Consultants
Representative Clients
Arthur Andersen
Bechtel
United Systems Integrators (USI)
Case Studies
Bechtel
Greater Hartford, CT
Determined economic impact of building the proposed Griffin Line, a light rail line between downtown Hartford and Bradley Airport.
USI
Stamford, CT
Prepared documentation and reports, in conjunction with USI, for a large telecommunications company with facilities worldwide in order to verify their records and to provide both an objective and subjective analysis of real estate owned. The portfolio was worth approximately $3 billion.
Corporate Owners & Tenants
Representative Clients
CuraGen
Fairview Capital
General Dynamics
IBM
ITT Educational Services
Kinko’s
Medical Technology Company
Melville Corporation
Quality Biotech
UNISYS
United Technologies
Case Studies
Medical Technology Company
Northern Virginia
Provided guidance and team leadership to a medical technology company and its attorneys to reduce liability for a defaulted lease resulting from consolidated operations; orchestrated the outcome that reduced the liability to one-third of the potential amount.
Quality Biotech
Camden, NJ
Provided consulting services regarding the relocation to a 100,000 SF laboratory facility.
Unisys
Blue Bell, PA
Completed site selection and leasing for various spaces including a regional operations facility, a computer operations center, a parts and service center, and an engineering facility in the following locations: Hartford, CT, Albany, NY, Cromwell, CT, Middletown, RI, Windsor, CT, and Rocky Hill, CT.
Developers
Representative Clients
Agway New England Group
Banker and Banker
Bow Tie Partners
Fusco Corporation
Konover & Associates
Case Studies
Banker & Banker
Greenwich, CT
Provided Landlord negotiation strategies in the expansion and renewal of a 60,000 SF lease for Perrier Group in Greenwich, CT.
Fusco Corporation
New Haven, CT
Acted as consultant and exclusive leasing agent for Pond View, a three-building office campus in Farmington, CT. Building I (115,000 SF) was 96% pre-leased before the steel was up; Building II was 50% pre-leased.
Financial Guarantors
Representative Clients
Ambac
FGIC
MBIA
XL Capital Assurance
Case Studies
MBIA
Multiple National Portfolios
Due diligence reviews and advice in connection with:
The securitization of three Capital Automotive REIT pools: 34 auto dealerships in 1999, 19 in 2002, and 16 in 2003. Advised on the investment value of the assets as an on-going concern and potential for adaptive reuse.
A $1.3 billion Deutsche Bank Securities commercial portfolio. Advised on refinancing risk, appraisal viability, and worst-case scenario for a major office, tech, hotel and dormitory portfolio. Assets included the Merchandise Mart in Chicago, the InfoMart in Dallas, and The Charles Hotel in Cambridge.
A $1.8 billion HypoVereinsbank portfolio containing national hotel, R&D, and residential properties. Advised on the investment value and assessed the risk associated with the pool.
Military Family Housing Privatization
National Portfolios
Completed due diligence for the privatization of military family housing at Naval Command, San Diego, Fort Ord, Monterey, CA, Fort Carson, CO, Patrick Air Force Base, FL, Fort Hood, TX, and Everett, WA. Assisted in transaction structure and negotiation.
XL Capital Assurance
Denver Convention Hotel
Analysis of the risks involved in providing bond insurance on a proposed 1,100-room Denver Hyatt convention center hotel.
Govt. & Development Agencies
Representative Clients
City of Albany, NY
City of Brewer, ME
City of Bristol, CT
City of East Hampton, MA
City of Gardiner, ME
City of Greenfield, MA
City of Hartford, CT
City of Memphis, TN
City of New Haven, CT
City of Troy, NY
City of Tucson, AZ
Franklin Avenue Merchants Association
Hartford Downtown Council
New London Development Corporation
State of CT Banking Commission
State of CT, Office of Policy & Mngmt
Town of Farmington, CT
Town of Great Barrington, MA
Town of Haddam, CT
Town of Plymouth, CT
Town of Portland, CT
Town of Sanford, ME
Town of Simsbury, CT
Town of Stratford, CT
Town of West Hartford, CT
Town of Wethersfield, CT
Town of Willimantic, CT
Town of Windham, CT
Case Studies
City of Brewer
Brewer, ME
Developed and implemented an adaptive reuse plan for the riverfront that included both open and developed space. Uses include parks, marina, residential, retail, and office.
State of Connecticut, Office of Policy and Management
Hartford, CT
Developed and implemented a disposition strategy for Seaside Regional Center, a 32-acre, 175,000 SF former mental health complex in Waterford, CT for redevelopment as upscale active senior condominiums.
Town of Stratford
Stratford, CT
Advised the Town on the economic feasibility of taking ownership of the closed Stratford Army Engine Plant (1.7 million SF). Provided market analysis, adaptive reuse study, and information package for potential developers.
Institutional Investors
Representative Clients
AAFES
Banc of America Securities
Landmark Partners
Sanwa Bank
UBS Realty Investors
Case Studies
Aetna
Hartford, CT
Designed, prepared, and coached management on a successful presentation to well-known rating agencies for special servicing rating; successfully achieved high rating. (Work performed by Linda Spevacek in previous consulting capacity.)
Banc of America Securities
National Portfolio
Provided an analysis and recommendation for the disposition of 43 family restaurants in the Mid-Atlantic States.
UBS Realty Investors/Aetna Insurance
National Portfolio
Served as a fiduciary for several of Aetna’s separate accounts managed by UBS Realty Investors. Assignments included the due diligence on major malls and office buildings throughout the United States.
|
 |
Insurance Companies
Representative Clients
Aetna
CIGNA
CNA
The Hartford
MBIA
Middlesex Mutual
Nationwide
Phoenix Mutual
Travelers
XL Capital Assurance
Case Studies
Aetna
Hartford, CT
Located a back office operation in a 210,000 SF facility in greater Hartford. Prior to joining Bartram & Cochran, Dick Stoltz operated as head of corporate real estate and strategic planning, overseeing Aetna’s 5 million SF portfolio.
CIGNA
Philadelphia, PA
Completed multiple representation assignments for the strategic selection of sites and the successful negotiations of leases in CT, PA, and CA.
The Hartford
West Hartford, CT
Created and implemented a plan for the sale of a conference center originally built in 1908 as a convent school to be redeveloped into an assisted living facility.
Represented client on disposition of 1,000 acre Meridian Office Park in suburban Denver, CO.
Prepared national strategic planning studies for: claims operations, technology group, integration of facilities, office expansion, claims processing, and call center location.
Law Firms
Representative Clients
Bingham McCutchon
Bracewell & Giuliani
Brown, Rudnick, Freed & Gesmer
Buchanan Ingersoll
Day, Berry & Howard
Murtha Cullina LLP
Case Studies
Litigation Support (Names Confidential)
Provided research and strategic alternatives for various law firms on the following real estate-related matters:
Researched and created documentation of past market conditions to support municipal condemnation proceeding.
Provided definition of building cash flow in preparation for lease renewal litigation.
Prepared retail property valuation testimony for Connecticut state court zoning case.
Researched and provided testimony to matters relating to finance, tax, marketing, and market conditions.
Not-For-Profits
Representative Clients
Capital Region Education Council
Cedar Hill Cemetery
Church Home of Hartford
CT Center for Advanced Technology
CT Conference of Municipalities
Eastern Maine Healthcare
Hartford Foundation for Public Giving
Hartford Hospital
Holy Family Passionist Retreat House
Knox Parks Foundation
Newport Performing Arts Center
The Rideshare Company
YMCA
YWCA
Case Studies
Affordable Housing Projects
National Portfolios
Completed due diligence for MBIA in connection with financing guarantees for non-profit sponsors of over 10,000 units (single assets or pools) in over 40 projects in the following states: Arizona, Florida, Georgia, Indiana, New Mexico, New York, and Texas.
Greater Hartford Transit District
Hartford, CT
Determined the economic impact of building the proposed Griffin Line, a light rail line between downtown Hartford and Bradley Airport
Determined adaptive reuse of Union Station in Hartford, CT.
The Village for Families & Children
Hartford, CT
Assisted in selecting and acquiring a satellite site in South Hartford and acted as owner’s representative in renovating the historic Trolley Barn site.
Schools & Colleges
Representative Clients
Brooklyn Law School
Culinary Institute of America
The Ethel Walker School
Kingswood-Oxford School
Manhattanville College
New York Institute of Technology
Oregon State University
University of Minnesota
University of Hartford
Yale University
Privatized Dorm Portfolio
with assets at:
Duquesne University (1)
Florida State (2)
Penn State (2)
Texas A&M (3)
University of California – Santa Barbara (1)
University of Central Florida (3)
University of Florida (2)
University of Illinois – Urbana (1)
University of South Florida (2)
University of Texas – Austin (4)
Case Studies
The Ethel Walker School
Simsbury, CT
Provided a highest and best use study for 400+ acres of surplus land; offered a variety of strategic planning and consulting services; assisted in negotiations with the Town of Simsbury.
Kingswood-Oxford
West Hartford, CT
Determined the disposition strategy and marketed the 9-acre middle school campus. The property has 70,000 SF in five buildings.
Student Housing
National Portfolios
Analyzed expense and revenue projections for six different portfolios of private dormitories with over 25 facilities in California, Florida, Illinois, Missouri, New York, and Pennsylvania.
Utilities
Representative Clients
Connecticut Natural Gas/CTG Resources
Southern New England Telephone
Case Studies
Connecticut Natural Gas/CTG Resources
Hartford, CT
Completed site selection for a 200,000 SF relocation of the corporate headquarters and operations center.
SNET - Southern New England Telephone
New Haven, CT
Acted as consultant to SNET in its negotiations with United Technologies for a proposed joint venture of a 1 million SF office tower in Hartford. In an additional study, provided strategic location analysis for a subsidiary for growth in the Boston market.
|
