Case Studies
Federal Home Loan Bank
Irving, Texas

Objectives:

Dispose of surplus space
Determine flexibility of ownership vs. leasing
Explore tax issues
Prepare market survey on available buildings
Prepare market survey on available land sites
Make recommendations to Board for approval

Results:

Disposed of one full floor in MacArthur Center, Irving, TX
Reduced occupancy cost via sublease
Identified buildings for lease and land for purchase
Compared options of ownership/development vs. leasing of
existing buildings

Negotiated contract for purchase on best corner in Freeport
Coordinated phase one and two testing
Reviewed purchase contract


Firehouse, Inc.
Dallas, Texas

Objectives:

Identify lease options with building entry visibility
Procure an above standard finish out allowance for
specialized improvement requirements
Manage and cost-engineer construction process
Assist corporate attorney with negotiations of the lease
documents
Provide for a space reduction strategy in the configuration
 of the space

Results:

Found second floor atrium space with prominent visibility
from building entry
Negotiated long-term rate that is 20% below market
Negotiated above standard improvement allowance
Supervised construction of a one-of-a-kind office space
resembling a "firehouse"
Assisted with lease documentation
Negotiated challenging commencement language in
client's favor

 

Merritt Hawkins
Dallas, Texas

Objectives:

Reduce overall costs
Enhance image/create new identity
Analyze and enhance space utilization
Evaluate mechanical systems of existing building and other
alternatives
Analyze geographic area for employee retention and new
 hires
Map employees and amenities with drive time analysis
Analyze growth paths of four separate businesses
Analyze feasibility of ownership vs. leasing

Results:

Evaluated all alternatives in and around Irving, Texas,
 including land and existing buildings
Evaluated cost of ownership vs. lease
Negotiated long-term sub $20.00 rate
Negotiated high improvement allowance and enhanced
Landlord base building
Capped operating expense passthroughs over 2002 base,
fully assessed
Negotiated free covered parking structure - 530 total spaces
Negotiated heavy landscape site
Multiple telco service providers
Negotiated flexibility to alter building design
Coordinated lease documentation


CNA Insurance Companies
Maitland, Florida

Objectives:

Consolidate three locations (two owned, one leased)
Lower occupancy and maintenance costs
Evaluate, value and dispose of two owned facilities and
excess land
Create flexibility for expansion or contraction
Expedite completion

Results:

Consolidated into campus facility (three buildings) with
readily available expansion capabilities
$7.0 million savings in out-of-pocket costs over ten years
Disposed of owned facilities and land as part of new lease
commitment to new Landlord
Increases space efficiencies
Obtained favorable tax incentives
Completed on time and on budget

 

Summitt Acceptance Corp.
Dallas, Texas

Objectives:

Enhance work environment to increase employee retention
Optimize expansion options
Identify existing/future employees by location
Reduce occupancy costs
Increase space efficiencies
Provide redundant electric power
Provide redundant phone service

Results:

Evaluated existing employees' location and drive times
Prepared demographics for future employees
Enhanced space efficiencies through creative space and
building design
Provided workout facilities with lockers and an employee
lounge
Increased parking to 600 parking spaces at no cost
Negotiated extremely favorable lease terms including
Phase II expansion rights
500 KVA back power generator, full UPS system and dual
electrical supply from separate substations
Also negotiated reduced electrical cost by creating a
bidding situation between two utility companies
Total saving/value added in negotiations: $2.5 million
Negotiated for Landlord-enhanced base building
Redundant dual loop for phone and data transmissions

 

 


 

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