Attract Commercial Real Estate Investors With Social Media

Attract Commercial Real Estate Investors With Social Media | 506 Offerings Funnel & Marketing Setup

Attract Commercial Real Estate Investors Using Social Media

Tired of tire-kickers and ghosted calls? Put social to work the right way: compliant ads and content that pull in accredited investors, route them through a clean funnel, and hand your team booked calls with people who can actually wire. We build the whole machine for 506 offerings—strategy, creative, tracking, accreditation checks, webinars, deal rooms, and reporting that stands up in front of counsel.
Who this is for
CRE sponsors, developers, and operators raising for value-add, core-plus, development, or credit strategies who want a repeatable pipeline of investor conversations and a record of what was said and shown.
Minimums
Minimum raise size: $1,000,000.
Setup cost: $25,000–$100,000(scope-based).
Minimum ad budget: $3,000/month across platforms.
Offer types
Regulation D 506(c)(general solicitation to accredited investors).
Regulation D 506(b)(no public solicitation; relationship-led nurturing only).

What actually works on social for CRE capital

Works
  • Straight talk content: thesis, submarket logic, rent roll reality, capex plan, exit paths.
  • Short clips with on-screen numbers: basis, debt terms, stress cases, downside coverage.
  • Lead magnets: “Underwriting one-pager,” “Submarket scorecard,” “Debt stack explainer.”
  • Live or recorded webinars with a clear path to a gated data room.
  • Proof points: prior deals, distributions history, GP co-invest, third-party reports.
Doesn’t
  • Vague lifestyle ads and stock towers.
  • “Guaranteed returns” hype or sloppy claims that make counsel sweat.
  • Sending traffic to a generic homepage with no accreditation gate.
  • Untracked DMs that vanish when you need a record.

506(b) vs 506(c): the social approach

Topic 506(b) 506(c)
Public ads No ads for a live offering. Use education to build pre-existing relationships only. Yes, you can advertise the offering, subject to truthful, non-misleading content.
Investor eligibility Accredited and up to 35 non-accredited sophisticated investors (with limits). No general solicitation. Accredited investors only. Issuer must take reasonable steps to verify accreditation.
Funnel focus Content + opt-ins to build relationships, then private outreach. No public deal terms. Ad → landing page → accreditation → deck/webinar → data room → subscription.
Record-keeping Prove the relationship existed before the offering and show what was shared. Store ads, targeting, landing pages, webinar content, and accreditation verifications.

Our funnel setup for CRE raises

  1. Offer strategy & constraints: 506(b) or 506(c), target check size, timeline, debt stack, target investor profile, and what we will and won’t say in public.
  2. Creative system: Ad sets, short-form video, carousels with numbers, and plain-English copy. No lofty promises. Every claim traceable to your deck or third-party reports.
  3. Tracking & data layer: Pixels, server-side events, UTMs, call tracking, and CRM fields for source, campaign, and accreditation status.
  4. Landing & gates: Speedy pages with a single action: register. Accreditation gate for 506(c) with third-party verification options. For 506(b), gated education, no deal terms.
  5. Webinar & deal room: Live or evergreen webinar that answers the hard questions up front. Gated data room with deck, PPM, underwriting one-pager, and Q&A log.
  6. Qualification & booking: Intake forms score investors by experience, liquidity, and timeline. Calendly-style booking flows into your team’s diary. No back-and-forth chaos.
  7. Compliance wrappers: Disclaimers on every surface, risk factors summarized, performance not guaranteed, past results not a promise, and archives of what was shown to whom.
  8. Reporting that matters: Cost per qualified lead, booked-call rate, cost per verified accredited investor, data-room view-to-subscription rate, and time-to-close.

Channels and angles we put to work

Paid
LinkedIn, Meta (Facebook/Instagram), YouTube, and Google Search/Performance Max. Programmatic for retargeting where audience quality holds. Spend starts at $3k/month and scales with conversion data.
Organic
Weekly posts with clips from webinars, submarket snapshots, debt terms explained, and behind-the-scenes asset updates. Build trust, not fluff. Comment back like a human, not a bot.
Angles
“Basis vs replacement cost,” “Rent growth with real comps,” “Debt stress at exit,” “Why this submarket at this cap rate,” and “What could go wrong and how we cover it.”

What you get in the setup

Build package ($25k–$100k depending on scope)
  • Offer messaging book and compliance guardrails
  • Ad creative set (video + static) and copy variants
  • Landing pages, accreditation gate, webinar, and data room
  • Analytics stack: pixels, server-side events, dashboards
  • CRM pipeline with scoring, fields, and automations
  • Reporting templates your board can read in five minutes
Ongoing marketing (retainer quoted after scope)
  • Campaign management and creative refreshes
  • Monthly webinar rhythm and investor Q&A log
  • A/B tests across hooks, offers, and calls to action
  • Weekly KPI report and action items
  • Compliance archiving of ads and landing pages

Targets to track (no fairy tales)

We do not promise specific CPLs or timelines. Markets move and creative fatigues. What we do promise is clarity. You will see where every dollar goes, which message pulls, and where prospects stall. The point isn’t vanity leads. The point is booked calls with accredited investors and clean audit trails across the whole funnel.

Process and target timeline

1
Scope & compliance setup

Pick 506(b) or 506(c) and set the rules of the road with your counsel. We lock messaging and disclaimers before a single ad runs.

2
Build the funnel

Creative, landing pages, webinar, accreditation gate, CRM, and analytics. No half-built pieces. Everything connects.

3
Launch & tune

Start with tight audiences and clear hooks. Kill the weak ads fast. Double down on what books calls. Keep it honest and traceable.

4
Scale with control

Add budgets only where the metrics hold. Keep quality high with better creative, tighter forms, and sharper webinars.

Ready to build a funnel that attracts real investors?

Share your offering type, target raise, submarket, and timeline. We’ll come back with a build scope, a content plan, and a reporting sheet you can take to your GC.

Book Your Funnel Setup

We are not a broker-dealer and we do not sell securities or accept investor funds. All content is reviewed against your counsel’s guidance. For 506(c) offerings you must verify accreditation before accepting subscriptions. For 506(b) offerings you may not publicly solicit; our work focuses on relationship building and private communications. Past performance does not predict future results. Nothing here is investment advice or a solicitation to purchase any security.

Frequently Asked Questions

Can you guarantee a certain number of investors or a specific CPL?
No. Markets, creative, and timelines vary. What we guarantee is process, tracking, and fast iteration. You will see where money is working and where it isn’t, with decisions made on data—not vibes.
What does the $25k–$100k setup actually cover?
Strategy, ad creative, landing pages, accreditation gates, webinar and data room builds, analytics, CRM, and reporting. Complex scopes with multi-asset portfolios, heavy creative, or custom data rooms sit toward the top end.
Is $3,000/month enough for ads?
It’s the floor we accept. It funds testing across a few channels and messages. Larger raises and tighter timelines tend to need more budget once we see which segments convert.
How do you verify accreditation?
For 506(c) we integrate third-party verification providers or your counsel’s process. Status lives in the CRM so sales and compliance stay in sync. For 506(b) we focus on relationship records and private communications—no public deal terms.

Get Started With Us

Submit Your Deal & Receive a Proposal Within 1-3 Working Days

Submit your deal using our secure intake form, and receive a quote within 1-3 business days. Existing clients can connect with their relationship manager through our secure web portal.


All submissions are promptly reviewed, and all communications are conducted through the intake form or the client portal for a seamless and secure process.

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