We connect your tax and valuation services with relevant property firms.
We research owners, lenders and their real estate activity, then run LinkedIn and email outreach for your tax, accounting or valuation offer.
Example: outreach for a cost segregation firm
- Activity220-unit completion · Nashville
- CompanyCumberland Row Partners
- ContactJordan Hale · CFO
- Outreach angleCost segregation work on Nashville apartment properties
See an example for your business.
Example: outreach for a cost segregation firm
01We find relevant projects
We identify relevant activity in your target market.
220-unit apartment building
Nashville, TN
Developer: Cumberland Row Partners
A completed apartment project fits the specialist’s target owners.
02Identify the company
We confirm which business is behind the activity.
↓ Company filings and completion announcement
03Match against your criteria
We check the company and activity against your target client criteria.
Your target criteriaResearch findings
04Find the right people
We identify the person whose responsibilities fit your offer.
Jordan Hale CFO · Cumberland Row Partners
Oversees accounting decisions and specialist advisers
Current company ✓Function and seniority ✓Active LinkedIn ✓Email validity checked
- Email validity
- Valid
- Catch-all
- No
- Deliverability indicators
- Checked
Chris Evans Leasing Manager
Excluded: Unrelated to tax-study appointments05Write relevant messages
We connect their activity with your specific experience in a message you approve.
From your LinkedIn · to Jordan Hale
06Reach out and follow up
We run coordinated LinkedIn and email outreach from your accounts.
- LinkedIn message
- Follow-up
- Reply received
Remaining follow-ups stopped
Company assignment
Sent from your accounts. Managed by Buildwise.
07You handle interested replies
Your team takes over with the reply and the research behind it.
Reply from Jordan Hale
- Contact
- Jordan Hale · CFO
- Company
- Cumberland Row Partners
- Activity
- 220-unit apartment building · Nashville, TN
- Next step
- Explain the study process and qualify the assignment with the client’s advisers.
With Outreach + sales operations Contact, activity, reply and assigned manager synced to your CRM.
Example: outreach for a property tax consulting firm
01We find relevant projects
We identify relevant activity in your target market.
Four warehouse properties
380,000 sq ft combined · Houston, TX
Buyer: Gulf Coast Industrial Partners
A relevant portfolio gives an opening to discuss assessment review.
02Identify the company
We confirm which business is behind the activity.
↓ Acquisition announcement and portfolio website
03Match against your criteria
We check the company and activity against your target client criteria.
Your target criteriaResearch findings
04Find the right people
We identify the person whose responsibilities fit your offer.
Priya Shah Controller · Gulf Coast Industrial Partners
Coordinates property-tax records and external advisers
Current company ✓Function and seniority ✓Active LinkedIn ✓Email validity checked
- Email validity
- Valid
- Catch-all
- No
- Deliverability indicators
- Checked
Nick Brown Building Engineer
Excluded: Not responsible for tax advisers05Write relevant messages
We connect their activity with your specific experience in a message you approve.
From your LinkedIn · to Priya Shah
06Reach out and follow up
We run coordinated LinkedIn and email outreach from your accounts.
- LinkedIn message
- Follow-up
- Reply received
Remaining follow-ups stopped
Company assignment
Sent from your accounts. Managed by Buildwise.
07You handle interested replies
Your team takes over with the reply and the research behind it.
Reply from Priya Shah
- Contact
- Priya Shah · Controller
- Company
- Gulf Coast Industrial Partners
- Activity
- Four warehouse properties · 380,000 sq ft combined · Houston, TX
- Next step
- Share experience and discuss the review scope without promising an appeal result.
With Outreach + sales operations Contact, activity, reply and assigned manager synced to your CRM.
Example: outreach for a commercial appraisal firm
01We find relevant projects
We identify relevant activity in your target market.
$18M loan secured by a 140-unit apartment property
Raleigh, NC
Named lender: Piedmont Commercial Bank
The named lender is active in the appraiser’s market.
02Identify the company
We confirm which business is behind the activity.
↓ Financing announcement and bank website
✓ Confirm the bank and relevant commercial lending operation
03Match against your criteria
We check the company and activity against your target client criteria.
Your target criteriaResearch findings
04Find the right people
We identify the person whose responsibilities fit your offer.
Morgan Lee Commercial Appraisal Manager · Piedmont Commercial Bank
Coordinates valuation assignments and approved-provider requirements
Current company ✓Function and seniority ✓Active LinkedIn ✓Email validity checked
- Email validity
- Valid
- Catch-all
- No
- Deliverability indicators
- Checked
Taylor Reed Residential Loan Officer
Excluded: Different lending function05Write relevant messages
We connect their activity with your specific experience in a message you approve.
From your LinkedIn · to Morgan Lee
06Reach out and follow up
We run coordinated LinkedIn and email outreach from your accounts.
- LinkedIn message
- Follow-up
- Reply received
Remaining follow-ups stopped
Company assignment
Sent from your accounts. Managed by Buildwise.
07You handle interested replies
Your team takes over with the reply and the research behind it.
Reply from Morgan Lee
- Contact
- Morgan Lee · Commercial Appraisal Manager
- Company
- Piedmont Commercial Bank
- Activity
- $18M loan secured by a 140-unit apartment property · Raleigh, NC
- Next step
- Send qualifications and follow the lender’s provider-onboarding process.
With Outreach + sales operations Contact, activity, reply and assigned manager synced to your CRM.
You approve the messaging and a sample of companies and contacts before launch. Explore our services
Let’s plan your outreach.
Get a written outreach plan, or register and we’ll be in touch.