The Retail Connection | Investment Services Brochure 2024

investment services

Connected Development Services [CDS], created as a retailer-driven services arm, extends The Retail Connection’s reach immeasurably, giving the firm the ability to deliver any or all aspects of the development process. CDS facilitates The Retail Connection’s client expansion plans by delivering tenant-driven, build-to-suit programs. Our team has the expertise and relationships requisite to redevelop retail properties through repositioning, remodeling and remerchandising the tenant mix. Specifically, the group handles all aspects of the development, redevelopment and renovation of retail projects across the Southwest. At the same time, we have the experience necessary to convert raw land into customer friendly and attractive retail centers tailored to each location with national, regional and local tenants. Connected Development investment services

For retailers in an expansion or development mode, CDS advises retailers on their development strategies and structures development joint ventures.

Feasibility Studies

Municipal Approvals Including Zoning and Permitting Development and Project Management Budgeting, Accounting and Financing

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Pro-Forma Preparation Site Selection and Land Acquisition Lease and Sales Structuring

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„ North Loop Plaza | Longview, TX | 230,000 SF redevelopment „ The Village at Cumberland Park | Tyler, TX | 700,000 SF + 2 pads [2.5 acres] „ Manor Crossing | Manor, TX | 150,000 SF „ Mansfield Reserve | Mansfield, TX | 15,000 SF „ Decatur Crossroads | Decatur, TX | 174,000 SF „ Top Golf Flex | Lafayette, LA | 12 Acres CURRENT DEVELOPMENTS „ Village on the Parkway | Addison, TX | 360,000 SF „ Arlington Highlands | Arlington, TX | 750,000 SF „ Arlington Highlands East | Arlington, TX | 109,727 SF „ Weatherford Ridge | Weatherford, TX | 254,507 SF „ Hurricane Creek Village | Benton, AR | 228,000 SF „ Mansfield Pointe | Mansfield, TX | 157,000 SF „ The Shoppes at ParkWest | Katy, TX | 256,275 SF „ Hobby Lobby | Plano, TX | 54,370 SF „ Patron Plaza | San Antonio, TX | 11,970 SF „ Joshua Grove | Joshua, TX | 5,760 SF „ Take 5 Preferred Developments | Austin and Houston MSA, TX | 1,438 SF „ Loro | Dallas, TX | 9,520 SF DEVELOPMENTS S0LD

Connected Acquisition Connected Acquisition Services [CAS] is the client-driven retail services leader throughout the Southwest for retail properties. The team advises its retail clients and structures joint ventures to purchase retail investment properties, which can be single-tenant, multi-tenant or porfolio assets. CAS’s investment philosophy is concentrated on core-plus, value-add and opportunistic investments in major metropolitan markets as well as certain tertiary markets where strong fundamentals and upside are anticipated. Through extensive research and capital market knowledge, we can expertly advise our clients and partners on their equity and debt options. Our relationships with leading national and regional lenders facilitate our ability to aggressively source capital to assure that each acquisition, development or refinancing situation receives the optimal terms available in the marketplace. We partner primarily with institutional investors. Our thoughtful and disciplined approach founded upon long-term thinking and an emphasis on continuity—whether it’s avoiding excessive turnover of assets or changes in portfolio management. At the center of our partnerships is the concept that our relationships come first in everything we do. investment services

CURRENT ACQUISITIONS

Knox District | Dallas, TX | 750,000 SF

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„ Lakepointe Towne Crossing | Lewisville, TX | 196,630 SF „ 4312 Live Oak | Dallas, TX | 3,032 SF

ACQUISITIONS SOLD

Woodpark | The Woodlands, TX | 157,350 SF Willowbrook Plaza | Houston, TX | 385,000 SF Quorum Plaza | Addison, TX | 80,000 SF

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20 years. „ Village on the Parkway | Addison, TX | 360,000 SF „ Towne Centre Plaza | Mesquite, TX | 94,109 SF „ Big Box Redevelopment | San Antonio, TX | 120,000 SF „ Hulen Pointe Shopping Center | Fort Worth, TX | 174,783 SF „ Shackleford Crossing | Little Rock, AR | 573,000 SF „ Mills Pointe | SEC Trinity Mills & East Marsh Lane | Carrollton, TX | 126,089 SF „ Torchy’s Tyler | Tyler, TX | 6,000 SF „ Sherwin Williams | Tyler, TX | 8,000 SF „ Haskell Development | Dallas, TX | 9,520 SF „ Breeze Healthcare | Fort Worth | 5,033 SF „ White Rock Marketplace | Dallas, TX | 48,623 SF „ Dragna on Greenville | Dallas, TX | 9,600 SF

investment services Connected Capital Services | Strategic Capital Our connected capital team assists entrepreneurial and emerging growth retail and restaurant chains with strategic guidance, operating expertise and sources of capital for their operations. We connect capital and opportunities to deliver both transactions and real value for our clients and partners. Our merchant banking team is experienced across all retail categories of any size and format. Whether you are seeking to acquire or dispose of an asset, raise equity through a joint venture or bank financing, reposition your investment strategy or enter new retail or consumer-based concepts, The Retail Connection can provide the right capital at the right time for the right transaction. „ Exited two of our portfolio companies, selling them to publicly held national retailers, which resulted in an equity multiple of four times our invested dollars and we made new investments in three more consumer-oriented operating companies „ 25 total number of operating company investments to date

By the Numbers

investment services

REAL ESTATE

„ We sold six of our properties in 2022 [five of which we activated during the pandemic], for a blended ERM of 3.04 times our invested dollars and an unprecedented IRR of 154.9% „ From our inception, we have sold 31 properties we developed, redeveloped or purchased, for a blended ERM of 3.17 times our invested dollars and an IRR or 38.7% „ We also activated five more projects, further extending the reach of our client’s expansion programs through our development group and our National Build-to-Suit platform with multiple projects across the country

MERCHANT BANKING

„ We exited succesfully from three of our private equity investments, which still leaves us with twenty-three strategic capital investments left to monetize „ From our inception, we have exited from twenty-two private equity investments for a blended ERM of 2.56 times our invested capital

ADVISORY

20 years.

theretailconnection.net

AUSTIN 1000 N. Lamar Blvd. Suite 410 Austin, TX 78703

DALLAS | FORT WORTH 2525 McKinnon Street Suite 700 Dallas, TX 75201

HOUSTON 10000 Memorial Drive Suite 170 Houston, TX 77024

SAN ANTONIO 10101 Reunion Place Suite 160 San Antonio, TX 78216

512.485.0888 512.485.0830

214.572.0777 214.572.0009

713.547.5555 713.547.5549

210.408.6464 210.408.6465

© 10.2024 - All Rights Reserved - The Retail Connection

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