Their Challenge

Prior to leveraging the FINTRX data solution, Retail Sites had limited exposure to the private wealth space and needed a strategic plan for navigating this obscure market. Marianne Meyers, Chief Financial Officer at Retail Sites, outlined their initial struggles as "cumbersome when identifying family offices making direct investments in commercial real estate development projects."  The lack of accurate and actionable information also made it difficult for the team to establish strategic partnerships with suitable investors.

Retail Sites ultimately sought the FINTRX solution to identify specific family offices best suited for their particular use-case, cut time spent, and streamline their prospecting efforts.

The Outcome

By partnering with FINTRX, Retail Sites was able to utilize our extensive dataset of 3,700+ family offices and 19,500+ key decision-makers to parse through thousands of direct real estate transactions and identify private commercial real estate investors in North America.

With consistent one-on-one help from our "excellent customer service team," Retail Sites successfully streamlined their capital raising efforts, allowing their team to spend less time uncovering private investors and more time nurturing new relationships. - Marianne Meyers, Chief Financial Officer at Retail Sites