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Portfolio Owners

What is Portfolio Owners?

Target owners holding two or more commercial properties. These portfolio owners think strategically, often repositioning, exchanging, or divesting. Building one trusted relationship creates multiple opportunities, turning a single conversation into an ongoing pipeline.

The Right Audience

Commercial owners with two or more properties in your market or asset class. Especially valuable when portfolios include mixed hold durations, aging assets, or upcoming lease or refinance triggers. These owners think in terms of portfolio optimization, not one-off transactions.
Type: Commercial Listed for Sale?: No Properties Owned: 2+

See How Many Portfolio Owners Are in Your Market

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The Right Message

Keep outreach consultative and portfolio-focused. Position yourself as a strategic partner who helps evaluate not just one property, but the performance of the owner’s entire portfolio. Highlight opportunities to consolidate, exchange, or divest assets.

Key Themes

Portfolio-level strategy and optimization
Unlocking equity across multiple properties
Building trust for repeat opportunities

Calls to Action

Schedule a portfolio strategy session
Request a multi-property market analysis
Explore exit or exchange options together

Browse Portfolio Owners Templates in our Marketplace

Example Templates

Outreach Channels

Direct mail and phone outreach perform best|allowing you to connect directly and build trust. Email campaigns extend your consultative positioning|while online ads can keep your brand visible to high-value portfolio owners.

Recommended

Direct Mail
Phone Outreach

supporting

Email Marketing
Online Ads

Measuring Success

Track portfolio strategy sessions booked, BOVs delivered, and listings secured. Pay close attention to repeat business—measure how many multi-property owners generate more than one deal over time.