Strategic Growth & Financial Overview slide image

Strategic Growth & Financial Overview

CRE Services is a Large and Highly Fragmented Global Market with Strong Growth Global CRE Total Addressable Market (TAM) - FY 2021 $400B+ Global Revenue TAM +70% since 2017 Top 10 CRE Services Firms, <20% Drivers of Global TAM Increased industry transaction volumes Increased outsourcing by CRE owners & occupiers Largest CRE services firms expanding offerings Remaining Firms, 80%+ Notes: The total addressable market ("TAM") represents actual and estimated FY21 revenues earned globally by public and private commercial real estate services firms as well as potential revenues from services currently performed in-house. The TAM includes the global markets for the areas in which Newmark currently operates, as well as areas in which our public CRE services peers operate but where Newmark currently does not, such as real estate investment management. The top 10 CRE services companies are as measured by FY21 global total revenues include, in order: CBRE, JLL, Cushman & Wakefield, Colliers, Savills, Newmark, Marcus & Millichap, Walker & Dunlop, and Knight Frank (all per public disclosures). In addition, the top ten includes Avison Young as estimated based on their GVA acquisition press release on 2/1/19 and extrapolated to 2021 at the average growth rate of the other companies included. Sources: IBIS World, Oxford Economics, Citigroup, Bloomberg, ANREV, INREV, NCREIF, NAREIT, MSCI, Investment Property Forum (UK), National Bureau of Statistics of China, US Bureau of Economic Analysis, US Census Bureau, US Federal Reserve, public filings and press releases by the companies mentioned, and Newmark's estimate. Newmark has significant opportunities for growth by Acquiring Expanding into new CRE service lines (and cross-selling to existing customers) Expanding internationally (currently 5% of our business is non-US); international is 70%+ of global TAM NEWMARK 9
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