The Concord Group Concord Group provides Real Estate Advisory Services for clients ... Green Guide...
Transcript of The Concord Group Concord Group provides Real Estate Advisory Services for clients ... Green Guide...
The Concord Group
Project Management
Cost Segregation
Cost Management
Real Estate Advisory Services
www.concord-cc.com
Firm Overview
The Concord Group is a team of highly skilled professionals specializing in the fields of Project Management, Cost Management, Cost Segregation and Real Estate Advisory Services.
Headquartered in Chicago and with offices in Milwaukee and Grand Rapids, The Concord Group has provided services in every state in the country. With a growing staff of around 30 professionals, we have built a reputation for delivering high quality, accurate and timely work for governmental agencies, healthcare organizations, institutional clients and architectural/engineering firms along with retail, residential and property development companies, since our founding in 1996.
We have formed strong and long lasting relationships with many of our clients, some of whom have been with us since we started our business. Our successful client relationships go hand-in-hand with hiring and retaining the very best people. This provides our clients with the consistent and high quality services they expect and deserve.
The Concord Group utilizes the most recent state of the art technologies which include:
The Concord Group has been providing Project Management, Cost Management, Cost Segregation and Real Estate Advisory Services to a wide range of clients for over 18 years. Our staff members have become integral partners to our clients in the implementation of their building and construction programs.
Project ManagementIn our role as the Project Manager we act as the Owner’s Representative and work on our client’s behalf as a third party independent consultant. We act solely in the best interest of our client, communicating project issues and allowing our client to make informed decisions in a timely manner, so the progress of the project is not impeded.
Cost ManagementThe Concord Group provides a comprehensive approach to Cost Management that reduces the risk of project cost overruns. We achieve this by integrating our multi-disciplined staff of estimators, mechanical and electrical engineers, quantity surveyors and construction management personnel with our state of the art estimating software and technology.
Cost SegregationWe provide Cost Segregation Services to help clients increase their cash flow. We are uniquely qualified to perform a thorough and detailed engineering based Cost Segregation Study that meets the IRS guidelines. Our cost estimators and engineers have significant experience and the appropriate expertise the IRS requires to prepare quality Cost Segregation Studies. In addition to Cost Segregation Studies, our team of engineers also have the skills to provide Repair vs. Capitalization Studies and Retirement Studies in response to the recent IRS regulations released in January, 2014.
Real Estate Advisory ServicesThe Concord Group provides Real Estate Advisory Services for clients who are either Owners or Lenders involved with the acquisition of commercial property. We assist with a full range of integrated consulting services for real estate investments. Whether the client is a lender, a developer or an equity investor, our services protect their interests and assist in realizing the maximum benefit from their real estate investment or financing.
Services
The Concord Group is Committed to Sustainable Building Practices
Our in-house LEED AP staff members bring environmental awareness to all of the projects that we are involved with. We evaluate and offer suggestions on environmentally sustainable alternatives on a wide array of projects, focusing on construction cost versus life-cycle costs, resilience and overall building performance. We stay abreast of updates in planning and design guidelines such as the Green Guide for Healthcare and the various publications of the U.S. Green Building Council.
Professional Staffing
31TOTAL STAFF
43% Cost Managers
41% Project Managers
16% Support Staff
LEED Accredited Professionals
Project Management Professionals
Certified Professional Estimators
Certified Construction Contract Administrators
International Project Management Association Level D
Certification
Professional Engineers
Member of the Royal Institution of Chartered Surveyors
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# of Staff
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Experience: Project Management
Wheaton Franciscan Healthcare
Since 2002, The Concord Group has been providing Project Management services to the Wheaton Franciscan Healthcare System. Our staff have been intimately involved in the management of all building projects undertaken by the system in that time period. These projects total in excess of $750 Million. Of this total, over $162 Million have been in hospital renovation, over $45 Million have been in Life Safety, over $27 Million have been in Medical Office space and over $319 Million have been in new construction. The balance has been comprised of various project types that fall into
Spectrum Health System
Since the Fall of 2008, The Concord Group has provided Project Management services to the Spectrum Health System in Western Michigan. During this period, we have been responsible for managing the various activities related to the development of three major healthcare facilities.
Carroll University
The Concord Group provided Project Management services for multiple student residence projects implemented over multiple phases at Carroll University. We also managed the conversion of a historic residence into administrative office space.
The Milwaukee Streetcar
The Concord Group is providing Project Management Services to the City of Milwaukee for the proposed 2.1 mile downtown streetcar system. The Milwaukee Streetcar will connect near downtown residential neighborhoods with the Central Business District, the Third Ward and the Intermodal Station. This first phase of the project which is currently in design, has a total project budget of $64.6 Million.
Experience: Cost Management
Chicago Public Schools
The Concord Group has been providing Cost Management Services to Chicago Public Schools for the Capital Improvement Program since 1996. During that time, we have worked on thousands of school projects with costs ranging from $50,000 to $90 Million. To date we have completed over 2,000 projects for the Chicago Public Schools System with a total value in excess of $4 Billion.
Public Building Commission
Since 2008, The Concord Group has provided Cost Management services to the Public Building Commission of Chicago for a wide variety of projects. These include municipal facilities, libraries, park district facilities, field-houses, police and fire stations, public marinas, and both elementary and high school buildings. The total value of these projects is in excess of $750 Million.
The Art Institute of Chicago
The Concord Group has provided a wide array of services to The Art Institute over a number of years. These services have included fiscal year budgeting and Cost Estimating services for specific projects.
Hospital Sisters Health System
The Concord Group has been providing Cost Management services to the Hospital Sisters Health System through Berner Schobers Architects and Odell Architects.
Experience: Cost Segregation
Retail Clothing Store
The Concord Group was able to provide significant tax savings to both the tenant and property owner by performing a complete engineering based Cost Segregation Study on this high-end retail clothing store, comprised of a two-story, 29,000 SF property located on a 3-acre site in Michigan. Our engineering based team segregated the assets that were acquired and constructed by the owner and the assets that were newly constructed by the tenant into shorter life property, resulting in a reduction of the owner’s tax liability.
Commercial Office
Our client, an investment company, purchased a multi-unit office building located in a suburb of Illinois. The three-story building is approximately 86,500 SF in size and is situated on a 5.4-acre site. The owner made multiple typical tenant improvements to the property between 1998 and 2013.
Restaurant
The property was purchased in the downtown area of Chicago, Illinois and the interior of the building was completely remodeled for a bar/restaurant. The tenant improvements for the bar/restaurant were completed in April, 2007. The property is located on the ground floor and basement of a six story building and is approximately 11,525 SF in size. Construction included renovations to the bar, flooring, kitchen, and seating areas on both levels. We performed a Cost Segregation Study on the tenant improvement assets only and not the acquisition of the property, due to the complete renovation of the interior spaces.
Manufacturing Facility
We performed a Cost Segregation Study for our client – an automobile rubber mats and guards manufacturer. Their office and manufacturing facility, located in Illinois, was originally constructed to be 120,420 SF in size and is situated on a 9-acre site. In 2013, the building was expanded by approximately 55,460 SF increasing the total size of the building after expansion to 175,789 SF made up of office, warehouse and manufacturing space. The original facility was placed into service in November, 2004 and the new addition was placed into service in December, 2013.
Experience: Real Estate Advisory Services
The Moderne
The Moderne is Milwaukee’s newest high-rise residential project. Located in the northwest corner of downtown Milwaukee the project is a mixed use development of over 200 housing units, interior parking and street level retail units. The Concord Group is providing loan review services to the City of Milwaukee for the publicly funded portion of the project.
Walgreen Company
This is a single story stand alone retail development and associated site improvements. The Concord Group provided loan review services and construction progress monitoring for Wrightwood Capital, LLC.
EBCO / Oasis, Columbus, Ohio
This is a three-building manufacturing facility, warehouse and office area for a total of approximately 802,580 SF.
The Concord Group provided the Property Condition Assessment for the facility’s renovation for the owner, Marcus Adams Properties.
Brooklyn Brownstones, New York, NY
This project includes eleven brownstone buildings, between four and five story structures built between mid to late 1800’s and early 1900’s.
The Concord Group provided the Property Condition Assessment as part of a loan request documentation package for the renovation project for the owner, Wrightwood Capital, LLC.
AECOMAlexian Women’s & Children’s Hospital AltusWorksBailey EdwardBassett HealthcareBauerLatoza StudioBayshore Management Co.Berners Schober ArchitectsBoeman DesignBoldt ConstructionBoyle & AssociatesBray ArchitectsBreakthrough Urban Ministries Brush ArchitectsBSA LifeStructures BWZ ArchitectsC2AECannon DesignCarroll UniversityCatalyst ConsultingC.C. IndustriesCeltic Development Ltd.Central City ProductionChequamegon Bay EngineeringChicago Housing Authority Chicago Family Health CenterChicago Public SchoolsCity of Highland ParkCity of MilwaukeeCollege of Lake CountyCohen Financial Continuum ArchitectsConerstone Real Estate AdvisersCrate & Barrel Cristo Rey Jesuit H.S.CYLA Design AssociatesDB Sterlin ConsultantsDEN Construction Management DeStefano & PartnersDetroit Public SchoolsDiekema Hamann DLA ArchitectsDLM ArchitectsDLR GroupDoyle & Associates DTZDuPage CountyDuSable MuseumEckenhoff Saunders ArchitectsEppstein Uhen ArchitectsEngberg Anderson Flad ArchitectsFGM ArchitectsFishbeck, Thompson, Carr & Huber, Inc. Fond du Lac Family YMCA
Fox & Fox Architects Frk Architects + EngineersGensler ArchitectsGlobetrotters EngineersGonzalez Hasbrouck Graef Great Dane TrailersGreene & Proppe DesignGuajardo REC ArchitectsHenneman EngineeringHerman & KittleHGA ArchitectsHoerr SchaudtHolabird & Root ArchitectsHousing Authority of Cook County Illinois Housing Development Au-thorityIlekis Associates I.N.G. Realty Partners Illinois School District 112John Ronan ArchitectsJohnson ControlsJohnson Lasky Architects Kahler Slater Kindness ArchitectsKJWW Engineering ConsultantsKohlsKoo and Associates Lake Forest Country Day SchoolLCM ArchitectsLegat ArchitectsLohan AndersonMarcus Adams Capital Maureen Reagan ArchitectsMcKissack & McKissackMedical College of Wisconsin Mesa DevelopmentMiddleton Construction Consulting Miglin Properties Milwaukee CountyMilwaukee Economic Develop-ment Corp.Milwaukee Public Library Moody Nolan ArchitectsMorris ArchitectsNagel ArchitectsNaperville Public LibraryNIA ArchitectsNorthwestern University Odell Associates Parkman & WestonPerformaPerkins & Will Plunkett Raysich ArchitectsProteus Group Providence Management Co.
Public Building Commission of ChicagoQuorum ArchitectsRada ArchitectsRisk WorldwideRiver ArchitectsRivianna Development Corpora-tionRomspenRubinos & MesiaS.B. Friedman & Co.Schmitt ArchitectsSearl Lamaster Howe Architects Skidmore Owing & Merrill ArchitectsSmith Group JJRSMING-A Architects Solomon Cordwell Buenz ArchitectsSpectrum Health HospitalsSpringstedStar Realty InvestorsState of IllinoisState of WisconsinStough GroupStudio 3 Design T6 PartnersTanager Design GroupThe Architects Enterprise, Ltd. The Art Institute of ChicagoThe Town of BrookfieldTilton Kelly Bell ArchitectsTorti Gallas ArchitectsTripartite, Inc.Tower Contracting UnileverUniversity of IllinoisUniversity of Chicago University of South Dakota University of WisconsinUrban Resource, Inc.Urban Works ArchitectsURS CorporationUW Health SystemVinci Hamp ArchitectsVillage of ShorewoodWallin Gomez ArchitectsWeese Langley WeeseWheaton Francsican Healthcare SystemWheeler Kearns Wight and AssociatesWisconsin Housing and Economic Development AuthorityWiss, Janney, Elstner Associates Wrightwood Capital Zimmerman Architectural StudiosZPDA Architects
Our Clients
Since 1996, The Concord Group has been steadily growing, serving more than 100 clients locally and nationwide.
Chicago: 55 East Monroe Street Suite 2850 Chicago, IL 60603312.424.0250
Milwaukee: 330 East Kilbourn AvenueSuite 565 Milwaukee, WI 53202 414.225.5305
Grand Rapids:300 Ottawa Avenue NWSuite 230 Grand Rapids, MI 49503 616.235.3000
Serving Clients Coast to Coast
www.concord-cc.com