CASE STUDY

Global CRE investor with over $250B of AUM

A global commercial real estate investor with over $250 billion of assets under management needed a way to streamline collaboration and information sharing. The challenge? With over a century in the industry, nearly 1,000 investment professionals spread across 30 countries, their solution would have to deliver business improvement at scale.

Challenge

This global CRE investment firm has large, geographically distributed teams of investment professionals who work together on an active pipeline of opportunities. But there was no single tool or process for getting deals done. Coordination and standardization were key challenges. They wanted to standardize and automate key aspects of their investment process so that teams could spend less time on tedious tasks and more time on what mattered.

In addition, the client was not getting the most out of its accumulated proprietary market knowledge. They did not have a system of record for warehousing deal, asset, underwriting, and lease information. As a result, they had minimal ability to mine critical data from past deals for key insights when screening and underwriting new investments.

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Origin Solution

“Every deal requires collaboration between numerous teams. Before Origin, we used spreadsheets and email chains to keep teams aligned. Even within teams, different regions were maintaining their data in silos. With Origin, we unified all of this data into one shared source of truth. We can move faster, automate the inefficient processes, and focus our efforts where they matter most - winning the best deals.”

— Asset Management Executive

Today, investment professionals across the globe have real-time access to all current and historic deals in their pipeline. They can use this data set to inform investment decisions and work more efficiently. Simply put - better deals done faster.

Here’s how Origin has helped them achieve that. Deal officers save time by using Origin to generate reports automatically rather than manually, freeing them from the need to maintain numerous clunky Excel spreadsheets. Origin ingests data from marketing files and underwriting models behind the scenes so that investment stakeholders across the organization can access it easily. It frees up time for investment professionals to spend more time building relationships in the market, identifying opportunities, and closing investments.

Routine tasks are not only faster. Client teams also have better and more data. Analysts have more information than ever at their fingertips, using Origin as a unified data warehouse. They can look across tens of thousands of sales and lease comps, and hundreds of historic underwriting models to assess the markets where they operate. They can make underwriting assumptions with more detailed information, accessible with just a few clicks. Origin gives them more confidence to source, analyze and close the best deals.

Origin’s benefits also give the client’s leadership team something essential - peace of mind. The complete investment process is visible and automated through Origin Workflows. Company leaders know that their investment teams are following a unified and consistent set of processes based on information rather than educated guesses. That information flows through to legal, finance, and operations teams, ensuring the necessary compliance and approvals while deals get done. Beyond the investment team, everyone involved in a transaction can focus on their work rather than chasing coworkers for the information or checking to confirm that proper approvals are in place. 

Conclusion

With Origin, one of the largest investment managers in the world is moving faster, operating more efficiently, and better leveraging their massive data resources to source and close deals more quickly than competitors. Origin gives every stakeholder - deal teams, operational teams, and senior management - the advantages they need to gain an edge and win.

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Global CRE investor with over $250B of AUM

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