How a Large Bank Brokers Frictionless CRE Deals With Intralinks VDRPro
By leveraging Intralinks VDRProTM, a major Japan-based bank overcame significant technology challenges to streamline CRE transactions. The secure platform enables faster, more efficient collaboration, keeping deals on track and facilitating rigorous due diligence.
Situation
Commercial real estate (CRE) transactions are complex endeavors involving multiple stakeholders and the exchange of large volumes of files. A prominent Japan-based bank faced numerous technology and operational challenges brokering CRE deals — a key pillar of its business.
Using previous solutions, brokers spent countless hours aligning document access permissions with stakeholders’ data governance policies. In addition, users found it difficult to navigate the system and experienced frequent login issues, causing friction and extending deal timelines. To help clients showcase the true value of their CRE assets, the bank sought a secure file-sharing solution supporting the full transaction lifecycle.
Solution
The firm turned to data room industry leader SS&C Intralinks for CRE deals, mergers and acquisitions (M&A), and syndicated loans. Widely used in Japan and across the globe, Intralinks facilitates seamless collaboration among various stakeholders, including buyers, sellers, advisors and regulators.
When working on a deal, advisors at the financial institution, property owners and investors now use Intralinks VDRProTM to exchange large numbers of photos, hard-copy documents, videos, presentations and CAD files, ensuring stakeholders have access to the right files at every stage. Smart features like AI redaction, centralized Q&A, and metadata for documents and folders enable efficient, rigorous diligence processes and intuitive portfolio management.
Results
Using Intralinks, the firm and its clients now have the collaboration tools needed to drive complex transactions over the finish line. In one recent instance, the bank successfully managed a real estate auction involving numerous bidders. VDRPro facilitated fast-paced negotiations, keeping all parties aligned with up-to-date information and document access — all while delivering bank-grade security protection and maintaining an audit trail.
Benefits
Intralinks’ purpose-built platform and industry expertise helped the bank eliminate the time wastage and security risk associate with unstructured file-sharing methods. In scenarios where real estate transactions evolve into M&A deals or auctions, VDRPro helps teams quickly pivot to diligence and automate the redaction of lengthy documents. Through its partnership with Intralinks, the bank continues to strengthen its advisory relationships by helping sellers connect with the most qualified buyers and conduct seamless transactions.