How Lincoln Property Company simplifies acquisitions with Intapp Properties

Real assets

Intapp Properties

Managing a growing pipeline

Lincoln Property Company’s advisors previously managed its investment pipeline in a spreadsheet, while the acquisitions team sourced deals through emails, calls, and site visits — sometimes even photographing street signs to research opportunities later.

But with input coming from more than 40 Lincoln offices, plus hundreds of leasing and sales brokers, the volume quickly became difficult to manage. Sourcing more than 500 deals each year, the firm needed a platform to keep data centralized and accessible.

After careful decision, Lincoln chose to implement Intapp Properties, a unified operating system built for real assets.


Enhancing and accelerating operations

With Intapp Properties, Lincoln’s teams can efficiently collaborate on a single platform. Whether in the office or out touring properties, professionals can quickly add or review potential deals via the desktop or mobile application.

Lincoln also uses Intapp Properties for due diligence. Teams no longer check off tasks in a spreadsheet, but instead manage each item in Intapp Properties — assigning each task to individual team members, tracking notes, uploading files, and marking tasks as they are completed.  

Plus, Lincoln uses Intapp Properties to better analyze its data and understand the quarterly and annual deal flow. The firm can then evaluate which brokerage companies have generated the most deal flow, which companies are net sellers, and what product type is generally being marketed at a given time.

Measuring impact with Intapp Properties

Since implementing Intapp Properties, Lincoln has reported the following results:

  • $25 billion+ deal volume added
  • 100% increase in pipeline management efficiency
  • 50% less time spent in internal meetings

Transformation at work

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