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Family Office & RIA Data Intelligence

A Better Way to Access Family Office & RIA Data

Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices and Registered Investment Advisors.

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CASE STUDY

How Retail Sites Leverages FINTRX

2007

Year Founded

Real Estate

Asset Class

11

Employees

Retail Sites

Overview

Retail Sites provide local, regional, and national retailers with brokerage and development services in order to grow and manage their real estate portfolio.

 

Since joining FINTRX, Retail Sites expanded its presence across the family office landscape, ultimately bringing a new level of efficiency to its real estate marketing efforts.

"The FINTRX team has worked closely with us in refining our searches and using the tools available to narrow in on our target market."

Marianne Meyers
Marianne Meyers
Chief Financial Officer, Retail Sites
SUMMARY 

Case Study

Retail Sites provide local, regional, and national retailers with brokerage and development services in order to grow and manage their real estate portfolio.
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Their Challenge

Family offices continue to gain momentum as global wealth reaches record levels and the idea of formalizing wealth infrastructure becomes increasingly popular amongst high-net-worth individuals. As this opaque universe of investors continues to grow and develop, Retail Sites turned to the FINTRX family office data and research platform to gain exposure to this highly sought-after private pool of investors.

Prior to leveraging the FINTRX solution, Retail Sites had limited exposure to the private wealth space and turned to FINTRX to facilitate a strategic plan for navigating the market. Marianne Meyers, Chief Financial Officer at Retail Sites, outlines their initial struggles as "cumbersome when identifying family offices making direct investments in commercial real estate development projects." This also made it difficult 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

Today, Retail Sites successfully harness our extensive dataset of 3,000+ family offices and 15,000+ contacts to identify private commercial real estate investors in North America.

With one-on-one help from our "excellent customer service team" Retail Sites have 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

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