ROP Supported Investment Firm with Financial Research FTE to Augment their Marketing Efforts

Virginia-based Real Estate Investment Firm

Located in Arlington, Virginia USA, the client is a real-estate investment firm that uses expertise and intuition to deliver more value and ROI for their customers. As a leading real estate expert for 20 years, the client has accumulated over $2.25 billion in transactions, $500 million in HUD loans, and owns over 6,000 units. They are widely considered to be a leading developer and transaction specialist for senior and multi-family housing.

Financial Research Analyst FTE Requirement by the Client

The client was using Virtual Employee and wanted to hire an experienced financial researcher with expertise in the real estate domain. They wanted to work with a reputable outsourcing market research company who could provide a qualified FTE resource who could serve as the right role for the client’s project.

The client discovered Research Optimus (ROP) through an online inquiry and decided to contract our services do to the following:

  • ROP’s ability to procure a domain relevant employee and perform any external research necessary to add further value to the client.
  • Ability to provide an FTE resource that was the right fit for this particular role, and who had the hard and soft skills to integrate effectively with the client’s existing team.
  • Expertise in residential, commercial, and national sector market analysis to provide comprehensive out looks, statistics, and forecast to aid in the decision-making process.

Challenges Faced by ROP’s Team

ROP came across a few demanding challenges while working on this financial research for the real estate sector project:

  • The client was evaluating other FTE options from ROP’s competitors, which demanded that ROP demonstrate our commitment to quality and professionalism to secure the entire contract, resulting in the contract for two FTE resources from ROP.
  • The tight deadline was difficult to manage given the complexity and breadth of the research.
  • One of ROP’s FTE resources had to be replaced with a more suitable resource due to attrition.

Our Approach to This Project

ROP developed a customized approach to this market research project in order to facilitate a streamlined transition to the virtual employee model:

  • 01

    ROP initiated a client consultation to discuss project details to better determine research requirements, and to determine a direction for the research project.

  • 02

    The virtual FTE model would encompass the provision of an office space, network, supervision, and hardware so the FTE could work autonomously and productively.

  • 03

    ROP performed a meticulous evaluation of potential FTE resources to ensure that skill and experience level, and personality would position them as a suitable fit for this role.

  • 04

    ROP assigned two dedicated FTE resources to this project to act as virtual employees for the client.

  • 05

    ROP’s dedicated FTEs were working directly with the client on a daily basis to become immersed in the client’s proprietary work processes and cooperate with the client’s different teams and companies.

  • 06

    The FTEs were required to focus research around investment risk returns, and economic and financial viability of single-family and senior living real estate development in a particular geographic location.

Software Used During the Course of the Services

  • Bloomberg
  • Capital IQ

Long-duration Financial Modeling
Research FTE Contract

ROP concluded this project on time and successfully with the following key takeaways:

  • The client was delighted with ROPs ability to provide a highly qualified virtual employee and take advantage of an impeccable shared services company.
  • To add further value to the project and ensure the client had all possible information at their disposal, ROP provided competitor analysis reports at no charge to the client.
  • ROP was honored to accept praise from the client for the quality shown across all deliverables and contracted several more experienced FTEs from our company.

Flexible hourly pricing methodology for one-time research needs, and dedicated full-time equivalent resource allocation for on-going projects.

Pricing & Engagement

ISO 9001:2008 standard quality assurance and defined quality polices to ensure data collection and presentation accuracy levels are consistent.

Quality Systems

Customer information and project confidentiality secured by Non-disclosure Agreements and project data by workstation security policies.

Project Security


  • Senior Vice President Automotive & Transportation Industry

    We achieved substantial cost and time savings on several difficult projects. The services provided by Research Optimus was prompt attention to our requests and attention to details were excellent

  • Lynn Kowalczyk

    After carefully reviewing the documents you provided, we are suitably impressed with the meticulous details and extracted data which is truly high-quality

  • Leading STM Publisher

    Even though most of our communication was done via email, it was extremely easy to work with Research Optimus. Superbly quick turnaround time which was quicker than needed. They were there when I needed them!

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