Retail Advisor REIT Outreach Initiative

Are you a publicly-traded REIT trying to raise awareness with investors and advisors?

With tens of thousands of REIT-owned properties coast-to-coast, we have built a program to communicate with advisors and investors around these properties we interact with every single day.

Remember that there are thousands of retail advisors that work for such firms as:
1. Edward Jones
2. TD Ameriprise
3. Raymond James
4. Stifel
5. Janney
6. LPL
7. Charles Schwab
8. “The Independent Channel”

According to FINRA data for 2024, there are:
* 634,508 Registered Representatives
* 3,249 Securities Firms
* 148,994 Branch Offices

These advisors want to learn more about REITs and engage with management teams as they are looking to add value to their clients and the REIT industry is in prime position to do just that.

”What do you do and why does it matter?” That’s what we are trying to communicate to these advisors and investors.

So what is that retail advisor looking for?
* A compelling story
* Income and dividend-oriented ideas
* Something “different”
* Something that follows the “approved playbook”
* Liquidity

What if we could customize a targeted email campaign to these advisors in a 10, 25, and 50-mile radius around your properties plus highlight collateral such as press releases, earnings notes/supplementals and various investor presentations that raise your profile and awareness to this vast community?

We have done this engagement with a handful of REITs and are in conversation with others to launch direct marketing campaigns.

If you have questions about this process or would like to learn more, please email me at [email protected].

Thanks,
David Auerbach