Attract Capital. Build Trust. Accelerate Deal Flow.
We help investment consultancies and property funds turn complex assets into compelling investment narratives that engage High Net Worth Individuals.
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Marketing for Property Investment Consultancies & Investors
In the investment world, trust is your most valuable asset. We help consultancies articulate their value proposition, ensuring complex financial products are presented clearly and compliantly.
From launching new funds to nurturing sophisticated investor networks, we plan, deliver, and measure activity that drives capital raising and strengthens assets under management (AUM).
Content & Investor Decks
Investment Memorandums (IMs), white papers, and market analysis that demonstrate expertise. We turn data into confidence-building content.
Reputation & Authority
Position your consultancy as a market leader. We create content that will validate your track record and demonstrate your expertise in your field
Investor Relations & CRM
We build HubSpot pipelines that automate and streamline your processes to nurture HNWI leads from initial contact to capital deployment.
The Stonehouse Advantage
We understand the nuances of property investment. From yields and capital appreciation to exit strategies, we speak the language of your investors and understand the regulatory landscape.
Financial Fluency. We understand ROI, yields, and leverage, ensuring your marketing is credible.
Compliance Awareness. Experience working with compliance teams on financial promotions and disclaimers.
Lead Quality Focus. Strategies focused on qualified investors, not just volume of enquiries.
Frequently Asked Questions
How do you handle Financial Promotion (FinProm) regulations?
We treat compliance as a creative constraint, not a barrier. We are experienced in working with compliance officers to ensure all marketing materials—from email nurtures to landing pages—include necessary risk warnings, disclaimers, and balanced language. We understand the specific requirements for marketing unregulated collective investment schemes (UCIS) and other complex property vehicles.
Do you understand the difference between 'Sophisticated' and 'High Net Worth' investor marketing?
Yes. We build segmented funnels that require investors to self-certify their status before accessing sensitive investment details. Our CRM workflows ensure that retail investors are not shown promotions intended solely for sophisticated or professional investors, protecting your firm from regulatory risk.
How do you ensure we don't just get "tyre kickers"?
We focus on intent rather than just volume. By using long-form content (like Investment Memorandums and White Papers) as lead magnets, we naturally filter out casual browsers. We also implement progressive profiling in HubSpot, asking key qualifying questions (e.g., "What is your typical investment ticket size?") early in the journey.
Can you help us reach Family Offices and Institutional Capital?
Yes. Institutional marketing requires a different approach—Account-Based Marketing (ABM). We help you identify key decision-makers at target funds or family offices and create hyper-personalized content and direct outreach strategies to engage them, moving beyond standard digital advertising.
Do we really need an Investment Memorandum (IM), or will a brochure suffice?
For serious capital raising, an IM is essential. A brochure sells the lifestyle or the building; an IM sells the financial opportunity. We create professional IMs that blend persuasive design with rigorous financial data, exit strategies, and market analysis, giving sophisticated investors the confidence they need to commit.
Can you support our webinars and live events?
Webinars are one of the highest-converting channels for property investment. We manage the entire process: setting up the registration landing pages, managing email reminders to maximize attendance, creating the slide decks, and setting up post-event automation to follow up with attendees and book consultations.
Our sales cycle is 6-12 months. How do you measure success?
We don't just look at "clicks" or "downloads." We track the pipeline velocity. Using CRM attribution, we measure how marketing touches (like reading a blog or attending a webinar) accelerate a lead through the deal stages. We report on "Marketing Influenced Revenue" rather than just vanity metrics.
Can you work with our existing sales team?
We view ourselves as an extension of your sales function. We set up feedback loops where your investment consultants tell us which leads are highest quality. We also create "sales enablement" content—one-sheets, case studies, and email templates—that your team can use to close deals faster.
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