The Retail Advisor Outreach Project for REITs

Are you a publicly-traded REIT looking to expand your reach among retail investors and financial advisors?

With tens of thousands of REIT-owned properties across the U.S., we have developed a turnkey outreach program designed to connect REIT management teams with the retail advisors and investors they interact with every day — right in your property’s own backyard.

Why this matters:

There are over 634,000 registered representatives, 3,200+ securities firms, and nearly 149,000 branch offices across the U.S. (per 2024 FINRA data).

Advisors from firms like:

• Edward Jones

• Ameriprise

• Raymond James

• Stifel

• Janney

• LPL

• Charles Schwab

• The Independent Channel

…are actively seeking compelling stories, income-oriented investments, and companies that provide liquidity and differentiation — everything that REITs are positioned to offer.

What we offer:

We help you answer: “What do you do and why does it matter?” to this influential advisor audience.

Using a 10-, 25-, or 50-mile radius around your assets, we can:

• Identify and segment advisors by firm and geography

• Build and deploy custom email campaigns highlighting your press releases, earnings calls, investor decks, and more

• Track advisor engagement (opens, clicks)

• Personally follow up with warm leads and facilitate intros to your management team

This is not a cookie-cutter solution. We’ve successfully partnered with a number of REITs and are actively building campaigns with others. Your retail investor story is unique — and your engagement strategy should be too.

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

Thanks,
David Auerbach