Longstanding Expertise Leverage Friedman-Roth Realty's 36-year track record and over 1,000 transactions in the New York metropolitan area to position them as a trusted advisory for large multi-family and commercial property sales, targeting investors seeking continuity and reliability.

Midmarket Focus Target mid-sized to upper-mid market investors and family offices given firm’s revenue range and team size (11-50 employees) with specialization in multi-family buildings, 1031 exchanges, and NN/NNN properties to generate repeat business and referrals.

Strategic Partnerships Offer co-brokerage or exclusive listing opportunities with Friedman-Roth to expand reach across NYC boroughs, tapping into their established relationships and confidentiality-driven service model to win off-market or pre-market deals.

Technology Enablement Highlight the current tech stack (Squarespace, Microsoft 365, Azure AD) to propose enhanced digital marketing, CRM, and property analytics capabilities that can accelerate deal sourcing, client engagement, and deal velocity.

Market Positioning Position Friedman-Roth as a resilient, cycle-tested broker with deep local knowledge of NYC multi-family assets and investment properties, creating upsell opportunities around 1031 exchanges, fee-based advisory, and portfolio sales to sophisticated buyers.