Pipeline Alert: ExchangeRight’s New SVP in Southeast
ExchangeRight taps Bryan Yvon as SVP Southeast. Dial into new 1031 DST & REIT triggers in FL, GA, TN & more. Fill your pipeline and close.
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🚀 Battle Card: ExchangeRight
Quick trigger:
This ExchangeRight sales trigger is your in to Southeast financial advisors—act fast.
👤 Decision Maker in the News
- Bryan Yvon, Senior Vice President of the Southeast Region · 🔗 LinkedIn
💡 Why It Matters
- New regional leadership means ExchangeRight ramps advisor engagement and AUM growth in FL, GA, TN, AL, MS & PR. → Source
Use this ExchangeRight sales trigger to position your real estate investment solutions.
🎯 Core Pain Point
- Fragmented 1031 DST and REIT solutions slowing Southeast advisor deal flow
- Limited in-region support delaying advisor adoption
💰 What to Pitch
- Primary: 1031 DST structuring & REIT access → Rapid advisor onboarding & stable fee streams
- Expansion: Regional CRM & marketing automation → Deeper advisor engagement & accelerated AUM
🗺️ Quick Context
- HQ: Pasadena, CA
- Employees: ≈ 120
- Rev: ≈ $200 M
- Website: https://www.exchangeright.com/
🤼 Competitive Intel
*Which other vendors you’ll probably face to win ExchangeRight’s business.*
- Paragon — 1031 DST & advisory
- Unique edge: broad sponsor network for diverse properties
- Evaluated by SVP Ops for platform flexibility
- Inland Private Capital — 1031 DST & non-traded REIT
- Unique edge: compliance & custodian partnerships
- Evaluated by CFO for governance and risk controls
- Passco Companies — Net-leased REIT sponsor
- Unique edge: decade-long performance track record
- Evaluated by COO for occupancy and yield consistency
- Blackstone — Institutional REIT & private equity
- Unique edge: unmatched capital reserves and deal flow
- Evaluated by CEO for scale and global reach
✅ Do-Now Checklist
Connect with Bryan on LinkedIn (link above) and reference this ExchangeRight sales trigger
Send first email/DM with Copy-My-Prompt block highlighting the new SVP hire
Schedule follow-ups in CRM (Day 3 & Day 10) to capitalize on this hire
Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑AlternativeInvestmentPro❑
OFFER_BRIEF = ❑1031 DST & REIT integration platform❑
PROOF_METRIC = ❑99% advisor adoption❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Bryan
COMPANY = ExchangeRight
DEPT = Southeast Region
SIZE = ≈100
BOTTLENECK = Fragmented 1031 DST and REIT solutions slowing Southeast advisor deal flow
EVENT = Bryan Yvon SVP appointment
DETAIL = Appoints Bryan Yvon as Senior VP of the Southeast Region
PAIN = Fragmented 1031 DST and REIT solutions slowing Southeast advisor deal flow
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250826166353&div=41152219
SIM_CO = Passco Companies
WIN_METRIC = ≈30% faster deal flow
NEXT_SIZE = ≈150
EMP_EST = ≈100
REV_EST = ≈200M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈100-person Southeast Region
Bryan—noticed your Southeast Region team is ≈100.
That’s when Fragmented 1031 DST and REIT solutions slowing Southeast advisor deal flow slows growth.
We helped Passco Companies fix this with 1031 DST & REIT integration platform.
Result: ≈30% faster deal flow.
Quick call?
PS—next bottleneck hits ≈150.
DM ≤45 words, TONE:
Saw your post about Appoints Bryan Yvon as Senior VP of the Southeast Region — Fragmented 1031 DST and REIT solutions slowing Southeast advisor deal flow.
1031 DST & REIT integration platform. 99% advisor adoption.
Quick chat?