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Posted Nov 4, 2021

Data-driven insights for real estate investment managers

Data Driven Insights for Real Estate Investment Managers 2x

Real estate companies are beginning to embrace the use of analytics and data-driven insights to better inform investor relations, streamline operations, increase productivity, and improve fundraising. But while data is everywhere, sorting through it to find what is useful and pertinent to your business can be extremely challenging. Many organizations still struggle with how to use their data to inform intelligent and effective decision making. It’s never as easy as just pushing a button.

Until now.

Juniper Square is proud to announce Insights, a new way for real estate leaders to transform their Juniper Square data into actionable insights.

Real insights for real estate managers

As you know, data-driven GPs make better strategic decisions and benefit from higher operational efficiency. In fact, analysis by McKinsey & Company showed that using data to make better decisions can increase productivity by as much as 15 to 20%. Better data can also help you pay closer attention to your LPs’ needs, leading to stronger relationships, more referrals, and ultimately, more capital raised.

That’s why we built Insights, a business intelligence (BI) tool that brings together CRM capabilities, fundraising information, and investor data into one powerful analytics tool. It was designed specifically to help GPs optimize their fundraising effectiveness, inform investor relations strategies, and make better decisions.

Identify where you need to focus most

Every day, we see investment managers make numerous decisions, each one involving multiple characteristics. Oftentimes, these decisions are made based on prior experience or whatever data or information was available at the time—and all that information can be difficult to wrangle and sift through. We figured there was a better way to bring existing, contextually relevant data together to help GPs make important decisions pertaining to fundraising, investor relations, and other investment management processes.

Instead of making reactive decisions based on a ‘gut feeling,’ we wanted to provide GPs with a way to gain more situational awareness so they could make more informed, intentional decisions about everything from where to focus their fundraising efforts to how to focus their time.

With Insights, you can get all the details needed to answer important business questions and have confidence that you’re moving forward with the right approach.

Optimize your decision making

Applying analytics to your investment management software can transform your data from information to actionable insights. Take fundraising, for example. One approach rarely fits all – the most effective activities may vary across different investors, fundraisers, and investment strategies or fund types. Strategies also may need to be adjusted over time. What is effective today might not be effective a year from now when the economic environment or general investor sentiment has changed.

With the Insights tool, you can get a better idea of what your offering pipeline or your investors’ engagement look like so that you can determine where you should be focusing your efforts. In other words, leverage Insights to develop a more intentional fundraising strategy that is tailored to your company and your investors.

01 Fundraise Tear Sheet Option B 2x 1536x880

Improve investor engagement and satisfaction

By gathering and analyzing investor information, you can gain a deeper understanding of your investors’ behavior as it relates to your company and your investor portal. Not only will you be able to refine your investor mapping to figure out who to contact when traveling to a particular city, you will be able to do deeper investor cohort analysis to determine your typical investor profile or identify patterns to help you fundraise more effectively. This can lead to a more personalized approach to investor relations and a significantly better investor experience.

Empower your team

Insights can also be used to manage team activity, improve productivity, and make better decisions on where to focus your team’s time. Analyzing team activity can also foster a more proactive culture in general. You also will appreciate the ability to filter and refine data, click on a data point to drill down further, or set up alerts to get notified when certain thresholds are met, like when you hit a 75% of expected capital raised. You can create one pagers on a specific investor or prospect for anyone in your rolodex or list all of your contacts alongside their associated accounts and entities.

08 Team Activity Overview Option A 2x 1024x587

See data differently

Insights does more than support data-driven decisions. It can:

  • Save time by automating the generation of dynamic dashboards and ad-hoc reports
  • Provide executive-level visibility via real-time, shareable dashboards
  • Make information easier to consume since data visualizations, charts, and graphs are more digestible and easier to interpret
  • Filter data by the the parameters that are most important to you, whether that’s time range, geography investor, or entity

Make Data-Driven Decisions Smarter, Faster. Contact Juniper Square today to add Insights to your Juniper Square workspace.