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Portfolio Owners

What is Portfolio Owners?

Investors who own multiple properties often seek ways to simplify management, optimize returns, or free up capital. Targeting these owners opens doors to off-market opportunities—whether they want to downsize, consolidate, or trade into better assets.

The Right Audience

Owners or LLCs with multiple residential or commercial properties, typically held 5+ years. Ideal prospects include absentee owners, investors with mixed portfolios, or those facing market shifts that impact returns.
Owner Type: Corporate, Individual Properties Owned: 5+ Type: Single Family, Multi-Family 2-4 Owner Occ?: No

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The Right Message

Position yourself as a trusted advisor who can help evaluate and act on portfolio opportunities. Focus on liquidity, consolidation, and market timing. Keep the tone strategic yet approachable, showing you understand their bigger picture.

Key Themes

Portfolio optimization strategies
Exit plans for underperforming properties
Market insights to time sales

Calls to Action

Schedule a portfolio review
Request a property value assessment
Explore exit or exchange options

Browse Portfolio Owners Templates in our Marketplace

Example Templates

Outreach Channels

Use Direct Mail and Phone to open the conversation|then support with Online Ads and Email for ongoing visibility. Sequence outreach to start with personalized contact|followed by digital reinforcement and scheduled follow-ups.

Recommended

Direct Mail
Phone

supporting

Email Marketing
Online Ads

Measuring Success

Track the number of consultations booked, properties listed, and deals closed from targeted portfolio owners. Monitor portfolio size changes and repeat engagements within 6–12 months.

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