Real estate investor marketing

Turn a real estate thesis into an investor journey.

Investors need to understand the strategy, the sponsor, the terms, the risks, and the time horizon, and how to move from interest to review and funding. RaiseFM helps real estate sponsors and issuers build that journey and the marketing operation around it.

Tell us about your raise

Experience from Alex's former Streitwise and Tryperion roles: a Reg A+ Office REIT and multifamily syndications.

Different products need different messages.

A property, sponsor, or fund story has to answer more than "What is the asset?" What investors need first depends on what is actually being offered.

REIT

REIT or retail offering

Explain the portfolio or property exposure, the income policy, fees, liquidity limits, the investor account experience, and regular communications in plain language.

Syndication

Syndication or joint venture

Show the specific asset or deal thesis, the sponsor's track record, the capital plan, materials, the diligence route, and investor follow-up. Public promotion depends on the actual exemption.

Fund

Private real estate fund

Explain the strategy across assets, the manager's track record, portfolio construction, fees, and the LP decision process. See Private Funds.

What RaiseFM can build or lead

Start with a Raise Plan to choose the work that suits the product, capital target, available audience, and internal capacity. We can coordinate design, video, paid media, and platform specialists under a defined scope.

Positioning and materials: Investor positioning, the sponsor and property story, and pitchbook and one-pager copy.
Offering or landing page: The page structure and copy that take an investor from first interest to the next step.
Education and events: An educational email and webinar plan, built on approved facts.
Acquisition: Paid and publisher acquisition strategy, within what the exemption allows.
Qualification and CRM: CRM stages and the handoff for accredited-investor qualification to the team that owns it.
Investor communication and reporting: Investor portal communication and reporting from lead through funded investment, where the data is available.

Relevant experience

Streitwise Prior employment

A Reg A+ Office REIT for retail investors

Read the Streitwise case study

Alex's role: As Marketing Director, led investor acquisition, the website, CRM, partner work, and investor experience.
What happened: The Office REIT raised over $20M from more than 1,500 retail investors from 2018 through 2022.
How the result is defined: Cumulative offering capital, not marketing-attributed capital.

Tryperion Prior employment

Multifamily syndications and a private real estate fund

Read the Tryperion Holdings case study

Alex's role: Led marketing strategy for the multifamily syndication offerings and created investor materials for a private real estate fund.
What happened: The syndication offerings recorded $8.35M in investor commitments in 2022 and 2023.
How the result is defined: Investor commitments recorded for those offerings, not capital Alex individually sourced.

The questions we answer first

Any performance, return, valuation, distribution, or liquidity claim must match approved documents and current facts.

What is being offered: shares in a REIT, an interest in a single deal, or a fund interest
What counsel has authorized for public communication
Which asset-level and sponsor claims are substantiated
Who owns investor qualification, diligence questions, subscription, and servicing
How the team will tell leads, commitments, and funded capital apart

Next step

The only fundraising consultant with direct platform and issuer experience. Work with Alex.

Share where the raise stands, the offering path, your timing, and the main challenge. Alex reviews every inquiry personally.

You send a short inquiry: a few short questions about the raise, then how to reach you.
We reply within one business day, whether or not the work is a fit.
If it's a fit, you book a 30-minute first conversation from the link in that reply.

Tell us about your raise.

A few questions to help us understand your plans and where we can help.