Corporate Solutions

CORPORATE SOLUTIONS & TENANT ADVISORY

Many companies today are going through a two-way squeeze: they have to grow business, but they also have to control costs. Company-held real estate, because it comprises a sizable and growing drain on cash flow, is in the budgetary crosshairs like never before.

When you work with our Lee Corporate Solutions team, you work with some of North America's most experienced real estate professionals. Our service delivery model and use of technology will provide your organization with proven benefits that will help you more efficiently manage your real estate portfolio.

At Lee & Associates, we offer a full array of integrated services to optimize a company’s control over its real estate assets, while saving time and money. We act as an extension of your corporate real estate department and provides expertise that is critical to the efficient management of your holdings throughout North America.

Office Building Exterior - Corporate Solutions Office Building Interior - Corporate Solutions

WE CAPTURE VALUE.
We perform financial due diligence, gather market intelligence, and pay attention to detail, in order to help our clients make fully informed CRE decisions. Our customized solutions are designed to save you time and money.

WE ALWAYS HAVE OUR CLIENTS’ BEST INTERESTS IN MIND.
We listen. We communicate. And we remain committed to each and every client long beyond a single transaction, with the goal of consistently helping our clients function more efficiently, reducing their costs, and always providing solutions that are aligned with business goals and objectives.

LEADERSHIP

International, Northeast, Kenneth Salzman
North America, John DeCouto, CCIM, MCR.H
West, David Newton, SIOR
West, Justin Smith
Southwest, Andrew Cheney, CCIM, CRE, SIOR
Midwest, Stuart Wiseheart

To contact a corporate solutions advisor, please click on one of the contacts listed above or visit the professionals tab. 

Our Service Delivery Model

Corporate Solutions Delivery Model
Strategic Portfolio Optimization

For as long as we’ve been in business, we’ve been driven by a single goal: to add value to our clients’ real estate portfolio management process. Today, with over 110 million square feet of transactions on an annualized basis, it’s safe to say we’re meeting that goal.

Our approach has always been consultative and with changes in workplace strategies and lease accounting, getting to an efficient real estate portfolio requires new systems, processes and strategies. The Lee Corporate Solutions platform was built to provide solutions for these fundamental changes in corporate real estate. We have structured a team to consult on workplace to keep you competitive, on lease accounting and administration to keep you in compliance, transaction management to keep in front of the occupancy curve and Project Management and Facilities Management to save you time and money.

We don’t take a step until we’ve honed in on a client’s goals for aligning corporate real estate with the business objectives of the company. Then we use technology to track, measure, analyze and report our progress and identify effective cost-control measures. We’ve invested heavily in technology to make, and keep, our processes second-to-none. And, because our clients depend on timely reporting accurate financial data, Key Performance Indicators and portfolio performance, we’ve placed special emphasis on leading-edge mobile technology, for responsive and accurate reporting.

Workplace Innovation

Today’s economic realities have companies competing on a global basis for talent. The millennial generation is not only the largest generation of our lifetime (83.1 m) but they currently make up the largest portion of the labor force (53.5 m). To accommodate this generation and compete globally, many companies have embraced Workplace Innovation initiatives not only to address the needs of this generation but enhance productivity as well. With this demographic shift, Corporate America and the real estate development community are building smart, efficient, socially responsible projects with elements of the live, work, play trends preferred by this generation.

Workplace Innovation not only connects people to place but also provides operational integrity that supports business operations. Specifically, our Workplace Innovation team addresses the vital component of a business’s operation and applies that knowledge to the real estate planning process. We incorporate a cross-disciplined team (Senior Management, HR, Finance, IT, Marketing, and Real Estate) within the organization to create a workplace strategy that supports the business needs to compete for talent, improve operational efficiencies, incorporate new technologies and change work processes to support the company’s image, culture, and growth.

CRE Portfolio Administration

Effective Portfolio Administration starts with good information, good systems, and a clear understanding of the pulse of the business. Our Corporate Solutions platform combines an effective Portfolio Optimization program and Workplace Innovation (specific to your business and company culture) with a way to measure, analyze, and report the results.

Our Transaction Management Playbook and quality control procedures make sure that accurate data is used for the lease administration process, in compliance with the new lease accounting (GAAP Analysis). Our transaction support is designed to provide clean original and accurate data for input into the Portfolio Administration tools the company may select. This attention-to-detail and personnel alignment separate our services from a commodity to a value-add service. Many companies sell commodity services as value add, our Portfolio Administration process separates the two to deliver true value.

Our range of Portfolio Administration services includes:
  • Lease Administration
  • Lease Abstracting
  • Lease Audit & Reconciliation
  • Critical Date Reporting
  • CAM Reconciliation
  • Asset Tracking
  • Budgeting & Rent Forecasting
Transaction Management

Our LCS team drives our clients’ Transaction Management strategy globally and regionally. We partner with local market experts to ensure we provide the best possible solution for our clients through minimizing occupancy costs, selecting the right site for your business, expanding, contracting or disposing of your facility, renegotiating a lease, or opening a new location. We provide quality control guidelines to benchmark performance, savings, and value.

Lee & Associates’ long experience navigating the intricacies of real estate finance has given us a deep understanding of the financial drivers involved in commercial real estate transactions. As you well know, there is no one-size-fits-all solution.

Therefore, our financial professionals can formulate complex projection models using Argus, Procalc, and proprietary models in Excel to assist our clients in their decision-making. The group, when assisted by our Brokerage Division, can arrange sale-leasebacks and other complex transaction structures. They can analyze the effects of the real estate holdings on a client’s balance sheet, and provide in-depth buy-vs-lease analysis. In concert with investment services, they can draw up superior investment sale offering memorandums.

Our services include:
  • Investment Proformas
  • Structured Finance
  • Joint Venture Equity
  • Portfolio Analysis
  • Investment Feasibility
  • Financing
Project & Facilities Management

Occupancy needs arise and needs change, often quickly and without notice, the Lee Corporate Solutions platform can deliver a range of Project Management and Construction Management services for renovations, remodeling, additions, and ground-up construction. Our areas of expertise include industrial, office, retail, hotel, medical, and banking/financial. Our capabilities are not only broad in scope, but practical in execution—we can work with you in the way best suited to your needs: Design-build, General Contracting, and Construction Management.

Our Facilities Management program provides our clients outsourcing, strategic sourcing (procurement) and technology to drive savings, implement standardization and minimize risk. We combine office services, maintenance and operations, financial and accounting proficiency and project management to deliver a full-service solution. Our approach combines the basic principles of sound plant maintenance, optimum asset utilization and efficient service delivery. We consult with our clients to gain a detailed understanding of their unique requirements, then assign a specialized team to their portfolio of properties, with a single point of accountability. Through our project tracking technology and our customer service center hubs, we offer around-the-clock execution and active measurement and management of operations.

Technology Solutions

ePortfolio (Business Intelligence +TM automation): ePortfolio automates the Steps In The Real Estate Process (“S.I.T.R.E.P.”) and delivers strategic, real time information to all players engaged in the real estate process.

Stakeholders are typically located in various locations, with different time constraints etc. ePortfolio enables an organization, in real time, to aggregate, store and present to all parties (at their availability) the information needed to move a project along the steps in the life-cycle. For more information, visit: http://eportfolio.io

Data Center Advisory focuses on improving the efficiency of our clients’ Information Technology spend. Our holistic approach takes into consideration your business objectives, real estate strategy, and the total cost of ownership (TCO) of IT assets to create a customized solution to achieve your goals.  The result is a lower TCO, improved security, compliance, and contract flexibility, and a scalable solution enabling IT to focus on the user experience and the business to grow profitably.

The Data Center Advisory team will assist with data center site selection, negotiation of co-location contracts, disaster recovery strategies, acquisition of Cloud infrastructure and telecommunication services, and the acquisition/disposition of data centers.

Where We Deliver Savings

Corporate Solutions Savings
Lee & Associates West Los Angeles
1508 17th Street
Santa Monica, CA 90404
Lee & Associates - New York
1211 Avenue of the Americas
New York, NY 10036
Ryan Abel CalDRE #01465094
Lee & Associates - San Francisco
242 California Street
San Francisco, CA 94111
Lee & Associates Commercial Real Estate Services
170 120th Avenue NE
Bellevue, WA 98005
Michael Abernathy CalDRE #00992009
Lee & Associates - San Diego, Inc.
6310 Greenwich Drive
San Diego, CA 92122
Jeff Abramson CalDRE #00956805
Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008
Lee & Associates - Nebraska
200 South 21st Street
Lincoln, NE 68510
Lee & Associates - Atlanta
3500 Lenox Road
Atlanta, GA 30326
Lee & Associates - Arizona
5090 North 40th Street
Phoenix, AZ 85018
Lee & Associates - Nebraska
12020 Shamrock Plaza
Omaha, NE 68154
Frank Adler CalDRE #01000048
Lee & Associates - Newport Beach
100 Bayview Circle
Newport Beach, CA 92660
Charles Adolphe CalDRE #00915194
Lee & Associates - San Diego, Inc.
6310 Greenwich Drive
San Diego, CA 92122
Noel Aguirre CalDRE #01263417
Lee & Associates Los Angeles - Long Beach, Inc.
5000 E Spring Street
Long Beach, CA 90815
Sean Ahern CalDRE #01081324
Lee & Associates - Newport Beach
100 Bayview Circle
Newport Beach, CA 92660
Lee & Associates - Michigan
26555 Evergreen Road
Southfield, MI 48076
Lee & Associates - Chicago
9450 West Bryn Mawr Avenue
Rosemont, IL 60018
Lee & Associates Commercial Real Estate Services
170 120th Avenue NE
Bellevue, WA 98005
Lee & Associates Raleigh-Durham-Wilmington
100 Walnut Street
Cary, NC 27511
Travis Allan CalDRE #01482126
Lee & Associates Industry, Inc.
13181 Crossroads Parkway North
City of Industry, CA 91746
Jesse Allen CalDRE #01047487
Lee & Associates - Los Angeles – Downtown
1201 North Main Street
Los Angeles, CA 90012
Jeff Allen CalDRE #01313074
Lee & Associates Central California
668 Marsh Street
San Luis Obispo, CA 93401
Matthew Allen PA #RS353705 | FL #SL3558599
Lee & Associates - Eastern Pennsylvania
220 W. Germantown Pike
Plymouth Meeting, PA 19462
Lee & Associates | Naples - Ft. Myers
11215 Metro Parkway
Fort Myers, FL 33966
Lee & Associates - Michigan
26555 Evergreen Road
Southfield, MI 48076
Lee & Associates - Houston
10497 Town and Country Way
Houston, TX 77024
Lee & Associates South Florida
700 W Hillsboro Blvd, Suite 4-203
Broward/Palm Beach, FL 33441
Lee & Associates West Los Angeles
1508 17th Street
Santa Monica, CA 90404
Lee & Associates - Dallas/Fort Worth
14950 Quorum Drive
Dallas, TX 75254
Keith Anderson CalDRE #01513059 | CalDRE #01513059
Lee & Associates - Ontario
3535 Inland Empire Blvd
Ontario, CA 91764
Lee & Associates - Dallas/Fort Worth
14950 Quorum Drive
Dallas, TX 75254
Lee & Associates - Chicago
9450 West Bryn Mawr Avenue
Rosemont, IL 60018
Lee & Associates - Chicago
9450 West Bryn Mawr Avenue
Rosemont, IL 60018
Lee & Associates - Chicago
9450 West Bryn Mawr Avenue
Rosemont, IL 60018
Lee & Associates - New York
1211 Avenue of the Americas
New York, NY 10036
Lee & Associates - Arizona
5090 North 40th Street
Phoenix, AZ 85018
Al Apuzzo CalDRE #01323215
Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008
Victor Aquilina CalDRE #01936761
Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008
Greg Archer CalDRE #00865994
Lee & Associates Central California
5401 Business Park South, Suite 122
Bakersfield, CA 93309
Lee & Associates Industry, Inc.
13181 Crossroads Parkway North
City of Industry, CA 91746
Tim Arguello CalDRE #01055859
Lee & Associates - Newport Beach
100 Bayview Circle
Newport Beach, CA 92660
Alfredo Arguello CalDRE #02015175
Lee & Associates - Riverside
25240 Hancock Avenue
Murrieta, CA 92562
Chris Armes CalDRE #01379750
Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008
Nathan Arnold, CCIM MN #20153149
Lee & Associates - Twin Cities
1601 Utica Avenue South
Minneapolis, MN 55416
Matthew Artukovich CalDRE #01188251
Lee & Associates Industry, Inc.
5675 Telegraph Rd
Commerce, CA 90040
Anita Artukovich CalDRE #00851588
Lee & Associates Industry, Inc.
5675 Telegraph Rd
Commerce, CA 90040
Clarke Attaway SC #110474
Lee & Associates Charleston
960 Morrison Drive
Charleston, SC 29403
Michael Avendano FL #SL3323947
Lee & Associates South Florida
7925 NW 12th Street, Suite 301
Miami, FL 33126
Lee & Associates - Atlanta
3500 Lenox Road
Atlanta, GA 30326
Lee & Associates West Los Angeles
1508 17th Street
Santa Monica, CA 90404
Dan Bacani CalDRE #01385413
Lee & Associates - Pasadena
1055 E. Colorado Blvd.
Pasadena, CA 91106
Peter Bacci CalDRE #00946253
Lee & Associates Industry, Inc.
5675 Telegraph Rd
Commerce, CA 90040
Lee & Associates - WBE, LLC
110 Fieldcrest Avenue
Edison, NJ 08837
Christian Baena FL #SL3389402
Lee & Associates South Florida
7925 NW 12th Street, Suite 301
Miami, FL 33126
Olivia Baffert CalDRE #02211874
Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008
Lee & Associates Commercial Real Estate Services
320 W Galer Street
Seattle, WA 98119
David Bailey TN #357100
Lee & Associates - Nashville
333 Commerce Street
Nashville, TN 37201
Lee & Associates Raleigh-Durham-Wilmington
100 Walnut Street
Cary, NC 27511
James Bakker, CCIM SC #88584
Lee & Associates Charleston
960 Morrison Drive
Charleston, SC 29403
David Bales CalDRE #01388502
Lee & Associates Industry, Inc.
5675 Telegraph Rd
Commerce, CA 90040
Erica Balin CalDRE #01481476
Lee & Associates - North Los Angeles
5707 Corsa Avenue
Westlake Village, CA 91362
Jason Bantel, CCIM FL #SL666097
Lee & Associates Central Florida
1017 E. South Street
Orlando, FL 32801
Brian Barden CalDRE #01439766
Lee & Associates - Oakland
555 12th Street
Oakland, CA 94607
Lee & Associates - Vancouver
475 West Georgia Street
Vancouver, BC V6B 4M9
Lee & Associates Charleston
960 Morrison Drive
Charleston, SC 29403
Lee & Associates | Naples - Ft. Myers
7400 Trail Boulevard
Naples, FL 34108
Zack Barnes CalDRE #01971978
Lee & Associates - Oakland
555 12th Street
Oakland, CA 94607
Lee & Associates - St. Louis, LLC
1 McBride & Son Center Drive Suite 140
St. Louis, MO 63005
Chris Barnett CalDRE #00924416
Lee & Associates - Newport Beach
100 Bayview Circle
Newport Beach, CA 92660
Travis Barnett CalDRE #02069500
Lee & Associates - Irvine
9838 Research Drive
Irvine, CA 92618
Lee & Associates - Nebraska
12020 Shamrock Plaza
Omaha, NE 68154
Brian Barson CalDRE #01945282
Lee & Associates - Newport Beach
100 Bayview Circle
Newport Beach, CA 92660
TC Bartoszek OH #SAL.2014000103 | KY #222437
Lee & Associates Cincinnati
10260 Alliance Road
Cincinnati, OH 45242
Lee & Associates - Vancouver
475 West Georgia Street
Vancouver, BC V6B 4M9
Lee & Associates - Dallas/Fort Worth
14950 Quorum Drive
Dallas, TX 75254
Allen Basso CalDRE #01298152
Lee & Associates - Irvine
9838 Research Drive
Irvine, CA 92618
Lee & Associates - Arizona
5090 North 40th Street
Phoenix, AZ 85018
John Battle, SIOR CalDRE #00700493
Lee & Associates - North Los Angeles
5707 Corsa Avenue
Westlake Village, CA 91362
Lee & Associates Commercial Real Estate Services
950 Pacific Avenue
Tacoma, WA 98402
Kevin Bayless CalDRE #01788899
Lee & Associates - Irvine
9838 Research Drive
Irvine, CA 92618
Lee & Associates - Vancouver
475 West Georgia Street
Vancouver, BC V6B 4M9
Lee & Associates - Indianapolis
10201 N. Illinois Street
Indianapolis, IN 46290-1114
Lee & Associates - Dallas/Fort Worth
14950 Quorum Drive
Dallas, TX 75254
Mattison Behr CalDRE #02091054
Lee & Associates - Los Angeles – Downtown
1201 North Main Street
Los Angeles, CA 90012
Lee & Associates - Western Pennslyvania
11 Stanwix St
Pittsburgh, PA 15222
Lee & Associates South Florida
7925 NW 12th Street, Suite 301
Miami, FL 33126
Lee & Associates Commercial Real Estate Services
170 120th Avenue NE
Bellevue, WA 98005
James Bengala CalDRE #01950077
Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008
Ryan Bennett CalDRE #01826517
Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008
Alex Bentley CalDRE #02062959
Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008
Justin Bentley SC #131046
Lee & Associates Greenville / Spartanburg
201 W. McBee Ave.
Greenville, SC 29601
Lee & Associates Greenville / Spartanburg
201 W. McBee Ave.
Greenville, SC 29601
P. Randall Bentley, SIOR, CCIM SC #2953 | NC #139403
Lee & Associates Greenville / Spartanburg
201 W. McBee Ave.
Greenville, SC 29601
Lee & Associates - North Los Angeles
5707 Corsa Avenue
Westlake Village, CA 91362
Lee & Associates - North Los Angeles
2775 N. Ventura Rd.
Oxnard, CA 93036
John Berger CalDRE #01799514
Lee & Associates - Pasadena
1055 E. Colorado Blvd.
Pasadena, CA 91106
Lee & Associates Idaho, LLC
1161 W. River St.
Boise, ID 83702
Stevie Berman CalDRE #02242051
Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008
Lee & Associates | Naples - Ft. Myers
7400 Trail Boulevard
Naples, FL 34108
Warren Berzack CalDRE #01329015
Lee & Associates - North Los Angeles
15250 Ventura Blvd
Sherman Oaks, CA 91403
Lee & Associates Industry, Inc.
13181 Crossroads Parkway North
City of Industry, CA 91746