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Digital Content Marketing Blog

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Have you ever wondered why some Commercial Real Estate (CRE) funds seem to attract investors, brokers, and property owners effortlessly, while others struggle to make new connections? One big difference is many of those who are succeeding are using effective lead generation strategies. In today’s CRE investment market, visibility and engagement are critical to growth.

By implementing targeted lead generation tactics, CRE funds can capture valuable targets, prospects and convert them into successful relationships. 

In this article we go into more detail on the essential strategies for lead generation in the CRE space and highlight the best online sources to leverage and deliver the best results.


Do CRE Firms & Funds Need Lead Gen?

Yes, if you are aiming for growth, lead generation is an absolute must. Lead generation is the lifeblood of any firm looking to expand, and CRE funds are no exception. Without a steady flow of new leads, your firm risks not only stagnating, but potentially losing out to competing firms who are actively recruiting new investors, partners and deals. 

Whether you are looking to attract new investors, brokers, or property owners, a well executed lead generation strategy ensures a continuous flow of opportunities. 

In contrast, firms that are happy with their current size, not wanting to grow, might not prioritize lead generation, but this could lead to missed opportunities and diminished visibility over time. So even a small amount of lead gen is necessary to maintain your current position.


Does Lead Generation for Commercial Real Estate Funds Work?

Absolutely, lead generation works for CRE funds. The primary goal of lead generation is to capture information from prospective targets, such as investors, CRE brokers, agents, property owners, and developers. By gathering this data, CRE funds can engage with their prospects more effectively. 

Lead generation enhances visibility and provides a direct line of communication to interested partners, prospects and influencers in the space. When executed properly, these strategies not only increase the quantity of leads but also improve the quality, leading to more meaningful and productive engagements, connections and relationships. This, in turn, translates to higher conversion rates and better overall performance for the fund.


The Best Lead Gen Sources for CRE Firms

There are a number of excellent sources for generating leads for CRE funds and firms, particularly online. These sources include websites, social media platforms, directories, and various ad networks. By focusing on these online options, CRE firms can reach a broader audience and attract more qualified leads.



LinkedIn is a powerful platform for running ads and posting in groups that target CRE investors, brokers, and property owners. The professional nature of LinkedIn makes it an ideal place to connect with industry-specific audiences. By utilizing LinkedIn’s advertising tools and group functionalities, CRE firms can increase their visibility and attract high-quality leads.

Search Engines / SEO

Creating content for your website, such as blog articles, white papers, or property listing pages, can significantly increase your visibility on search engines and rank you higher in the results. This approach not only brings in organic traffic but also delivers leads who are actively searching for CRE-related information. By optimizing your content for search engines, you ensure that your firm is found by those looking for the types of opportunities you offer.

Databases / Directores

Another valuable source of leads is tapping into existing transaction data from sites like Costar. These databases provide access to qualified leads, although they may be colder compared to those generated through ads and SEO. Nonetheless, these leads are valuable as they offer a wealth of information that can be used to tailor your outreach efforts and increase your chances of conversion.


While there are a number of other methods to generate leads for CRE firms and funds, the online options discussed here, LinkedIn, SEO, and databases are among the most effective. By implementing these strategies, CRE firms can enhance their visibility, attract qualified leads, and ultimately achieve their growth objectives. While other lead generation methods exist, focusing on these online tactics & channels will yield the most lucrative results.



If You Are Looking to Focus on Getting More Visibility, Traffic, Leads, Sales or Have Questions, Call Us at 866-357-7422

Or Submit your information below

    Measuring performance is critical for every aspect of your print business and marketing is no exception. In order to see what marketing strategies for your print company are working and where you may need to pivot, there are KPIs you need to pay attention to. If you read anything online, you will find hundreds of articles listing out all of the marketing KPIs that are the most important to measure and track. While this is not only overwhelming, they are also not tailored to the print industry. That’s why we wanted to put together the top marketing KPIs that you should pay attention to for your print company. 


    All of these KPIs can be set up and tracked using Google Analytics. 


    Digital Marketing KPI #1: Leads

    Maybe one of the most important KPIs you should be tracking for both your sales and marketing efforts is leads. The number one way to generate more sales from marketing is to focus on bringing in new leads that you can then work to turn into a sale. Whether you are running paid ad campaigns, publishing social content or email marketing, you’ll want to be able to see what channel or what messages are bringing in leads and which are not. This can help you tailor your marketing to focus on what is working. 


    Digital Marketing KPI #2: Cost Per Lead

    This probably goes without saying but tracking the cost per lead is another important metric to report on. In the beginning of your marketing campaigns, your cost per lead, CPL, may be higher while your campaigns and accounts warm up but after 30 – 60 days, you should get an accurate cost per lead which can help drive your marketing decisions. Tracking your CPL allows you to see how much you’re spending per lead or contact that you’re bringing in so you don’t overspend with little to no results. 


    Digital Marketing KPI #3: Website Traffic by Channel

    In addition to tracking the leads coming in from your marketing, you need to be able to know where your website traffic is coming from, meaning from which channel is driving traffic to your print site. These channels include social, paid, direct, email or referral. It’s important to be able to measure the channels that bring in the most traffic because it can tell you if your marketing is working by bringing in website traffic or it can help you see what channels are already performing well and you can focus your marketing efforts there. 


    Hopefully this helps narrow in your focus on the KPIs to focus on when it comes to digital marketing for your print shop.



    If You Are Looking to Focus on Getting More Visibility, Traffic, Leads, Sales or Have Questions, Call Us at 866-357-7422

    Or Submit your information below

      PE Firms today are realizing that they need to market the firm to stay ahead of competing firms and the crowding in the space that is growing at an unprecedented rate. To do this, firms & funds need to create a “Private Equity Marketing Plan”.

      A marketing plan for a private equity firm should be strategic and comprehensive, taking into account the firm’s goals, target audience, and competitive landscape. 

      In this article we’ll take a deeper look at what a marketing plan should look like for a PE firm.


      A Marketing Plan for a Private Equity Firm Should Include…

      1. Executive Summary

      A high-level overview of the marketing strategy, objectives, and key initiatives.


      2. Market Analysis

      Target Market Identification: Clearly identify the primary and secondary target markets, including institutional investors, high-net-worth individuals, or family offices.

      Competitive Analysis: Research competitors and differentiate your firm by understanding their strategies, unique selling propositions (USPs), and market positioning.



      3. Marketing Objectives

      Specific, measurable goals, such as increasing brand awareness, improving lead generation, or boosting investor engagement.


      4. Unique Value Proposition (UVP)

      Clearly define what sets the firm apart and how it provides unique value to its investors.


      5. Brand Positioning and Messaging

      Craft key messages that align with your firm’s vision, values, and UVP.

      Develop a consistent brand voice to maintain coherence across all channels.



      6. Marketing Mix

      Digital Marketing – Strategies like website optimization, SEO, PPC advertising, and social media engagement.

      Content Marketing – White papers, thought leadership articles, case studies, and newsletters targeting specific market segments.

      Events and Networking – Webinars, conferences, and private events to showcase expertise and connect with potential investors.

      Public Relations – Press releases, media appearances, and partnerships to bolster credibility.

      Direct Marketing – Personalized email campaigns or direct mail tailored to specific investor segments.



      7. Investor Relations Strategy

      Develop a communication plan to regularly update current investors and prospects on portfolio performance and firm milestones.



      8. Lead Generation and Nurturing

      Strategies to attract, qualify, and nurture potential investors through the funnel.

      Implement a CRM system to manage investor relationships effectively.



      9. Budget and Resource Allocation

      Clearly define the marketing budget and allocate resources according to prioritized strategies.



      10. Measurement and KPIs

      Establish key performance indicators (KPIs) to measure success, such as website traffic, lead conversion rates, or new investor acquisition.

      Set a framework for regular reporting and campaign optimization.



      11. Implementation Timeline

      Detailed timeline with milestones and responsibilities for executing the marketing strategies.



      12. Risk Management

      Identify potential risks and challenges that could impact the marketing plan and create contingency strategies.


      Don’t Overthink Your Marketing Plan

      While we listed a number of inclusions that a private equity firm should and could include in their marketing plan, the truth is that you don’t need to overthink it. You can keep it very simple so you can get to executing on the plan. If you have the bandwidth necessary to put deep thought into the marketing plan then do it. But if you don’t, just putting together something relevant and actionable is all you really need.


      The goal of creating a marketing plan for a firm is to ensure you have some plan on moving forward with enough guidance to be effective, grow the firm’s presence, increase awareness and close more capital & deals.



      If You Are Looking to Focus on Getting More Visibility, Traffic, Leads, Sales or Have Questions, Call Us at 866-357-7422

      Or Submit your information below