JANUARY 2023
Issue #03 | Article 02 / 04
The lifecycle of a client project: Occupier services
Follow a four-stop journey of our holistic service approach and how a commercial real estate tenant might interact with our different service lines on any one project.
Being a commercial real estate occupier is a complex endeavour, requiring a network of expert guidance and support. Avison Young’s data, technology and consultative solutions help meet unique, evolving goals – while helping you stay firmly on budget. Take a ride on the elevator of success to learn about our holistic approach and the many service lines that could touch any one project.
Integrated solutions
Our process for Occupier services projects are structured to best serve our clients by enhancing collaboration across teams. It is an effective, linear journey that pulls in the right minds at all times along the way.
First stop: Discovery
Avison Young service lines you’d connect with on this first stop:
- Brokerage
- Consulting and Advisory
- Workplace Strategy
Projects often start in the needs assessment stage. Here, our Brokerage team often enters at this stop. Throughout the lifecycle of a project, a broker is involved to partner with Avison Young service lines and with clients, pooling resources as required depending on the situation and client objectives.
At the same time, our Consulting and Advisory group works with you to understand strategic objectives, identify and evaluate opportunities, and provide advice and action plans for meeting short- and long-term goals. From strategic analysis and planning to consulting studies, together with the Brokerage team, we work to understand your needs and resources, leveraging the strength of our international network to deliver insights that drive your
business success. As your partner, Avison Young’s goal is to provide counsel based on our extensive knowledge and expertise, as well as, leveraging unique market intelligence.
Our Workplace Strategy team is committed to understanding the correlation between people, space and technology. When a workplace is properly designed, it has the power to enhance employee performance to fulfil corporate objectives. Companies often commit to office spaces without a proper understanding of how they need their spaces to operate – so our brokerage and workplace strategy teams come together, with our clients, to understand business needs. Together, we identify objectives before we go to market to find clients an appropriate space.
Projects often start in the needs assessment stage. Here, our Brokerage team often enters at this stop. Throughout the lifecycle of a project, a broker is involved to partner with Avison Young service lines and with clients, pooling resources as required depending on the situation and client objectives.
At the same time, our Consulting and Advisory group works with you to understand strategic objectives, identify and evaluate opportunities, and provide advice and action plans for meeting short- and long-term goals. From strategic analysis and planning to consulting studies, we leverage the strength of our international network to deliver relevant and timely insights to drive your business success. As your partner, Avison Young’s goal is to provide counsel based on our extensive knowledge and expertise, as well as, leveraging unique market intelligence.
Our Workplace Strategy team is committed to understanding the correlation between people, space and technology. When a workplace is properly designed, it has the power to enhance employee performance to fulfil corporate objectives. Companies often commit to office spaces without a proper understanding of how they need their spaces to operate – so our brokerage and workplace strategy teams come together, with our clients, to understand business needs. Together, we identify objectives before we go to market to find clients an appropriate space.
Second stop: Analysis
Many service lines could connect with you on this second stop:
- Project Management for Occupiers
- Occupier Solutions
- Tenant Representation
- Data Analytics
- Lease Administration and Portfolio Analysis
- ESG
Once you’ve passed the needs assessment stage of a project, your next stop is Analysis. Here, our Project Management team helps mitigate risk by reviewing all your options, managing even your most complex projects on time, on budget and in line with strategic objectives. No matter how straightforward or complex, every project has risks. When things get off track, it can be costly and disruptive for your business and your people. Our team steers you throughout the various stages of your project.
Our Occupier Solutions team helps make managing real estate easier. Real estate transactions, management and operations can be streamlined and optimized with our comprehensive suite of services for businesses with multi-market and multi-service needs. We help businesses make sound, informed decisions, optimize portfolios, and maximize operational efficiency and cost savings.
Our Tenant Representation team works to understand business goals and secure the best locations through situation analysis to ensure ongoing success. Collaborating with many service lines within Avison Young, this group recognizes where you work is influenced not only by real estate market factors, but also by fundamental business drivers like employee attraction and retention, workplace productivity and alignment with corporate strategy.
Our Data Analytics team is supported by a global intelligence platform, AVANT by Avison Young, a truly unique, leading-edge data platform that brings transparency, accessibility and
understanding to our markets, allowing clients to make informed, efficient decisions and realize the full potential of their real estate. Beyond property and market analytics, AVANT data provides access to transportation data, air quality ratings, ceiling heights, data infrastructure, bike scores, walk scores and more – allowing us to help clients reach critical, strategic decisions not just for their real estate but for their overall business.
Lease administration solutions are available for occupiers of all portfolio sizes and types. Our services are based on industry best practices, delivered through a talented and experienced team, best-in-class software and technology solutions, a robust process and a quality control-based environment. Services include: lease abstraction and portfolio data management; critical dates management; rent roll and other financial management support; portfolio reporting and executive dashboards; and lease audit and lease accounting.
ESG is a critical component of any project we undertake, as we leverage data, technology and expertise to support clients on their own ESG transformations. Our ESG commitments are aligned to the UN Sustainable Development Goals (UNSDGs) and we partner with clients to reduce the carbon impact of the buildings we manage for our clients, as well as advise them to explore renewable generation opportunities on their premises.
Once you’ve passed the needs assessment stage of a project, your next stop is Analysis. Here, our Project Management team helps mitigate risk by reviewing all your options, managing even your most complex projects on time, on budget and in line with strategic objectives. No matter how straightforward or complex, every project has risks. When things get off track, it can be costly and disruptive for your business and your people. Our team steers you throughout the various stages of your project.
Our Occupier Solutions team helps make managing real estate easier. Real estate transactions, management and operations can be streamlined and optimized with our comprehensive suite of services for businesses with multi-market and multi-service needs. We help businesses make sound, informed decisions, optimize portfolios, and maximize operational efficiency and cost savings.
Our Tenant Representation team works to understand business goals and secure the best locations through situation analysis to ensure ongoing success. Collaborating with many service lines within Avison Young, this group recognizes where you work is influenced not only by real estate market factors, but also by fundamental business drivers like employee attraction and retention, workplace productivity and alignment with corporate strategy.
Our Data Analytics team is supported by a global intelligence platform, AVANT by Avison Young, a truly unique, leading-edge data platform that brings transparency, accessibility and understanding to our markets, allowing clients to make informed, efficient decisions and realize the full potential of their real estate. Beyond property and market analytics, AVANT data provides access to transportation data, air quality ratings, ceiling heights, data infrastructure, bike scores, walk scores and more – allowing us to help clients reach critical, strategic decisions not just for their real estate but for their overall business.
Lease administration solutions are available for occupiers of all portfolio sizes and types. Our services are based on industry best practices, delivered through a talented and experienced team, best-in-class software and technology solutions, a robust process and a quality control-based environment. Services include: lease abstraction and portfolio data management; critical dates management; rent roll and other financial management support; portfolio reporting and executive dashboards; and lease audit and lease accounting.
ESG is a critical component of any project we undertake, as we leverage data, technology and expertise to support clients on their own ESG transformations. Our ESG commitments are aligned to the UN Sustainable Development Goals (UNSDGs) and we partner with clients to reduce the carbon impact of the buildings we manage for our clients, as well as advise them to explore renewable generation opportunities on their premises.
Third stop: Strategy
Service lines that connect with you on this third stop:
- Consulting and Advisory
- Lease Administration and Portfolio Analysis
- Data Analytics
Next stop, once analysis is complete, is to build out the strategy – where an effective, deliberate, robust plan will make a significant contribution to your bottom line. Many of the groups involved in the second stop are also involved here, and you’ll really see them shine as they build upon deep-dive research and advice, creative options and solutions, and stakeholder engagement to drive
strategic, critical decision-making. Together with you, our teams will generate contracts, and create transition plans, implementation schedules, scope of work, and success metrics and governance protocols. They will carefully track progress against client satisfaction and milestone dates, developing mitigation plans for any risks.
Next stop, once analysis is complete, is to build out the strategy – where an effective, deliberate, robust plan will make a significant contribution to your bottom line. Many of the groups involved in the second stop are also involved here, and you’ll really see them shine as they build upon deep-dive research and advice, creative options and solutions, and stakeholder engagement to drive strategic, critical decision-making. Together with you, our teams will generate contracts, and create transition plans, implementation schedules, scope of work, and success metrics and governance protocols. They will carefully track progress against client satisfaction and milestone dates, developing mitigation plans for any risks.
Fourth stop: Execution
Service lines that connect with you on this fourth stop:
- Property Management
- Project Management
- Valuation and Advisory Services
- Agency Leasing
- Landlord Representation
- AVANT Data Technology
Visible throughout various stages in a project, our Project Management, Workplace Strategy, Tenant Representation and Lease Administration teams are also present in the fourth stage, collaborating closely with other services lines within Avison Young to ensure a cohesive, successful result.
Our Property Management team offers a comprehensive approach to building management with broad experience in the management of office, industrial and retail properties in a range of industries and critical operating environments. We proactively identify areas to reduce costs and implement new processes and
upgrades in ways that balance upfront costs with efficiency gains without sacrificing the safety or experience of your employees.
When it comes to acquiring or disposing of assets, our Transaction team often engages with experts across our firm to gain unique insights. We leverage our extensive market knowledge, expert brokerage capabilities, consulting services and project management expertise to give you portfolio-wide solutions that deliver results. We work with you to maximize site selection, proactively address occupancy issues and aggressively negotiate leases to maximize value.
Visible throughout various stages in a project, our Project Management, Workplace Strategy, Tenant Representation and Lease Administration teams are also present in the fourth stage, collaborating closely with other services lines within Avison Young to ensure a cohesive, successful result.
Our Property Management team offers a comprehensive approach to building management with broad experience in the management of office, industrial and retail properties in a range of industries and critical operating environments. We proactively identify areas to reduce costs and implement new processes and upgrades in ways that balance upfront costs with efficiency gains without sacrificing the safety or experience of your employees.
When it comes to acquiring or disposing of assets, our Transaction team often engages with experts across our firm to gain unique insights. We leverage our extensive market knowledge, expert brokerage capabilities, consulting services and project management expertise to give you portfolio-wide solutions that deliver results. We work with you to maximize site selection, proactively address occupancy issues and aggressively negotiate leases to maximize value.
That's a wrap!
We've gone through the whole lifecycle of an Occupier services project at Avison Young, exploring all our service line touchpoints at each stage. We hope you enjoyed the journey!
Our experts who contributed to this article
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