SAN FRANCISCO—AlphaFlow Advisor LLC, a locally based registered investment advisor and investment management company, is the first to offer an automated portfolio service for real estate investments. Veteran financial technology executive AdaPia d'Errico has joined the company as chief operating officer to scale the investor platform and expand AlphaFlow's customer channels.
d'Errico is nationally recognized for growing businesses through brand advocacy and designing innovative platforms that build engaged communities. She has been at the forefront of real estate crowdfunding since 2014, advocating the importance of increased transparency, education and technology to provide opportunities in real estate investments.
“AdaPia's passion, vision and execution are renowned in the fintech industry, as she was a key player in giving real estate crowdfunding national awareness, especially among investors,” says AlphaFlow co-founder and CEO, Ray Sturm. “I'm thrilled to have AdaPia here as a partner and leader of the firm. Her track record, experience and ability to apply innovative methods to reaching audiences will be fundamental to building AlphaFlow into the premier real estate investment service for high net-worth individuals, wealth managers and registered investment advisors.”
d'Errico's career spans retail banking, investment management, intellectual property and brand development and financial technology. Most recently she was chief marketing officer at Patch of Land where she led brand, marketing strategy and operations, and built the investor platform. Prior to Patch of Land, she provided brand and online growth strategy services to consumer and media companies in the US and the UK, and co-founded two businesses. d'Errico has more than 10 years of experience in banking and investment management with a focus on customer management, client communications and investor relations.
“AlphaFlow optimized portfolios are the evolution of online real estate investing,” d'Errico says. “We are at the intersection of robo-advising and real estate, technology and analytics combined with human-powered real estate expertise and experience. I share the company's passion for providing a seamless investor experience built around passive investing, diversification, trust, transparency, and the utmost in customer service and care.”
AlphaFlow optimized portfolios are a passive, highly diversified and fully transparent managed portfolio service, bringing to real estate what ETFs brought to stocks. AlphaFlow applies best practices of professional investment management such as diversification, rebalancing and institutional-quality data analytics, and automates them so investors can receive these benefits without the high fees and minimums of traditional real estate investing.
For a low minimum investment of $10,000, each client's capital is invested in first lien real estate loans to produce a personal portfolio of 75 to 100 notes spread across 15-plus states, selected, rebalanced and managed by portfolio managers with the help of smart automation, algorithms and analytics.
“We act like an institutional investor and partner with lenders across the country to put together portfolios for investors, followed by advanced analytics in portfolio composition,” d'Errico tells GlobeSt.com. “Our process is very hands off, so there's no due diligence or selection of loans. From there, optimization of the loans is provided in terms of loan to value, target yield and maintaining balance of funds. It has complete transparency via a dashboard. It is the intersection of financial tech and assets that most people can't access.”
AlphaFlow continues to grow its team with key hires from the marketplace lending industry. Earlier this year, the company hired Miles Deamer, an early LendingHome employee who scaled lending operations there. Deamer is responsible for portfolio management along with Sturm.
SAN FRANCISCO—AlphaFlow Advisor LLC, a locally based registered investment advisor and investment management company, is the first to offer an automated portfolio service for real estate investments. Veteran financial technology executive AdaPia d'Errico has joined the company as chief operating officer to scale the investor platform and expand AlphaFlow's customer channels.
d'Errico is nationally recognized for growing businesses through brand advocacy and designing innovative platforms that build engaged communities. She has been at the forefront of real estate crowdfunding since 2014, advocating the importance of increased transparency, education and technology to provide opportunities in real estate investments.
“AdaPia's passion, vision and execution are renowned in the fintech industry, as she was a key player in giving real estate crowdfunding national awareness, especially among investors,” says AlphaFlow co-founder and CEO, Ray Sturm. “I'm thrilled to have AdaPia here as a partner and leader of the firm. Her track record, experience and ability to apply innovative methods to reaching audiences will be fundamental to building AlphaFlow into the premier real estate investment service for high net-worth individuals, wealth managers and registered investment advisors.”
d'Errico's career spans retail banking, investment management, intellectual property and brand development and financial technology. Most recently she was chief marketing officer at Patch of Land where she led brand, marketing strategy and operations, and built the investor platform. Prior to Patch of Land, she provided brand and online growth strategy services to consumer and media companies in the US and the UK, and co-founded two businesses. d'Errico has more than 10 years of experience in banking and investment management with a focus on customer management, client communications and investor relations.
“AlphaFlow optimized portfolios are the evolution of online real estate investing,” d'Errico says. “We are at the intersection of robo-advising and real estate, technology and analytics combined with human-powered real estate expertise and experience. I share the company's passion for providing a seamless investor experience built around passive investing, diversification, trust, transparency, and the utmost in customer service and care.”
AlphaFlow optimized portfolios are a passive, highly diversified and fully transparent managed portfolio service, bringing to real estate what ETFs brought to stocks. AlphaFlow applies best practices of professional investment management such as diversification, rebalancing and institutional-quality data analytics, and automates them so investors can receive these benefits without the high fees and minimums of traditional real estate investing.
For a low minimum investment of $10,000, each client's capital is invested in first lien real estate loans to produce a personal portfolio of 75 to 100 notes spread across 15-plus states, selected, rebalanced and managed by portfolio managers with the help of smart automation, algorithms and analytics.
“We act like an institutional investor and partner with lenders across the country to put together portfolios for investors, followed by advanced analytics in portfolio composition,” d'Errico tells GlobeSt.com. “Our process is very hands off, so there's no due diligence or selection of loans. From there, optimization of the loans is provided in terms of loan to value, target yield and maintaining balance of funds. It has complete transparency via a dashboard. It is the intersection of financial tech and assets that most people can't access.”
AlphaFlow continues to grow its team with key hires from the marketplace lending industry. Earlier this year, the company hired Miles Deamer, an early LendingHome employee who scaled lending operations there. Deamer is responsible for portfolio management along with Sturm.
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