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Many factors influence the long-term success of your client’s real estate investments – property location, investor communication, and economic events for starters. Staying uninformed or outdated on these matters can result in costly losses in the highly competitive real estate market.

However, a manual approach to managing these dynamic factors (i.e., keying the data into a spreadsheet document and delivering the information to investors via email) can quickly take a toll on your most diligent investor relationship managers and financial operators.

The most astute investors seek the latest (and rapidly changing) real estate information to act fast and make the best judgment call. Also,  manual processes carry the heavy price of human error that could compromise investor trust and your firm’s hard-earned credibility.

That’s where real estate investment automation comes in to streamline data management, facilitate communication, avoid oversights, and maintain the trust of your prime investors. ‍

The power of Real Estate investment automation

Many components are involved in successfully managing real estate investments, such as making decisions and taking calculated action based on accurate and reliable data.

For example, your investors constantly seek updated information to affirm and drive their investing decisions. Therefore, making all the financial data of an asset or portfolio available and understandable are critical in winning the hearts of investors and maintaining profitable relationships.

A data-first approach requires a systematic, industry-specific CRM to account for every investment status, financial snapshot, and prospect pipeline management. According to a Gartner report, by 2024, companies will reduce operational costs by 30%  with the combination of hyper-automation technologies and redesigned operational processes.

Real estate investment automation is about streamlining data-intensive processes from a one-stop location. By doing so, you can focus your resources on other crucial aspects of running your firm -such as sourcing for additional investment opportunities and increasing your AUM manifold.

Investment automation improves investor relations

Following up with prospects and investors can be extremely challenging when your firm scales and continues to acquire more assets and raise more funds. Real estate investment automation collects investor/prospect data and stores them in a secure cloud-based system for easy management.

Rather than setting manual reminders for each investor, an automated system enables you to raise funds, plan, personalize, and schedule investment reports without skipping a beat.

Improved investor engagement keeps each property or portfolio well-organized and prepared for any given scenario, including capital calls, distributions, and real estate investor reporting software.

The benefits of real estate investment automation

As a real estate firm executive or investor relationship manager, you might find yourself constantly trapped in a cycle of repetitive work, leaving little time to grow your investment portfolios. Technology helps you achieve fully automated investment relationship management through fuss-free processes that include:

  • Qualifying and sorting new offerings for prospects based on their preferences.
  • Managing and sending bulk emails and updates to investors.
  • Simplifying the segmentation process for advanced queries and investor personalization.
  • Monitoring payments and investment processes from a single view.
  • Personalizing and sending documents according to investor details.

Additionally, by collaborating with an automated solution, you and your investors can benefit from the convenience and advanced security of the cloud, preventing the issues of missing documents and delayed file retrievals.

Best practices in real estate investment automation

Essentially, real estate investment automation should drive a centralized and trackable system for your investor’s needs. In recent times, this includes replacing paper documentation with electronic alternatives that expedite investment procedures.

For instance, e-signatures and one-click payments make it convenient for investors to contribute to their portfolios and sync in real-time for improved accountability. Additionally, an investment automation solution should provide asset managers and investors with a transparent overview of contributions and distributions for easy reporting and reference.

Ultimately, regardless of GP or LP investment automation, it boils down to connecting with investors in a newfound, frictionless way and letting advanced tools do the leg work.

As the world becomes increasingly digitized, automation will become a necessary staple for savvy investors. Market research shows that the RPA (i.e., robotic process automation, the technology behind automated software) industry will grow from $2 billion in 2020 to $45 billion by 2030.

By combining real estate investment automation with other advanced investment methods such as big data (where nontraditional variables can provide up to 60% of predictive power ), you can manage portfolios with greater confidence and accuracy.

The Agora difference  – investor relationship management software

The Agora investment management platform offers a comprehensive overview of your client portfolios. We integrate features such as a robust real estate investor CRM software, beautifully designed and functional investor portal, documents-sharing, and more to empower you and your clients to take complete control of each investment and asset decision.

Our platform will guide you from static spreadsheets to advanced automation, expanding your client’s most valuable real estate investments.

Request a demo today to experience a pioneering system built with trust and start accelerating the growth of your portfolios without guesswork. With Agora, you’ll be in good company.

Modified Date & Time : 28 Mar 2024, 09:32 am


Lior Dolinski is Agora’s Co-Founder and Chief Product Officer, leading all product efforts within Agora. Lior formerly led product & research teams within “8200”, one of the foremost cyber intelligence institutions globally, and holds extensive experience in product leadership and computer science.


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