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This pipeline report template will help you stay on top of your business and cash flow all year

By Elizabeth Knight on Jan 17, 2019

visibilityDid you meet your income goals for 2019?

Commercial real estate brokerage is an inherently risky industry, and it can be difficult to get transparency into your business when you're working through complex deals that can take years to close. Sometimes it probably seems like deals can fall through at the drop of a hat.

It might seem difficult to predict when a deal will come through, but the truth is that you can and should track your pipeline. It is possible to better manage the risk involved and get some level of visibility into your cash flow. After all, if you ran a retail store or restaurant franchise and didn’t have any reporting on the business, how long do you think you'd last?

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20 Excel shortcuts to help brokers still using spreadsheets in 2019

By Erik Dolan-Del Vecchio on Jan 15, 2019

excel-shortcuts-320x240This year promises to be a year of opportunity, and to ensure you win every deal that comes your way, you’re using…the same old spreadsheets.

We feel your pain.

Despite soaring industry technology adoption and the growing understanding that technology, and especially a strong CRM, are essential ingredients to success in today's market, too many brokers are still relying on outdated spreadsheets. We wish every broker could compete on a level playing field, but until that happens we’re here to help brokers of all technology levels.

That’s why we put together a list of 20 shortcuts for brokers still using Microsoft Excel. While these shortcuts won’t transform the technology, they will help you level the playing field. So from navigating efficiently to effectively formatting your cells, use these shortcuts to squeeze the most out of Excel.

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CRE brokers say they made more money in 2018 and expect the trend to continue in 2019

By The Apto Team on Jan 14, 2019

5813661c7d792_Chart_Graph_earnings_income_profits-320x218After the last commission checks are cut and other compensation added up, a healthy majority of commercial real estate brokers say they will have made more money in 2018 than in 2017, according to the latest Apto National Broker Buzz Poll, which was conducted earlier this month by commercial real estate software company Apto.

2018 turned out to be a very good year, say most brokers who responded to the Apto poll. Commercial real estate brokers expect more of the same in 2019. Here are the specific survey results:

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Our 9 favorite website templates and resources for CRE brokers

By The Apto Team on Jan 10, 2019

Is this the year you finally revamp your brokerage website? Frankly, we’ve seen a lot of brokerage websites over the years, and many haven’t been updated in a decade or more! Those could probably use a little love.

Fortunately, these days, there are plenty of ready-made, easy-to-use templates to create a professional website. Some are even free! A website overhaul doesn’t have to be expensive or even that cumbersome. While you should be thoughtful about your approach and take time to do it right, you can switch over to some new site templates without much hassle.

Here's what you need to know to get started—and a few website templates to inspire you.

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6 CRE industry trends to watch in 2019

By Erik Dolan-Del Vecchio on Jan 8, 2019

building-skyline-sunsetShifting tenant expectations, a growing reliance on technology, reimagined office spaces and the retail showdown of the century—those are just a few of the trends that shaped the world of commercial real estate last year.

And while many of those trends will continue throughout this year, experts are painting a complicated picture for 2019. Much of that complexity comes from the current mix of technological evolution, regulatory changes, and the fact that we’re in the middle of one of the longest economic expansions in U.S. history.

From the opportunity zone craze to accelerating industry tech adoption, expect these six trends to shape the course of CRE this year.

Topics: Industry News
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Forget cold call volume. Try this prospecting system instead.

By Elizabeth Knight on Jan 3, 2019

broker-building-phone-tablet-320x213Do you have prospecting goals? Maybe you set aside an hour each morning to call however many people you can, or perhaps you set a goal of 500 calls a week.

The next question is tougher: Do you ever meet those goals? Let’s face it—you’re busy, and prospecting isn’t fun. Not only is it not fun, our brains aren’t really wired to feel motivation for a task where the payoff is so far in the future! Any given call might turn into a deal, but even if all goes perfectly, it could be months until you see a paycheck. More often it’s years.

Now here’s some good news: there’s a different, easier way to approach prospecting. Most brokers probably default to increasing call volume when they want to fill their pipeline. But if you break the numbers down a little differently, you can create a strategy that’s a lot less overwhelming and a lot more effective.

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What brokers need to know to capitalize on Opportunity Zones

By Erik Dolan-Del Vecchio on Dec 20, 2018

opportunity zones map-1Who doesnt love the idea of helping struggling communities while generating impressive returns?

Thats the idea behind the Opportunity Zone program, which came to life as part of the Tax Cuts and Jobs Act of 2017. The program uses tax breaks to incentivize investors to invest in low-income communities, and it could draw trillions of new dollars into the CRE sector.

Brokers who understand the program will be ideally positioned to ride that wave of capital, especially considering how many questions there are about the finer points of Opportunity Zone regulations. Those questions are currently holding most investors back, and while funds like Virtua Partners and Fundrise are moving forward, most people are waiting for the final rules from Washington before pulling the trigger.

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[Infographic] The CRE Digital Marketing Checklist

By The Apto Team on Dec 18, 2018

Thinking about revamping your digital marketing strategy for 2019? Look no further.

Digital marketing isn't just the territory of millennials or technology companies. The term simply refers to any efforts to promote yourself or your brokerage on the internet, and it should an important part of your business strategy.

Here's a quick-hit strategic checklist to make sure you're doing it right.

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Broker insights: How to work with challenging clients

By Irena Ashcraft on Dec 13, 2018

how_to_handle_the_first_meeting_with_a_client__ts-2This month, we’ve been looking at ways to keep clients happyno matter how difficult they (or the particular deal) may be. We also reached out to brokers to ask how they deal with challenging clients or situations, and this is what they had to say:

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Why now is the time to invest in CRE technology for 2019

By The Apto Team on Dec 11, 2018

59bec6362d43b_TechnologyHow did your 2018 resolutions shape up? Did you mean to adopt a new CRM this year, revisit your marketing tactics, or rethink your prospecting workflow? Whatever your goals, there’s CRE technology that can help you reach them.

And if you haven’t gotten around to those resolutions yet, it’s not too late! Now is the perfect time to invest in a new CRM and new tools to improve your workflow. Use the momentum and energy of the New Year to set your future self up for success. Not only will you be able to hit ground running in 2019, but you even get tax benefits by making the purchase in 2018. Most businesses can claim a deduction for the entire cost of technology and other equipment during the same year they make their purchases.

Let’s take a look at a few of the ways CRE tech can help you fulfill your resolutions in the New Year.

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