Property managers can improve client service by identifying and labeling different investor communication preferences in their management systems. Understanding whether your clients are legacy, data-driven, DIY, or emerging investors helps deliver personalized communication even with a large portfolio.
• Legacy investors (Silent Gen/Boomers) prefer phone calls, printed reports, and relationship-building
• Data-driven investors (Gen X) focus on analytics, ROI, and performance metrics
• DIY investors (Millennials) want real-time access, transparency, and digital communication
• Emerging investors seek education and often want a blend of personal connection and business focus
• Start by labeling just 10 investors at a time in your property management software
• Use these labels to filter communications and send appropriate content to each investor type
• For new clients, identify and label their investor type during the onboarding process
Share your experiences with investor labeling systems by sending a message through the podcast, especially if you use different platforms - I'd love to hear how you've implemented this!
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