Brokerage Services Investment Team Partnering
WHAT IS INVESTMENT TEAM PARTNERING?
It’s frustrating when an institutional owner selling its assets chooses to hire a large brokerage house based in a major market versus your independent firm with local market expertise. Investment Team Partnering is a way to leverage relationships and investment sales experience to win more business and close more deals.
WHAT ARE THE ADVANTAGES OF INVESTMENT TEAM PARTNERING WITH PODOLSKY|CIRCLE?
Investment Team Partnering is a win-win for brokers and clients. Owners want brokers to provide maximum exposure for their assets using the most comprehensive tools.
The Podolsky|Circle Investment Team brings a Chicago-based platform, a comprehensive national and international database of buyers and extensive experience producing institutional-quality marketing campaigns. The Podolsky|Circle Investment Team, paired with your local market knowledge, levels the playing field to win assignments.
Below are some additional advantages to partnering with the Podolsky|Circle Investment Team:
- Existing marketing package templates create consistency and speed to market
- Argus software and proprietary modeling capabilities for valuation
- Experience in the investment sale process streamlines the pitch
- Aligned interests with no conflicts
- Keeps existing clients from exposure to competitors
- No added staff, cost or learning curve necessary to offer an investment sales platform
- Builds and cements client relationships
- Majority of the investment process handled by the Podolsky|Circle Investment Team
HOW DOES PODOLSKY|CIRCLE PITCH AGAINST LARGE FIRM INVESTMENT TEAMS?
Consider the list of attributes large firms use as selling points. Investment Team Partnering “checks” all the same boxes:
- Dedicated Investment Team
- Full-time Investment Analyst
- Database of national and international investors
- Major market presence
- Tracking of investor criteria
- Professional marketing materials
- Current market data and local knowledge
- Sophisticated underwriting tools
- Proven investment sales process
- Client communication
An institutional owner built two state-of-the-art industrial buildings that your firm leases. The buildings are now 100% leased and the client mentions it is time to sell.
Your firm does not offer an investment sale platform. The large brokerage house in town has been circling the client waiting for the opportunity to win the sale, and in the meantime pitching the advantages of their “full service” platform.
Through Investment Team Partnering, you can market your ability to sell the asset during the leasing process and before competitors gain a foothold. Podolsky|Circle will help you maintain your relationship and earn additional fees without the risk of losing control of your client.”