Case Study: Basin Street Properties achieves automated investor communications and time savings with Dynamo Software

How Basin Street Properties saves time and paper with Dynamo

Basin Street Properties, a Northern California and Nevada commercial real estate developer and manager founded in 1974 with over 5 million square feet under management, struggled with investor communications that relied on a legacy system and paper mailings. The firm’s quarterly distribution process was manual and time-consuming (serving about 250 investors across 40 partnerships), and the old platform couldn’t handle mail merges, ACH details, accurate/customizable data views, or centralized correspondence tracking.

After evaluating options, Basin Street implemented Dynamo for its configurable data displays, integrated investor portal, mail-merge capability, and scalability. The firm automated distributions and moved reports, K‑1s, and investor details into the secure portal, cutting weeks of manual work to hours, enabling investor self-service, improving communication frequency and tracking, and providing operational efficiencies that scale as the business grows.

Basin Street Properties

Marty Willet

Chief Financial Officer