border_rotate border_rotate

Real estate investors come from different backgrounds and have different goals. However, they have two things in common; they want to make a return on their investments. And they want to have the best-supporting infrastructure to enable them to achieve the first goal.

How can investment managers ensure they help accommodate their investors’ needs? Let’s break it down.

Keep it transparent, simple, and straightforward

Real estate investors are generally busy; they want all investment information readily available, actionable, and easy to understand.

You should:

  • Keep the investment structure simple and be realistic about project milestones and returns.
  • Be prepared for the fundraising stage.
  • Anticipate investors’ questions and concerns and have answers ready.
  • Lay out a clear plan from start to finish.
  • Send a performance report every quarter.
  • Share an annual recap on the investment.
  • Explain revisions to the underwriting proforma.

Being transparent while fundraising and reporting and keeping things simple will impress the investors you have and attract new ones.

How technology reinvents investment management

Compared to even 20 years ago, it is much easier to reach people and offer services today. However, the real estate industry has been one of the slowest industries to integrate new technologies.

But now, new-gen technologically savvy investors are getting involved in real estate. For them, tech awareness and efficiency are indicators of whether or not they should go into a partnership or get into a new investment, just as much as promises of an expected ROI.

Investors know that they can get online and go to their stockbroker account to view progress or make trades, and they are starting to want that in their real estate investments too.

They want more than that quarterly piece of paper. They want a bird’s-eye view of what is happening around the clock. They want easy portfolio management. They want to be able to make investment decisions based on clear metrics.‍

Investors also want to sign documents and view and commit to new investment opportunities online. They want to be able to communicate with their investment manager digitally rather than coming into the office or picking up the phone.

How do you give the modern real estate investor what they want?

Many products in the market offer solutions for investment management. However, they have some or all of the same downsides:

  • They handle only one aspect of investment management.
  • They’re not designed specifically for the real estate industry and don’t offer industry-specific features.
  • They look and feel outdated and stagnant.

To handle all facets of your investment management and give your investors everything they may need, try Agora.

Agora is a comprehensive real estate investment software created by real estate professionals, specifically for the real estate investment market.

With Agora, you can manage all investor relations on the real estate investor CRM platform. Each investor has a profile, and all communications with them are under that profile.

There is no sifting through emails or filing cabinets to remember if Stephen Miller is a short-term ESG (environmental, social, and governance) investor or only interested in early-stage billion-dollar development projects. Simply navigate to his name and have a look.

The platform also includes the following:

  • Investor Portal software (learn more about investor portal software pricing).
  • Real estate Investor reporting software and tax features.
  • Fundraising enablement software.
  • Investment Management.
  • Data Room.

With Agora, you can take the time to create mind-blowing presentations and meet with more people face-to-face. You can better prepare for fundraising meetings and automate your reporting and document signing. You will spend less time on mundane daily tasks to focus on getting and making new deals.‍

Agora also offers additional investment management services like international distribution payments and K-1 reports.

Stay ahead of the curve with Agora

Today’s real estate investors want to know that they can rely on you to deliver the information and returns they need.

The real estate investment managers best adapted to modern real estate investor needs will be the ones to stay ahead of the curve. They’ll be able to retain well-capitalized clients they have had for a long time and take new lower-capitalized investors with different goals into the fold.

Agora’s team has decades of experience in real estate investment, enabling us to identify the real estate industry’s pain points and develop the most effective solutions for real estate investment management firms. Together with top-tier tech and cybersecurity specialists, we provide an investment management platform with superior convenience, security, and support.

Modified Date & Time : 15 Feb 2024, 11:11 am

Author

Jamie Stadtmauer is the Vice President of Business Development at Agora and has over 20 years of experience in commercial real estate investing.

LEARNING

More articles

See Agora in action

Talk to an expert