The CenterCap Group provides outsourced investor relations and strategic advice to real estate managers across their fundraising lifecycles. Services include:

• CCG Institutional Scorecard: We first understand the firm’s short- and long-term goals, then evaluate each manager through the lens of an institutional investor, and develop a strategy and execution plan for the firm’s capital raising endeavors.
• Branded Suite of Marketing Collateral: We produce institutional quality materials including presentations, private placement memorandums, due diligence questionnaires, and track records in line with institutional norms.
• Investor Survey: We conduct an anonymized survey of the manager’s investors with the goal of understanding market perceptions and identifying key issues that the manager may need to address as part of its fundraising and investor relations efforts. Our report will include gaps that may need to be addressed to attract institutional investors and outline recommendations for highlighting strengths and mitigating weaknesses in the firm’s marketing efforts.
• Annual Communication Plan: We help managers focus on strengthening existing relationships and building investor relationships on an ongoing basis. Our plan will help you identify and build a framework for content to share with investors throughout the year via transaction announcements, quarterly webinars, annual letters, and/or annual meetings.

EXPERIENCE:

The CenterCap Group leadership team has led the advisory of over 70 private fund managers through both capital raising and investor relations engagements.