Cbre Group Inc · NYSE:CBRE
Cbre — CB Richard Ellis Group — Investor Day (March 2005)
12 slides from Cbre's investor day presentation, Mar 23, 2005
Slide 1: Business Review Day
Business Review Day CB Richard Ellis Investors Robert Zerbst President March 23, 2005 CBRE
Slide 2: 2004 Total Revenues
2004 Total|Revenues AsiaPacifle 4% 1% 70% Americas Global Investment Management §94.0M CBRE
Slide 3: Overview
= Independently operated investment management affiliate of CB Richard Ellis Group, Inc. RSS ~ Founded in 1972 — Registered Investment Advisor = Positioned at the center of the world’s leading real estate services company with 13,500 employees and 215 offices in 50 countries = Investment programs sp
Slide 4: Organization — Worldwide Platform
Organization — Worldwide Platform x “ y *) SAN FRANCISCO 64 (Menlo Park) 5 a LOS ANGELES 80 é I CBRE Investors Locations / # of Employees @ CB Richard Ellis Locations / 215 Offices, 50 Countries, 13,500 Employees CBRE 3 CE RICHARD ELS
Slide 5: Mission
“Our business is to capitalize on real estate investment opportunities for our partners and clients — across the risk/return spectrum and around the globe.” CBRE 4 CE RICHARD ELS
Slide 6: Why CB Richard Ellis Investors?
Why CB: hard Ellis Investors? Disciplined, Research Based Investment Process Assets Under Management ($B) Focused Investment Teams Execution Capability = $3.5 billion in acquisitions — $1.9 billion in dispositions CB Richard Ellis Platform 1897 19% 1999 2000 2001 2002 2002 2008 * preoe aum cqrat arg
Slide 7: Focused Investment Teams
Focused Investment Teams MANAGEMENT & OVERSIGHT * Dedicated Operating Unts * specialized Skil Sas STRATEGIESINVESTOR FOCUS + Signfeat Managemert Ounership + Codnvsmentin igher-Vild Funds 1 Pertomnance- Based Compereation DEDICATED TEAM/OPERATIONAL MODEL } cone investors wronwsron terent, || yuetroe
Slide 8: Investment Performance
Investment Performance: U.S. DISCRETIONARY ACCOUNTS U.K, DISCRETIONARY ACCOUNTS ‘One Year Three Years Five Years ‘One Year Three Years Five Years Dvoenber 31, 2004 evenber 31,2008 Notes on U.S. parformarce rus. + Perfomance rasut have been calouled in cordance wth NCREIF methodology and do nt inlude
Slide 9: Global Strategy/Fund Matrix
Global Strategy/Fund Matrix STRATEGIC DEDICATED TEAMS MANAGED ACCOUNTS PARTNERS SPECIAL SITUATIONS MAIN cORE VALUE ADDED VALUE ADDED/OPPORTUNISTIC. CHARACTERISTICS Sirteay Typical Structure See ea Closed End Funds eae eid aE Coinvestnak No ves ves 7 Separate Acsounte US, UK] SateglePaiers PROGRAMS |
Slide 10: Growth Strategies
Growth Strategies INVESTMENT STRATEGY Low Risk Core —————-+ Value Added Single Multiple Domestic International/Cross Border ORGANIZATIONISTRUCTURE Functional Organization —+ Dedicated Teams Non-Discretion Full Discretion Separate Accounts ————+ Funds and Joint Ventures CUSTOMERS Pension Funds Multip
Slide 11: 2004 Milestones
2004 Milestones Total New Investments $3.5B globally Total Dispositions $1.9B globally Assets Under Management $15.1B, 22.3% annual growth over last 7 years Created 2 REIT IPOs Digital Realty Trust, NYSE New City Residential Corp, TSE Global Real Estate Investment Manager. Sponsored by Global Pensio
Slide 12: Searchable text section of graphics
Searchable text section of graphics shown above Bus iness Review Day CB Richard Ellis Investors Robert Zerbst President March 23, 2005 [GRAPHIC] [LOGO] 2004 Tot al Revenues [CHART] Ove rview [GRAPHIC] • Independently operated investment management affiliate of CB Richard Ellis Group, Inc. • Founded