Investment Management Services

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Investment Management Services

Transcript of Investment Management Services

Page 1: Investment Management Services

Investment Management Services

Page 2: Investment Management Services

Delivering SolutionsTo Complex Real EstateC h a l l e n g e s

Serving Many Markets.Eagle Realty Gro u p ’s Inve s t m e n t

Management Division provides real estate

management services to institutional

i nve s t o r s ,c o r p o r a t i o n s ,d eve l o p e r s ,a n d

private inve s t o r s .

Our Services Encompass:• C reation and Management of New Equity

and Debt Po rt folios for Separate A c c o u n t s

• C o - I nvestment Funds

• Equity and Debt Po rt folio Ta ke ove r s

• Consulting and A d v i s o ry Serv i c e s

Specialized Disciplines.With a proven track re c o rd that spans

m o re than 15 years and all pro p e rty types in

mu l t i p l e, d i verse marke t s , our expert i s e

c overs a wide range of specialized

d i s c i p l i n e s .

• A c q u i s i t i o n s ,N ew Deve l o p m e n t s , Joint

Ve n t u re s

• Asset Management

• R e n ov a t i o n

• P roject and Acquisitions Financing

• D i s p o s i t i o n s

• M o rtgage Loan Origination and Serv i c i n g

• Financial Management

• Construction Management

We curre n t ly provide real estate

i nvestment management services to an

e x t e n s i ve port folio of office, re t a i l ,i n d u s t r i a l ,

hotel and ap a rtment pro p e rties with

activities concentrated primarily in the

M i d we s t , Southeast and Southwe s t .

CORPORATE OVERVIEW

Eagle Realty Group is a

full-service commercial real estate

services and investment firm based in

Cincinnati, Ohio. Established in 1972,

Eagle Realty Group offers a

comprehensive range of services

covering three core real estate areas.

Investment Management.

Offering real estate investment

management and asset management

services.

Residential Property Management.

Serving apartment and condominium

communities.

NAI Eagle.

Providing brokerage services and

commercial property management.

Eagle Realty Group isheadquartered in the historicGuilford Building,which is locatedin downtown Cincinnati.

Value of Debt and Equity Assets Under Management

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Meeting Your Objectives...Our Top Priority

Professional Experience.Eagle Realty Gro u p ’s Inve s t m e n t

Management Division consists of seasoned

p ro fessionals with extensive experience in

their re s p e c t i ve disciplines and an unwave r i n g

commitment to our corporate mission:

To achieve superior results

for all customers by providing

outstanding real e s t a t es e rv i c e s

t h a tf u l f i l lt h e i rs p e c i f i cn e e d s .

Innovative Solutions.In today ’s challenging real estate

e nv i ro n m e n t , we offer clients innov a t i ve

solutions to fulfill their investment objective s

and effectively manage risks. We are

dedicated to helping our clients identify

u n d e r s e rved market niches and capitalize on

emerging trends.By keeping abreast of

conditions in the marketplace through our

relationships with ow n e r s ,l e n d e r s ,d eve l o p e r s ,

brokers and corespondents, we are well-

positioned to penetrate markets and cap i t a l i z e

on exclusive opportunities for our clients.

A Higher Level of Service.We measure our success by our ability to

p rovide a higher level of service and re t u r n s

to a select number of clients. Our dedicated

p ro fessionals embrace the philosophy

“ w h a t ever it takes to get the job done.”

Our clients benefit from our Midwe s t

location through lower inherent ove r h e a d ,

competitive fee structures and central access

to major real estate marke t s . In addition to

our new acquisitions, d evelopments and

m o rtgage inve s t m e n t s , we have demonstrated

a long history of success in exceeding

clients’ expectations for take over port fo l i o s

of troubled real estate assets.

Geographic Markets Served by Eagle Realty Group

Through a mortgage loan co-investment program

developed by Eagle Realty Group, we have been

able to invest in highly desirable projects that

would have otherwise been closed to us. In

addition, Eagle Realty Group has been responsive

to our reporting and documentation needs, and

exceptionally proficient in administering the

program. As a result,we have experienced

favorable returns and minimum risk – an

unbeatable combination.

Lisa H. Fe r re l l i , Senior Vice Pre s i d e n t

Bank of America

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Financial Strength Opportunities Abound.

A financially - s e c u re organization, Eagle Realty

G roup is a member of the We s t e r n - S o u t h e r n

E n t e r p r i s e, a family of financial serv i c e s

c o m p a n i e s . B a c ked by our parent company –

which has more than a 110-year history of

e xe m p l a ry perfo r m a n c e, assets totaling over

$25 billion, and a top AAA rating by Standard

& Po o r ’s – we are affo rded exceptional

o p p o rtunities and networking re s o u rc e s .

Client SatisfactionOur Reputation Depends On It

Meeting Mutually- E s t a b l i s h e dO b j e c t i v e s .

O ver the ye a r s , we have assisted our select

clients in reaching their mu t u a l ly - e s t a b l i s h e d

o b j e c t i ve s .After all, it is not just their bottom

line on the line, it is our re p u t a t i o n , t o o.

Professional Af f i l i a t i o n sNetworking to Success.

Eagle Realty Group is a dedicated and active

p a rticipant in an arr ay of real estate

organizations which shape the industry, i n c l u d i n g :

• Association for Investment Management

R e s e a rch (AIMR)

• Association of REALTO R S® – National, Ohio

and Cincinnati

• Building Owners and Managers Association

( B O M A )

• C o m munity Owners Institute (CA I )

• Construction Owners Association (COA )

• International Council of Shopping Centers

( I C S C )

• Institute for International Research (IRR)

• Institute of Real Estate Management (IREM)

• International Facility Management Association

( I F M A )

• M o rtgage Bankers Association of America

( M BA )

• National Association of Corporate Real Estate

E xe c u t i ves (NAC O R E )

• National Association of Industrial and Office

P ro p e rties (NAIOP)

• National Association of Real Estate Investment

Trusts (NAREIT)

• National Council of Real Estate Fuduciaries

( N AC R E I F )

• N ew America International (NAI)

• Ohio Mortgage Bankers Association (OMBA )

• Urban Land Institute (ULI)

Our relationship with Eagle

Realty Group started over ten

years ago, prior to AMLI’s

acquisition of Trammell Crow

Residential Midwest. Eagle

Realty Group has provided

innovative joint-venture equity

for many of our multi-family

residential developments that

has enabled AMLI to achieve

earnings growth and asset

growth for our shareholders.

Given Eagle Realty Group’s

long-term view to investment

m a n a g e m e n t ,AMLI has enjoye d

a close strategic alignment of

investment interests and

philosophy with Eagle’s inv e s t o rs.

Allan J. S w e e t ,

P resident and

Chief Executive Officer

AMLI Residential

Eagle Realty Group engineered a long-term investment prog ram with our company that has enabled us to

respond in a timely manner to capture exceptional hotel development opportunities with competitive costs of

c a p i t a l . Toge t h e r, over the past fifteen ye a rs,we have implemented ten new hotel developments within fi v e

d i f fe rent investment markets which have appreciated substantially.

J . Erik Kamfjord ,P re s i d e n t ,W i n e ga rdner & Hammons, I n c.

421 East Fourth Street

Cincinnati, Ohio 45202

513-361-7700 • Fax: 513-361-770 1

E-mail: [email protected]

w w w. E a g l e R e a l t y G r o u p . c o m©2000 Eagle Realty Group LLCA Western-Southern Company 1821-0100