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HomeMy WebLinkAboutRD.1 - Colliers 1 June 27, 2024 Mr. Douglass Adams Director of Research & Development County of Hawaii 25 Aupuni Street, Suite 1301 Hilo, HI 96720 Attn: chresdev@hawaiicounty.gov Re: Professional Services Application FY 2025: Letter of Interest – Community Planning (Community and Economic Development, Community Engagement, Culture and Indigenous Data Science, Strategic Planning, Sustainability Systems) Dear Mr. Adams, Colliers International, Hawaii is submitting this letter of interest for the Professional Services Application for the category of Community Planning (Community and Economic Development, Community Engagement, Culture and Indigenous Data Science, Strategic Planning, Sustainability Systems). Our hope is to be included as a potential vendor for any future County of Hawaii commercial real estate project solicitations. Established in 1973, Colliers International, Hawaii has grown into one of the largest commercial real estate consulting, brokerage and property management firms in Hawaii. The Colliers Hawaii consulting team has been actively involved advising developers, investors and financial lenders for their commercial real estate components of their planned developments. Some of our recent projects include: • Master Planned Communities - Conducted residential, retail and industrial market assessment demand studies for development projects located in Waiawa, Kunia, Kihei and Kailua Kona. • University of Hilo 2018 Campus Extension Commercial Market Demand Study. • Commercial market assessment and demand study for DHHL site in North Kona. • Conducted master planning effort for Liliuokalani Trust’s Makalapua development site in the Kailua Kona area. For any questions relating to this submittal letter or our qualifications, please feel free to contact me at 808‐523‐9792 or mike.hamasu@colliers.com or you may also contact Nanette Vinton at 808‐523‐9764. We look forward to hearing from you. Sincerely, COLLIERS INTERNATIONAL HI, LLC Mike Hamasu Director of Consulting and Research 220 South King Street, Suite 1800 Honolulu, Hawaii 96813 Phone: 808.524.2666 Fax: 808.523.9792 www.colliers.com 1 STATEMENT OF QUALIFICATIONS COUNTY OF HAWAI’I – COMMUNITY PLANNING (COMMUNITY & ECONOMIC DEVELOPMENT, COMMUNITY ENGAGEMENT, CULTURE AND INDIGENOUS DATA SCIENCE, STRATEGIC PLANNING, SUSTAINABILITY SYSTEMS) FIRM APPLYING: COLLIERS INTERNATIONAL, HAWAII KEY MEMBERS OF REAL ESTATE CONSULTING DIVISION: MIKE HAMASU NANETTE VINTON (S) Director of Consulting and Research Project Manager MBA – San Francisco State University MBA – Hawaii Pacific University Twenty-five years real estate consulting experience Twenty years real estate consulting experience Consulted on more than $2.0 billion in developments Worked with KPMG and CBRE REFERENCES: PAST PROJECTS 1. SCOTT RODIE – BANK OF HAWAII 808-694-4556 2. ASHLEY FLYNN – LILIUOKALANI TRUST 808-348-9394 3. STANFORD CARR – STANFORD CARR DEVELOPMENT 808-537-5220 4. MICHELE OTAKE – CASTLE & COOKE 808-271-2634 5. AEDWARD LOS BANOS - HCDA 808-594-0343 LOCATION OF OPERATIONS: MAIN:HONOLULU, HI WAIKOLOA, HI 220 S. KING STREET, STE. 1800 68-18445 WAIKOLOA RD. HONOLULU, HI 96813 WAIKOLOA, HI 96738 WAILUKU, HI PO BOX 3138 790 EHA STREET WAILUKU, HI 96793 AGE OF FIRM: NUMBER OF EMPLOYEES: ESTABLISHED IN 1973 – 51 YEARS 123 2 RECENT PROJECTS: 1. HCDA Kakaako Commercial Demand Study – 2011 2. Artspace Residential Market Demand and Feasibility Study – 2013 3. Lend Lease Kunia Master Plan Demand and Feasibility Study – 2015 4. Kakaako Office Condo Demand and Pricing Study – 2016 5. HCDA Kakaako Makai Market Studies – 2016 6. HCDA Kakaako and Kalaeloa Optimization Project – 2017 7. Neal Blaisdell Center Retail Market Assessment - 2018 8. Cell Tower Research Study – 2019 9. Mill Town Market Assessment and Auction/Lease Process Review Study – 2019 10. East Kapolei Strategic Land Plans – 2019 11. HTDC Hilo Market Assessment Project – 2020 12. HICDC Papaaloa Rental Housing Market Study – 2020 13. HICDC Hale Ola O Mohouli Hilo Rental Apartment Market Study – 2021 14. DLNR Commercial Lands Portfolio Assessment Study – 2022-2024 15. Castle & Cooke Koa Ridge Commercial Market Demand Studies – 2023 16. Liliuokalani Trust Makalapua Commercial and Industrial Market Demand Studies – 2024 COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services HAWAII COLLIERS HAWAII CONSULTING HAWAII Consulting & Research Advisory Services Colliers International 220 South King Street Suite 1800 Honolulu, HI 96813 www.colliers.com COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services HAWAII What is THE GLOBAL DIFFERENCE? COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services HAWAII THE GLOBAL DIFFERENCE Colliers International operates globally – as one organization, and one brand, speaking with one voice. With more than 15,000 professionals in over 480 offices in 61 countries, Colliers International has become the premiere real estate services organization in the world. Colliers Hawaii Consulting (“CHC”) is the Hawaii office of Colliers International. Our local knowledge combined with our global reach provides us with unparalleled expertise. The blending of “big picture” real estate advisory services with practical local market consulting gives our clients the timely market analysis needed to make well-informed strategic decisions. COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services HAWAII ABOUT COLLIERS HAWAII CONSULTING & ADVISORY SERVICES CHC is the largest commercial real estate brokerage, third party property management and real estate advisory services company in Hawaii. The CHC Consulting & Research team (“CHC”) is one of the company’s primary lines of business and is dedicated to commercial real estate research, analysis and maximizing the profitability of real property. Our goal is to provide a fully integrated solution that responds to our client’s needs. OUR LOCAL EXPERTISE Since 1973, CHC has been actively involved in thousands of lease and sales transactions and thoroughly understands the dynamics of the commercialrealestatemarketplace. This transaction data forms the foundation of our real estate knowledge and experience. The cultural diversity and unique business customs of Hawaii make it a challenging marketplace to navigate. CHC’s in-depth local market intelligence and far-reaching community network enables us to provide our clients with the essential tools to more effectively manage and avoid potential pitfalls. COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services HAWAII Partner with each client: •Carefully identify and understand client’s key business strategies •Create customized real estate solutions that meet business objectives •Deliver service excellence •Design an integrated service offering that best serves the individual client •Ensure that clients’ entire range of property needs are met COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services OUR CLIENT PHILOSOPHY COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services HAWAII THE FOUNDATION: ACCURATE AND TIMELY DATA COLLECTION & ANALYSES COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services HAWAII •With nearly 40 years of market knowledge with the widest network of real estate professionals in the State of Hawaii, we not only understand the current conditions, but how we got there and why we got to whereweare. •Knowing the players and the influencers is important in a small marketplace; it is often the difference between getting a permit approved quickly or being faced with lengthy unnecessary delay. CHC understands the challenges of navigating our local market and can often help streamline a process. •CHC is the only firm in Hawaii to have conducted commercial real estate market research for more than twenty years. Our market surveys track vacancy, net absorption, rents, property sales and other meaningful data points. THE FOUNDATION: ACCURATE AND TIMELY COLLECTION OF DEMOGRAPHIC, ECONOMICAND REAL ESTATETREND INFORMATION By focusing on the capture of meaningful transaction and market information,CHC is able to translate this timely data into an effective strategic development plan.This forms the foundation of our advisory services philosophy and is the backdrop of all our market-supported recommendations. •CHC has the largest long-standing historical database of commercial and industrial properties, lease comparables and sales transactions.This data provides CHC with vital information on how to effectively structure a deal,determine appropriate market rents and establish ideal market return targets. •CHC conducts external primary research to assist clients with a wide array of real estate decisions. Data includes market demographics, pedestrian counts, parking costs, construction cost trends, financing rates and terms, and many more… COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services HAWAII •Market Statistics – Inventory, vacancy rates, net absorption, rental rates, sales prices, commercial property sales,cap rates,and land values. •Demographic Information – Population,household income,consumer expenditures,and so on. •Economic Data – Employment,inflation,visitor arrivals and expenditures,tax base,etc. •Political Issues– Legislation, proposed bills, government spending, education, planning and permitting, land use and zoning. ACCURATEANALYSES:DEMOGRAPHIC,ECONOMICAND REAL ESTATETRENDS CHC regularly reports on the impact of demographic and economic trends on commercial real estate. CHC is the only firm in Hawaii to have a full-time staff devoted to evaluating and forecasting commercial real estate market trends. The real estate market is volatile and constantly changing. Our devotion to keeping our clients informed of these market changes has made us the industry standard for investors, financial institutions, developers and landlords throughout the State of Hawaii. We constantly keep our pulse on the following information: COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services HAWAII COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services SERVICE OFFERINGS: A shift in the economy, a change in market conditions, a financial crises, all give rise to capitalizing on underutilized real estate. CHC has the tools and expertise to help you navigate through complex real estate issues. •MARKETANALYSIS •DEMOGRAPHICANALYSIS •PROPERTY POTENTIAL •VALUATION •VISION PLANNING CLIENT VALUATION MARKET ANALYSIS DEMOGRAPHIC ANALYSIS PROPERTY POTENTIAL VISION PLANNING COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services HAWAII MARKET ANALYSIS: Understanding current and historical market statistics is the baseline of well- informed decision making. Understanding current and historical market statistics is the baseline of well- informed decision making. COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services HAWAII CHC utilizes an extensive transaction database and the “front line” knowledge of its brokers to thoroughly analyze current and future market conditions. Issues to solve: •How much should we build? •What rents or prices are possible? •Where will the market demand be in the future? •Where should we locate our office? •What market are we missing? MARKET ANALYSIS We solve these issues by conducting: •Supply and Demand Analysis •Trend Analysis •Forecasting •Market Rent Studies •Thematic Maps COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services HAWAII COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services DEMOGRAPHIC ANALYSIS The underlying driver of real estate market conditions is the consumer. We consistently track the pulse of the marketplace. The underlying driver of real estate market conditions is the consumer. We consistently track the pulse of the marketplace. COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services HAWAII DEMOGRAPHIC ANALYSIS HAWAII New developments, trends, and technology all impact consumer behavior. CHC can provide the research you need to more thoroughly understand your client base. Issues to solve: •Will my retail store be successful here? •What is my target market? •Who is my competition? •Will there be enough demand for my product? We solve these issues by conducting: •Consumer/Tenant Trends •Target Market Analysis •GIS Thematic Mapping COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services HAWAII COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services PROPERTY POTENTIAL How can you better position your property for a maximum return? How can you better position your property for a maximum return? COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services HAWAII Market and demographic analysis form the basis of determining a property’s potential. Whether you are an investor or owner/user, the economic bottom-line is at the core of decision- making. CHC can assist you in properly positioning your property to make the most of current and future market conditions. PROPERTY POTENTIAL Issues to solve: •What should we build? •What size of development? •What kind of return can I expect? •Is this a financially viable development? •Which tenants would be idea for this development? •Can I save money on my property taxes? We solve these issues by conducting: •Highest and Best Use Studies •Development Feasibility Studies •Land Residual Analysis •Site Plan Review •Tenant Mix/ Merchandising Plan •Property Financial Performance •Tax Assessment Appeal Assistance COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services HAWAII COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services VALUATION In the face of constant change and market challenges, a property valuation is key to sound real estate decisions. In the face of constant change and market challenges, a property valuation is key to sound real estate decisions. COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services HAWAII VALUATION CHC provides valuation services to private investors, owner/users, tenants, and the public sector. We utilize our unmatched market database and frontline insights from brokers to more accurately estimate property value. * CHC is not a real estate appraisal firm. Full property appraisals will be provided by CHC’s affiliate, First Service PGP Valuation. Issues to solve: •How much is my property worth? •What can I sell this for? •What should I offer for this property? •What can I rent this space for? •Should I invest or wait? We solve these issues by conducting: •Broker Opinion of Value/Appraisal* •Market Rent Study •Lease versus Buy Analysis •Development Cost Analysis COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services HAWAII COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services VISION PLANNING Vision planning analyzes real estate portfolio holdings as compared to short-term and long-term business and financial assumptions and needs. Vision planning analyzes real estate portfolio holdings as compared to short-term and long-term business and financial assumptions and needs. COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services HAWAII Vision Planning entails an in-depth strategic look at a property portfolio. Using various analysis tools, CHC assists businesses in aligning real estate strategies with overall company goals and objectives. Our Vision Planning Services include: •Portfolio Review •Site Selection •Industry Benchmarking •Acquisition/Disposition Strategy •Property Marketing •Due Diligence Assistance •Corporate Real Estate Services** **Provided by Colliers Studio. VISION PLANNING HAWAII COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services HAWAII CLIENT LIST CHC has worked for a long list of notable clientele which include: A&B Properties American Savings Bank Brookfield Development Castle & Cooke Central Pacific Bank Credit Suisse DeBartolo Development Department of Business, Economic Development and Tourism Department of Hawaiian Home Lands Department of Land and Natural Resources Department of the Navy Department of Planning & Permitting DFS Hawaii DR Horton Easter Seals First Hawaiian Bank Forest City Hawaii Hawaiian Telcom Hawaii Pacific Health HMSA Hunt Development Group Jacoby Development James Campbell Corporation Kamehameha Schools Kisco Senior Care The MacNaughton Group McDonald’s Restaurants of Hawaii Mid Pac Petroleum Outrigger Properties Office of Hawaiian Affairs Queen Emma Land Company Robertson Properties, Inc. REIT Management & Research, LLC Servco Pacific COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services HAWAII RESUMES Michael Y. Hamasu, Director of Consulting and Research | mike.hamasu@colliers.com | 808 523 9792 COMPANY EXPERIENCE Michael brings to Colliers Hawaii Consulting, Inc.over 24 years of marketing and marketing research experience. Michael has directed research efforts at commercial brokerages with a focus on providing information to assist in strategic decision making for real estate investors and brokerage clientele. This effort reported on nearly 600 million square feet of commercial/industrial properties in the San Francisco Bay Area. Having been quoted in the Wall Street Journal, USA Today, Real Estate Forum and Commercial Property News as well as other regional publications, Michael has been recognized for his detailed analysis of the commercial real estate marketplace. During his tenure at Whitney Cressman Limited, he elevated this boutique real estate firm's research information to become the recognized source for commercial real estate trend analysis and forecasts. Further, he has managed the primary and secondary research efforts in the collection of commercial office, retail and industrial market information and statistics. These market factors such as: vacancy rates, absorption, net effective rents, and sales comparables are evaluated and used to advise developers, investors, property owners, and tenants on current and future market conditions. Nanette C. Macapanpan, Research Consultant/Real Estate Analyst | nanette.macapanpan@colliers.com | 808 523 9764 COMPANY EXPERIENCE Nanette brings more than 15 years experience in consulting and brokerage to the commercial and residential real estate industries. Her consulting experience includes numerous financial and market analyses, as well as feasibility studies and valuations of various institutional grade properties and developments in Hawaii and the mainland. On the brokerage front, she has managed and performed the marketing, valuation, and due diligence processes of real estate assets in the $5 million to $50 million plus range and has been involved in the sale of over $150 million of various commercial real estate assets in Hawaii. Mark Arakawa, Marketing Coordinator | mark.arakawa@colliers.com | 808 523 8370 COMPANY EXPERIENCE Markhasmorethan6yearsofexperienceincommercial real estate research and marketing. He began as a Research Assistant and has worked his way up to Marketing Coordinator. On the research front, he is responsible for the company’s mapping and GIS services, as well as the CHC proprietary property database. His marketing responsibilities include marketing material creation and distribution, as well as website media design and maintenance. COLLIERS HAWAII CONSULTING Consulting & Research Advisory Services HAWAII Colliers International 220 South King Street Suite 1800 Honolulu, HI 96813 www.colliers.com Mike Y. Hamasu (808) 523-9792 mike.hamasu@colliers.com Nanette Macapanpan (808) 523-9764 nanette.macapanpan@colliers.com For more information, please contact: Michael Y. Hamasu DIRECTOR OF CONSULTING & RESEARCH mike.hamasu@colliers.com EDUCATION AND QUALIFICATIONS San Francisco State University Masters of Business Administration (MBA) University of Hawaii Bachelors in Business Administration (BBA) CONTACT DETAILS DIR +1 808 523 9792 FAX +1 808 523 9792 Colliers International 220 S. King Street, Suite 1800 Honolulu, Hawaii 96813 www.colliers.com AREA OF EXPERTISE Michael brings to Colliers International over 25 years of marketing and marketing research experience. Michael has directed research efforts at commercial brokerages with a focus on providing information to assist in strategic decision making for real estate investors and brokerage clientele. This effort reported on nearly 600 million square feet of commercial/industrial properties in the San Francisco Bay Area. Having been quoted in the Wall Street Journal, USA Today, Real Estate Forum and Commercial Property News as well as other regional publications, Michael has been recognized for his detailed analysis of the commercial real estate marketplace and has become the recognized source for commercial real estate trend analysis and forecasts for Hawaii’s marketplace. In addition to managing the primary and secondary research efforts in the collection of commercial office, retail and industrial market information and statistics, Michael established the company’s real estate consulting division. Utilizing market factors such as: vacancy rates, absorption, net effective rents, and sales comparables, this consulting unit is able to advise developers, investors, property owners, and tenants on current and projected market trends. PROFESSIONAL EXPERIENCE Whitney Cressman Limited — Commercial Real Estate Marketing Research Director Directed brokerage, internal research efforts, and generated real estate consulting assignments at a busy boutique firm in San Francisco Bay area. Served as the principal liaison to press and media. Analyzed office, retail, and development site criteria for market demand and feasibility. Cushman & Wakefield — Commercial Real Estate Research Services Manager Oversaw the compilation of market analytics for 600 million square foot commercial and industrial markets throughout the San Francisco Bay area. Recognized nationally and regionally for innovative data management and analysis. Selected to serve on a national career development board for research services. Directed research staff of 12 in five Bay area markets. Identified by brokers as a manager achieving service excellence. CONSULTING EXPERIENCE Development Feasibility Analysis Market Demand and Absorption Report Broker Opinion of Value Highest and Best Use Studies Real Estate Portfolio Analysis Strategic Positioning Study Market Rent and Vacancy Forecasts Nanette M. Vinton (S) RESEARCH CONSULTANT / PROJECT MANAGER nanette.vinton@colliers.com EDUCATION AND QUALIFICATIONS Hawaii Real Estate Salesperson License Hawaii Pacific University Masters of Business Administration (MBA) San Jose State University Bachelors in Business Administration (BBA) CONTACT DETAILS DIR +1 808 523 9764 FAX +1 808 523 9764 Colliers International 220 S. King Street, Suite 1800 Honolulu, Hawaii 96813 www.colliers.com AREA OF EXPERTISE Nanette brings more than 15 years experience in consulting and brokerage to the commercial and residential real estate industries. Her consulting experience includes numerous financial and market analyses, as well as feasibility studies and valuations of various institutional grade properties and developments in Hawaii and on the mainland. On the brokerage front, she has managed and performed the marketing, valuation, and due diligence processes of real estate assets in the $5 million to $50 million plus range and has been involved in the sale of over $150 million of various commercial real estate assets in Hawaii. PROFESSIONAL EXPERIENCE KPMG, LLP — Senior Associate, Real Estate & Hospitality Advisory Services Served as project team leader and advised clientele which included private investors and owners (real estate and non-real estate companies), government agencies, and industry trade organizations. CB Richard Ellis, Inc. — Marketing Specialist, Asia Pacific Advisory Group Assisted the investment property group by managing and implementing marketing and due diligence processes, performing property valuations and financial analyses, and conducting market research studies. Bishop Hawk — Sales and Leasing Consultant, Office Properties Responsibilities included sourcing and servicing domestic and foreign commercial real estate client relationships for office and R&D properties in Silicon Valley. CONSULTING EXPERIENCE Property Underwriting and Due Diligence Broker Opinion of Value Real Estate Portfolio Analysis Strategic Planning Assistance Development Feasibility Analysis Highest and Best Use Studies Market Supply and Demand Studies Market Rent and Vacancy Forecasts