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7 Ways to Augment Your Existing Commercial Real Estate Pipeline Process

Expedite and Add Visibility to the Deal Review Process Without Overhauling It

For commercial real estate investment management teams, the best way to drive ROI is to operate at scale by examining and analyzing as many deals on the market as possible. Evaluating as many deals on the market as possible helps ensure that you have your sights on the most strategic investments before competitors do. There are countless tools on the market that streamline this investment process, but it’s crucial to consider whether the tool you adopt will force changes in your internal processes.

Your investment process has driven your firm’s success. Rather than adopting new technology that reinvents your day-to-day operations, your priority should be to enhance your existing pipeline process for simplified scalability.

Simplify Deal Flow While Maintaining a Bird’s Eye View of Your Pipeline

In this white paper, you’ll learn why it’s crucial to understand how new technology affects your internal process, as well as the strategic benefits of onboarding new technology that is compatible with your process:

  • Eliminating Single-Spreadsheet Barriers by Allowing for Team-Wide Updates: Why moving to the cloud is a must for the modern investment management firm with a team of analysts
  • Faster, Easier and More Precise Deal Analysis: Pinpoint the most strategic investments, while weeding out those that don’t meet your unique criteria
  • Standardize Your Investment Process: Create the digital infrastructure required for repeatable tasks, ensuring that all deals are analyzed, vetted, and approved with the right custom workflows
  • Add Instant Visibility to Your Pipeline: Easily find a high-level overview of your team’s pipeline and provide your team with feedback as needed

Download this white paper to learn how you can add structure and visibility to your pipeline process by strategically implementing the right technology.

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Related Resources for
Real Estate Investment Managers

Panel Discussion

The latest Realcomm webinar featured commercial real estate experts including Joe Moskowtiz, Dealpath's Director of Business Development and Strategic Solutions, as well as Chuck Niswonger, President of NiceNets Consulting. During the webinar, they explored how IT teams should both identify when it's time to implement new software and how to conduct a strategic search for efficiency-boosting software.

Panel Discussion

Reporting on pipeline deals is a painstaking, time-consuming process that’s only as helpful as your data is accurate. Without efficient reporting workflows in place, creating reports could detract from what matters most: deal execution. During the webinar, Dealpath’s industry experts will share how you can follow reporting best practices that enable teams to operationalize reporting and quickly identify the metrics that matter most.


The future of real estate investing lies in purpose-built, cloud-based solutions that standardize and simplify deal management and execution.

Get a personalized demo of Dealpath from one of our experts