HNI Property Intelligence Platform - Wireframes

Welcome back John! Here's your daily intelligence brief

Thursday, July 31, 2025

247
New HNI Profiles This Month
$2.3B
Total Property Value in Network
89
Properties Sold This Month
Hot Leads (23) Golf Network (45) Tech Investors (67)
Your Tags

Daily List of Prospects

Name Development Address Action
Jane Sullivan Sold Property 281 Rosswell Rd
Greenwich, CT
Brian Wu Recently Acquired 1 Oak Valley Rd
Los Angeles, CA
Marisol Ortega News About Property 919 Via Madrid
Coral Gables, FL
James Parker Sold Property 3608 Wildwood Lane
Seattle, WA

Should I draft an email or do you prefer to call?

What would you like to know?

Who owns real estate worth more than $10 million?
Show second-degree connections with property over $5M in San Diego
Find property owners with $10M+ equity not on LinkedIn
Who recently sold property over $15M in my zip code?
Which wealthy individuals in my network refinanced property?
U
Who are the high net worth individuals in Palo Alto that might be interested in luxury real estate investments?
AI

I found 23 high net worth individuals in Palo Alto who show indicators of luxury real estate interest:

Top Prospects:

1. Robert Chen - Net worth $45M+
• Currently owns 3 properties totaling $18M
• Recently viewed luxury listings (per public records)
• Has liquidated tech stock holdings in past 6 months

Hot Lead Luxury RE Interest

2. Sarah Williams - Net worth $35M+
• Sold commercial property for $12M last month
• Previous pattern of reinvesting within 90 days
• Connected to 5 other luxury property owners

Recent Seller

Would you like me to show more prospects or dive deeper into any of these profiles?

LS
Laura Sullivan
CEO, TechVentures Inc.
$25M+
Net Worth
3
Properties
127
Connections

Tags

Hot Lead Golf Network Tech Investor

Contact Information

📧 Available via LinkedIn
🏢 TechVentures Inc, Palo Alto
🎓 Stanford University Alumni

Inferred Interests

Golf Tech Investing Philanthropy

Recent Activity

• Mentioned in TechCrunch article (2 days ago)
• Company raised Series C funding ($50M)
• Speaking at AI Summit next month
Properties
Relationships
Primary Residence
225 Clear Valley Rd
Los Altos Hills, CA 94022
$10.5M
• Adjacent to Palo Alto Hills Golf Club
• 5 bedrooms, 7,500 sq ft
• Purchased: 2019
Vacation Home
1247 Ocean View Dr
Carmel-by-the-Sea, CA 93923
$4.2M
• Oceanfront property
• 3 bedrooms, 3,200 sq ft
• Purchased: 2021
Investment Property
580 California St
San Francisco, CA 94104
$2.8M
• Commercial property
• Leased to tech startup
• Purchased: 2020

Saved Searches & Lists

Manage your saved searches and curated prospect lists

California Golf Enthusiasts $25M+

Active
📍 Location: California
💰 Property Value: $25M+
🏌️ Interest: Golf Enthusiast
147 matches • Updated 2 hours ago

Recent Property Sellers NYC

Active
📍 Location: New York
🏠 Activity: Sold in last 90 days
💰 Min Property Value: $10M
23 matches • Updated yesterday

🏷️ Hot Leads Q1 2025

Tag List
Tagged profiles with "Hot Lead"
Hot Lead Q1 2025
67 profiles • Last modified 3 days ago

🤖 Wine Collectors Near Golf Courses

AI Search
"Find HNIs who own property near golf courses and have wine-related interests"
34 matches • Created 1 week ago

Quick Stats

12
Saved Searches
8
Tag Lists
5
AI Searches
2,341
Total Prospects

Export & Integration

Export your selected prospects and import connections

23 Prospects Selected
Total combined net worth: $847M

Export Options

📊

HubSpot

Sync directly to your HubSpot CRM

📑

CSV Export

Download as CSV file for use in any system

Import LinkedIn Connections

Enrich your network by importing LinkedIn connections to find property ownership and wealth data

📤

Upload LinkedIn Export

Export your connections from LinkedIn and upload the CSV file

Supports: connections.csv from LinkedIn

What happens next?

1. Match Profiles
We'll match your LinkedIn connections with our property database
2. Enrich Data
Add property values, addresses, and inferred interests
3. Map Relationships
Build your personal network graph with 2nd degree connections
4. Get Insights
Discover hidden HNIs in your network

Recent Imports

LinkedIn Connections 1,247 connections • Imported 3 days ago
✓ 423 matches found