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Next-Generation Real Estate Investment Management Platform with Portfolio Builder and Enhanced Compliance

leobit.com

Financial services

Information technology

Scalability Limitations and Evolving Market Demands

The existing real estate investment management platform faces scalability limitations hindering growth and requires a modern architecture to support increasing transaction volumes and evolving investor needs. Key challenges include the need for enhanced compliance with Bureau of the Fiscal Service requirements and the desire to introduce innovative features like a Portfolio Builder.

About the Client

A leading US-based company specializing in managing investment property wealth via 1031 exchanges, providing investors with tax-efficient wealth transfer solutions into commercial real estate.

Project Goals

Redesign and modernize the platform architecture to support future growth and increased transaction volumes.
Implement a Portfolio Builder feature enabling personalized investment portfolio creation with detailed financial information and predictions.
Ensure full compliance with Bureau of the Fiscal Service regulations for transaction documentation.
Improve platform performance and responsiveness through optimization and modern technologies.
Reduce software maintenance costs and enhance operational efficiency.

Functional Requirements

Investor Portal: Investment performance monitoring, user profile management (including OAuth 2.0 password management), and portfolio management.
Admin Portal: Investor onboarding, sponsor management, offering management, and transaction dashboard.
Marketplace: A catalog of investment offerings with secure document sharing (ShareFile) and online legal document signing (DocuSign).
1031 Exchange Automation: Streamlined process for facilitating tax-efficient real estate exchanges.
Compliance Reporting: Automated generation of reports required by the Bureau of the Fiscal Service.
Portfolio Builder: A feature allowing users to create personalized portfolios with financial projections and detailed information.

Preferred Technologies

Node.js

MaterialUI

Azure

MS SQL

Azure Blob Storage

SendGrid

Active Directory

OAuth 2.0

Integrations Required

SendGrid (for email marketing and notifications)
Active Directory (for user authentication and authorization)
ShareFile (for secure document sharing)
DocuSign (for electronic signature of legal documents)
Factom Blockchain (for transaction logging and compliance)

Key Non-Functional Requirements

High Scalability: Ability to handle increasing transaction volumes and user traffic.
Performance: Fast page loading and dynamic content generation.
Security: Secure data storage and transmission, compliance with industry security standards.
Reliability: High availability and minimal downtime.
Maintainability: Easy to maintain and update the platform.

Expected Business Impact

The new platform is expected to significantly enhance investor experience, streamline the 1031 exchange process, improve operational efficiency, reduce costs, and ensure regulatory compliance. The Portfolio Builder will empower investors to make more informed decisions, driving further growth for the Real Estate Company. The migration to Azure will improve scalability and reduce infrastructure costs.