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.

  • Market Research

    User Research (Investors & Fiduciaries - Interviews, Survey)

    Personas & Journeys

  • 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

  • Product Sell-Through Story

    Business Case

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