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Institutional real estate investing isn’t just another vertical within financial services—it’s a world of its own, with complex deal structures, asset-level specificity, and workflows that span acquisition, development, disposition, and more. Yet many firms still rely on generic deal management tools that weren’t built for real estate. The result isn’t just inefficiency. It’s friction at every stage of the deal process—forcing teams to retrofit their approach to fit systems that weren’t built with real estate in mind.
A purpose-built platform like Origin—one designed specifically for institutional real estate teams—can transform the way your firm sources, evaluates, executes, and tracks deals. Here’s how:
Model Real Estate Transactions with Complete Accuracy
Real estate deals rarely fit into a one-size-fits-all mold. A single transaction might include multiple assets. An asset might appear in more than one deal over its lifecycle. And deals themselves are often tied to funds, JVs, or other pools of capital.
Origin reflects this complexity:
- Multi-asset deals are supported natively—ideal for portfolio acquisitions.
- Asset-level data is maintained across acquisitions, recaps, and dispositions—capturing key metrics like occupancy and NOI at each stage, so you can track performance and changes over time.
- Capital stack transparency enables deals to be linked to funds or JVs, complete with roll-up metrics like equity deployed and dry powder.
Tailor Data and Reporting to Fit Your Investment Strategy
Whether your team underwrites multifamily, industrial, student housing, or niche sectors like data centers or self storage, the fields that matter most will vary. A purpose-built platform like Origin offers:
- Configurable fields that match your terminology and investment model.
- Formula-driven fields tailored to your logic.
- Flexible reporting that lets you segment and analyze deals by asset type, geography, strategy, or any other criteria—with full Excel exportability.
A platform that supports your team's existing taxonomy creates a sense of familiarity from day one—making adoption faster and allowing you to maintain the way you already work, not change it.
Accelerate Screening with Structured, Human-Verified Deal Data
Deal volume is high. Most opportunities don’t pass the screening phase—but they still hold value. Origin turns Offering Memorandums and vendor documents into structured data within hours:
- Forward an OM or deal-docs from off market sellers into the platform.
- Receive a complete deal record with asset details, leases, comps, and high-level metrics—extracted with 100% accuracy thanks to a human-in-the-loop approach.
- Eliminate manual data entry, freeing your team to focus on high-value activities.
This automation not only accelerates early-stage screening—it builds a searchable, institutional database of historical deal data.
Turn Historical Deals into Actionable Market Intelligence
Tracking comps is table stakes. The real value lies in how quickly and intelligently you can access and apply that data to new opportunities.
In Origin, comps are more than just data points—they’re fully integrated into your pipeline and investment process. Here's how:
- Passed and lost deals become part of your comp set. When you screen a deal and move on, Origin doesn’t treat it as noise. If our platform extracts relevant comps from the OM or broker materials, those comps are automatically linked back to that deal—allowing you to validate or “final comp” the transaction and build a feedback loop over time.
- Origin’s 'Markets' feature gives you on-demand market views. For example, when underwriting an industrial asset in Texas, you can apply filters to create a market view tailored to that location and asset type. This instantly surfaces all relevant deals, assets, sale comps, lease comps, and associated underwriting metrics—giving your team a centralized, continuously updated view of market activity.
Together, these tools eliminate the need for siloed spreadsheets and fragmented institutional knowledge. Your team’s market intelligence is structured, searchable, and always within reach—fueling faster decisions and more confident bids.
Engage the Right Counterparties with a Real Estate CRM
In commercial real estate, knowing who to engage—and when—is critical. Whether you’re raising equity, marketing an asset for sale, or securing financing for an acquisition, Origin’s integrated CRM ensures that your relationship data drives real deal outcomes.
- Unify your network and dealflow. Centralize all contacts and companies in one place, with full visibility into their involvement across deals, assets, and capital structures.
- Target the right capital partners and buyers. Track each firm’s investment criteria—by sector, geography, deal size, and more—so you can quickly identify the most relevant counterparties for any opportunity.
- Monitor engagement and momentum. Track interest levels, deal stage, and response history for each investor, lender, or buyer, ensuring you always know who’s moving forward—and who needs a nudge.
- Stay on top of every interaction. Log calls, emails, meetings, and notes for a complete history of touchpoints across your team, so no opportunity slips through the cracks.
With Origin, CRM isn’t a separate system—it’s embedded directly into your deal workflow, powering smarter outreach and faster execution.
Scale Your Operations Without Outgrowing Your System
Real estate is dynamic. Your platform should be too. A specialized solution supports:
- Multiple geographies and currencies, with localized comps and metrics.
- Workflow templates tailored to different strategies—stabilized acquisitions, development, recapitalizations, and more.
- New teams and capital structures, from asset managers to IR, with role-specific views and workflows.
And soon, deal sharing capabilities will let you distribute opportunities directly from the platform—complete with auto-generated flyers, data room access, and activity tracking.
Conclusion
Generic platforms weren't built for the realities of real estate investing. Purpose-built tools are. By adopting a platform designed specifically for institutional real estate, you empower your team to move faster, collaborate better, and invest smarter.
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