American Landmark Properties



A thirty-year-old commercial real estate investment company wanted a refreshed company identity and strategic rebranding to support the introduction of a new investor portal online/crowdfunding investment platform. Marketing plan and programs were needed to attract new investors.


Created a refreshed brand, positioning and digital marketing program introducing a global crowdfunding investment portal.


Primary and secondary research used to identify high net worth investor, family office and registered investment advisors offering alternative investments (real estate).


Brand positioning, strategic messaging, new visual identity, templates  and brand standards created for company’s website, marketing materials, investment memorandums and other investor communications.


Hired NOI Strategies to assess IT infrastructure and systems to ensure secure and cost-effective new web-based marketing and investor ecosystem.


Develop formal RFP requirements in order to select an investor portal SaaS (software as service provider).


Integrated marketing plan developed featuring digital marketing strategy and web ecosystem (website, investor portal, and leading email/marketing automation platform to support lead generation).


Brand launch and marketing campaign “exceeded expectations” according to CEO Mark Burkhart.

Comprehensive review of all CRE crowdfunding/online investment firms and platforms confirmed SaaS RFP finalists and selection of Investor Management Services as the investor portal solution provider.

Web ecosystem implemented featuring new website, investor portal and email marketing automation platform.  Investor portal included online investment workflow for registered investors and legacy investment dashboards featuring current investment profiles, distributions, quarterly reports and K1s.

Website content developed including historical IRR and individual investment  IRR/multiple information in addition case to studies, FAQs, etc.

Developed investment marketing programs for $77 million science park and $80 million office acquisitions including content for offering memorandums.

Created investment property leasing “microsite” platform for use with  other properties at significant cost savings vs. paying brokers for individual  leasing websites through their internal creative services groups.

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