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Manage assets, not doors.

Expand your offering with data-driven asset management that strengthens investor trust and fuels long-term portfolio growth.

Partner with Lineage

Meet the platform that powers investor success:

  • High tech, high touch investor education
  • Comprehensive financial reporting on complete ROI
  • Portfolio growth through curated investments

Expand your impact. Empower your investors.

Showcase Your Expertise

Lineage

Elevate day-to-day management with data and insights that align investor goals with portfolio growth. When investors see the full picture of their portfolio performance they recognize you as a strategic partner that's driving their success.

Without Lineage

Investors may only see the tasks you handle, not the strategy behind them. Without actionable information and proactive engagement, it's harder to position yourself as a key player in their long-term success.

Increase portfolio growth

Lineage

Lineage Real Estate Investment Specialists provide the right data, strategies, and touchpoints to help investors increase their portfolios. Investors who have a clear path to growth are more likely to expand their portfolios which adds more doors under your management.

Without Lineage

Investors hesitate to scale when they lack clarity on performance and next steps. Portfolio growth slows without structured guidance and proactive engagement, limiting opportunities for both you and your investors.

Strengthen Investor Relationships

Lineage

Lineage Real Estate Investment Specialists proactively share real-time portfolio insights and clear data with investors on their returns. Our value-added communications build trust, align goals, and position you as a partner in your investors' success.

Without Lineage

Keeping investors informed can be tedious and time-consuming without the right tools. Despite your best efforts, communication can be limited to urgent resident or maintenance issues and investors may not see the full value of your work.

Retain investors

Lineage

Keep investors engaged with financial clarity and insights that reinforce their long-term goals. When they see the full value of your management, they stay invested - not just in their properties, but in your partnership.

Without Lineage

Investors who don't understand their complete ROI are more likely to question property management fees. Without consistent engagement and strategic alignment, they may explore self-management or other alternatives.

Built for industry-leading property managers

Portfolio Growth Dashboard

Portfolio Growth and Insights

Leverage real-time data to maximize portfolio performance and identify new growth opportunities across your managed properties.

Investor Education Dashboard

Investor Education and Retention

Keep investors satisfied and engaged with enhanced communication and reporting for stronger relationships and portfolio growth.

Market Expansion Dashboard

Market Expansion Support

With investors and markets nationwide Lineage helps you diversify your portfolio and drive growth for your property management business.

Portfolio Growth Dashboard

Portfolio Growth and Insights

Leverage real-time data to maximize portfolio performance and identify new growth opportunities across your managed properties.

Investor Education Dashboard

Investor Education and Retention

Keep investors satisfied and engaged with enhanced communication and reporting for stronger relationships and portfolio growth.

Market Expansion Dashboard

Market Expansion Support

With investors and markets nationwide Lineage helps you diversify your portfolio and drive growth for your property management business.

Elevate accidental owners to intentional investors

Lineage mobile application interface
  • Become a trusted asset manager leveraging data and tools that drive investor portfolio growth
  • Elevate accidental landlords into intentional investors with education that ultimately increases your assets under management.
  • Build trust through proactive communication that aligns expectations and strengthens investor relationships.
  • Strengthen your foundation for scalable growth, higher investor retention, and expanded market opportunities.
  • Segment your investor base to deliver tailored communication and align services with their unique goals.

It all starts with effortless onboarding:

First week

Lineage connects seamlessly to your property management software and customizes integrations to fit your needs. We handle setup from PMS integrations to creating tailored reports and APIs with no interruption to your current operations.

First month

Lineage begins investor segmentation by validating property and financial data for accuracy and performance insights. We audit and enhance your data, ensuring it's ready for strategic outreach with messaging tailored to your approval.

First quarter

Lineage begins strategic investor outreach, introducing tailored education and performance audits to engage investors. This high-touch approach ensures meaningful communication and aligns them with their wealth plan, setting the stage for long-term growth.

First year

By the first year, you'll see measurable results: increased organic portfolio growth, investor retention, and five or more new sales transactions. Lineage's comprehensive platform keeps investors engaged and aligned with their goals.

Leverage data to grow assets.

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Ready to step into a new era of asset management?

Unlock new growth opportunities for both you and your investors today.

Partner with Lineage