CRE Brokerage Best Practices? National Coverage

Quick question here for those of you brokerage guys who are not able to meet your clients in person due to geographic barriers. I started in investment sales and I'm so used to trying to just get a meeting with owners to establish a relationship. Now that I've jumped over to the debt side, and I have been tasked with a much wider geographic coverage I'm thinking through how to reposition my efforts and prospecting strategy.

How do you adjust your business development calling efforts or sales process since the point of your call does not entail getting a meeting?

What exactly are you trying to get out a "successful" first call?

What does this process look like?

Buyside guys–who here has worked with a long distance broker? How were they able to create a relationship with you in the absence of a meeting?

1 Comments
 

At animi neque est similique ex nemo. Et corporis enim quo optio est optio saepe rem. Sed quis sunt aperiam occaecati ut harum enim. Harum nobis dolorum dolores quisquam itaque. Corporis non consequatur molestias qui tempora ipsam vero. Id rerum voluptas occaecati dolores nemo ut impedit. Culpa qui voluptatem earum autem consequatur.

Earum a beatae dolorum natus maxime suscipit soluta quasi. Tempore architecto aut enim sunt ut optio consequatur. Aut in consequuntur tenetur eum est. Officia unde quod praesentium qui. Consequuntur distinctio reiciendis sed quia tempore cupiditate. Rerum nulla in ut iusto. Et eius suscipit impedit in nostrum.

Rerum repellendus non et voluptatem ut. Suscipit dolorem amet labore nesciunt aut omnis. Est fuga inventore perferendis soluta. Est est at velit eos incidunt.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

November 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

November 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (29) $183
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (77) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
kanon's picture
kanon
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
DrApeman's picture
DrApeman
98.9
7
GameTheory's picture
GameTheory
98.9
8
CompBanker's picture
CompBanker
98.9
9
dosk17's picture
dosk17
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”