Strategic Growth & Financial Overview slide image

Strategic Growth & Financial Overview

Newmark's Large Multifamily Capital Markets Business is Benefitting from Secular Tailwinds MF sector boasts long-term secular tailwinds Decades of low multifamily construction¹ Increased costs for materials and labor Higher single-family home prices and residential mortgage rates Multifamily is Largest Portion of Our Transactional Businesses. Over 50% of Newmark's investment sales and total debt volumes in 2021 and the TTM 29% of Newmark's total revenues in 2021 Significant Source of Recurring Revenues and Earnings $71B servicing portfolio generated $199 million (TTM) 2 of higher margin recurring revenues; consistent and predictable under a variety of economic and market conditions³ Continuing Strong Share Gains 2 Increased multifamily investment sales by 30% CAGR from 2017 to TTM, vs. 24% for the industry Increased total multifamily debt volumes by 32% CAGR from 2017 to TTM, vs. 10% for the industry 1. In July of 2022, a report published by the National Multifamily Housing Council and the National Apartment Association said that the U.S. needs 4.3 million new apartments over the next 13 years just to meet projected demand. As of July 15, 2021, the U.S. was short by ~2.4 million multifamily units per "Housing is Critical Infrastructure: Social and Economic Benefits of Building More Housing", prepared by Rosen Consulting Group for the National Association of REALTORS®". 2. TTM = the twelve months ended June 30, 2022. Industry U.S. multifamily investment sales notional volumes are from MSCI Real Capital Analytics ("RCA"). Overall industry U.S. multifamily debt originations are based on the Mortgage Bankers Association ("MBA"), all as of August 20, 2022. The latter is based on the average of the four quarterly values for the "Commercial/Multifamily Mortgage Bankers Originations Index" over the respective twelve-month periods. 3. Portfolio size is as of June 30, 2022. Revenue figure is for servicing fees, interest income on loans held for sale, escrow interest, and yield maintenance fees. For additional information on historical GSE/FHA loan servicing performance, see the May 17, 2020 "COVID-19 Supplement" presentation on our investor relations website. NEWMARK 19
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