Client: Confidential
Industry: Real Estate Investment
Platform: Meta (Facebook & Instagram)
Period Analyzed: Dec 2023 – July 2025
Goal: Acquire qualified, accredited investor leads while maintaining cost efficiency and brand visibility across the funnel
Objectives
-
Build awareness and credibility with high-net-worth individuals
-
Educate and pre-qualify traffic through mid-funnel campaigns
-
Drive bottom-funnel leads via high-intent form submissions
-
Target only accredited investors with compliant ad creative and gated touchpoints
Results at a Glance
-
Total Ad Spend (Estimated): $28,015
-
Total Results Generated: 642 Leads
-
Average Cost per Result: $21.83
-
Average CPM: $57.26
-
Average CPC: $6.88
-
Average CTR: 1.44%
Funnel Breakdown
Top-of-Funnel (TOF)
Traffic campaigns drove over 27,000 landing page views at an exceptionally low cost per result of $0.29 and a CTR of 2.78%.
Goal: Attract high-income audiences and pixel valuable site visitors for retargeting.
Mid-Funnel (MOF)
Lead form campaigns collected accredited investor interest with strong intent, averaging $10.81 per lead.
Facebook Instant Forms were used to streamline submissions and filter leads with qualifying questions.
Bottom-of-Funnel (BOF)
Retargeting ads hit warm audiences up to 10x per user to reinforce value propositions and drive conversions.
Focused on re-engaging users who had interacted with key content or visited gated pages.
Strategic Highlights
-
Investor-Focused Funnel: Each stage was designed to pre-qualify and nurture accredited investors—from education to commitment.
-
Audience Building & Warmth: Efficient TOF traffic built large retargeting pools, crucial for reaching a niche, high-value audience.
-
Compliant Messaging: Creative and copy were tailored to avoid financial promotion pitfalls, instead focusing on educational value.
-
Segmentation & Scaling: Audiences were segmented by engagement levels and served different creatives based on their familiarity with the fund.
Key Takeaway
By building a disciplined, full-funnel strategy with strict targeting of accredited investors, this real estate investment fund generated over 642 high-quality leads—while maintaining tight control over acquisition costs. The approach combined brand positioning with smart segmentation and is ideal for any firm focused on investor acquisition.