Scaling Growth for Reg-A Crowdfunding Office
Streitwise is a Reg A+ real estate crowdfunding service specializing in commercial (office) real estate investing, open to investors of all wealth levels since 2017 with over $42 million of retail and institutional capital raised.
| Entity | Raised |
| Total Investments | $42M+ |
| Total Retail Investments | $28M+ w/ 6 consecutive growth years |
| Reg-A Office REIT Investments | $20M+ ($6M in 2022) |
| Reg-D 506(b) Investments | $4.1M (1 multifamily offering) |
| Reg-D 506(c) Investments | $3.9M (1 multifamily offering) |
Growing a Real Estate Crowdfunding Brand from Scratch to Raise Millions
When I joined Streitwise, the company’s REIT was struggling. Despite managing a promising office REIT, Tryperion had only a handful of investors, mostly family friends, and their marketing agency had generated few leads and even fewer investments. With previous success taking Bitcoin IRA to market, managing the lead generation strategy for a department that would eventually bring over $90 million in investments and success growing the real estate agency GTMA to over 300 clients, I was brought in to turn things around.
I quickly overhauled Streitwise’s branding, partnering with Saatchi & Saatchi for a new logo and rebranding from “stREITwise” to “Streitwise.” I redesigned the website to focus on lead generation and enhanced the user experience to capture sign-ups and a new investor portal to help users track their investments. I worked with the C-Suite and regulatory bodies to add the ability to auto-invest and reinvest dividend earnings and enhance the sign-up process.
Once the lead funnel and customer lifecycle was generated, , I formed key partnerships with financial influencers (such as the Motley Fool), enacted a heavy paid media / SEM campaign to grow the brand.
To continue to leverage growth into the post-Covid office era, I worked with the C-Suite to expand our product offerings using Reg A+ and 506(b) / 506(c) syndications, to allow investors to invest in multifamily offerings. We raised $8 million in 2022-23 from this separate product alone.
By 2022, we raised over $20 million from 1,500+ retail investors, with $6 million raised that year alone, all on a minimal marketing budget. Over $5 million from managed partnerships.
Through strategic marketing, fundraising optimization, and a clear focus on investor experience, I helped transform Streitwise into one of the largest real estate crowdfunding services in the industry.
– Alex Wills, Grow Your Fintech
Capital-Raising Success
Fundraised over $20m for office REIT
At Streitwise, I led marketing and fundraising efforts for the Office REIT, raising over $20 million from 1,500+ retail investors with five consecutive growth years (over $6 million in 2022) and raising $8M from separate syndicated offerings in 2022-2023.
Investor Growth Even During Covid-19 Office Crunch
Expansion in Recessionary Period
| ROAS (Return on Ad Spend) – 2022 | 12.83 |
| Auto-Investment Enrollment | +22% |
| Initial Investments | +58% ($4.5k in 2020 to $7.2k in 2021) |
| Redemption Requests – Post-Covid | ~12% of total shareholders in 2020-23 |
Partnership Program Wins
Streitwise Affiliate / Partnerships
Created an affiliate / partnership program with 200+ partnerships including BusinessInsider, Forbes, and MotleyFool. This review linked is for The MotleyFool’s review. This affiliate program generated over $4.5m in investments for the REIT since 2018.
| Affiliate Program Investments – 2018-Present | $4.5m among 349 new investors |
| Media Partnerships Total | 200+ |
| Premier Media Partnerships | BusinessInsider, Forbes, and MotleyFool |
Landing Page & Website CRO
Website SEO / Development
Enhanced traffic acquisition through SEM/SEO strategies, including content marketing, on-site/off-site link building, and paid search campaigns, which improved lead generation and conversion rates. Redesigned websites to appeal to both institutional and retail investors.
| Conversion Rate | +32% |
| Organic Traffic | +58% |
| Direct Traffic | +40% |
| Branded Search Traffic | +105% |
| Earned Media | +45% |
Investor Dashboards
Streitwise Official iOS App
Oversaw the integration of a modern investor portal with a new iOS app for Streitwise investors.
Automated CRM Solutions
Investor Deck / Annual Meetings
In order to qualify as a Reg A+ REIT, the SEC requires at least 50% of shareholders to vote before each annual meeting. I spearheaded both the annual meeting webinar content, presentation script in collaboration with the board, and the shareholder voter outreach strategy. Since 2018, we have successfully met shareholder quorum each year.
Brand Awareness Campaigns
Direct Mailers
Strategic fundraising outreach to areas where our office real estate assets are to acquire new investors using both geotargeting and demographic targeting with a dedicated lead funnel.
Expansion to Syndication Offerings
Streitwise Rebrand
Led the rebranding of “stREITwise” to “Streitwise,” and product shift from sole REIT into multi-offering syndication marketplace.
Influencer Partnership Expansion
Financial Influencers
Example of financial influencers. This is an example live reel interview set up with the Streitwise CEO, from @financialprofessional, an account with over 700k followers.
Client Feedback and Reviews
Alex led our marketing and fundraising initiatives, raising over $20 million from over 1,500 retail investors with the lead funnels to sales pipeline that he created. Alex spearheaded the creation of several separate syndication offerings, helping raise $7.8 million.
His work includes strategic collaboration with the executive team on key decisions such as setting minimum investment thresholds and ensuring SEC compliance in the marketing campaigns.
His approach extends to the digital transformation of our investor portal, transitioning to a new platform with enhanced features that significantly improved the investor experience with both a Streitwise iOS app and a new transfer agent service.
Alex [also] launched a successful affiliate program that got Streitwise valuable press with multiple large-scale financial publications, garnering further brand awareness. In addition, Alex’s SEM strategies, content marketing, and paid campaigns resulted in a substantial increase in organic traffic, while his website redesigns and lead funnels formed the backbone of our marketing operations.
Jeffrey Karsh
CEO, Streitwise
Founder & Managing Partner, Tryperion Holdings
Streitwise was launched in 2017 and saw significant growth from 2018 through mid-2022, with a capital raise of $20.8 million which was a direct result of Alex launching an affiliate program, engaging with our existing shareholder base through periodic email communications to drive subsequent share purchases, and coordinating targeted marketing efforts with third parties, SEM / paid media efforts, and lead funnels.
Alex was responsible for handling all of the website functionality and updates, tracking relevant data metrics for internal reporting, and maintaining the CRM system for communicating with our shareholders. These duties involved working with third-party vendors across multiple platforms to ensure that they synced together and he handled all troubleshooting.
In 2021 he worked directly with a developer to launch the mobile app for Streitwise so investors had easier access to their investment information.
