PRIVATE WORKSHOP

Selling Into a Challenging CRE Environment
Shaping Sales Strategies for the Industry’s Acute Pain Points

A two-day workshop custom-tailored for proptech companies providing an insider’s view into the challenges facing commercial real estate portfolios today—and how to design sales strategies that solve acute problems for their key stakeholders

Workshop Leader

Paul Stanton

Paul Stanton is Co-Founder and Partner at PTB, a real estate investment banking boutique focused on helping innovating real estate operating technologies scale through capital raising, M&A and strategic consulting.

Mr. Stanton has 15+ years of experience in Commercial Real Estate acquisitions, leasing, operations and technology. He was the asset manager for over 8 million square feet of office, industrial and multi-family assets in the US.

Managing Partner at Workplace Hospitality Management (WHM), the market’s first flex office OpCo-PropCo. Prior to WHM, led asset management and leasing for Alliance HP’s core portfolio and Head of Strategy for Equiem, a global property technology company.

BS from University of Richmond.

The US commercial real estate industry is facing a perfect storm of high interest rates, maturing loans coming due, supply-demand imbalances and macro lifestyle shifts driven by remote work, AI and e-commerce.

But most proptech companies are not privy to the details.

So this workshop is designed to help you get up to speed—quickly—to better understand your client’s acute pain points and start designing sales & marketing strategies that speak to them directly.

The program is designed for proptech executives & sales leaders, and anyone else selling into the commercial real estate industry.

Why We Built This Workshop

Format: *Two 3-hour sessions, with sales workshopping exercises throughout

Location: Virtual (Zoom) or Live (NYC only)

Price & Attendees: $6,500, up to 10 attendees

Session I

  • State of the Commercial Real Estate Ecosystem: Capital Markets, Distressed Portfolios, Winners & Losers

  • Acute Pain Points of Stakeholders: Managing Partners, Asset Managers, Leasing & Property Management & LP Investors

  • Workshop: Creating a differentiated product positioning statement (pre-work included)

  • Workshop: Key stakeholder messaging & outreach strategies


Session II

  • Best Practices in a Slow Buying Cycle: Customer Education, Win-Win Approaches & Long-Term Initiatives

  • Workshop: Micro business development initiatives (pre-work included)

  • Unlocking Growth Without Capital: Guerrilla Marketing Case Studies & Applications

  • Workshop: Building a guerrilla marketing campaign

Companies will receive customized pre-read materials based on specific goals set by the company prior to the workshop, along with post-workshop analyses and recommendations. *Both sessions can be done in a single day or across multiple days.

About the Workshop

Learn More

Complete the form below and we’ll reach out shortly to discuss program details and availability

ABOUT PTB

PTB is a boutique investment bank focused on joint ventures, capital raising, and M&A advice for innovative real estate sponsors and technology companies.

PTB provides to sponsors bespoke capital solutions for projects, portfolios and platforms—from a curated network of private equity real estate firms, family offices, hedge funds and other institutional real estate investors. Senior leadership has led real estate joint venture, capital raising and M&A transactions in excess of $20 billion.