Define your most valuable prospects by identifying target roles such as Asset Managers, Portfolio Owners, Institutional CRE Investors, and Capital Partners. You can refine your targeting by specific geography, property type (multifamily, single-family), or portfolio size and send these criteria to Leadsforge for curated data. Here is why: Precise role and location-based targeting ensures your message reaches decision-makers who are ready to consider new property management partners in your priority markets.

Prioritize outreach based on triggers like recent portfolio sales, new construction completions, expiring current management contracts, or new executive hires. Use timely news or signals to make your outreach relevant and urgent. Here is why: Trigger-based outreach catches prospects at moments when they are most likely to consider new management relationships, increasing your chance of response.

We recommend setting up your mailboxes using Primeforge (for Google or Microsoft) for high-deliverability 1:1 messaging and Mailforge for larger volume broadcasts such as market updates and newsletters. Here is why: Primeforge ensures reply-sensitive sends land in the inbox and integrates with your preferred mailbox provider. Mailforge helps you reach your full list at scale, while keeping your primary domains protected and your sender reputation safe.