Southeastern Investment Sales Group - Transwestern · PDF fileTranswestern’s investment...

Southeastern Investment Services

3340 Peachtree Road, NE Suite 1000 Atlanta, GA 30326t: 404.842.6600 f: 404.842.6601 www.transwestern.net/atlanta

Southeastern Investment Sales Group

Retail expeRtise


TranswesTern in The souTheasTTranswestern’s operations in the

Southeastern US are overseen

from our Atlanta regional head-

quarters. The firm also operates

with corporate offices in Miami,

Fort Lauderdale, and Orlando.

We also have operations in the

Tampa Bay market.

In addition to our full-time pres-

ence in the above cities, Transwestern routinely provides clients with real estate solutions throughout the

region. Our teams have assisted with leasing, sales, and management needs in major business centers,

secondary markets, and tertiary cities located across the Southeast. Over the past few years alone, we

have helped our clients with their commercial real estate in North Carolina, South Carolina, Georgia,

Florida, Alabama, Mississippi, Tennessee, and Kentucky.

regional CapabilitiesTranswestern’s full-service approach is to provide clients with a comprehensive mix of experience

and expertise. The following is a description of the firm’s capabilities in the Southeast:

• Investment sales and financing

• Agency leasing and property marketing

• Property and facilities management

• Tenant advisory and corporate advisory services

• Retail services

• Development services

• Energy and sustainability services (Energy Star and LEED implementation and certification)

• Market research and financial analysis

2009–2010 MilestonesOver the course of what were perhaps the two most difficult years ever for our industry, Transwestern

grew significantly in the Southeast:

• Tripled the size of our property management portfolio

• Doubled the size of our overall leasing and management portfolio

• Doubled our number of brokerage professionals

• Doubled our overall employee headcount

• Doubled our number of regional offices

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souTheasTern invesTMenT salesTranswestern’s investment sales team in the Southeast is

comprised of Jon Kleinberg, Kevin Markwordt, and Mike

McGaughy.

Offering their clients more than 60 years of combined

experience and a successful track record marketing and

selling income-producing assets valued at more than $3.0

billion, Kleinberg, Markwordt, and McGaughy have experi-

ence throughout the Southeast. From major metropolitan

areas to smaller secondary and tertiary markets, they have

successfully identified optimum investor targets for a wide

variety of assets — retail, office, multi-family, industrial,

and land. Their experience ranges from multi-building

portfolios to single assets and their investor clients range

from major institutions to regional investors to local entrepreneurs and 1031 tax exchange sellers.

Kleinberg, Markwordt, and McGaughy are one of the most successful investment sales teams in the

Southeast and are top performers within Transwestern as well. Their success in the competitive invest-

ment sales arena comes from the following benefits they offer their investor clients:

• A personal, “hands on” approach to marketing their clients’ office assets — the two Transwest-

ern professionals do not lead a large sales team of junior brokers, but handle each step of any

assignment themselves

• An in-depth understanding of commercial real estate investments and how to best position these

assets to achieve their highest value

• Strong working relationships with investors and capital sources, including their underwriting

parameters, yield expectations, and other issues

• Experience with a broad range of office properties and markets

• Dedicated in-house support, including financial analysis and modeling, marketing materials

production, and administrative functions including client reporting and investor targeting

• A proven sales approach, continually refined and updated, that leverages market knowledge and

financial acumen in order to generate a competitive sales environment and ultimately premium

pricing

• Corporate support from one of the nation’s largest private full-service commercial real estate

firms, including a highly organized network of investment brokers in each of Transwestern’s 25

domestic offices

Transwestern’s Southeast ISG team has completed more than $3.0 billion in sales and financing assignments throughout the region


representative southeastern retail salesTranswestern’s Southeastern ISG team has completed a wide variety of retail investment sales, includ-

ing the following successful transactions:

Victoria MallSold on behalf ofLehman Brothers

635,000 SF — Victoria, TX

Biltmore Square MallSold on behalf of

Midland494,496 SF — Asheville, NC

Commons at Dexter LakeSold on behalf of

Weston Development61,583 SF — Memphis, TN

Eastgate Town CenterSold on behalf of

Prudential744,091 SF — Chattanooga, TN

Glenridge PointeSold on behalf of

Glenridge Pointe, LLC16,029 SF — Atlanta, GA

Village at Old TraceSold on behalf of

Midland52,681 SF — Marietta, GA

Roberds PortfolioSold on behalf of

MetLife189,339 SF — Atlanta, GA

Wiregrass Commons MallSold on behalf of

MetLife500,000 SF — Dothan, AL

Shops at Cumberland PlaceSold on behalf of

Midland33,200 — Atlanta, GA

Crossings at RoswellSold on behalf of

Midland38,937 SF — Roswell, GA

CVS PortfolioSold on behalf of

Hendon Properties20,000 SF — Atlanta, GA

Asbury CommonsSold on behalf of

Prudential55,273 SF —Green Cove

Springs, FL


southeastern retail sales by Transwestern isG TeamProperty Name Size (SF) City State Client NameWiregrass Commons Mall 500,000 Dothan AL Met LifeWestgate Plaza SC 163,435 Tampa FL EquitableMariners Village 117,000 Orlando FL Boyle Investment CompanyRed Willow Plaza 95,187 Orlando FL Boyle Investment CompanyRoberds Center 60,400 Tampa FL MetLifeAsbury Commons 55,273 Jacksonville FL PrudentialTwo Goodyear Service Centers 20,000 Jacksonville FL Pennsylvania Land AbstractGoodyear Service Center 10,000 Orlando, FL FL Henderson DevelopmentShopping Mall on 38-Acre Site 260,000 Northwest Atlanta GA MBL Life AssuranceChastain Point 160,000 Northwest Atlanta GA Tufts University FinancingRoberds Plaza 121,560 Forest Park GA BankOneShallowford Corners 116,683 Atlanta GA PrudentialKmart Center 110,000 Savannah GA KGA HoldingsKmart 108,406 Savannah GA American General LifePeach Factory 108,381 Byron GA JER PartnersRoberts Plaza West 82,213 Douglasville GA GE CapitalSouthlake Festival 81,728 Morrow GA Wells FargoGrocery Anchored Center 70,000 Northwest Atlanta GA Confederation LifeRoberds Center 66,324 Fayetteville GA MetLifeRoberds Center 62,615 Douglasville GA MetLifeVillage at Old Trace 52,681 Marietta GA Midland Loan ServicesThe Crossings at Roswell 38,937 Northeast Atlanta GA Midland Loan ServicesThe Shops at Cumberland Place 33,200 Atlanta GA Midland Loan ServicesMini Warehouse/Car Wash 30,000 Northeast Atlanta GA Liberty Savings BankThe Legacy Retail 19,600 Atlanta - Midtown GA Wood PartnersLaVista Road, Northlake 18,762 Northeast Atlanta GA First Union Bank10th Street, Commercial Building 16,800 Atlanta - Midtown GA BDC 600Glenridge Point 16,029 Atlanta GA Glenridge Point, LLCRetail Project 16,000 Marietta GA Decatur Federal Bank6422 Jimmy Carter Blvd. 12,500 Northeast Atlanta GA TEA IncorporatedGoodyear Service Center 12,000 Marietta GA Dr. Mark RabinCVS Drug Store/Cobb 10,000 Northwest Atlanta GA Hendon PropertiesCVS Drug Store/Gwinnett 10,000 Northeast Atlanta GA Hendon Properties150 Christa Court 8,600 Duluth GA Business Loan Funding300 W. Peachtree St. 7,800 Atlanta - Downtown GA Steps Off PeachtreeCommercial Site 7,500 Northeast Atlanta GA SBA Baker St./Peachtree St.Hwy. 120 & Piedmont Rd. 7,400 Marietta GA Events Ltd.Kmart 106,010 Lexington KY American General LifeBiltmore Square 494,496 Ashville NC Midland37 Biltmore 9,000 Ashville NC Doc Chey PropertiesKmart Center 102,200 Niagara Falls NY MTN HoldingsSantee Factory Store 166,584 Santee SC Wells FargoSummerville Galleria 106,696 Charleston SC Lend LeaseEastgate Mall 744,091 Chattnooga TN PrudentialKmart 102,352 Nashville TN American General LifeCommons at Dexter Lake 61,583 Memphis TN Weston DevelopmentVictoria Mall 635,000 Victoria TX Lehman BrothersBrandy Hill Plaza 108,722 Mechanicsville VA Menin Development Co


ChallenGed asseT experTiseTranswestern’s Southeastern sales professionals have emerged as the leading investment sales team in

the region when it comes to properties with some “hair on them” — assets with a degree of financial

instability due to market conditions, physical issues, owner/lender problems, or economic concerns.

Kleinberg and Markwordt provide their expertise to both owner/borrowers who might be faced with the

prospect of their asset being foreclosed upon, as well as with owner/lenders who might have to take a

property back.

The Transwestern team has a long and successful track record of assisting their clients find a way out of

a financially challenging situation by helping to arrange a recapitalization of debt and/or equity posi-

tions, or by an outright sale. Our team offers more than 60 years of combined experience working for

borrowers, lenders, financial institutions, law firms, accounting firms, and other owner advisors.

Our proven approach for challenged assets includes:

• Speed to market, working within the tight timeframes of borrowers, lenders, etc.

• In-depth analysis of the property, the competition, the submarket, and overall market

• Development of a plan to stabilize the asset and best position it for sale, by communicating its

strengths and turning weaknesses into opportunities

• Targeted marketing to prospective purchasers

• Value maximization through a competitive bidding process

• Leveraging our relationships with leading lenders and services, often benefiting our borrower

clients

Over the past few years alone, the Transwestern team’s satisfied clients include a long list of private own-

ers as well as a virtual “who’s who” of financial firms such as:


Jon KleinBerG Managing Director, Investment Services

Transwestern roleAs managing director of Transwestern’s Investment Services group in Atlanta,

Jon Kleinberg and his partners Kevin Markwordt and Mike McGaughy oversee

all of the firm’s investment sales brokerage services in Atlanta and throughout

the Southeast U.S. Jon and Kevin ranked nationally as Transwestern’s Top

Investment Brokers in 2005.

Career highlightsJon has 26 years of commercial real estate experience in brokerage, dispositions, lending, and portfolio

management. In his 17 years of investment sales brokerage, he has represented both private and insti-

tutional clients in the sale of investment properties valued in excess of $1.0 billion.

Jon offers a comprehensive and multi-faceted background successfully marketing and negotiating the

sale of a wide variety of assets, focusing on apartments but also including shopping centers, enclosed

malls, and land. He has completed transactions throughout the Southeast, the Mid-Atlantic, and Texas/

Southwest regions of the country.

Prior to joining Transwestern, Jon spent ten years with Insignia/ESG in the firm’s Capital Advisors

Group, where he oversaw the firm’s investment sales services in Atlanta. He also spent seven years in the

real estate department of the Traveler’s Insurance Company, where he concentrated on loan production,

portfolio management, and asset disposition.

professional affiliations/recognitionJon is a licensed real estate salesperson in the State of Georgia, North Carolina, and South Carolina.

educationJon received his bachelor’s in economics and government from St. Lawrence University and his master’s

of business administration from Duke University.


Kevin MarKwordT, CCiM Managing Director, Investment Services

Transwestern roleAs managing director of Transwestern’s Investment Services group in Atlanta,

Kevin Markwordt along with his partner Jon Kleinberg oversee the firm’s of-

fice investment sales activities in the Southeastern U.S. In 2010 and 2005, the

team was ranked as the top investment sales brokers for the company overall.

Career highlightsKevin has more than 25 years of investment sales experience and has successfully completed more than

a billion dollars of sales and financing. Before joining Transwestern, he was a senior managing director

for Insignia/ESG and was the top investment sales broker in Atlanta during his tenure. He was also

named Insignia/ESG’s number one investment broker in 2001.

Kevin has been retained by institutional clients such as GE Capital, Morgan Stanley, Prudential, MetLife,

Transwestern Investments, Arcap, New York Life, JP Morgan, DLJ, RREEF Funds, Lehman Brothers,

American Express, LNR Partners, Chase Manhattan Bank, GMAC, Cigna, Bank One, Midland, Safeco,

Orix, Midland, JER, Berkadia, CWCapital, Centerline, Invesco and many other investors with assets

in the Southeast.

professional affiliations/recognitionKevin is a member of the National Association of Industrial and Office Properties (NAIOP) and the

Atlanta Commercial Board of Realtors. He earned the prestigious CCIM designation, demonstrating

his financial acumen.

educationKevin received his bachelor’s in mechanical engineering from University of Maryland with a minor

in computer science and he graduated from General Electric’s well recognized management training

program in 1986.


MiKe MCGauGhy, CCiM Managing Director, Investment Services

Transwestern roleAs a managing director with Transwestern’s Investment Services Group in At-

lanta, Mike McGaughy works with Jon Kleinberg, specializing in the marketing

and sale of multi-family assets and overseeing all investment sales activity of

this product type in the Southeast. He joined the Transwestern team in 2006.

Career highlightsMike is a seasoned professional with 24 years of real estate sales experience in the multifamily arena. He

has sold more than 21,000 units with an aggregate value in excess of $1.3 billion. Focusing on the sale of

multifamily properties and land, he has completed assignments throughout the Southeast.

Mike joined Transwestern from the Atlanta-based REIT Gables Residential where he was a senior vice

president. During his tenure with Gables Residential he brokered apartment sales representing advisors,

developers, investors, lenders, condominium converters, and REIT’s.

Prior to joining Gables Residential, Mike was a vice president with Trammell Crow Residential sell-

ing TCR developed apartment properties in addition to third party assets. Mike began his career and

his multi-family sales focus as an associate broker with Johnstown American Commercial Real Estate

Services in 1987.

professional affiliations/recognitionMike is a licensed real estate broker in Georgia and has earned the prestigious CCIM designation.

educationMike received his bachelor’s of business administration degree in real estate from the University of

Georgia.


ClienT reFerenCesTranswestern’s team encourages you to contact the following individuals regarding their responsiveness,

service, and performance:

references — retail sales

Prudential Financial Midland Loan Services

Jim Street (770) 395-5706 Two Ravinia Drive, Suite 400 Atlanta, GA 30346

Brian Davis (913) 253-9000 10851 Mastin Boulevard Overland Park, KS 66210

Prudential Financial Weston Companies

Richard Pulido (770) 395-8432 Two Ravinia Drive, Suite 400 Atlanta, GA 30346

Michael Caldwell (901) 684-63133930 Vantech Drive, Suite 6 Memphis, TN 38115


overview oF TranswesTernTranswestern is a privately held, national commercial real es-

tate firm focused on creating value for our clients in each local

market we serve throughout the US.

We have a unique business model that combines fully integrated

services with investment opportunities and operates through

six distinct functional lines of business:

• Agency Leasing

• Property & Facility Management

• Investment Services

• Tenant Advisory

• Development

• Research

Since our founding in Houston, Texas in 1978, we have grown to become a leader in the commercial real

estate services industry. Today, Transwestern is ranked by real estate publications Commercial Property

News and National Real Estate Investor as one of the industry’s top brokerage firms, property managers,

and developers. National research firm Real Capital Analytics ranked us as one of the Top Three invest-

ment sales and financing companies in the country.

We are also a leader when it comes to energy and sustainability — Transwestern is leading the curve in

terms of “greening” commercial real estate, and our portfolio of LEED

certified properties is the largest in the country. We seek to create value

from green practices and are confident that doing the right thing makes

good business sense and can be profitable for us and our clients. As such,

we’ve been named the winner of the EPA’s top accolade, the ENERGY STAR “Sustained Excellence”

award, for the past five years in a row.

Today, Transwestern continues to grow, as we continue to strengthen our existing operations and seek

opportunities to expand into other markets. Our vision is to be the Number One real estate value creator

in America, and our mission is to consistently deliver unrivaled value to our clients by empowering our

people and fostering an entrepreneurial environment.


Company statisticsAs a private company, Transwestern has the ability to quickly adapt to the needs of clients and ex-

ecute a broad array of commercial real estate services that are supported by national resources and

coordinated delivery. As a result, the firm enjoys a positive track record of continual growth since

its inception. Statistics for 2010 include:

• Grew our national leasing and management portfolio to a total of more than 265 million square feet of office, industrial, and retail space located across the US

• More than 37 million square feet of leasing transactions (representing landlords and tenants),

with a total lease value of approximately $3.1 billion

• Despite a drop in investment sales in 2010 across the country, we completed 133 assignments

with an aggregate value of more than $1.1 billion

• 11 active development projects currently under construction across the country

• Approximately 1,700 team members located in offices in major business centers across the country, including more than 350 leasing agents, tenant advisory brokers, and investment sales

professionals

office locationsTranswestern operates from a market-centric business model, empowering our local market leaders

and producers and fostering the entrepreneurial thinking required to deliver the best results for our

clients.

Our 31 corporately-

owned US offices

are organized into

semi-autonomous

geographic regions.

T r a n s w e s t e r n ’ s

headquarters in

Houston provides

both operat iona l

support and executive

oversight to the regions, but

allows strategic decisions to be

made on a local level, in order to maximize

flexibility and service to clients.

Atlanta

Tulsa

Baltimore

Northern Virginia

MiamiFort Lauderdale

New OrleansHouston

PhoenixSan DiegoOrange County

Los Angeles

San FranciscoSalt Lake City

San Antonio

Austin

Milwaukee

Minneapolis

Chicago

Detroit

Philadelphia

Bethesda Washington, DCDenver

Dallas

Atlanta

Tulsa

Baltimore

Northern Virginia

MiamiFort Lauderdale

New OrleansHouston

PhoenixSan DiegoOrange County

Los Angeles

San FranciscoSalt Lake City

San Antonio

Austin

Ft. WorthFt. Worth

Milwaukee

Minneapolis

Chicago

Detroit

Philadelphia

Bethesda Washington, DCDenver

Dallas

OrlandoOrlando

GreenwichGreenwich

St. LouisSt. Louis

MorristownMorristownNew YorkNew York


invesTMenT serviCes GroupTranswestern combines real estate capital markets and investment banking expertise with local market

knowledge and project execution skills to maximize the value of our client’s assets. Our Investment

Services Group (“ISG”) provides a customized approach to investment sales, mortgage finance, and

structured transactions for single assets and portfolio investments.

Transwestern’s clients range from local entrepreneurs to the largest institutions and corporations in the

country. Our expertise extends to a broad array of product types, including office, industrial, retail,

multi-family, hospitality, healthcare, and land.

sales and Financing expertiseTranswestern’s ISG platform is comprised of 70 sales and financing veterans, with an average of 20

years of individual experience and a track record of $100+ million in sales each year. Together, these

skilled investment brokers have sold more than $40 billion worth of commercial real estate, and

negotiated in excess of $20 billion in financing.

In 2007 alone, Transwestern’s ISG professionals completed

in excess of $4.5 billion in sales and financing transactions,

ranking us as the real estate industry’s Top Three firm in

terms of dispositions, acquisitions, and debt and equity

placement for income-producing real estate.

isG servicesTranswestern offers the following services to our investor clients:

• Single asset and portfolio dispositions and acquisitions

• Recapitalization and repositioning strategies

• Financial and joint venture structuring

• Loans ranging from permanent, construction, mezzanine, bridge, and renovation

• Debt and equity placement

• Sale/leaseback analysis and execution

• In-house creation of all marketing materials, including offering memorandums, brochures, web

sites, and more

• Due diligence and financial analysis

Office 33%

Multifamily 47%

Industrial9%

Retail 6%

Other5%

asseT sales By produCT Type, 2006-2009


representative isG ClientsThe following are just a few of the owner clients Transwestern has provided investment sales and

financing services for over the past several years.

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