Episode 33

Solving the Portfolio Problem with Jeri Frank

Published on: 21st June, 2023

In this episode of the Performance Mindset Podcast, Amy welcomes guest Jeri Frank. Jeri is the co-founder and CEO of STRATAFOLIO, an online software solution designed to help commercial real estate owners optimize their portfolio management. She frequently contributes to the Forbes Business Council and has participated in IREM and CCIM podcasts and webinars. STRATAFOLIO has been named one of the top commercial real estate portfolio property management platforms by CREtech. It was also selected for the prestigious 2022 NAR REACH program.

In this episode, you’ll hear:

  1. Why she and her husband started STRATAFOLIO and wanted to simplify the management of property portfolios.
  2. The power of social media in Jeri’s business and how she utilizes it to her advantage.
  3. How founding her company has been different from what she believed it would be, and the difference between working for yourself and for a corporation.
  4. What her software does that sets it apart from others in the industry and why listening to their customers allows them to serve them even better.
  5. Jeri Frank’s typical day at work and what she does in her leisure time.
  6. How she and her husband were introduced to real estate investing and where she likes to obtain information.
  7. Her advice for women entrepreneurs and business owners.

Connect with Amy Calandrino here:

Beyond Commercial

CREi Summit

Connect with Jeri Frank:



Who Not How book

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About the Podcast

Performance Mindset
Realizing Excellence in Business and Commercial Real Estate
After more than a decade serving business owners and investors, Amy Calandrino and the team at Beyond Commercial has discovered that our most successful clients have a performance mindset driving them to gain a competitive edge over others in the marketplace. Through helping our clients to execute data-driven decisions, we've found that it's about so much more than property in being successful. Often self-limiting beliefs coupled with lack of information can hinder one's performance in business and investments. By having the right support invested in your success and rigorous follow through by the entrepreneur, creating exponential wealth is possible. The objective of the Performance Mindset series is to not only share insights from our most successful entrepreneur clients and other thought leaders, but also share business and commercial real estate trends. If you want to grow, you're tuning into the right show!

About your host

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Amy Calandrino

Amy Calandrino, CCIM is the Founding Principal of Beyond Commercial, a Certified Women Business Enterprise (WBE) and Women Owned Small Business (WOSB) certified commercial real estate firm. Amy leads a team of commercial real estate experts who deliver tremendous value to business owners and investors across all asset classes.

Amy’s clientele includes local, regional, national, and international companies in a wide range of industries and numerous private investors and family offices. Her reputation as a fierce, results-driven dealmaker in sales, leasing, and investment transactions helps to achieve her client’s goals through winning bidding wars or otherwise accomplishing what others often cannot.

Currently, Amy is the Immediate Past President of Florida CCIM Chapter's Central District, Immediate Past President of the Winter Park Chamber of Commerce Leadership Winter Park Alumni Council, Representative on the Winter Park Chamber of Commerce’s Board of Directors, Associate Member of the Manufacturers Association of Central Florida (MACF), and Board Member on Seacoast Bank’s Central Florida Community Board. Amy also supports many community organizations including Valencia College’s Foundation, the Victim Service Center of Central Florida, Easterseals Florida, and Inspire of Central Florida. Since Amy finds fulfillment helping others to achieve success, her philanthropic efforts are focused on organizations aligned with her personal mission.

Amy’s recent accolades include: 2021 “Winter Park Magazine” People to Watch; 2021 “Orlando Business Journal” Women Who Mean Business; 2021 #CREi Top LinkedIn Influencers in Commercial Real Estate; 2020 Orlando Regional REALTORS® Association (ORRA) Young Professional Network “20 Under 40” Rising Star; 2020 Globe St. Real Estate Forum “Fifty Under 40” Commercial Real Estate Professional; 2019 Connect CRE Next Generation Award; 2019 Winter Park Chamber of Commerce Winter Park Champion of the Year nominee; 2019 ORRA Good Neighbor Award Recipient; and 2018 & 2019 Central Florida Association of REALTORS® Circle of Achievement Award.

Amy lives in the Winter Park / Maitland area with her husband Phil who is a well-respected business attorney and CEO of Forward Law Firm, toddler son Giovanni “Gio”, baby daughter Giulietta “Giulie”, and Duke the whippet (@DukeWhippet). Amy enjoys cooking, knitting, traveling, reading, golfing, playing poker, and spending quality time with loved ones. For more information about Amy, visit www.amycalandrino.com