Summary: Strategic divestment advice and PROFESSIONAL BACKGROUND subsequently transaction advisor in relation Academic qualifications and relevant to the divestment of an office associations. building/redevelopment site in Haymarket. Implemented value add strategies including » Bachelor of Commerce (Finance) - the renegotiation of 9 separate leases and University of $5m p.a. rental into 2 new leases on short » Bachelor of Property & Construction term expiries, management of the (Property) - University of Melbourne preparation of various due diligence material including town planning and architectural » Advanced Financial Modelling Certification - advice and vendor representation in EstateMaster commercial negotiations. The property transacted at $145,800,000, reflecting a » Advanced Negotiation - Melbourne 2.98% yield and significant premium to book School value. » Guest Lecturer - Melbourne University (2009-2014) » Health Infrastructure NSW

Role: Acquisition Advisor » Charter Keck Cramer Member Location: Tweed, NSW Representative for the Property Council of Summary: Site identification and acquisition Australia NSW Division to facilitate the delivery of the proposed $530m Tweed Valley Hospital. SPECIALISATION » Woolworths » Transaction advisory. Role: Strategic Feasibility and Realisation » Highest and best use assessments. Advice » Acquisition mandates and due diligence. Location: Five Dock, NSW Summary: Strategic feasibility and project » Detailed financial feasibility analysis. realisation/delivery advice in relation to a » Joint venture / Project Delivery Agreement proposed mixed use development. structuring. » Confidential Corporate Client INDUSTRY EXPERIENCE Role: Transaction Advisor » Catholic Diocese of Broken Bay Location: Metropolitan Melbourne, VIC Summary: Strategic feasibility and Role: Transaction Advisor masterplan advice and subsequently Location: Epping, NSW transaction advisor in relation to infill future Summary: Managed the competitive process development site. Successful outcome and led the commercial negotiations which achieved off-market with purchase price resulted in Stockland being appointed as significantly excess of $100m. development partner in relation to a circa

32,000 sq.m. mixed-use retirement » Health Infrastructure NSW living/aged care development including the provision of new Parish assets including Role: Highest and Best Use Analysis Sydney school, offices, hall and residential Location: Inner Sydney Level 25/52 Martin Place accommodation. Summary: Highest and Best Use analysis in Sydney NSW 2000 relation to two strategic sites in inner » Confidential Client Direct Telephone Sydney in order to determine future use strategies. Various ongoing advice in relation +61 (0) 2 8828 7878 Role: Acquisition Advisor to the potential mixed use development of Location: South Sydney, NSW Mobile one of the sites. +61 (0) 413 464 259 Summary: Site identification and off market

pre-commitment acquisition of 9,000 sq.m. » Mirvac and John Holland Email stratum office accommodation including 500 [email protected] person capacity auditorium. Role: Property and Market Advice charterkc.com.au Location: Waterloo, NSW » Private Client Summary: Strategic advice to inform our client’s bid in relation to the Waterloo Metro Australia’s most Role: Transaction Advisor Quarter over station development rights. trusted & innovative Location: Haymarket, NSW property group

» Property NSW Summary: Review and strategic Summary: Strategic advice in relation to recommendations in relation to a circa $2b existing hotel assets with redevelopment Role: Highest and Best Use Analysis property portfolio. All 33 recommendations potential in the inner eastern suburbs of Location: Sydney CBD, NSW endorsed by Board and implemented across Sydney. Summary: Highest and Best Use analysis in the organisation. relation to a significant heritage site in the » Deicorp Sydney CBD financial district. » Sydney Markets Limited Role: Market and Project Advice » Lendlease Role: Strategic Property Advice – Future of Location: Kirrawee, NSW the Markets Project Summary: Strategic advice in relation to a Role: Transaction Advisor Location: Sydney Markets Site, Homebush, circa 500 apartment development in Location: Confidential NSW Kirrawee. Summary: Transaction advisor in relation to Summary: Strategic advice in relation to the off-market transaction project. Sydney Markets site; a circa 43 hectare site » Deicorp

in central metropolitan Sydney. Role: Market and Project Advice » Property NSW Location: Westmead, NSW » BaptistCare NSW & ACT Role: Highest and Best Use Analysis Summary: Strategic advice in relation to a Location: Sydney Inner Eastern Suburbs, Role: Highest and Best Use Analysis and circa 500 apartment development in NSW Strategic Property Advice Westmead. Summary: Highest and Best Use analysis in Location: Macquarie Park, NSW relation to a significant heritage site in the Summary: Highest and Best Use analysis » Uniting Mission and Education inner eastern suburbs of Sydney. and ongoing strategic advice in relation to Role: Strategic Campus Plan circa 6 hectare, B4 zoned site in Macquarie Location: North Parramatta, NSW » Crown Resorts Park. Summary: Management of the preparation

Role: Strategic project and value advice of a strategic vision and campus plan for the Location: Barangaroo, NSW » Vicinity Centres Uniting North Parramatta campus. Summary: Strategic advice in relation to the Role: Highest and Best Use Analysis and residential apartment component of the » Nick Scali Strategic Property Advice Crown Barangaroo project. Location: Bankstown, NSW Role: Strategic Property Advice » Catholic Archdiocese of Sydney Summary: Highest and Best Use analysis in Location: Auburn, NSW Role: Highest and Best Use Analysis relation to the Bankstown Central Shopping Summary: Strategic advice in relation to a Location: Various sites, metropolitan Centre. large format asset in Auburn. Sydney, NSW Summary: Highest and Best Use analysis in » Stockland » HPG relation to various sites in Manly, Kogarah, Role: Pre-acquisition Market and Value Role: Pre-acquisition Advice Bondi Junction, Bondi and Miranda. Advice Location: Macquarie Park, NSW

Location: South Sydney, NSW Summary: Strategic advice in relation to the » Catholic Diocese of Broken Bay Summary: Advice in relation to the potential potential acquisition of a major campus style Role: Highest and Best Use Analysis acquisition of a high density residential commercial office redevelopment site. Location: Naremburn, NSW redevelopment site in South Sydney. Summary: Highest and Best Use analysis in » Greaton relation to an underutilised site in » Unions NSW Role: Pre-acquisition Advice Naremburn. Role: Highest and Best Use Analysis and Location: St Leonards, NSW

Strategic Property Advice Summary: Strategic advice in relation to the » Catholic Diocese of Parramatta Location: Sydney CBD, NSW potential acquisition of a circa $300m Role: Property Portfolio Analysis and Summary: Highest and Best Use analysis in residential development site. Recommendations relation to a major Sydney CBD asset. Location: Portfolio, Western Sydney, NSW » HPG Summary: Review of circa 30 properties » Scentre Group (Westfield) Role: Market and Project Advice across western Sydney and Role: Market and Value Advice Location: Alexandria, NSW recommendations regarding value add Location: Sydney CBD, NSW Summary: Market and product positioning strategies. Summary: Market and value advice in advice in relation to a circa 300 apartment

relation to value add strategies under development project in Alexandria. » Uniting consideration. Role: Property Portfolio Analysis and » of Sydney Recommendations » Cyclum Role: Strategic Development / Divestment Location: Portfolio, NSW & ACT Role: Strategic Advisory Advice Location: Three properties, NSW Location: Darlinghurst, NSW

Summary: Strategic advice in relation to the » AMWU » Kent Removals and Storage redevelopment of a major inner Sydney Role: Strategic Pre-acquisition Advice Role: Accommodation Requirement development site. Location: Surry Hills, NSW Location: Newcastle, NSW

Summary: Strategic advice in relation to the Summary: Industrial accommodation » AVJennings potential acquisition of an adjoining site. options report. Role: Pre-acquisition Advice Location: Pagewood, NSW » Arcadia Funds Management » Sutherland Shire Summary: Strategic advice in relation to the Role: Highest and Best Use Analysis Role: Market and Value Advice potential acquisition of a circa $60m Location: Fairfield, NSW Location: Caringbah, NSW residential development site. Summary: Highest and Best Use and Options Summary: Market and value advice to inform

Analysis in relation to the Neeta City decisions with respect to potential Shopping Centre. redevelopment options of Council owned carpark sites. » Poly » Shoalhaven Council Role: Market and Project Advice Location: Epping, NSW Role: Highest and Best Use Analysis Summary: Market and product positioning Location: Huskisson, NSW advice in relation to a circa 500 apartment Summary: Highest and Best Use analysis in development project in Epping. relation to potential redevelopment options for a Council owned carpark site. » Poly » St Hilliers Role: Market and Project Advice Location: Werrington, NSW Role: Market and Value Advice Summary: Market and product positioning Location: Liverpool, NSW advice in relation to an infill residential Summary: Market and value advice to inform subdivision development. decisions with respect to a proposed residential development project in Liverpool. » BaptistCare NSW & ACT » Taylor Construction Role: Value Advice Location: Various, NSW Role: Market and Value Advice Summary: Strategic advice regarding various Location: Meadowbank, NSW sites in relation to the Social and Affordable Summary: Market and value advice to inform Housing Fund (SAHF). decisions with respect to a proposed residential development project in » Quest Apartments Meadowbank.

Role: Pre-acquisition Advice Location: Sydney CBD, NSW » Charter was engaged by a confidential client Summary: Strategic advice in relation to the to complete a highest and best use potential acquisition of a Sydney CBD assessment including development development site. feasibility analysis on a significant mixed use redevelopment site in Miranda. » Linfox » Charter was engaged by a confidential client Role: Strategic Property Advice to complete an options analysis and highest Location: Marsden Park, NSW and best use assessment including Summary: Strategic property advice in development feasibility analysis on a relation to an industrial development significant prestige redevelopment site project. within Sydney’s northern beaches.

» Charter was engaged by Leighton Properties » Ausbao to undertake a residential market analysis in Role: Market and Project Advice relation to a strategic St Leonards site. Location: Pymble, NSW » Charter was engaged by Leighton Properties Summary: Market and product positioning to undertake a residential market analysis in advice in relation to a circa 100 apartment relation to a strategic North Sydney site. development project in Pymble.

» Charter was engaged by Carlton & United » Charter was engaged by a leading tertiary » Ongoing feasibility analysis and strategic Breweries to provide strategic advice in education institution to complete financial advice in relation to the Moonee Valley relation to its warehouse distribution facility modelling in respect of a profit share Racecourse Redevelopment of surplus land in Rosehill. mechanism relating to a significant for 2,500+ residences in multi-level Melbourne CBD land transaction. structures on 19 development parcels and » Charter was engaged by a mainland Chinese reconfiguration of the race track with new developer to undertake a residential market » Charter provides ongoing negotiation, facilities. analysis relating to a proposed 1,700 financial modelling and valuation advice to apartment development in Melrose Park. Digital Harbour Holdings in relation to » Ridley Corporation (Cheetham Salts). various projects within the Digital Harbour Development concept, financial assessment » Charter was engaged by a confidential client precinct within Melbourne’s Docklands. and delivery risk evaluation of the largest to complete a highest and best assessment proposed mixed use and residential in relation to a significant, heritage » Charter was engaged by a confidential client development (980 ha. parcel) at Dry Creek in classified development site in the to lead the purchaser due diligence team in South Australia. The project involved major Sydney CBD. relation to the acquisition of a $65M asset in “land creation” through reclamation of Salt the Melbourne CBD. Charter’s role included » Charter was engaged by a private developer Pans and filling for a 10,000+ residential lot managing all technical due diligence sub- client to undertake a market and subdivision and major (60 ha.) town centre consultants, completing financial modelling development feasibility analysis in relation over a 20 - 29 year timeframe. and identifying and classifying risks. to a mixed use residential golf course estate » Charter was engaged by an offshore client to within the Blue Mountains, NSW. » Charter was appointed by MAB Corporation investigate the development possibilities of to provide valuation and negotiation advice » Charter was engaged by Major Projects a strategically located large residential in relation to various projects within MAB’s Victoria (MPV) to complete comprehensive development site in Melbourne’s prestige NewQuay precinct in Melbourne’s feasibility analysis in relation to the state suburb of Toorak. Various development Docklands. significant 23 ha. E-Gate site situated on the options were reviewed, leading to a fringe of the Melbourne CBD. Charter’s » Charter was engaged by a private investor to recommendation and implementation plan analysis and corresponding findings formed identify and acquire a neighbourhood designed to maximise value and manage the basis of the Business Case, upon which shopping centre in Melbourne’s south- risk. the Victorian Government’s decision on eastern growth corridor. Charter’s role » Charter was engaged by Origin Energy to project direction will be formed. included detailed financial analysis, due administer the divestment process of a 6 ha. diligence sub-consultant co-ordination, risk » Charter was engaged by private interests to industrial site in Mornington that was identification and classification and complete a highest and best use assessment surplus to the company’s needs. The sale commercial negotiations. and options analysis in relation to a process delivered an outcome above significant residential infill site in » Charter was engaged by a private investor to expectations. Melbourne’s inner east. Charter was complete financial feasibility modelling, due » One of Australia’s leading communications subsequently appointed to complete pre- diligence and advice in relation to a Joint companies appointed Charter to undertake a divestment due diligence and transaction Venture formation including (preferred) property search for the purpose of management, resulting in the achievement equity and mezzanine debt investment in identifying an appropriate location for the of sale price of circa $20m; a significant relation to a mixed use development project development of a new data centre, a critical premium to valuation. within Melbourne’s eastern suburbs piece of infrastructure for its operations. comprising approximately 60 apartments » Charter was engaged by the Growth Areas and ancillary retail component. » Charter was engaged by a multi-national Authority (GAA) - subsequently the energy company to provide strategic Metropolitan Planning Authority (MPA) - to » Charter was engaged by a private investor to property consultancy services in relation to a complete comprehensive feasibility analysis complete financial feasibility modelling, due 600 ha. of waterfront land in New South and a Land Realisation Strategy in relation to diligence and advice in relation to a Joint Wales. The company had previously the state significant 550 ha. East Werribee Venture formation including equity and acquired the land for the purposes of Employment Precinct site in Melbourne’s mezzanine debt investment in relation to a operating and extending an existing power Wyndham growth corridor. Charter has 320 unit apartment development in station, with 550 ha. being surplus to provided ongoing advice to various Victorian Melbourne’s CBD fringe. operating requirements. The land is Government departments. » Charter was engaged by a private developer undergoing a rezoning process to allow » Charter was engaged by Places Victoria to to complete acquisition due diligence residential, industrial, commercial and retail complete feasibility analysis, including financial feasibility analysis in uses which, when developed, will create a masterplanning, Joint Venture and relation to the potential acquisition of the new master planned community. Charter’s realisation advice in relation to the potential Eastern Golf Club in Doncaster. Charter’s services on this project included acquisition of various Victorian Government client was shortlisted but ultimately did not administration of the rezoning process; owned development sites. acquire the site. development of the Project Plan; financial feasibility analysis; value release strategy option analysis; and value release strategy recommendation.

» Charter was engaged by the Royal Children’s » Charter was required to undertake market relocation, due diligence of identified sites Hospital Foundation to provide project research and feasibility analyses testing the and negotiation on preferred site. management services in relation to viability parameters of one Melbourne’s » Charter was engaged by Major Projects commercial negotiations associated with the largest mixed use infill development Victoria (MPV) to provide detailed feasibility relocation of approximately 20 tenants into opportunities sponsored by State and strategic advice in relation to the the refurbished Front Entry Building which Government and a leading banking proposed 3.6 ha. Federation Square East “air forms part of the Royal Children’s Hospital institution. The project has an end value of rights” development site in the Melbourne campus redevelopment. circa $1B. CBD. » Charter, in association with a boutique » Charter was appointed to develop an » Baptcare appointed Charter to administer investment bank and leading Australian legal accommodation business case incorporating the sale of its premium inner eastern counsel, managed a private equity a procurement strategy and implementation Melbourne residential development site of opportunity fund. The Fund engaged in the plan for a top 10 Australian company. 8,567 sq.m, resulting in an unconditional following projects, each of which was Details remain confidential, however the purchase price in excess of valuation. secured in an “off market” transaction area under consideration was circa during heated market conditions. 40,000 sq.m. ($230M). » Charter assisted with the preparation of a business case for presentation to » Joint venture formation and acquisition of an » Charter undertook extensive due diligence Commonwealth Government, providing existing serviced apartment complex in East for a private client on a mixed use recommendations as to the Australian Red Melbourne. Charter, on behalf of the Fund, development and investment portfolio in Cross Blood Service’s (ARCBS) long term was responsible for acquiring the property, order to provide recommendations as to the accommodation options. A functional brief negotiating the joint venture arrangement, formation of a new property trust, including developed in consultation with S2F and implementing an accelerated sell-down structure and capital raising. Architects indicated a required area of of the individual serviced apartment units, » Detailed feasibility and realisation advice in 13,500 sq.m. in a campus environment on delivering a positive equity sweep to relation to a significant mixed use residential the fringe of the Sydney CBD. Charter unitholders. /retail/marina development on Port Phillip evaluated all structural and financial options » Underutilised Business zoned site in a Bay, a short distance from Melbourne. available to develop and implement a strategic location within Melbourne’s inner procurement strategy, delivering a value-for- » Woolamai House at Cape Woolamai on Phillip east. Charter was responsible for the pre- money outcome for ARCBS. Island, comprises a 20 acre heritage estate purchase due diligence, including the with sweeping coastal views. Charter » Charter undertook an extensive evaluation of financial structuring associated with the administered a masterplan process, the Royal Australasian College of Surgeons’ purchase. The site has subsequently been identifying an appropriate residential national portfolio, involving properties in re-zoned to a Priority Development Zone, redevelopment option whilst retaining Brisbane, Sydney, Melbourne and Adelaide. and Charter has secured planning approval Woolamai House within a 2 ha. compound. Recommendations have resulted in further for a seven level commercial office and work for this client investigating the showroom development. » Charter was appointed by the American potential of the Melbourne campus to International Assurance Company (Australia) » Three strategically located Business zoned support a greater level of development. Limited to undertake an accommodation sites within the emerging Richmond needs analysis having regard to the various commercial precinct. Charter was options of leased accommodation, responsible for the pre-purchase due ownership and/or development. The area diligence, including the financial structuring under consideration was circa 6,000 sq.m. associated with the purchase. Subsequently and the project was conducted over a four we consolidated the sites for the month period. The accommodation planning development of a three level commercial exercise lead to the implementation of a office building. Construction commenced on market based expressions of interest the site in early 2008. campaign. » Strategic inner eastern urban industrial site. » Charter was engaged by a national shipping Charter was responsible for the pre- company to provide strategic property purchase due diligence, including the consultancy services in relation to an 8 ha. financial structuring associated with the parcel of waterfront land on the fringe of the purchase. The strategically located site has Darwin CBD. The land is currently utilised by been earmarked for re-zoning to Mixed Use, the company for container shipping subsequently resulting in significant value purposes, although its prime waterfront uplift. position, proximity to the CBD and encroaching residential development have led to increasing pressure to relocate. Charter’s services on this project included financial feasibility analysis of the existing site, further due diligence of the existing site, identification of potential sites for

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