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:

LinkedIn

STRATAFOLIO

Who Not How book

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About the Podcast

Performance Mindset - Peak Performance & Mindset Strategies for Leaders, Executives, Entrepreneurs
Peak Performance & Mindset Strategies for Leaders, Executives, Entrepreneurs
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

Profile picture for Amy Calandrino

Amy Calandrino

I thrive on meeting clients face-to-face, shaking hands, and helping them achieve their short and long-term goals. For me, it's all about the personal touch combined with a strategic lens. I get great satisfaction from finding the best space and maximizing returns for my clients. But BEYOND the transaction, what truly drives me is developing personalized strategies to help them build wealth.

My clients and colleagues describe me as having both head and heart. I’ve earned CCIM and SIOR designations, and Beyond Commercial is a certified Woman-Owned Business Enterprise (WBE) and Woman-Owned Small Business (WOSB). I’m recognized as a key influencer in the industry.

Developing ongoing relationships and seeing my clients thrive is what truly drives me. Business owners and investors benefit from my extensive knowledge of inventories, trends, and space. While I have a hyper-local focus in Winter Park and Greater Orlando, I have global reach through alliances with other boutique brokerages and the Commercial Real Estate Supplier Diversity Alliance (CRESDA).

While Central Florida is home, I developed an affinity for Winter Park while earning my degree at Rollins College. Its charm reminds me of my New England roots. Today, I feel blessed to serve many of the area’s businesses and property owners. I also contribute to the community as a Park Avenue District Board member, part of the Main Street America program.

Beyond my work at Beyond Commercial, I'm involved in initiatives that align with my professional and personal aspirations. Alongside my husband Phil, I co-founded the Calandrino Foundation to inspire entrepreneurship, starting with our youth. I’m also passionate about sharing insights through my Performance Mindset podcast, where I engage in thought-provoking conversations with fellow business leaders.

My upcoming book, From Perfect to Real: Embracing Authenticity for Peak Performance, will chronicle my personal struggles, professional journey, and the SPORT Success System® I developed for achieving peak performance.

While providing above-and-beyond service is a priority, my greatest loves are my faith and family. Phil and I cherish raising our two lively children. In my downtime, I also enjoy a round of golf or running a 5k.

The team at Beyond Commerical and I are ready to serve you above and BEYOND. Connect with us today!