Client story: Balfour Pacific Capital

The importance of relationships

Balfour Pacific Capital operates in a highly competitive asset class. With a large number of firms in the market, producing more choice than ever to limited partners and an ever-changing investor landscape, it is critical Balfour Pacific continuously prospect and develop new relationships to maintain their success.

Subscribing to an established and reliable data provider

Balfour Pacific saw great value in Preqin’s offering and its utility for connecting industry participants. After considering its reputation, credibility, breadth of information and analytics, the firm subscribed to Preqin as its alternative assets data provider.

Focusing on the right opportunities

Leveraging Preqin’s granular data and up-to-date investor profiles allows Balfour Pacific to tailor their approach for meetings and presentations, enabling them to build strong and long-lasting relationships. Preqin Pro's powerful search filters help the Business Development team to zero-in on the relevant parties whose preferences match their distinct investment strategy and requirements. Advanced criteria-based searching and interactive mapping also help the team efficiently plan road shows and travel plans by identifying hotspots of activity.

Staying up-to-date in an ever-changing industry

Preqin's benchmarking tools help Balfour Pacific measure itself against the competition and with an intuitive reporting functionality, allow them to personalize and distribute their messages to prospects and partners. By setting up saved searches and alerts tailored to the team's specific preferences, Balfour Pacific is able to keep track of recent developments, changes and news that may require immediate action.

Paola Yawney is the Director of Business Development at Balfour Pacific Capital. She has over 20 years of experience in private equity, including business development and investor relations.

About Balfour Pacific Capital

Balfour Pacific is a top performing Canada/US-based private equity real estate firm that focuses on value-added investments in the US.

Investing on behalf of institutions and high-net-worth investors, the firm seeks property assets in high-growth, undervalued markets located near gateway and secondary cities.

Balfour Pacific’s success is built on a disciplined and opportunistic investment culture, partnerships with savvy local partners, and an ability to move quickly and confidently on transactions.

Balfour Pacific’s parent company, New York-based Belzberg & Co., has successfully invested in and managed over $2bn in real estate assets since 2011.