Democratizing Real Estate Investing
An independent visionary needed a partner to help him disrupt the real estate investing space.

Data-enabled investing and management
Real estate investing was ripe for change with a lack of transparency, property management challenges, and unscrupulous fiduciary activities creating more complexity than necessary.
A research-backed digital brand and platform strategy was defined, creating a single place to gain unprecedented data insight about owned and potential properties, streamlined property management, as well as easy collaboration and enhanced security measures between fiduciaries and family members. The POC and supporting business case were used to secure successful investment and acquisition of the newly imagined platform experience.
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Market Research
User Research (Investors & Fiduciaries - Interviews, Survey)
Personas & Journeys
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Digital Brand Workshop & Strategy
Vision & Strategic Imperatives
Experience Principles
Product Strategy (Promotion & Subscription Pricing)
Value Proposition
Data Strategy Framework
Content Strategy Framework
Measurement Framework
Ideation Workshop (Prototype)
Go-to-Market Strategy
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Product Sell-Through Story
Business Case