Real Estate investment management

Survey report for trends and challenges in
2024

Empowering real estate professionals with insights to navigate an evolving market and landscape.

Survey report for trends and challenges in 2024

Trusted by 700+
customers worldwide

Case study

“With Agora I can simply click and upload the K-1s as a collection of documents, and just like that, each person receives the correct K-1."

Lynn Glantz
Head of Investor Relations
Case study

“With Agora, we no longer have to spend time on the nitty gritty parts of our tax operations – we just send them raw data and they do it all for us.”

Rebecca Park
Associate Director of Financial Operations
Case study

“Agora has been extremely helpful in streamlining our whole back-end operations and centralizing the whole investor experience.”

Chelsea Deluca
Chief Operating Office
Case study

“The dedicated support from Agora’s customer success team has been transformative for us.”

Mike Doney
Operating Officer
Case study

“Agora streamlined our investor onboarding, what used to take hours now takes just minutes. Investors complete entire subscription docs in 8-10 minutes."

Matt Stein
Chief Development Officer
Case study

“With Agora, I’ve cut communication efforts by 50-75%. Uploading documents, K-1s, and investment statements has never been easier”

Ryan Clintworth
Principal
Case study

“Agora is more than a solution; it's a partner. It solves our operational needs securely, saves us time, and is built to grow with us for the long haul."

Nicole Warwood
Chief Financial Officer

In 2024, the global economy’s state, rising interest rates, and inflated capital costs are creating significant challenges for investment managers. Firms must manage risks, navigate fierce industry competition, and identify qualified investors. Agora conducted this survey to explore these challenges and emerging industry trends, targeting key decision-makers in real estate investment management firms.

Key takeaways

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    94% of investment managers are failing to take advantage of advanced technology as an aide to communicate with investors.

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    Only a minimum of staff and time is devoted to investor relations and management activities.

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    58% of investment management firms may be unaware or have misconceptions about the benefits and cost savings of advanced investor management technologies.

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    Investment management firms spend a significant amount on outside bookkeeping and accounting services.

Gain insights to streamline your operations and navigate the evolving market landscape.

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