Real Estate Investment Management Platform

REAL ESTATE INVESTMENT MANAGEMENT PLATFORM

Customer

Our client is a market leader for managing investment property wealth via 1031 exchanges in the US. Investors use their platform to tax-efficiently transfer wealth from legacy properties into passive income-oriented commercial real estate portfolios customized to their specific needs. The client’s platform makes completing a 1031 exchange more efficient for investors by processing all the paperwork online.

Business challenge

The client required a rapid and complete redesign of their product architecture to overcome scalability limitations and unlock their growth potential.

As part of their strategic objectives, they aimed to migrate their infrastructure to the cloud, leveraging the benefits of enhanced flexibility, and cost optimization.

To further elevate their offerings and meet evolving market demands, the client devised plans to introduce an innovative Portfolio Builder feature, enabling clients to create personalized portfolios with detailed financial information and predictions.

Also, there was a notable challenge in complying with Bureau of the Fiscal Service requirements, as all business transactions must be documented in accordance with US law.

Technology Solutions:

• Adopted microservices architecture to improve the overall performance, and resource management of the platform.
• Migrated the platform to Azure to optimize maintenance costs and ensure scalability.
• Leveraged Portfolio Optimizer technology to implement Portfolio Builder feature to create personalized investment portfolios for investors.
• Employment of custom scripts to synchronize investment offerings database.
• Implementation of a well-planned migration strategy to transfer users from the old platform to the new one.

Value delivered:

• Gaining control over x100 more transactions after architecture redesign.
• Unique Portfolio Builder feature that use smart algorithms to create customized portfolio for investors with forecasting and risk assessment capabilities.
• Over $1.4 Billion in real estate purchases facilitated with the platform.
• Client raised $6 million in Series A funding during our ongoing technical partnership.

Technologies: ASP.NET, .NET Core, MS SQL, React, Material-UI, Azure, Node.js