How BridgeInvest Doubled CRE Loan Originations with Relationships and Targeted Outreach
When BridgeInvest set out to double its loan originations from $300M to $600M in 2024, the team knew they had to go beyond their existing network. They needed to scale their relationship strategy and break into new markets—fast.
The Challenge: Big Goals, Bigger Pipeline
BridgeInvest is known for its relationship-driven approach to real estate lending. But doubling originations in a single year meant expanding beyond their core network and finding new ways to source deals—all while keeping their high-touch approach intact.
The Strategy: People First, Tech Powered
“Real estate is very much a people business,” said John Gitman, Partner at BridgeInvest. The team adopted a two-pronged strategy: hire more staff to deepen existing relationships and use technology like Biscred to open new doors.
Here’s how they made it happen:
1. Focused Relationship Management
BridgeInvest built a tiered funnel to prioritize outreach—focusing on deepening connections in their mid- and top-tier relationships. This led to more high-value, repeat deals.
2. Leveraging Technology
CRM tools and platforms like Asana helped BridgeInvest manage more deals without sacrificing quality. Biscred’s searchable CRE database allowed the team to identify new prospects fast.
3. Targeted Marketing with Biscred
They used Biscred to find multifamily property owners in secondary markets like Tulsa, where a cold outreach campaign led to a $20M deal—one of their strongest to date.
4. Expanding Market Reach
By combining regional diversification with targeted data, BridgeInvest didn’t just hit their 2023 goals—they were set to surpass them in 2024.
The Results: $520M in Deals by Q3
By Labor Day 2024, BridgeInvest had already closed $240M in deals and had another $280M scheduled to close—putting them on pace to exceed their $600M goal.
“We build personal relationships. But Biscred helped us cast a wider net—and it paid off.”
— John Gitman, Partner at BridgeInvest