VALUATIONS
Track Record
October 2013
OUR SERVICES
OUR SERVICES
Valuations
Fixed Asset Valuation
AVALIAÇÃO DE ATIVOS
 Land
 Technical Constructions
 Development Projects
 Industrial Facilities
 Land Plot
 Production Lines
 Buildings
 Machinery
 Shopping Centres
 Special Equipment
 Portfolios
 Tools and Fixtures
3
OUR AWARDS
OUR AWARDS
Valuations
“Best Valuation Service…”
…in Western Europe …
…in Portugal
 October 2013
 October 2013
 October 2012
 October 2011
 October 2011
 October 2009
 October 2010
 October 2008
 October 2009
 October 2007
 October 2008
 September 2006
 October 2007
 September 2006
5
OUR QUALIFICATIONS
OUR QUALIFICATIONS
Valuations
CBRE Portugal Valuation Department is regulated by the Royal Institution of Chartered Surveyors, follows the standards
of RICS, and has several members of this institution
.
CBRE Portugal Valuation Department is registered as an official valuer of CMVM, the Stock Exchange Regulatory Board.
CBRE is also qualified to perform valuations for “Instituto de Seguros de Portugal” (Portuguese Insurance Institute).
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OUR EXPERIENCE
OUR EXPERIENCE
Offices - Some Examples…
LISBON
LIBERTY BUILDING
LISBON
CENTRAL OFFICE
LISBON
MARQUÊS DE POMBAL, 14
Client:: EuroHypo
LISBON
AV. FONTES PEREIRA DE
MELO, 27
Client:: Hypo Real Estate
Client:: AXA
Area: 11,000 sq m
Client:: Refundos
Area: 10,600 sq m
Area: 5,700 sq m
Year: 2013
Area: 3,779 sq m
Year: 2012
Year: 2011
Year: 2013
LISBON
ADAMASTOR BUILDING
LISBON
SONY BUILDING
LISBON
SUÉCIA PARK
LISBON
ORIENTE TOWER
Client:: Imopolis, SGFII
Client:: IVG
Client:: Imopolis, SGFII
Area: 13,800 sq m
Area: 6,700 sq m
Area: 29,350 sq m
Client:: Union Investment Real
Estate
Year: 2011
Year: 2011
Year: 2011
Area: 27,500 sq m
Year: 2009
9
OUR EXPERIENCE
Shopping Centres - Some Examples…
TORRES NOVAS
TORRESHOPPING
COIMBRA
DOLCE VITA
SEIXAL
RIOSUL SHOPPING
S. JOÃO DA MADEIRA
8ª AVENIDA
Client:: Selecta
Client:: Hypotheken Bank
Client:: Sonae Sierra
Client:: Sonae Sierra
Area: 12,109 sq m
Area: 27,950 sq m
Area: 44,498 sq m
Area: 19,981 sq m
Year: 2013
Year: 2013
Year: 2013
Year: 2013
AMADORA
DOLCE VITA TEJO
PORTO
PORTO GRANDE PLAZA
BRAGA
BRAGA PARQUE
PORTIMÃO
AQUA PORTIMÃO
Client:: ING
Client:: Imorendimento
Client:: Mundicenter
Area: 104,532 sq m
Area: 19,881 sq m
Area: 52,994 sq m
Client:: Generali Real Estate
Fund
Year: 2013
Year: 2012
Year: 2011
Area: 23,791 sq m
Year: 2010
10
OUR EXPERIENCE
Retail Parks and Outlets - Some Examples…
COIMBRA
COIMBRA RETAIL PARK
AVEIRO
AVEIRO RETAIL PARK
SANTARÉM
SANTARÉM RETAIL PARK
PORTIMÃO
PORTIMÃO RETAIL PARK
Client:: Scottish Widows,
Investment Partnership
Client:: Fund Box
Client:: Fundbox
Client:: Fundbox
Area: 23,213 sq m
Area: 26,254sq m
Area: 25,000 sq m
Year: 2012
Year: 2012
Year: 2012
TORRES NOVAS
CITY PARK TORRES NOVAS
CHAVES
CITY PARK CHAVES
ALCOCHETE
FREEPORT
VILA DO CONDE
FACTORY RETAIL & OUTLET
Client:: Imorendimento
Client:: Imorendimento
Area: 6,778 sq m
Client:: SGRF (State General
Reserve Fund of Oman)
Client:: Santander
Area: 3,902 sq m
Year: 2012
Year: 2012
Area: 72,462sq m
Year: 2009
Area: 12,739 sq m
Year: 2013
Year: 2012
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Area: 32,500 sq m
OUR EXPERIENCE
Hotel and Tourism - Some Examples…
PORTO
MERCURE HOTEL
PORTUGAL
SEVERAL HOTELS
QUINTA DA MARINHA
ONYRIA HOTEL
QUINTA DA MARINHA
GOLF COURSE
Client:: Accor Group
Client:: Grupo Pestana
Client:: Grupo Onyria
Client:: Grupo Onyria
Year: 2013
Year: 2013
Year: 2012
Year: 2012
ALGARVE, ALBUFEIRA
BALAIA CLUB MED
QUINTA DA MARINHA
QUINTA DA MARINHA HOTEL
CASTELO DE VIDE
CASTELO DE VIDE HOTEL
PORTUGAL
16 HOTELS
Client:: Fonciére des Murs
Client:: Grupo Onyria
Client:: Turismo Fundos
Client:: CS Hotéis
Year: 2012
Year: 2012
Year: 2012
Year: 2011
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OUR EXPERIENCE
Industrial & Logistics - Some Examples…
VALONGO
INDUSTRIAL WAREHOUSE
ENTRONCAMENTO
INDUSTRIAL LAND
SETÚBAL
LOGISTIC SITE
BENAVENTE
LOGISTIC WAREHOUSE
Client:: Philips
Client:: Mediterranean Shipping
Company (MSC)
Client:: Decathlon
Client:: BPN Imofundos
Area: 3,476 sq m
Area: 190,070 sq m
Area: 13,800 sq m
Year: 2012
Area: 115,273 sq m
Year: 2012
Year: 2012
Year: 2012
AVIS, PORTALEGRE
INDUSTRIAL WAREHOUSE
AZAMBUJA
INDUSTRIAL WAREHOUSE
POCEIRÃO
LOGISTICS HUB PROJECT
CARREGADO
LOGISTIC WAREHOUSE
Client:: Dardico
Client:: Fundimo
Client:: LogZ
Client:: Luís Simões
Area: 11,570 sq m
Area: 34,529 sq m
Area: 6,000,000 sq m
Area: 59,000 sq m
Year: 2011
Year: 2010
Year: 2010
Year: 2009
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OUR EXPERIENCE
Residential - Some Examples…
PORTUGAL
LUXURY VILLAS
AVEIRO
URBAN FLAT RESIDENCE
LISBON
APARTMENT IN PALÁCIO DA
JUNQUEIRA
PORTO
ANTAS PREMIERE
Client:: Diversos
Client:: Fundimo
Year: 2013
Area: 1,891 sq m
Client:: Particular
Area: 21,700 sq m
Year: 2013
Area: 310 sq m
Year: 2012
Client:: Fundimo, SGFII
Year: 2012
QUINTA DO LAGO
3 LUXURY VILLAS
LISBON
VILHENA PALACE
LISBON
BRITISH AMBASSADOR
RESIDENCE
LISBON
LEONEL BUILDING
Client:: Irish Bank
Client:: Fundbox
Area: 1,150 sq m
Area: 2,500 sq m
Client:: FCO
Year: 2012
Area: 1,900 sq m
Year: 2011
Area: 840 sq m
Year: 2010
Year: 2010
14
Client:: Imopolis, SGFII
OUR EXPERIENCE
Portfolios - Some Examples…
C. M. PORTO
10 PROPERTIES
C. M. MAIA
22 PROPERTIES
PORTUGAL
24 DEVELOPMENT PROJECTS
PORTUGAL
21 MIXED-USE PROPERTIES
Client:: Fundimo
Client:: Fundimo
Client:: Rio Forte / Espart
Client:: Imopólis, JP Morgan
Year: 2011
Year: 2012
Year: 2012
Year: 2012
PORTUGAL
45 PLOTS OF LAND
PORTUGAL
15 PROPERTIES
PORTUGAL
5 PORTFOLIOS
PORTUGAL
50 MIXED-USE PROPERTIES
Client:: Herdade da Comporta,
SA
Client:: Dunas Capital
Client:: Vallis
Client:: AXA
Year: 2012
Year: 2012
Year: 2011
Year: 2012
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OUR EXPERIENCE
Land and Projects - Some Examples…
MATAS DE SESIMBRA
RESIDENCIAL DEVELOPMENT
PARQUE DAS NAÇÕES,
LISBOA
SEVERAL PROJECTS
LISBON
RESIDENCIAL DEVELOPMENT
Client:: Espart
PARQUE DE SANTA CRUZ,
OEIRAS
MIXED USE DEVELOPMENT
Year: 2012
Client:: Espart
Client:: Espart
Year: 2012
Year: 2012
Year: 2012
FOZ DO DOURO
RESIDENTIAL DEVELOPMENT
QUARTEIRA
LAND FOR DEVELOPMENT
COIMBRA
LAND FOR DEVELOPMENT
MIRAFLORES, OEIRAS
RESIDENCIAL DEVELOPMENT
Client:: Espart
Client:: Espart
Client:: Decathlon
Client:: Aprigius S.A.
Year: 2012
Year: 2012
Year: 2012
Year: 2011
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Client:: Edifer Imobiliária
OUR EXPERIENCE
Agricultural - Some Examples…
DOURO
QUINTA DA ROMANEIRA
(Real Estate)
BEJA
QUINTA VALE D’ÁGUA
OLIVE PRODUCING FARM
BEJA
OLIVE PRESSING PLANT
Client:: Domaine Romaneira
Client:: Inmex Spain
Area: 0,5 hectares
Client:: Inmex Spain
Area: 380 hectares
Area: 630 hectares
Year: 2011
Area: 513 hectares
Year: 2012
Year: 2011
ARRAIOLOS
AGRICULTURAL LAND
Client:: Centralcer
DOURO
QUINTA SÃO LUIZ
WINE PRODUCING FARM
DOURO
QUINTA ARNOZELO
GRAPE PRODUCING FARM
DOURO
QUINTA DA COVELA
WINE PRODUCING FARM
Area: 90 hectares
Client:: Sogevinus
Client:: Sogevinus
Client:: Quinta da Covela
Area:127 hectares
Area: 190 hectares
Area: 47 hectares
Year: 2010
Year: 2010
Year: 2009
Year: 2010
Client:: Inmex Spain
BEJA
QUINTA DO PARDIEIRO
OLIVE PRODUCING FARM
Year: 2011
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OUR EXPERIENCE
Machinery and Equipment - Some Examples……
SISAV
HAZARDOUS WASTE
TREATMENT
WIND PARK
Year: 2012
WOOD WORKING PLANT IN
ANGOLA
MOULD MANUFACTURING
PLANT
Year: 2011
Year: 2011
Year: 2012
BLOW MOLDING PLANT
WATER BOTTLING PLANT
TISSUE PAPER PLANT
PRINTING EQUIPMENT
Year: 2011
Year: 2011
Year: 2011
Year: 2011
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OUR TEAM
OUR TEAM
Valuations
Frederico Borges de Castro Mrics
FREDERICO
CASTRO
Director
Frederico has joined the valuation advisory team in October 2007. A member of the Royal Institute of
Chartered Surveyors and of The Counselors of Real Estate. He has a degree in automobile
engineering and transport management studies by the Chelsea College of Aeronautical and
Automobile Engineering. He is an Environmental Inspector Phase 1 by EEA and attended some
NArea valuation courses. Prior to joining CBRE, Frederico has worked for ICEP (Portuguese Trade
Office) Industrial department (1987 - 1990), for American Appraisal as a Real Estate and Machinery
and Equipment appraiser (1990 - 1992), for Phimo Avaliação as Director (1992 - 1999), for CPU
Consultores as Director of the mortgage valuation department (1999 - 2001), for MPC Capital Real
Estate Consulting (2001 - 2002), as a Free Lance appraiser for many companies and banks (2002 2005) and as Director of the valuation department of American Appraisal (2005 - 2007). Official
valuer of ISP – Instituto de Seguros de Portugal (Portugal Insurance Institute) – and CMVM (Stock
Exchange Regulatory Board). He’s been in the valuation business since 1990.
John Rowlands
John has a Bachelor degree in Land Economy BLE (Hons) from the University of Aberdeen in the UK.
He is a member of the Royal Institution of Chartered Surveyors (MRICS). John worked previously for
DTZ based in the valuation department in Edinburgh, Scotland and has experience in valuing
property both for Investment funds and also for secured lending purposes. He’s been in the valuation
business since 2001 and joined CBRE valuation team in July 2007.
JOHN
ROWLANDS
Senior Consultant Coordinator
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OUR TEAM
Valuations
Inês Almeida
INÊS
ALMEIDA
Inês has a degree in Urban Planning and Engineering from Instituto Superior Técnico (IST).
Following successful completion of her degree she undertook a Post-Graduate study in Project and
Planning of Sustainable Construction from the Universidade Católica Portuguesa (UCP) and a
Course on Real Estate Evaluation from the Escola Superior de Avaliação Imobiliária (ESAI). From
September 2004 till December 2006 Inês worked at Comissão de Coordenação e Desenvolvimento
Regional de Lisboa e Vale do Tejo (CCDR-LVT) in the Direcção de Gestão Territorial. In 2007 she
joined the Communitary Programme URBAN II, assuming a management role. During her time
working for CCDR-LVT she was involved in valuation of real estate acting as a self employed
consultant. Working in valuations since June 2007, Inês joined the valuation department of CBRE in
January 2008.
Senior Consultant
José Hermozilha
José has a Degree in Civil Engineering from the Instituto Superior Técnico (IST) in Lisbon and
successfully completed a Course in Real Estate Evaluation from the Escola Superior de Avaliação
Imobiliária (ESAI). He has worked previously at American Appraisal [2005-2007] as a Real Estate
and Machinery appraisal. He’s been in the valuation business since October 2005 and joined the
Valuation Department of CBRE in January 2008.
JOSÉ
HERMOZILHA
Senior Consultant
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OUR TEAM
Valuations
Ricardo Serrano
RICARDO
SERRANO
Civil Engineering degree from ISEL (Lisbon Superior Engineering Institute), he is Member of the
Ordem dos Engenheiros (Chartered Engineer in Portugal). Ricardo spent five years working at one of
the largest and most important construction firms in Portugal, Edifer Construções. During that period
he obtained his PMP Certification (Project Management Professional) and became a certified
member of the Project Management Institute (PMI). At Edifer Construções, his responsibilities as
construction manager were coordination of the project teams (subcontractor, client, architects, local
municipality etc), control of construction works, monitoring and control of the planning and budget,
reports preparation (cost, schedule and scope of work), change request analysis. He joined CBRE
valuation department in February 2013.
Consultant
Maria João Lito (Porto)
Degree in Architecture from Faculdade de Arquitectura e Artes of Universidade Lusíada do Porto.
Maria João has a specialisation course in Real Estate Valuation from Universidade Lusíada do Porto.
Worked as a trainee architect at Arquitectos Pioledo between September 2003 and January 2005.
Joined Predibisa in September 2005 working as an agent in the residential department until
December of 2006. Maria João has been working in valuations since 2007, the year she has joined
the valuation department of CBRE.
MARIA JOÃO
LITO
Consultant
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ABOUT CBRE
ABOUT CBRE
Historical Background and Activity
CBRE was founded in the City of London in 1773. In the 1960’s, the firm experienced large-scale
expansion, growing to become a worldwide influence in the areas of property investment and corporate
advice.
1998 marked the merger with the American company CB Commercial, founded in 1906, in S. Francisco,
forming a new company CBRE. In June 1998, CBRE acquires Hillier Parker May & Rowden, with
headquarters in London, becoming the first company able to offer an entire range of real estate services
in the main world markets through one sole entity.
In 2003, CBRE acquired the Insignia Financial Group – one of the major groups operating on the global
real estate market. With this merger CBRE has become the world’s leading commercial real estate
services firm.
Including partner company statistics, CBRE presently employs more that 34,000 professionals, with over
300 offices in over 60 countries. With headquarters in Los Angeles, the company is present in the North
America, Latin America, Europe, Middle East, Africa and Australia markets.
In 2012, the company posted revenues of 1.03 billion dollars for Europe, Middle East and Africa (EMEA).
EMEA business activity 2012 included 7,175 sale and lease transactions, with a total value of 44.6 billion
dollars, 61,775 valuation and advisory assignments. CBRE’ property and corporate facilities
management portfolio was 55.7 billion square meter in 2012.
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ABOUT CBRE
Historical Background and Activity
CBRE - Timetable
1773
Richard Ellis is founded.
1906
CB Commercial is founded.
1995
Westmark Realty Advisors, a leading institutional advisory and investment management firm, is acquired.
1996
LJ Melody and Co., one of the nation’s top commercial mortgage bankers, joins CB Commercial.
1997
CB Commercial merges with Koll Real Estate Services, a premiere facilities and property management firm.
1998
2003
2006
2007
2008
2009
2012
With the acquisition of Richard Ellis International and London-based Hillier Parker, CBRE is the first real estate
services firm able to deliver integrated services on five continents.
With the merger and acquisition of the Insignia Financial Group, CBRE becomes the world’s leading
commercial real estate services firm.
CBRE acquires Trammwell Crow Company and expands the leadership as commercial real estate services
firm.
CBRE pledges to become carbon neutral by 2010 – making CBRE the first commercial real estate services
company to annouce such a goal.
CBRE becomes first real estate services company ever included among the Fortune 500.
CBRE is the only commercial real estate company to earn a place on this year’s BusinessWeek 50, where it
has been ranked for the third year running.
For the eleventh year running CBRE voted as the premier global brand in real estate by the Lipsey Company
Brand survey.
25
ABOUT CBRE
Historical Background and Activity
LEGEND
LEGEND
Wholly Owned Offices
Wholly Owned Offices
Affiliate Offices
Affiliate Offices
Multiple Offices
Multiple Offices
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ABOUT CBRE
Global Locations
Angola
Croatia
Italy
Nigeria
South Korea
Argentina
Czech Republic
Japan
Norway
Spain
Australia
Denmark
Kazakhstan
Panama
Austria
Finland
Kenya
Peru
Bahrain
France
Latvia
Philippines
Belgium
Germany
Lithuania
Poland
Botswana
Ghana
Luxembourg
Portugal
Ukraine
Brazil
Greece
Malaysia
Romania
Bulgaria
Hong Kong
Mexico
Russia
United Arab
Emirates
Cambodia
Hungary
Montenegro
Serbia
Canada
India
Morocco
Singapore
Venezuela
Chile
Ireland
Netherlands
Slovakia
Vietnam
China
Israel
New Zealand
South Africa
Zimbabwe
Sweden
Switzerland
Taiwan
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Thailand
Turkey
United Kingdom
United States
ABOUT CBRE
CBRE in Portugal
Operating in the real estate market in Portugal since the opening of our Lisbon office in 1988, CBRE
offers services to some of the most important national and international companies in the various sectors
of the market.
CBRE acts on behalf of clients in the sale, lease, and property management, offering corporate services,
valuation, consultancy and research and building consultancy services. CBRE provides complete real
estate services to all real estate market players, companies and private clients, namely occupiers,
tenants, developers and investors. We are active in all sectors, including offices, industrial, retail, hotels,
resorts and residential and in all the different stages of development: land, property for sale or lease.
In the last years, CBRE has reinforced its international position from Portugal, through an affiliate
company in Angola, Zenki Real Estate (2010), and with a Portuguese presence in the S. Paulo office
(2011), offering support to European clients, in particular to Portuguese and Spanish companies and
investors.
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For more information please contact:
FREDERICO BORGES DE CASTRO
Director
T +351 213 114 400
[email protected]
[email protected]
Edifício Amoreiras Square
Rua Carlos Alberto da Mota Pinto, 17, 10ºA
1070-313 Lisbon
T + 351 21 311 44 00
www.cbre.pt