Running Portfolio Searches with the Deep Owner Search Tool

Why this matters

When you want to find all properties associated with an owner - whether an individual or an entity/LLC - a deep owner search helps you uncover full portfolios, past ownerships, and hidden holdings. This builds your lead-pipeline, gives you leverage, and reveals connections your competition might miss.

What you’ll do

• Select the “Owner” tab within the platform.
• Enter the owner’s name + location to launch the deep search.
• Review all properties tied to that owner, then refine or export the results for outreach or analysis.

Begin the Search

• Log in and switch to the “Owners” tab in the top navigation.
• In the search fields, type in the Owner’s name (individual or company) and the Location (city, ZIP, state).
• Click Search to open the “Deep Owner Search” view.
  
  

Review the Results Set

• By default, the search returns all properties the owner currently or previously held, plus affiliated properties via companies.
  Review key data for each result row:
• Property address
• Building class and square footage
• Time held (ownership period)
• Link to full Property Report
• Owner(s) names and associated entities
• If you want to see all states instead of a single location, leave the location box blank and run the search again.

Refine, Save & Use the Results

• Use check-boxes or filter options (if available) to narrow by building class, time held, location, etc.
• Save the search or export the list for offline analysis, outreach or CRM import.
• Use this data to:
  • • • • • • Build owner-target lists for direct marketing
            • Identify acquisition targets with multiple holdings
            • Research owner portfolios for town-houses, multi-family, land, etc.

Pro-Tips

• Try alternative spellings or company names when an LLC is involved- ownership may be listed under an alias.
• If initial results seem sparse, broaden filters: include older holdings, other states, related company names.
• Use the output to cross-reference with your mailing list or outreach campaigns- this search adds depth beyond one property at a time.
• Keep a folder/archive of your owner-search exports and track follow-up actions (call, mail, meeting) so you build relational context over time.