Plan of Attack: Gaining Knowledge, Building Relationships, and Adding Value to a Company

Any city can be used with this method. For this example, we used Salt Lake City.

Gain Knowledge

Roster & Stack

Client Research

Pitches & Marketing

Planning DepartmentIndustry Tracking

Network

Facilitate Deals

Build Relationships

Adding Value to Commerce CRG

Roster & Stack

• Utilize Google Maps and City of Salt Lake City GIS Map Server to familiarize myself with the market

• Pound the Pavement!• Photograph buildings• Assemble/Update Commerce CRG building and tenant

database

City of Salt Lake City Planning Department

• City of Salt Lake City Planning Department• Purpose being to alert Commerce CRG of any proposed

or approved projects that will be introduced to the market

Industry Tracking

• Track relevant industries within the market - Retail Specific

• Current events• Funding trends • Regulations• Overall goal is to better understand the retail space

needs within the SLC area

Client Research

• Utilizing building stacks and databases such as CoStar, research tenants and building owners within the market

• Determine decision makers• Current representation• Knowledge gained will be added into the building and

tenant database• Contact and introduce Commerce CRG.

Pitches & Marketing Materials

• Help create marketing materials and pitches using MS Office Suite

• Facilitate in any capacity the compiling or creating of market research material

Network

• Be pro-active – Similar approach to networking within Park City, Utah market, however this will be on a larger and more professional scale

• Network within the local real estate community– Coffee– Lunch

• Attend real estate events– Current ULI Member

Facilitate Deals

• Assist in any capacity possible– Financial Analysis– Lease Analysis (Pro-Calc)– RFP’s, Proposals– Comparables– Scheduling– Preparing presentations– Showing space

• Always be available

Creator of this presentation• December 2008 Graduate of Texas

A&M University, Masters of Real Estate

• May 2007 Graduate of Plymouth State University, B.S. Environmental Planning

• Leasing Intern, Cushman & Wakefield, Boston, MA

– Stacked office and laboratory buildings within Cambridge, MA and the 128 West Market

– Analyzed lease economics using Pro-Calc

– Attended NAOIP Networking Events

– Tracked venture capital funding invested into life science industry within Massachusetts

• ULI Member• Argus Training - April 2008