Strategy consultancy firm specialising in corporate real estate

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WHO ARE WE?

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Agilia Consulting is a strategy consultancy firm specialising in corporate real estate, founded by Guillaume Savard and Amandine Dumont who between them have thirty years’ experience providing executive support, of which half has been within the real estate market.

Trained in the rigour and analysis of strategy consulting, we have successfully completed multiple real estate assignments on behalf of discerning clients involving very different problems.

This cumulative experience permits Agilia Consulting to intervene in three different areas:

• Upstream consulting• Implementation• Periodic support

We advise businesses in all sectors of activity: companies listed on the SBF250 index, medium-size enterprises, family groups and investors, but we do not undertake property leasing assignments

Independent, flexible and with market expertise, we develop the best pathway for achieving your objectives and provide valuable support putting it into place.

PARTNERS’ EXPERIENCE

Guillaume SAVARD

A graduate of the ESCP Europe business school, with a Diplom Kaufmann from the Technische Universität of Berlin, a certified Six-Sigma Black Belt and Chartered Surveyor, he has worked for Roland Berger Strategy Consultants, GE Capital and Jones Lang LaSalle.

“It’s doubtless a fine harmonywhen doing and saying go together“

Amandine DUMONT

A graduate of the ESSEC and the Paris Panthéon Assas and Paris Sorbonne universities, she has worked at AT Kearney and Jones Lang LaSalle.

12 years’ experience in strategy consultancy of which half has been in the real estate sector.

Amandine has provided advice to some very exacting companies: law firms, investment funds, investment banks and luxury goods companies.

He works in particular on transformation projectsand Sale & Lease Back transactions.

She works on projects that have a significant analytical dimension or that include negotiations.

20 years’ experience in strategy consultancy of which 10 has been in the real estate sector.

Guillaume has advised numerous companies listed on the CAC40 and the SBF250.

“Be yourself everyoneelse is already taken“

Montaigne Oscar Wilde

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MAPPING OF COMMERCIAL REAL ESTATE PLAYERS IN FRANCE

CONSULTING IMPLEMENTATION

GENERALIST PLAYERS

INTEGRATED GROUPS

INDEPENDENT SPECIALISTS

Cost CuttersEngineering Companies

Big Four and equivalentHR Consulting

Brokers Workplace

Service Providers

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Agilia Consulting occupies a unique position:

One of a trusted adviser with sectoral specialisation - real estate - that is capable of actually carrying out its recommendations, where the client so wishes.

We offer the “brain power“ of the best consulting practices, whilst also understanding the intricacies of implementation, and while being conscious of the boundaries of what is feasible in order to successfully complete your transformation journey.

It is in this way that we differentiate ourselves from the more generalist players, such as engineering companies, consultancies or “cost cutters“.

We act independently and vigilantly ensure that we do not find ourselves in situations of a conflict of interest.

We do not offer professional services other than consultancy.Those services can be a misleading route to cross-selling (marketing, interior design, building works).

In this sense we differ greatly from brokers and workplace design specialists.

A trusted independent consultant, without conflicts of interest.

A real-estate specialist capable of implementing recommendations.

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Our «Strategy Committee» brings together renown corporate real estate professionals, who bring their expertise and strong vision for the benefit of Agilia Consulting.

Georges ROCCHIETTACo-founder and CEO of the ATLAND Group, specialised in outsourcing of real estate assets.

www.atland.fr

Pierre POPESCOA lawyer registered at the Paris bar and partner heading the real estate practice of HERBERT SMITH FREEHILLS LLP in Paris.

www.herbertsmithfreehills.com

Jean-Philippe ERWAN LE BŒUFTown planning expert, architect and co-founder of the CALQ ARCHITECTURE agency.

www.calq-architecture.com

OUR BUSINESS ADVISORS

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WHAT WE DO

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Agilia Consulting is able to intervene at three different levels, depending on your needs and the maturity of your project.

YOUR CHALLENGES

We provide periodic in-house back-up when you are faced with a sudden spike in activity or a request that your internal teams cannot respond to.

Starting with the specifications, we successfully undertake transactional or operational projects, all the while paying attention to the assignment’s real estate issues and the project’s other dimensions that will be the determining factors in its failure or success.

Faced with a specific real estate issue, and grounded in the reality of the situation, we rapidly document the scenarios, and bring together the various stakeholders to carry decisions through to implementation.

ANALYSE

IMPLEMENT

STRENGTHEN

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Our assignments cover real estate sites or multiple sites in the Île de France area, in the regions or abroad in Europe.

Our involvement may equally be concerned with your organisation, whether it be a corporate real estate department, an REIT (real estate in-house trust) or a real estate investment company.

Our analyses are fed by market data originating from our own database or from information gathered from the most relevant brokers for the type of asset under consideration.

They are also informed by our observations of the trends in workplace organisation, alternative workplace strategies and the use of space, both in France and abroad.

ANALYSE

MASTER PLAN

PORTFOLIOREVIEW

OPPORTUNITY ASSESSMENT

STRATEGY PLAN FOR A CORPORATE REAL ESTATE

DEPARTMENT OR AN INVESTMENT COMPANY

DESIGN OF A TARGET ORGANISATION

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IMPLEMENT

We are connoisseurs of transactional assignments, such as lease acquisitions or lease renegotiations, for footprints ranging from 1,000 sqm to more than 60,000 sqm.

We have also successfully completed single asset disposition, sale and leaseback or portfolio sale assignments.

A-contrario, we are also in a position to advise purchasers, users or investors who wish to take ownership of an operational asset or to diversify the range of their investments.

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TRANSACTION MANAGEMENT(LEASE ACQUISITION OR RENEGOTIATION)

ACQUISITION OF INDIVIDUALASSETS OR PORTFOLIOS

STRUCTURING DISPOSITIONSOR SALE & LEASE BACK

TRANSACTIONS

COMPLEX ASSET REDEVELOPMENT/PROPERTY MARKETING

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A proliferation of projects and time constraints can render a recourse to consultants who are “fast track“ specialists very useful.

Within that context, our involvement goes from the coordination (or carrying out) of due diligence to providing organisational support for the various consultations (with developers, landlords/investors, brokers, interior designers, IT developers).

Likewise, we can provide project management assistance within the framework of large transformation projects that require an experienced PMO - Project Management Office.

STRENGTHEN

DUE DILIGENCES

BENCHMARKING/MARKET ANALYSIS

WORKPLACE STRATEGY/ WORKSPACE DEFINITION

TRANSITIONMANAGEMENT

ASSISTANCE CHOOSINGTHE RIGHT SERVICE PROVIDERS

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HOW WE DO IT

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Agilia Consulting… Advocates of flexible real estate

When businesses deal in real estate they are faced with a paradox: their visibility is rarely lower, they have the greatest need of flexible organisational methods, their cost base is at its highest, prioritising variable costs...

And yet acquiring a lease means subscribing to a contract with a term of between 6 and 9 years for a pre determined square footage, which weighs heavily on the fixed costs of the business.

Agilia Consulting works to improve the flexibility of each term of your real estate equation...

FLEXIBILITY induced by organisational changes and scheduling requirements

* Excluding facilities management costs.** Costs related to leaving completed sites, interior design, outfitting and transfer costs, costs of employee support measures, change management, etc.

FLEXIBILITY induced by market knowledge/analysis and the negotiating process

FLEXIBILITY induced by pro-activity, expertise and agility when managing the

transformation journey

REAL ESTATE EQUATION* = x x+ +

EMPLOYEES

WORKSTATION

USEABLE SQM

SUPPORT AND SPECIFIC SQM ONE-OFF COSTS**+RENT SERVICE

CHARGES

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Agilia Consulting...An agile consultant

Determined to remain a small player with high added value, we believe in the concept of the “extended enterprise“, which consists of working with specialists in the areas that need addressing, which depends on the specificities of your project.

During the course of our assignments we have created strong links with the players who have proven their professionalism and commitment.

Those are the people that we turn to, and in turn propose to you.

CLIENT

TRANSPORT STUDIES

ARCHITECT/TOWN PLANNER

MARKET STUDIES

FINANCIAL PARTNERS

SERVICE CHARGES

SPECIALIST

SOLICITOR/TAX ADVISOR

INTERNAL COMMUNICATION

NOTARY/BAILIFF

CHANGE MANAGEMENT

BROKERSGENERAL CONTRACTOR

TECHNICAL SURVEYOR

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REFERENCE PROJECTS(EXTRACTS)

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Tour OperatorTransformation

Successful relocation of teams within the context of a redundancy program and profound changes to organisation and workspace principles.

Mutual insurance companyOptimising asset allocation

After a diagnostic phase, the associates drew-up recommendations intended to optimise the mutual’s asset allocation (of around 200M euros) whilst taking the Solvency II requirements into account.

Media groupReorganisation of the corporate real estate department

Within the framework of a cooperative approach with the existing teams, defining a target organisational flow-sheet and associated processes, for a real estate department managing close to 400,000 sqm of mostly freehold assets.

Investment bankRenegotiation

Reducing the passing rent for a large space (20,000 sqm), all the while having very few relocation options (Paris CBD).

Utilities companyLease acquisition

Successfully concluded a lease acquisition for a large surface area (more than 10,000 sqm), which included conducting advance due diligence (for a high-rise building), in less than three months.

Technology consultingOverhaul of work spaces

Designing workspaces and a mobility model to allow a 25% optimisation of the 80,000 sqm used in Ile de France, within a high-density context.

As individuals, Agilia Consulting associates have advised the following clients.

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Retail bankCost optimisation

Designing and implementing a space densification project for an occupied site in order to bring together the central functions (1,000 people) in two buildings owned by the bank.

Big FourIle-de-France real estate blueprint

Developing scenarios intended to streamline the occupied square footage in Ile de France, while offering an improved workspace, presented for approval by the partners as an «urban campus» of 40,000 sqm.

Retail bankDisposition of portfolio assets

Assessing the liquidity of a hundred or so real estate lines (empty dwellings and bank branches), organising the data room and then selling the assets concerned with the help of two portfolios.

Electronic equipment distributorOptimisation of CAPEX for distribution outlets

In a very short time frame, segmenting the brand’s 550 French points of sale in order to assess a three-year renovation and upgrade investment program.

Car manufacturerAsset outsourcing

In partnership with an investment bank, structuring an off-balance-sheet portfolio sale and lease back that generated 500M euros free cash flow.

Mutual insurance companyNational real estate blueprint

Setting out the Group’s medium-term strategy with the help of a real estate master plan, covering all of the operational assets, or more than 60 assets for a total of 200,000 sqm across France.

PharmacySale & Lease Back

Documenting and then implementing a head office transfer scenario developing 5,000 sqm within the framework of an outsourcing transaction.

Retail bankNetwork blueprint

Reviewing and segmenting the largest bank branches owned by the bank, in order to evaluate marketability and the possibility of leasing them to non-bank tenants.

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ETHICS AND CONFLICTS OF INTEREST

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The corporate real estate sector is characterised by common practices which make it a highly structured market, organised around a limited number of players who interact with the help of very precise codes.

It is essential to manage these codes and this requires paying attention to the risk of a conflict of interest.

Agilia Consulting addresses these concerns thanks to:

• Simple but strong values,• Its small size,• Its focus on a single occupation: consultancy.

Advising businesses and investors without undertaking marketing transactions, Agilia Consulting discloses all conflicts of interest that may occur within an assignment as well as the suggested solutions, in accordance with the RICS Code of Ethics (REABS) that Agilia Consulting has undertaken to apply.

ETHICSWe believe in ethics,

which is doing what is right evenwhen no-one is scrutinising you.

RIGOURWe believe in rigour, which means meticulous analysesand preparation at all stages.

INDEPENDANCEWe believe in independence because

good advice is given when thereare no ulterior motives.

COMMITMENTWe believe in commitment, embodied by the presence of experienced associates

at your side.

INNOVATIONWe believe in innovation when it

makes it possible to do things differently and essentially better.

AGILITYWe believe in agility, which is synonymous with a pragmatic and iterative approach

that is flexible and responsive.

OUR VALUES

To offer our clients satisfactory solutions.

To disclose all conflicts of interest that may arise despite

our precautions.

To have our practices audited by the RICS

(Royal Institution of Chartered Surveyors).

OUR COMMITMENTS

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FREQUENTLY ASKED QUESTIONS

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How does Agilia Consulting anchor its recommendations to the market?

During the upstream phase, Agilia Consulting uses its own database and, for each of its projects, it seeks the opinion of at least three different brokers, in order to vali-date its hypotheses.

During the project phase, Agilia Consulting consults with all the significant brokers in the market, as well as directly with the owners, in order to gain real estate listings.

How does Agilia Consulting position itself faced with large-scale projects that need a wide range of skills?

Our various projects have enabled us to meet a lot of different players and stakeholders, who are also potential partners for large-scale projects. We believe in the “flexible enterprise“ concept, which is to say gathering together and making use of the best skills for any given project.

Thus we can mobilise the following specialists: technical engineers and surveyors, architects, town planners, construction economists, designers, interior design specialists, general contractors, change management experts, solicitors, tax specialists, service charges specialists.

How does Agilia Consulting reconcile its small size with spikes in activity?

The two partners rely on a small team of consultants from the best business and engineering schools.

Wherever possible we favour short assignments, which ensure that we don’t ‘lock in’ our resources for too long. Furthermore, being extremely conscientious about our reputation, we don’t hesitate to tell you if we are not in a position to advise you under the very best of conditions.

Can Agilia Consulting carry out projects in the regions and abroad?

The answer to both cases is yes.

More specifically, when abroad, we are able to be directly involved where the project language is either English or German. However, if we believe that it is in your best interests, we put in place a partnership that you will have the opportunity to approve before it is formalised.

We systematically favour companies regulated by the RICS.

What is the economic model offered by Agilia Consulting?

For the consultation phases and “strengthening“ assignments, we prefer time and materials pricing, or a flat rate, based on an average daily charge-out.

Any travel and accommodation expenses are billed on top, in accordance with your own travel policy.

For the implementation phases, we have a preference for transaction success fees, which can take a variety of forms, consistent with your own issues and challenges, but that have the point in common of joining the interests of Agilia Consulting with the interests of its clients.

It it possible to get in contact with reference clients?

We strongly encourage you to do so! Consulting is a “people business“ and, more than brochures and presentations, taking up references seems to us to be the best way for us to convince you of our expertise, our professionalism and our commitment.

We will provide you with three appropriate reference client contact names, depending on your project.

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Guillaume SAVARDPartner

gsavard@agilia-consulting.com

06 74 88 83 61

Amandine DUMONTPartner

adumont@agilia-consulting.com

06 19 03 44 20CONTACT US

French version available on requestAGILIA CONSULTING4, place de l’Opéra75002 PARIS

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www.agilia-consulting.com

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