Increasingly our clients are exploring and implementing structured transactions to optimise their profit and loss and balance sheet objectives as part of shareholder / stakeholder returns / benefits.

Property portfolio or individual asset transactions can impact the overall performance of organisations in service delivery and cost of operation as well as return on assets employed. Typically land and buildings can represent up to 40% of balance sheets, and related operating expenditure can involve up to 20% of total operating costs.

CBRE has established a new business unit which is focused on advising and implementing structured transactions including joint ventures, securitisation and conventional equity – debt structures across the diverse property asset classes. The team has extensive experience in the formulation and implementation of portfolio and individual asset transactions for both the private and public sectors. We have supported clients with some of Australia’s largest and most complex projects.

Corporate Real Estate Asset Restructuring and Value Realisation

• Corporate Planning – Property portfolio alignment evaluation, scenario testing and strategies
• Identifying and originating potential opportunities for portfolio restructures, particularly owned assets
• Application of the Corporate Plan – Portfolio Interface Model developed for corporate real estate
• Formulation of financial models, risk assessment and business cases for portfolio realignment, including investment in new assets, recapitalisation of assets and disposal of surplus assets
• Consultation with management and presentation of proposals to Boards
• Transaction management from business case, tender to financial close for portfolio restructure, including new asset acquisition, and disposal / value realisation from surplus assets
• Value realisation through:
   - Redevelopment of surplus assets creating long term income streams
   - Joint venture and other development structures
   - Securitisation and other structures to release capital
   - Sale-lease back structures including appropriate control and risk  
     management agreements

Experience by Asset Class