Off Market Properties: Five AtlasX Features to Land You Your Next Deal

In the intricate world of real estate investment, mastering the art of deal management can be the difference between seizing golden opportunities and being left behind in a sea of competition. Whether you’re a seasoned investor or just stepping into the realm of off market properties, having the right tools at your disposal can unlock doors to exclusive off-market opportunities, propelling your success to new heights.

Enter AtlasX, a game-changing platform meticulously crafted to revolutionize how real estate professionals navigate the complexities of deal management. Since its inception in 2017, AtlasX has been on a mission to empower investors with the tools they need to thrive in an ever-evolving market landscape. Armed with a shared passion for innovation and a deep understanding of the challenges faced by investors, AtlasX’s founders set out to create a solution that would streamline deal management processes and unearth untapped opportunities.

However, navigating the off-market landscape isn’t without its challenges. The sheer volume of disorganized and raw data can overwhelm even the most seasoned investors, hindering their ability to efficiently build an off-market pipeline. This is where AtlasX’s arsenal of cutting-edge tools comes into play, equipping users with the power to harness and refine data with unparalleled precision. From advanced analytics to intuitive workflow management, AtlasX ensures that it transforms every piece of information into a strategic asset. Read on to see five ways that AtlasX’s software toolkit can help you reinvent your deal management process.

Feature 1: Bulk Upload of Off Market Properties and Ownership Contacts

Bulk upload capabilities serve as powerful tools within deal management systems, streamlining the input of multiple off market properties and corresponding ownership contacts simultaneously, increasing productivity and scalability, and enhancing data integrity.

Efficiency is paramount in the fast-paced world of commercial real estate deals, where time is of the essence. Bulk uploading allows users to input multiple properties and contacts at once, significantly reducing manual data entry and saving precious time. This streamlined process ensures that users can focus their energy on strategic decision-making rather than getting bogged down in administrative tasks.

Scalability is another key advantage of bulk upload capabilities. For professionals looking to build a robust pipeline of off-market properties, this feature enables them to scale their operations efficiently. They can quickly add new off market properties and contacts without encountering the limitations of manual input, enabling them to stay agile and responsive in a dynamic market environment.

Data integrity is crucial for maintaining the accuracy and reliability of deal management systems. Bulk upload features typically include validation checks to ensure data accuracy and consistency, minimizing errors that can arise from manual entry. This helps to uphold the integrity of the database, providing users with confidence in the reliability of their data.

Furthermore, this feature enables firms to harness the power of data analysis by building an ownership graph that includes parent companies, subsidiaries, individuals, and their associations with off market properties. AtlasX users can upload lead lists from various research providers like CoStar, RCA, or Reonomy, integrating valuable data directly into the system. This wealth of data is interwoven and analyzed to gain insights into the pipeline, track trends, and make informed decisions about potential deals. Ultimately, bulk upload capabilities empower users to leverage data-driven insights to drive success in their real estate ventures.

Feature 2: CRM Email Syncing for Outbound Prospecting

CRM email syncing streamlines outbound prospecting efforts by centralizing all communications with brokers, sellers, vendors, and more within a single platform. This functionality allows real estate professionals to maintain a comprehensive record of interactions, ensuring seamless communication management.

Benefits of CRM email syncing:

360 Degree View: With a CRM platform embedded directly into deal management software, AtlasX provides users with a 360 degree view of the entire transaction: info like contacts, conversations, and email exchanges are displayed alongside the property and underwriting details. Being able to log calls and associate calls with pipeline deals helps give context, along with auto-tag features for contacts and companies. 

Unified Communication: With CRM email syncing, all outbound communication with key stakeholders such as prospects or brokers is centralized within the AtlasX CRM system. For difficult company structures, AtlasX provides a built-in scorecard to show deal numbers with each company, emphasizing subsidiaries and company organization. This unified platform empowers real estate professionals to track and manage all interactions efficiently, minimizing the risk of leads falling through the cracks and promoting collaboration among team members. 

Outreach: Real estate professionals can now conduct outbound prospecting more efficiently with CRM email syncing. By enabling users to send personalized emails directly from the AtlasX platform, this feature eliminates the need to switch between multiple tools or applications, saving valuable time and streamlining the prospecting process.

Personalization and Relationship Building: With CRM email syncing, real estate professionals can personalize their outreach efforts based on prospect interactions and historical data stored in the AtlasX CRM system. By tailoring communication to individual prospects’ needs and preferences, real estate professionals can forge stronger relationships and increase the likelihood of conversion, driving business growth and success.

Feature 3: Task Reminders Integrated with your Calendar to Manage Follow-Ups for Off Market Properties

AtlasX seamlessly integrates task reminders with your calendar to facilitate efficient follow-up management. This functionality empowers real estate professionals to stay organized, prioritize tasks, and maintain momentum throughout the deal lifecycle.

Benefits of Task Reminders

Timely Follow-ups: In the dynamic world of commercial real estate (CRE), deals often involve multiple stages and interactions with various stakeholders. Integrated task reminders ensure that follow-up actions are executed promptly, allowing professionals to sustain momentum and progress towards deal closure with agility and precision. Automatic task reminders also ensure that deal aspects remain on one platform, cutting out unnecessary organization when collaborating through different channels.

Organization: By syncing task reminders with your calendar, AtlasX enables you to efficiently manage your schedule and prioritize follow-up activities. This organizational prowess minimizes the risk of missing important deadlines or overlooking critical tasks, thereby enhancing overall productivity and effectiveness in deal management.

Accountability and Tracking: With integrated task reminders, AtlasX facilitates better accountability by providing a transparent record of scheduled follow-up actions. Real estate professionals can effortlessly track completed tasks, monitor progress, and ensure they do not overlook or neglect any critical steps, fostering accountability and diligence in managing deals.

Feature 4: AI Data Scraping Once the Seller Sends Material

AI data scraping is a groundbreaking feature designed to revolutionize deal management in commercial real estate. This advanced technology automates the extraction of relevant information from documents provided by sellers, empowering real estate professionals with streamlined data processing capabilities.

Benefits of AI Data Scraping

Efficiency: AI data scraping streamlines deal management by automating the extraction of pertinent information from seller-provided documents. This includes assessing property details, financial information, market trends, and other relevant factors, enabling informed decision-making and strategic planning. This automation drastically reduces the time and effort required for manual data entry and extraction, thereby enhancing overall efficacy in deal management processes.

Timeliness: In the fast-paced world of CRE deal management, prompt access to critical information is paramount. AI data scraping enables real estate professionals to swiftly extract and analyze essential data from seller materials, facilitating timely decision-making and action to keep deals moving forward seamlessly.

Accuracy: Manual data entry is prone to errors, posing significant risks in CRE transactions. AI-powered data scraping algorithms ensure the accurate extraction of information from PDF documents, minimizing the potential for inaccuracies and upholding data integrity throughout the deal management process.

Scalability: As deal volumes and complexities increase, scalability becomes essential in deal management. AI data scraping offers a scalable solution capable of handling large volumes of documents and data, allowing real estate professionals to manage multiple deals simultaneously without compromising accuracy or efficiency.

Competitive Advantage: In the fiercely competitive CRE landscape, the ability to swiftly extract and leverage information from seller materials can confer a significant competitive advantage. Real estate professionals equipped with AI data scraping capabilities can expedite due diligence processes, identify opportunities faster, and respond more effectively to market dynamics, positioning themselves for success in the ever-evolving industry.

Feature 5: Underwriting Model Integrations for Valuations:

AtlasX integrates underwriting models for property valuations, revolutionizing the deal management landscape in commercial real estate (CRE). By seamlessly incorporating underwriting models into the deal management platform, AtlasX empowers real estate professionals with comprehensive valuation and comparison capabilities.

Benefits of Underwriting Model Integrations

Comparison: Excel underwriting models are one of the easiest ways to evaluate a property. Unfortunately, models become increasingly difficult to compare as they update and change. AtlasX automatically pulls out important values such as IRR and cap rate, updating these values as models change. Different versions of models can be uploaded and easily accessed through model history in order to promote data consistency. Users can compare models through a percentage variance analysis within the platform, enabling them to see changes at a glance.

Accurate Valuations: Underwriting models leverage a plethora of financial metrics, market data, and risk factors to deliver precise property valuations. Through integration with deal management systems, real estate professionals can ensure that valuations are grounded in thorough and up-to-date information, mitigating the risk of erroneous overvaluation or undervaluation.

Data Consistency: Integrating underwriting models ensures consistency in data inputs and calculations across valuation analyses. This consistency enhances the reliability and credibility of valuations, facilitating accurate comparison and evaluation of different investment opportunities for stakeholders.

Collaboration and Transparency: Integration of underwriting models promotes collaboration among team members involved in deal management. Real estate professionals can easily share valuation models and analysis results within the deal management platform, fostering transparency and ensuring that all stakeholders have access to the same information, facilitating informed decision-making and effective risk mitigation strategies.

Conclusion

Through its robust suite of features, AtlasX empowers real estate professionals to navigate the complexities of deal management of off-market properties with confidence and precision. From streamlined data entry and communication to advanced analytics and valuation capabilities, AtlasX equips users with the tools they need to unlock hidden gems and capitalize on lucrative off-market opportunities.

In a landscape where every advantage counts, AtlasX emerges as the ultimate ally, empowering real estate professionals to seize the off-market opportunities that propel them towards their investment goals.