kelley school of business & colliers turley martin tucker

TURLEYMARTINTUCKER

Kelley School of Business & Kelley School of Business & Colliers Turley Martin TuckerColliers Turley Martin Tucker

Indiana University Indiana University September 12, 2002September 12, 2002

Working Working TogetherTogether

TURLEYMARTINTUCKERAgendaAgenda

IntroductionIntroduction

CTMT OverviewCTMT Overview

Value Propositions Value Propositions

CTMT Career PathsCTMT Career Paths

Finance Applied at CTMTFinance Applied at CTMT

IntroductionIntroduction

CTMT OverviewCTMT Overview

Value Propositions Value Propositions

CTMT Career PathsCTMT Career Paths

Finance Applied at CTMTFinance Applied at CTMT

TURLEYMARTINTUCKERIntroductionIntroduction

Andy ArrickAndy Arrick

Property ManagerProperty Manager

Real Estate Management ServicesReal Estate Management Services Health Medical SpecialtyHealth Medical Specialty

IU Alumni, 1996IU Alumni, 1996 BSPH, Health AdministrationBSPH, Health Administration Business Foundations CertificateBusiness Foundations Certificate

University of MissouriUniversity of Missouri MBA/MHA DegreeMBA/MHA Degree

Andy ArrickAndy Arrick

Property ManagerProperty Manager

Real Estate Management ServicesReal Estate Management Services Health Medical SpecialtyHealth Medical Specialty

IU Alumni, 1996IU Alumni, 1996 BSPH, Health AdministrationBSPH, Health Administration Business Foundations CertificateBusiness Foundations Certificate

University of MissouriUniversity of Missouri MBA/MHA DegreeMBA/MHA Degree

TURLEYMARTINTUCKER

CTMT OverviewCTMT Overview

TURLEYMARTINTUCKERReal Estate?Real Estate?

Residential Real Estate?Residential Real Estate?Residential Real Estate?Residential Real Estate?

Commercial Real Estate

CORPORATE REAL ESTATE!!

TURLEYMARTINTUCKERCTMT ProfileCTMT Profile

Founded in 1926 Founded in 1926 600 Employees and Associates600 Employees and Associates Over 260 Licensed PersonnelOver 260 Licensed Personnel

OfficeOffice IndustrialIndustrial RetailRetail LandLand InvestmentInvestment

Manage more than 40 Million SFManage more than 40 Million SF Over 250 Management PersonnelOver 250 Management Personnel Over 125 Partner Program PersonnelOver 125 Partner Program Personnel

Founded in 1926 Founded in 1926 600 Employees and Associates600 Employees and Associates Over 260 Licensed PersonnelOver 260 Licensed Personnel

OfficeOffice IndustrialIndustrial RetailRetail LandLand InvestmentInvestment

Manage more than 40 Million SFManage more than 40 Million SF Over 250 Management PersonnelOver 250 Management Personnel Over 125 Partner Program PersonnelOver 125 Partner Program Personnel

TURLEYMARTINTUCKER

Finance in CTMT Career PathsFinance in CTMT Career Paths

Value PropositionsValue Propositions

Career PathsCareer Paths

Finance AppliedFinance Applied

Value PropositionsValue Propositions

Career PathsCareer Paths

Finance AppliedFinance Applied

TURLEYMARTINTUCKERValue Proposition - OwnerValue Proposition - Owner

Property Management - Investor Clients Property Management - Investor Clients Property Cash Flows and AppreciationProperty Cash Flows and Appreciation Archon Group (Goldman Sachs)Archon Group (Goldman Sachs)

Property Management - Investor Clients Property Management - Investor Clients Property Cash Flows and AppreciationProperty Cash Flows and Appreciation Archon Group (Goldman Sachs)Archon Group (Goldman Sachs)

TURLEYMARTINTUCKERValue Proposition - UserValue Proposition - User

The Partner Program - Corporate ClientsThe Partner Program - Corporate Clients Business Goals and Market ShareBusiness Goals and Market Share H&R Block or Edward JonesH&R Block or Edward Jones

The Partner Program - Corporate ClientsThe Partner Program - Corporate Clients Business Goals and Market ShareBusiness Goals and Market Share H&R Block or Edward JonesH&R Block or Edward Jones

TURLEYMARTINTUCKERWhere will your path take you?Where will your path take you?

Your Career Path

Real Estate Real Estate Management ServicesManagement Services

The Partner Program

Intern:PerformMarket

Research

Intern:Supervise

FourInterns

PortfolioAnalyst:

Abstract Data

TransactionManager:

Renew 200 Locations

TransactionManager:Open 120

New Locations

TeamLeader:Manage7 TMs

AssistantAssistantPropertyPropertyManagerManager

Property Property ManagerManager

Broker AssistantBroker Assistant

BrokerageBrokerage

PortfolioAdministrator:Manage 1,000

Locations

AccountManager:

Direct Client Contact

TURLEYMARTINTUCKEROur Advantage is Our CultureOur Advantage is Our Culture

Client/Team FocusClient/Team Focus

Learning AptitudeLearning Aptitude

AdaptabilityAdaptability

InitiativeInitiative

CreativityCreativity

Client/Team FocusClient/Team Focus

Learning AptitudeLearning Aptitude

AdaptabilityAdaptability

InitiativeInitiative

CreativityCreativity

TURLEYMARTINTUCKERFinance AppliedFinance Applied

Portfolio AnalystPortfolio Analyst Rent Increases/CalculationsRent Increases/Calculations CPI AdjustmentsCPI Adjustments

Portfolio AdministratorPortfolio Administrator Landlord Reconciliations and DisputesLandlord Reconciliations and Disputes Rent AuditRent Audit Payables ProcessingPayables Processing

Portfolio AnalystPortfolio Analyst Rent Increases/CalculationsRent Increases/Calculations CPI AdjustmentsCPI Adjustments

Portfolio AdministratorPortfolio Administrator Landlord Reconciliations and DisputesLandlord Reconciliations and Disputes Rent AuditRent Audit Payables ProcessingPayables Processing

TURLEYMARTINTUCKERFinance AppliedFinance Applied

Transaction ManagerTransaction Manager Tenant Improvement AmortizationsTenant Improvement Amortizations Prepaid Rent IncentivesPrepaid Rent Incentives

Account ManagerAccount Manager Performance ScoringPerformance Scoring Surplus Property DispositionsSurplus Property Dispositions Portfolio Budgeting and ProjectionsPortfolio Budgeting and Projections

Transaction ManagerTransaction Manager Tenant Improvement AmortizationsTenant Improvement Amortizations Prepaid Rent IncentivesPrepaid Rent Incentives

Account ManagerAccount Manager Performance ScoringPerformance Scoring Surplus Property DispositionsSurplus Property Dispositions Portfolio Budgeting and ProjectionsPortfolio Budgeting and Projections

TURLEYMARTINTUCKERIU Recruiting DatesIU Recruiting Dates

October 10:October 10:

Information SessionInformation Session

7:00 p.m.7:00 p.m.

November 6:November 6:

On Campus InterviewsOn Campus Interviews

October 10:October 10:

Information SessionInformation Session

7:00 p.m.7:00 p.m.

November 6:November 6:

On Campus InterviewsOn Campus Interviews

TURLEYMARTINTUCKER

Kelley School of Business & Kelley School of Business & Colliers Turley Martin TuckerColliers Turley Martin Tucker

Indiana University Indiana University September 12, 2002September 12, 2002

Working Working TogetherTogether