORENET GLOBAL
Do you own/operate or have any relationship with the following types of companies: Yes No Entity Name
Financial Lending Services Co./Dept.
Development Company/Dept.
Property Management Company/Dept.
Consulting and/or Advisory Co./Dept.
Investment Co./Dept.
Construction Co./Dept.
Other
Total years in real estate
Years in commercial real estate
Years as a broker
History of business experience
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APPLICANT INFORMATION
Proposed DBA: “Coldwell Banker Commercial
Applicant’s Entity Name: (Cannot use “Coldwell Banker Commercial” as part of your entity name.)
Type of Entity: General Partnership
Limited Partnership
Sole Proprietor
Corporation
Limited Liability Company / Corporation
Other (please specify)
State of Organization
Tax ID #:
Please provide below the name and phone number of the primary contact for the Applicant (who may be contacted at any point during the application process) and who has the legal authority to act for the applicant.
Primary Contact Name:
Title:
E-mail Address:
Is this a secure e-mail?
Phone #:
Fax #:
Responsible Broker Name:
Broker License #:
Expiration Date:
Entity Ownership Breakdown
Name Title SS# % of
Ownership Spouse Name
(if applicable)
I represent and warrant that the above ownership is true and correct and that a corporate resolution or other legal document was issued authorizing the above ownership interests. I agree to promptly submit copies of any resolution, stock certificates, or any other documentation evidencing this ownership upon franchisor’s request for same. I acknowledge and agree that should I fail to timely provide the requested documentation, any franchised office that may be granted pursuant to this application will not be authorized to be opened to the public. You must submit organizational documents which confirm the above entity ownership breakdown
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REAL ESTATE OFFICE APPLICANT OWNERSHIP REPORT
Other real estate or commercial real estate (collectively “Real Estate”) Offices in which the Applicant (or any owner or officer of Applicant) has an ownership interest:
Name Location Type of Ownership Interest
APPLICANT OWNERSHIP INFORMATION
1) Is the Applicant or any person listed in the Entity Ownership Breakdown section subject to any employment or other agreement containing a restrictive covenant, non competition clause or other obligation with any entity (including any independent or franchised Real Estate Brokerage Company)?
Yes (Provide a copy of such agreement) No
2)
Is the Applicant or any person listed in the Entity Ownership Breakdown section or any immediate family member of any such person currently affiliated (as an owner, manager, employee or sales associate) with any entity which is a Real Estate Brokerage franchisee, a Real Estate Brokerage franchisor, or a Real Estate Brokerage?
Yes No If yes, please provide an explanation and a copy of any applicable franchise agreements.
3) Has any person listed in the Entity Ownership Breakdown section ever been convicted of a felony or misdemeanor?
Yes No
If yes, please provide an explanation of the offense and date of conviction.
4) Do you have any pending lawsuits, judgments or other legal actions against you? Yes No
5) Have you ever filed for bankruptcy? Yes No
If yes, please explain
6) Has the real estate license of your proposed Responsible Broker ever been revoked or suspended or are there pending matters that could result in suspension or revocation?
Yes No
If yes, please explain
7) Has your organization or any of your owners in their personal or other corporate capacity, ever been affiliated with a Realogy Real Estate brand?
Yes
No
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PERSONAL FINANCIAL STATEMENT Name: Address:
I make the following statement of all my assets and liabilities as of day of
the and agree to notify Coldwell Banker Commercial Affiliates promptly of any change affecting this statement. ASSETS LIABILITIES AND NET WORTH
1. Cash On hand, and unrestricted in banks
18. Notes payable to Banks, Unsecured Direct borrowings only
2. U.S. Government Securities (Guaranteed) 19. Notes Payable to Banks, Secured
Direct borrowings only
3. Government Agencies Securities 20. Notes Receivable, Discounted With
banks, finance companies, etc.
4. Accounts and Loans Receivable 21. Notes Payable to Others, Unsecured
5. Notes Receivable, Not Discounted 22. Notes Payable to Others, Secured 6. Notes Receivable, Discounted With
banks, finance companies, etc. 23. Loans Against Life Insurance 7. Life Insurance, Cash Surrender Value
(Do not deduct loans) 24. Accounts Payable 8. Stock and Securities Other than
Guaranteed U.S. Gov’t and Gov’t Agencies 25. Interest Payable
9. Real Estate Registered in own name 26. Taxes and Assessments Payable
10. Automobiles Registered in own name 27. Mortgage Payable on Real Estate
11. Other Assets (Itemize) 28. Brokers Margin Accounts
12. 29. Other Liabilities (Itemize)
13. 30.
14. 31.
15. 32.
16. 33.TOTAL LIABILITIES
(Add lines 18 through 32) $ 17. TOTAL ASSETS (Add lines 1 through 16) $ 34. Net Worth (Line 17 minus 33) $
SOURCE OF INCOME PERSONAL INFORMATION
Salary $ Business or occupation Age
Bonus and commissions $
Dividends $ Partner or officer in any other venture
Real Estate Income $
OTHER INCOME: (Describe) If alimony, child support or separate maintenance you are not required to include income if you do not plan to rely on it to repay the debt.
$ married Dependent Children
$ unmarried
$ separated Other Dependents
Total $ CONTINGENT LIABILITIES GENERAL INFORMATION
As endorser or co-maker $ Are any assets pledged?
On leases or contracts $ Are you a defendant in any suits or legal actions?
Legal Claims $
Provision for Federal Income Tax $ Have you ever made a composition settlement? Explain:
Other special debt $ Have you ever taken bankruptcy? Explain:
TOTAL $
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AUTHORIZATION TO RELEASE FINANCIAL AND CREDIT INFORMATION
DATE:
TO: Realogy Corporation/Coldwell Banker Commercial Affiliates Franchise Sales Administration 1 Campus Drive Parsippany, NJ 07054
By the signature below, in connection with the review of my company’s/my application (“Applicant”) for a Realogy brand franchise, I acknowledge that: (i) Realogy/Coldwell Banker Commercial Affiliates is relying on the company/entity financial and personal information I am providing to them, which I hereby represent and warrant is accurate and complete and not misleading due to an omission of any material information; (ii) Realogy/ is authorized to request additional financial information and personal credit history; (iii) Realogy/ Coldwell Banker Commercial Affiliates , is authorized to check my credit, employment and financial history, with such credit reporting agency (ies) as Coldwell Banker Commercial Affiliates /Realogy may select, as part of the review and approval procedures with regard to our/my pending application to obtain a franchise; and (iv) any such organizations are herby authorized to release of any and all information and records, whether or not confidential, to representatives of Coldwell Banker Commercial Affiliates /Realogy; (v) Applicant understands and acknowledges that as of the date of this Application there are no oral agreements or understandings between Applicant and Coldwell Banker Commercial Affiliates with respect to any proposed franchise; and (vi) the undersigned has the authority to submit this Application and enter into Franchise Agreement with Coldwell Banker Real Estate Corporation. Applicant represents that the execution of the Franchise Agreement will not create a conflict with any of the Applicant’s other obligations to third parties and that the Applicant has not been induced by to terminate or breach any agreement with respect to the existing office (if any) which Applicant wishes to convert to a Coldwell Banker Commercial Affiliates Realty Office.
Franchisee
Entity Name (Corp/Partnership/LLC)
Tax ID
Address
City/State/Zip
Phone #
Owner(s)
Social Security #(s)
Home Address(s)
Home Phone #(s)
Owner Signature Owner Signature Owner Signature
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IMPORTANT NOTICE
Coldwell Banker Commercial Affiliates reserves the express right to approve or disapprove this Franchise Application in its discretion and Applicant shall not be deemed to have been granted a franchise to operate a Coldwell Banker Commercial® Real Estate Office (and there shall be no binding obligations on either party) unless and until both parties have executed a definitive Franchise Agreement.
Applicant hereby represents, warrants and certifies that the enclosed information is true and correct and agrees to supply such additional information, documents, statements or data as may be requested from time to time by Coldwell Banker Commercial Affiliates. In order to complete an adequate credit investigation, the undersigned authorizes any supplier or creditor or named banking reference to disclose to Coldwell Banker Commercial Affiliates any and all information now or later collected or obtained about the applicant, its officers, partners, directors, shareholders or managers for the consideration of this application. Lastly, Applicant consents to the use by Coldwell Banker Commercial Affiliates of facsimile or other electronic means of delivering documentation related to the negotiation and/or execution of a franchise agreement.
SIGNED DATE
TITLE
SIGNED DATE
TITLE
SIGNED DATE
TITLE
SIGNED DATE
TITLE
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REAL ESTATE FRANCHISE SALES EVIDENCE FORM I, , on behalf of ,as its authorized agent,
(Majority Owner or President’s Name) (Entity Name)
hereby attest, warrant and represent that the enclosed documentation is a true, complete and accurate summary and/or compilation of the Commission Income / Sales Volume / Income from Profit & Loss Statement generated by (Enter the Company’s Name or Agent’s Name being proofed)
for the time period beginning on and ending on (Proof of Production).
(Month /Year) (Month /Year)
The enclosed documentation supports the following totals (CHECK APPROPRIATE BOXES): Initial
Total Commission Income: Total Sales Volume: Total Income from P&L:
I further understand and acknowledge that Coldwell Banker Commercial Affiliates, Inc. will rely upon the enclosed Proof of Production, as well as this REAL ESTATE FRANCHISE SALES EVIDENCE FORM, in connection with the evaluation, and potential approval and granting, of a COLDWELL BANKER COMMERCIAL® real estate franchise and/or the provision of certain franchise related financing.
ENTITY NAME
Witness: By:
Name:
Title:
Date:
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GCI Documentation Form ENTITY NAME:
OWNER NAME: SIGNATURE:
TITLE:
DATE:
1) What other operating businesses does your company currently own? Property Management Consulting Appraisal
Development BOV
2) Please provide a detail list of contracts that are pending to close (including sales, leases, property management).
Property Address Transaction Type Value Estimated
Commission
Estimated Close Date
3) Please provide a detailed list of all recurring leases that are currently in existence;
Property Address Contract Start
Date
Contract Expiration
Date Total
Commission
Remaining Commission
Balance Payment Expected
Include in GCI
Approval
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4) Please provide a detailed list of all deferred sales commissions that are currently in existence;
Property Address Contract Start
Date
Contract Expiration
Date Total
Commission
Remaining Commission
Balance Payment Expected
Include in GCI
Approval
5) What percentage of all businesses and dollar value did your company conduct for the last calendar year, for the following income types, for the last calendar year
Income Type Percentage Income Value $ $ $ $ $ $ $
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