The IAG Approach

IAG represents buyers to source truly off-market deals.  IAG's foundation for success is built upon in-depth targeted research based on each clients’ investment criteria, and comprehensive cold calling and marketing campaigns. 

Our 5-Step Process

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Research

  1. Establish client’s investment criteria and compiles list of pertinent off-market assets
  2. Edit list of assets with client 
  3. Mine multiple databases to identify accurate ownership information

Training

  1. Intensive hiring process utilizing personality and cognitive assessments
  2. Proprietary training process emphasizing asset specific education and real estate sales techniques
  3. All calls are tracked and recorded for on-going training and quality control

Sourcing

  1. Identify pertinent properties based on the client’s investment criteria
  2. Leverage technology to track every phone, email, voice mail and other data points to determine best practices
  3. Each lead sourced is review by a partner of the firm to confirm the viability of the asset

Deals

  1. Opportunities are filtered, only those that should work for the client are presented

  2. Assembles materials to underwrite the deal
  3. LOI is submitted and negotiated
handshake

Closing

  1. Facilitate due diligence process
  2. Arrange site visits for third party vendors
  3. Manage and coordinate the timeline to ensure the deal stays on path to closing in a timely manner

Our 5-Step Process

monitor

Research

  1. Establish client’s investment criteria and compiles list of pertinent off-market assets using various industry databases
  2. Edit list of assets with client 
  3. Mine multiple databases to identify accurate ownership information

Training

  1. Intensive hiring process utilizing personality and cognitive assessments
  2. Proprietary training process emphasizing asset specific education and real sales techniques
  3. All calls are tracked and recorded for on-going training

Sourcing

  1. Operations manager oversees sales associates with state-of-the-art technology
  2. Sales associates make 60-75 calls/day per client
  3. Sources 1 to 5 off-market leads

Deals

  1. Present qualified opportunities to clients

  2. Collects materials to underwrite the deal

  3. LOI is submitted and negotiated

handshake

Closing

  1. Facilitate due diligence process
  2. Arrange site visits for third party vendors
  3. Steward deal to closing

BUILDING OUR TEAM WITH ANALYTICS

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    Candidates submit personality and cognitive assessments prior to consideration. This sophisticated, predictive screening ensures they match a proven profile of an innate hunter.

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    Interviews focus on the ability to establish rapport and communicate effectively and be an active listener.

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    Associates receive comprehensive training on IAG’s internal software and systems, as well as industry knowledge and detailed client information, and asset specific training.  Only after they demonstrate the ability to successfully generate opportunities for clients on a consistent basis by shadowing a senior associate, are they assigned to an account.

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    The IAG software tracks every action and records every call; our VP of Sales Operations reviews all activity, benchmarking it against IAG's established protocols providing feedback to our associates to constantly improve their performance.

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    Detailed monthly reports tracking each associate's performance available upon request and used for internal growth metrics  Every sales associate’s performance is evaluated on a weekly basis.  

communication, business, people and technology concept - smiling businesswoman or helpline operator with headset and computer at office

Working with the Institutional Advisory Group has led to a tremendous increase in off-market deals that, with their help, we are able to capitalize on. Aside from generating opportunities that no other broker can bring to us, the team is very skilled with negotiation and execution, making our jobs easier.

MARTIN SEGAL

Principal, B&D Holdings