Live Session

The Modern IR Playbook: How LBX Investments Scales Smarter

Wednesday, July 15 at 11 am PT / 2 pm ET | 1 Hour

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Session Highlights

The capital allocation game has evolved. In today's macro environment, LPs aren't just looking at asset fundamentals—they are scrutinizing the sponsor, demanding transparency, and seeking firms that treat Investor Relations as a core profit driver, not an administrative afterthought.

Join us for an exclusive fireside chat with Heath Binder, Managing Director & Head of Investor Relations at LBX Investments to hear how they’re continuing to grow.

We’re going to look under the hood at how LBX manages capital for hundreds of high-net-worth and institutional investors, and how they built an IR engine that keeps LPs coming back deal after deal.

Retail-focused Investment Strategy

LBX Retail focuses on finding value in one of real estate’s most misunderstood sectors: neighborhood and community shopping centers nationwide.

Handling Volume Without Chaos

How to manage complex, high-volume real estate syndications and institutional-grade reporting and communication while keeping a lean team.

Tech vs. Touch

How LBX uses modern investor experience tech to automate the heavy lifting while still maintaining the elite, personalized relationships that high-net-worth LPs expect.

Moving Capital in an Uncertain Market

Real-world strategies for overcoming investor hesitation and keeping your capital velocity moving forward when market sentiment shifts.

Meet the Speakers

Heath Binder
Heath Binder Managing Director, Head of Investor Relations, LBX Investments, AppFolio
Quincy Oswald
Quincy Oswald Senior Product Manager, AppFolio Investment Manager

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