Dealpath Case Study
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IDI needed more visibility into ground up development opportunities to better manage risk in a changing environment. Project information was sometimes siloed within regional teams, with status updates shared through ad-hoc emails or recurring catch-up calls. While IDI had established robust and effective regional processes, fragmented information made it harder for senior leadership to maintain a clear, real-time view of deal activity across these operating units.
The firm also saw an opportunity to enhance process consistency and preserve institutional knowledge more systematically as the team evolved. Improving access to real-time data and market insights would enable faster decisions, greater agility, and sharper visibility into evolving pricing trends.
With Dealpath, we’ve gone from fragmented updates to a shared, real-time view of our entire portfolio. Everyone is working off the same information, and that’s made our internal approvals and committee conversations far more efficient. Dealpath also improved our forecasting accuracy and made it easier for leadership to see where every deal stands at a glance, so we can adjust proactively.
Dealpath provides a single source of truth for deal data, enabling all stakeholders, from regional staff to the CFO, access to consistent, up-to-date information.
When IDI expanded into value-add acquisitions, Dealpath’s configurability allowed them to replicate their established development workflows and launch a tailored pipeline almost instantly, with minimal friction. This agility allowed the team to meet the much shorter due diligence and approval timelines that are typical of value-add deals. Dealpath also ensured senior leadership could easily track regional activity and upcoming opportunities, avoiding time-consuming back-and-forth and enabling faster, more confident decision-making.
“Dealpath gave us the flexibility to replicate our development workflows and launch a value-add pipeline almost immediately. It allowed us to pivot quickly when the market shifted—without building anything from scratch.”
Dashboards in Dealpath provide a cradle-to-grave view across IDI’s entire portfolio, from deal pipeline and acquisition to development readiness and post-approval performance. The firm is tracking key milestones like permitting status, construction start dates, and how actual rents, costs, and delivery timelines compare to underwriting. These reports inform monthly internal reviews and enable early risk identification (e.g., surfacing material delivery delays). Most importantly, they ensure everyone, from regional teams to executive leadership, is aligned and working from the same real-time data.
“With Dealpath, we’ve gone from fragmented updates to a shared, real-time view of our entire portfolio. Everyone is working off the same information, and that’s made our internal approvals and committee conversations far more efficient. Dealpath also improved our forecasting accuracy and made it easier for leadership to see where every deal stands at a glance, so we can adjust proactively.”
IDI used Dealpath to transform key construction and development workflows into structured, trackable processes. What had previously been managed through individual expertise and informal knowledge is now embedded into repeatable task frameworks and approvals. This shift reduces over-reliance on institutional knowledge held by long-tenured team members and ensures consistency across teams. Streamlined process and up to date deal data in Dealpath helps newer team members ramp up quickly, while providing leadership with clearer visibility into project progress.
While most of IDI’s acquisitions are sourced through off-market channels, Dealpath Connect provides valuable visibility into marketed deals and broader pricing trends. This allows the team to benchmark against current market conditions, monitor competitive deal flow, and fine-tune underwriting assumptions. As the platform grows, Dealpath Connect is also positioned to become a more active sourcing tool, expanding IDI’s access to qualified opportunities across regions.
“Dealpath Connect has become a valuable tool for tracking market activity and pricing trends. That insight helps us validate assumptions and make more informed decisions.”
Dealpath has significantly reduced the manual effort required to manage deal intake, pipeline tracking, approvals, and reporting across IDI’s regional teams. What once took numerous back-and-forth emails, spreadsheet updates, and coordination is now streamlined through centralized dashboards and automated workflows. As a result, the team has recaptured valuable capacity to focus on higher-value activities like underwriting, forecasting, and risk oversight.
Overall Dealpath saves the team between ~13–20 hours per week, essentially recapturing half a full-time employee’s bandwidth to reinvest in strategic work, faster execution, and risk management.
Additionally, Dealpath has helped IDI Logistics:
IDI Logistics’ relationship with Dealpath continues to evolve beyond reporting and data visibility. This shift is helping embed best practices into day-to-day operations by turning previously informal, experience-based processes into structured workflows. For example, construction managers who once relied on personal expertise are now working within clearly defined task frameworks, making it easier for newer team members to step in with confidence. As IDI continues to standardize execution through Dealpath, the platform is becoming a critical tool for ensuring consistency, visibility, and continuity across regional teams and project lifecycles.
IDI Logistics is a leading developer and operator of logistics real estate in the U.S. The fully-integrated logistics platform has a long track record of speculative development, build-to-suits and value-add acquisitions. Since 1989, IDI Logistics has developed and acquired more than 100 world-class business parks and 750 warehouses totaling over 224 million SF throughout North America.
With more than 195 million square feet of sustainable warehouse space developed for more than 700 customers in major markets and transport routes throughout North America, IDI Logistics’ goal is always to be the leading logistics property company with a passion for service and excellence.
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