Landmark Capital Advisors – A Real Estate Capital Advisory Firm

Landmark Capital Advisors is a Newport Beach based real estate capital advisory firm disciplined in finance and private equity. The firm works alongside owners, investors, and developers of commercial real estate and residential land. Landmark's expansive knowledge of capital allows their clients to focus on executing their business plans: to acquire, entitle, develop and operate an active portfolio of real estate investments.

  • increased family office coverage & investor reach
  • integrated FINTRX CRM for enhanced efficiency & organization
  • exponential growth in high quality family office investor meetings & dialogue
Landmark Capital Advisors

About Landmark

Landmark Capital is a real estate capital advisory firm disciplined in finance and private equity. The firm works alongside owners, investors, and developers of commercial real estate and residential land. Landmark's expansive knowledge of capital allows their clients to focus on executing their business plans: to acquire, entitle, develop and operate an active portfolio of real estate investments.

With Asset Growth and Scale Comes an Enhanced Need For Additional Deal Flow and Organization

THE CHALLENGE

Landmark Capital was experiencing the same pain points as many others in the real estate advisory space - find & source global family office allocators who invest in alternatives. When David Kidder, Landmark Capital Managing Director and industry veteran first approached Capital Hedge regarding their FINTRX Platform, there was one clear objective: how could FINTRX help their rapidly growing real estate advisory firm; find active family offices in the alternative space, and allow Landmark better manage their interaction with investors.

Prior to becoming a FINTRX Platinum seat holder, David and the Landmark team were using an array of solutions to attempt the sourcing of active family office investors, organizing investor information, tracking the firm's investor communication and distributing updates + performance reports to their interested targets. This overwhelming tasks was quickly creating inefficiencies within Landmarks asset raising efforts and firm-wide communication. With our growth came new opportunities,” says Landmark's Kidder. “It was clear that we needed a solution. It was either build our own or leverage an asset raising platform that allowed for greater family office investor coverage and visibility for our business. We chose the latter.”

“We selected the FINTRX Platform by Capital Hedge as our global family office investor solution and firm-wide CRM tool due to their expansive coverage of the family office community. Upon our activation within FINTRX we experienced an immediate increase with our investor reach and quality dialogue with allocators ."

David Kidder

David Kidder

Managing Director
Landmark Capital Advisors

THE SOLUTION

After a FINTRX demo, it didn’t take long for David and the Landmark team to activate their FINTRX access. With a smooth new client on-boarding process, Landmark was off and running, using the FINTRX Platform to increase their investor coverage and pull together previously fragmented products into one place. "Having access to continually updated family office data, provided to us in the space place that our CRM lives is incredibly helpful for our team", says Kidder.

Today, Landmark uses the cloud based FINTRX Platinum Platform to drive its family office lead generation and CRM nurturing efforts. FINTRX offers the Landmark team a virtually limitless way to market, raise capital, and streamline investor engagement across its team members. “The FINTRX Platform gave us every core feature our marketing team needed out of the box,” Kidder says. “From day one of our access, we were able to quickly source investors, implement our data, coordinate efforts internally within the platform and leverage the daily work of the FINTRX team to keep our family office investor pool growing and most importantly, updated & accurate."

“We selected the FINTRX Platform by Capital Hedge as our global family office investor solution and firm-wide CRM tool due to their expansive coverage of the family office community. Upon our activation within FINTRX we experienced an immediate increase with our investor reach and quality dialogue with allocators ."

David Kidder

David Kidder

Managing Director
Landmark Capital Advisors

BENEFITS for Landmark Capital
  • An integrated solution offering both accurate family office data with an asset raising CRM offering.
  • Ability to scale and expand their business by streamlining multiple needs into one platform.
  • Access to 6,000+ family office contacts who allocate to the alternative space.

 

ABOUT Landmark Capital

Landmark Capital is a real estate capital advisory firm disciplined in finance and private equity. The firm works alongside owners, investors, and developers of commercial real estate and residential land. Landmark's expansive knowledge of capital allows their clients to focus on executing their business plans: to acquire, entitle, develop and operate an active portfolio of real estate investments.

“Landmark Capital and their team sit nicely in our sweet spot regarding what we've been able to build with the FINTRX Platform here at Capital Hedge. Landmark has one of more scaleable and repetitive offerings that we have seen within the real estate space in our nine years being the alternative investment business. They are able to become a bit more involved in their equity raises, and tend to hang back some on the debt side, contributing to their steady returns and rapid growth."

Russ D'Argento

Russ D'Argento

Founder
Capital Hedge, FINTRX Platform

Case Study Information:

Landmark Capital Advisors

Contact: David Kidder, CEO

Location: Newport Beach, California

FINTRX Version: Platinum

Additional Information: www.landmarkcapital.com

Landmark Capital Leadership
Landmark Capital Leadership

DEMOFINTRX

DEMO FINTRX