sfr portfolio | nationwide · pdf file1 sfr portfolio marketing all svn® ouces...

Executive [email protected] #BR629946000

DAVID LANEY

Senior Vice President480.626.0219michael.;[email protected] #SA576104000

MICHAEL FINCH

Senior Vice President480.626.0210je:[email protected] #SA650889000

JEFF CLINETHE SFR PORTHE SFR PORTFTFOLIO TEAM BENEFITS THE SELLER & BUYER...OLIO TEAM BENEFITS THE SELLER & BUYER...

Increase DEAL FLOW

Increase Productivity & Expand Markets

Increase Disposition Pricing

Optimize Each Asset, Market and ProTtability

Optimize Today’s Market Cycle

Reduce Review, Due Diligence & Transaction Time

Wide Variety of Buyers and Sellers Product Type

ON & OFF Market Portfolio Opportunities

Local, National and Global Buyer-Seller Relationships

PRESENTED BPRESENTED BYY::

The information listed above has been obtained from sources we believe to be reliable, however, we accept no responsibility for itscorrectness.

All SVN® OUces Independently Owned & Operated.The information listed above has been obtained from sources we believe to be reliable, however, we accept no responsibility for its correctness.

PROPOSAL | SFR SINGLE FAMILY RENTAL PORTFOLIO

SFR BULK SALE PORTFOLIOSFR Portfolio | Nationwide

DEDICATED SFR BULK SALE PORTFOLIO GROUP | 10-5000 UNITS | NATIONWIDE

TABLE OF CONTENTS


1. 3SFR PORTFOLIO MARKETINGExecutive Summary 4

2. 5OVERVIEWOverview 6

3. 8PowerPoint FeaturesPowerPoint Features 9

4. 10ABOUT SVN®About SVN® 11

Why SVN® 12

Core Covenants 13

5. 14ADVISOR BIOSABOUT JeS Cline 15

ABOUT Michael Finch 16

Contact Information 18

1 SFR PORTFOLIO MARKETING

All SVN® OUces Independently Owned & Operated.

The information listed above has been obtained from sources we believe to be reliable, however, we accept no responsibility for its correctness.

PROPOSPROPOSAL OAL OVERVERVIEWVIEW THE STHE SVN DEDICVN DEDICAATED SFR PORTED SFR PORTFTFOLIO TEAM SUPPOROLIO TEAM SUPPORTS BUYER & SELLER.TS BUYER & SELLER.

The SVN dedicated SFR Portfolio team is an experienced group of professionals that havedeveloped an exclusive program supporting both sellers and buyers of Single-family rentalportfolios. Warren BuSet recommended SFR Portfolios as one of the top investments forcommercial real estate investors.

SVN's exclusive Advanced SFR Scrub Report supports the buyer and seller design processwith, quality, real time data analyzing every aspect of the opportunity.

The accelerated contract documentation process, title insurance management,due-diligence period program and the Tnal close of escrow is seamless for both the buyerand seller. The SVN RealStar Advisors group provides one of the top SFR Portfoliomarketing networks in the nation.

The dedicated SFR Portfolio team will beneTt your asset purchase or sale with manycollective years in both the commercial real estate investment AND the SFR asset buying,selling and repositioning market segments across the nation.

PRICE RANGE: $1M TO $500M

NUMBER OF HOMES: 10-5000

REGIONS: National

MAIN OFFICE: Scottsdale, AZ.

HOME SIZE: 2BRM To 4BRM

RENTAL TYPE: SF, Townhouse,Condo, Duplex

MARKET: Nationwide

SUB MARKET: Tier 1 & 2

SFR BULK SALE PORTFOLIO MARKETING | 10-5000 UNITS | NATIONWIDE

SECTION 1 | SFR PORTFOLIO MARKETING

Executive Summary

4All SVN® OUces Independently Owned & Operated.The information listed above has been obtained from sources we believe to be reliable, however, we accept no responsibility for its correctness.

2 OVERVIEW


The Sperry Van Ness (SVN) commercial real estate platform is one of the top programs to market SFR Portfolio Bulk Sale listings with a dedicated and experienced team.

This unique and innovative team the opportunity to expand its SFR Portfolio marketing efforts across multiple seller and buyer segments and types, which create more competition with local, national and global commercial real estate investment buyers.

The SVN RealStar Advisors group operates one of the top SFR Portfolio marketing networks in the nation. The dedicated SFR Portfolio team will benefit your asset purchase or sale with many collective years in both the commercial real estate investment AND the SFR asset buying, selling and repositioning market segments across the nation.

SVN 5-Point Process for success…

SVN’s dedicated SFR Portfolio team makes it easy to get started for asset marketing and disposition...

#1 - Collectively determine an acceptable ‘take to market price’, then review and complete the SVN national marketing listing agreement. Revised listing price can be amended as directed by Client.

#2 - SVN completes an ‘Advanced SFR Scrub Report’ used to empower the seller and buyers with complete and accurate decision support information. [This report highly can accelerate a buyer decision to go to contract to purchase the asset]

#3 - Our dedicated team immediately pushes the initial round opportunity to known qualified and well funded cash buyers.

#4 - The complete and extensive national network marketing effort expands to produce qualified buyers with purchase offers.

#5 - The dedicated team assist the client to manage the purchase contract, title and transaction, buyer inspection, due diligence and asset turnover process.


SFR BULK SALE PORTFOLIO | 10-5000 UNITS | NATIONWIDE

SECTION 2 | OVERVIEW

SVN RealStar Advisors SFR Portfolio Sales.

SVN SFR national portfolio marketing platform benefits the client with...

• With increased competition from a wider spectrum of Buyers adding additional value and optimizing Seller profitability.

• Marketing SFR Portfolios with on or off market programs to a wide variety of national high net worth individuals, family investment offices and institutional commercial real estate investors.

• By introducing local, national and global investors to the asset.

• Turning additional higher volume asset disposition in a shorter time maximizing the present value of your investment and reinvestment capital.

The SVN Advanced SFR Scrub Report Provides the Seller & Buyer…

• Specific property description, Bedrooms, Baths, etc.

• LEASE Rate market Analysis

• SALE Value market Analysis

• Rent Roll & Property Status

• Tenant Payment / Deposit Balance

• Operating Expense Summary with Current NOI

• Pro forma with Projected Reposition NOI

• Internal Rate of Return Estimate with Projected Cap Rate

• Geo Mapping with property APN, size, rent, type, etc.

• Complete Buyer acquisition plan.

!



SECTION 2 | OVERVIEW

SVN RealStar Advisors SFR Portfolio Sales.

3 PowerPoint Features



SFR BULK SALE PORTFOLIO | 2000 UNITS | SCOTTSDALE, AZ

SECTION 3 | POWERPOINT FEATURES

PowerPoint Features

4 ABOUT SVN®


the commercial real estate landscape has changed; it has perhaps changed forever. We don’t need to tellyou times are challenging, your own experience has proven the need for diSerent strategies and direction. You have demanded a diSerent kindof broker – a proactive, collaborative, and proven advisor with deep local knowledge and a broad national footprint. The SVN Company ofAUliates has what you need.

Because It’s Right.Our culture is designed to ensure that our interests are aligned with

those we serve. Why? Because it’s right. We have a long and very

public history of setting the industry standard in this regard. Every

SVN® company aUliate must agree in writing to abide by our Core

Covenants – the Trst of which is this primary covenant: “I place my

client’s interests above my own...” These covenants are more than

mere words, they allow us to breathe and align as one organization.

They oSer you the conTdence of knowing our entire organization of

aUliates is always thinking of what is best for you. It’s a diSerent

standard, driven by a diSerent focus and supported by a unique,

committed and passionate culture built to challenge the status quo.

Wall Street To Main Street.We believe the SVN company of aUliates simply has the best

footprint in the market. We realize that transactions don’t just occur

in major markets, and as such we have uniquely built our brand

around a platform that focuses on your needs. Our aUliates have

oUces in major markets, as well as second and tertiary market.

Whether you’re seeking acquisition, disposition, advisory,

management, or capital markets assistance, we stand ready to

serve your needs. Lipsey Co. has ranked the Sperry Van Ness

organization as one of the most recognized commercial real estate

brands in the US for a reason – we know how to deliver a certainty

of execution for our clients.

There are many things that go into creating a best-in-class

commercial real estate company of aUliates or CRE Brand. While

ours oSers proven and emerging technologies, an innovative

business model, a strategic footprint and a culture of collaboration

and sharing, it is our tenacity that is the deTning diSerence. Our

aUliates understand our value is in breaking down barriers and

accelerating results for our clients. We know that we don’t earn your

business by telling you how wonderful we are, but by creating a

certainty of execution you can depend upon. We learned long ago

that it doesn’t cost anything to work hard; it just takes a

commitment to a work ethic which is deeply ingrained in the SVN®

culture. It is this tenacious approach to relentlessly earn your

business that has built the numerous longterm client relationships

for our aUliates, and which continues to validate our beliefs and

eSorts. If you want evidence of our tenacity, look no further than our

comprehensive approach to marketing. Every asset marketed within

our system, SVN Connect®, receives its own custom online presence

cross- linked to a variety of other industry portals and fully integrate

into state-of-the-art social media and search engine marketing

campaigns. We further augment our marketing eSorts with National

marketing opportunities, email and telesales eSorts to proprietary

investor and broker databases, and options like our accelerated

marketing platform. We simply leave no stone unturned.

Our vision can be best summarized by our clear recognition that we

have only one niche – our client. The bottom line is that we are built

to serve your needs across asset classes, practice areas, and

geographic boundaries. If you have a need we have both the

capability and the competency to insure a successful execution.

Our message isn’t about us – it’s about you. We understand that

your success is our success and we never lose sight of that. We like

to think that we have some of the brightest minds in the industry,

an innovative approach, a culture of sharing and collaboration, and

a relentless commitment to service; but we prefer to let our actions

and results speak louder than words.

It’s a diAerent world out there –

Tenacious.

Leadership.

Vision.

DeTned.

Because It’s Right.Why?

The SVN Company of AUliates has an executive team with

tremendous integrity, continuity and experience. Along with our

industry veterans, we embrace the talents and insights of our next

generation of leaders. You asked us to harness the incredible power

that comes from the blending of institutional talent with a

results-driven, entrepreneurial approach to doing the business –

and we listened.


SECTION 4 | ABOUT SVN®

About SVN®


Rand Sperry and Mark Van Ness Trst met while working on opposing sides of an investment deal in 1977. Mark's clientwanted to purchase a property listed by Rand, whose Trm did not cooperate with outside brokers.

SVN was created in 1987 with a new philosophy: putting the client's interest Trst, by aggressively marketing to and

cooperating with all brokers. This strategy creates a "bidding war" in the marketplace. In an industry where the status

quo is to double end deals, SVN forged a new approach.

Our philosophy "Maximum Competition Equals Maximum Value" separates us from all other national companies. We

have a written policy of cooperation on every listing. No other brokerage Trm does that! Even today, SVN remains the

only Trm that places the client's interests Trst, with our policy of marketing to the entire brokerage community

Mark represented his client in the transaction, but received only a small referral fee – not a commission from Rand's

broker. This common practice of broker exclusion causes properties to sell for less than their actual value, or not sell at

all. The proof? Mark sold the same property soon aVer, demonstrating the value of full broker cooperation – with a 400

percent proTt for his client.

Maximum Competition Equals Maximum Value

-Mark Van Ness

From Solution to Revolution

Imagine if your own broker actually discouraged buyers from bidding on your property! It happens everyday.

Giving up half your income in order to put clients

�rst is something many brokers can't swallow.



Why SVN®


To create and nurture a positive working environment and perform as

a team member with accountability, responsibility and authority, every

Sperry Van Ness® AUliate Advisor agrees to lead and live by the

following Core Covenants in everything they do with Sperry Van Ness:

I QUICKLY RESOLVE CONFLICTS POSITIVELY AND

EFFECTIVELY.

1

8

5

9

7

10

2

6



Core Covenants

3

13All SVN® OUces Independently Owned & Operated.


4

I SHOW RESPECT AND SUPPORT TO ALL.

I EPITOMIZE THE FIRST-CLASS REPUTATION AND IMAGE OF

SPERRY VAN NESS.

I PLACE MY CLIENT’S INTEREST ABOVE MY OWN AND

PROACTIVELY COOPERATE WITH ALL BROKERS AND

AGENTS.

I AM INDIVIDUALLY RESPONSIBLE FOR ACHIEVING MY

OWN POTENTIAL.

I VALUE THE IMPORTANCE OF PHYSICAL AND MENTAL

HEALTH, AND INVOLVEMENT WITHIN MY COMMUNITY IN

THE SUPPORT OF A BALANCED AND SUCCESSFUL CAREER.

I HONOR MY COMMITMENTS.

I DOMINATE MY MARKET AREA AND PROMOTE MY

SPECIALTY WITHIN THE FIRM.

MY THOUGHTS, ACTIONS AND ENERGIES ARE FOCUSED ON

THE POSITIVE AND THE POSSIBLE.

CREATE AMAZING BENEFITS FOR MY CLIENTS,

COLLEAGUES, AND COMMUNITY.

5 ADVISOR BIOS



SECTION 5 | ADVISOR BIOS

SFR Portfolio Group


JeS ClineSenior Vice PresidentSVN | RealStar Advisors

Mr. Cline has worked with top industry professionals and has personaladvanced knowledge and experience in small to very large-scalecommercial real estate brokerage, asset management, acquisition,Tnancing, development and construction segments. As a principal,Mr. Cline has completed approximately $2+ billion of commercial realestate property development and construction in most segmentsincluding approximately 22,000 multifamily units.

Mr. Cline’s speciTc experience includes commercial real estateleadership in general management, team building and managing,corporate and construction Tnancing, business development, assetmanagement, property management, development management,marketing, disposition of new construction projects includingmulti-family, hotel, oUce, industrial and senior assisted livingproperties.

JeS’s top executive and mid-management level combined withfront-line experience across most segments of commercial realestate in retail / management operations, design and generalcontracting, development, Tnancing, property management and realestate brokerage.

Over 38+ years, JeS has established an expanding local and nationalnetwork of industry leaders as partners, clients and associates.

JeS has been in the forefront of the SFR Portfolio segment oSeringvalue and professional service to investors and sellers of single familyrental portfolio assets across the nation.

Phone: 480.626.0210

Email: [email protected]

AZ #SA650889000

Fax: 480.499.8395

Cell: 480.442.8395

Address: 10789 N. 90th St.

Suite 203

Scottsdale, AZ 85260

Michael Finch


SECTION 5 | ADVISOR BIOS

SFR Portfolio Group

16All SVN® OUces Independently Owned & Operated.


Senior Vice President

Michael Finch began his successful career over 10 years ago in

Phoenix, Arizona. Mr. Finch was able to expand his expertise from

commercial and sales and development. He has developed broad

local and national relationships with the top ranked high density mid

to large scale developers for Commercial Mixed Use & Multifamily

Development.

As markets shiVed, Mr. Finch leveraged lender relationships formed in

previous years, to plan and begin distressed real estate disposition.

Michael was able to develop and grow these relationships to become

an integral part of the acquisition and disposition team. Michael has

developed and managed an extensive pipe line of lender owned

assets, short sales, and portfolio note sales. Michael has continued to

deliver value add deals for existing multifamily assets as well as

several income producing segments to his growing client base.

With an extensive national network, Mr. Finch has been successful

and enjoys being an integral partner for client teams focused on large

scale income producing portfolios which include existing multifamily,

retail, oUce, medical & hospitality assets.

Michael has been in the forefront of the SFR Portfolio segment

oSering value and professional service to investors and sellers of

single family rental portfolio assets across the nation.

SVN | RealStar Advisors

Phone: 480.626.0219

Email: [email protected]

AZ #SA576104000

Cell: 480.797.9825

Address: 10789 N. 90th St.

Suite 203

Scottsdale, AZ 85260


DISCLAIMER


The material contained in this OSering Brochure is furnished solely for the purpose of considering the purchase of theproperty within and is not to be used for any other purpose. This information should not, under any circumstances, bephotocopied or disclosed to any third party without the written consent of the SVN® Advisor or Property Owner, or usedfor any purpose whatsoever other than to evaluate the possible purchase of the Property.

The only party authorized to represent the Owner in connection with the sale of the Property is the SVN Advisor listed inthis proposal, and no other person is authorized by the Owner to provide any information or to make anyrepresentations other than contained in this OSering Brochure. If the person receiving these materials does not chooseto pursue a purchase of the Property, this OSering Brochure must be returned to the SVN Advisor.

Neither the SVN Advisor nor the Owner make any representation or warranty, express or implied, as to the accuracy orcompleteness of the information contained herein, and nothing contained herein is or shall be relied upon as a promiseor representation as to the future representation of the Property. This OSering Brochure may include certain statementsand estimates with respect to the Property. These Assumptions may or may not be proven to be correct, and there canbe no assurance that such estimates will be achieved. Further, the SVN Advisor and the Owner disclaim any and allliability for representations or warranties, expressed or implied, contained in or omitted from this OSering Brochure, orany other written or oral communication transmitted or made available to the recipient. The recipient shall be entitled torely solely on those representations and warranties that may be made to it in any Tnal, fully executed and delivered RealEstate Purchase Agreement between it and Owner.

The information contained herein is subject to change without notice and the recipient of these materials shall not lookto Owner or the SVN Advisor nor any of their oUcers, employees, representatives, independent contractors or aUliates,for the accuracy or completeness thereof. Recipients of this OSering Brochure are advised and encouraged to conducttheir own comprehensive review and analysis of the Property.

This OSering Brochure is a solicitation of interest only and is not an oSer to sell the Property. The Owner expresslyreserves the right, at its sole discretion, to reject any or all expressions of interest to purchase the Property andexpressly reserves the right, at its sole discretion, to terminate negotiations with any entity, for any reason, at any timewith or without notice. The Owner shall have no legal commitment or obligation to any entity reviewing the OSeringBrochure or making an oSer to purchase the Property unless and until the Owner executes and delivers a signed RealEstate Purchase Agreement on terms acceptable to Owner, in Owner’s sole discretion. By submitting an oSer, aprospective purchaser will be deemed to have acknowledged the foregoing and agreed to release the Owner and theSVN Advisor from any liability with respect thereto.

To the extent Owner or any agent of Owner corresponds with any prospective purchaser, any prospective purchasershould not rely on any such correspondence or statements as binding Owner. Only a fully executed Real Estate PurchaseAgreement shall bind the property and each prospective purchaser proceeds at its own risk.

All SVN® O<ces Independently Owned & Operated | 2014 All Right Reserved | www.svn.com

SFR PORSFR PORTFTFOLIO GROUPOLIO GROUP

Senior Vice President480.626.0219michael.;[email protected] #SA576104000

MICHAEL FINCHSenior Vice President480.626.0210je:[email protected] #SA650889000

JEFF CLINEExecutive [email protected] #SA650889000

DAVID LANEY

sfr portfolio | nationwide · pdf file1 sfr portfolio marketing all svn® ouces...

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