Client Case Study · Capital Raising · Real Estate

How U.S. Realty Advisors Uses FINTRXto Scale Capital Raising

U.S. Realty AdvisorsCapital Raising · Real Estate

Overview

Founded in 1989, U.S. Realty Advisors (USRA) is a net lease real estate investment and asset management firm specializing in sale-leaseback and build-to-suit financing arrangements. The firm works with institutional and wealth-oriented investors while helping companies access capital and retain operational control of their facilities. Headquartered in New York, USRA manages approximately $6.5 billion in assets.

**Justin Arasin**Head of Capital Formation & Product Development at USRA

Before FINTRX

The Challenges Before FINTRX

As USRA looked to expand its market penetration, the team needed a more efficient way to navigate the private wealth landscape and identify the right investors for its real estate strategies. Operating with a lean team made access to accurate data—and the ability to incorporate that intelligence into its existing workflow—particularly important.

Finding the Right LPs

USRA sought to expand its network of limited partners by identifying family offices and RIAs with an interest in real estate funds and direct investment opportunities.

Navigating a Broad Private Wealth Market

The team needed comprehensive, accurate data on family offices and RIAs to better understand its target market and focus its prospecting efforts on the investors most relevant to its strategies.

Maintaining a Lean, Efficient Workflow

As USRA scaled its asset-raising efforts, it was important that any new data solution work within the team’s existing processes rather than introduce additional complexity.

Integrating With Existing Technology

Direct integration with USRA’s existing CRM, Altvia, was a key requirement, allowing the team to incorporate private wealth intelligence into a system already central to its workflow.

The Decision

Why They Chose FINTRX

USRA chose FINTRX for its combination of comprehensive family office and RIA data, direct integration with Altvia, and tools designed to help identify relevant investors. With an emphasis on real estate fund and deal allocators, along with capabilities such as AI-powered search and Affinity relatability scoring, FINTRX aligned closely with the team’s need to sharpen prospect targeting while maintaining an efficient workflow.

With FINTRX

Results & Impact

FINTRX has given USRA a more focused way to approach the private wealth market while supporting the needs of its lean capital formation team. From identifying target LPs to keeping prospect data current within Altvia, the platform now supports several parts of USRA’s day-to-day asset-raising efforts.

Verified Impact 01

More Focused LP Targeting

Access to detailed family office and RIA intelligence helps USRA identify and connect with target LPs, with a particular focus on investors allocating to real estate funds and deals.

Verified Impact 02

Real-Time Intelligence Within Altvia

FINTRX’s integration with USRA’s native CRM, Altvia, provides real-time data updates directly within the team’s existing workflow. According to USRA, the integration and FINTRX’s focus on real estate allocators have saved the team significant time and effort.

Verified Impact 03

Greater Flexibility in the Field

Mobile functionality and AI Search give the USRA team access to FINTRX intelligence beyond the desktop, helping them execute day-to-day prospecting and research efforts while in the field.

Verified Impact 04

An Extension of the USRA Team

FINTRX also supports USRA through quick response times and custom prospect reporting. Justin Arasin, Head of Capital Formation & Product Development at USRA, shared, “The FINTRX team has been incredible as it relates to supporting our efforts, whether it be answering questions within an hour or running target prospect lists on our behalf. Said another way, they are an extension of our team and sales efforts.”