Fortress deal Orchard Securities recently signed Fortress as a client, signaling strong dealer-manager capabilities for complex real estate securities and opening doors to additional services such as fund administration, transfer agency, and legal/compliance support for Fortress and similar issuers.

Raising capacity Having raised over $14 billion in equity through independent broker-dealers and RIAs, Orchard demonstrates a proven track record and broad distribution reach, presenting opportunities to expand capital markets services, issuer advisory, and technology-enabled fundraising workflows.

CRE securitization focus The focus on Delaware Statutory Trusts, REITs, Partnerships, and Opportunity Zones places Orchard in a specialized CRE securitization ecosystem, creating cross-sell potential for due diligence platforms, investor onboarding, regulatory compliance tools, and data analytics tailored to real estate securities.

Partnership readiness Current partnerships with Baker McKenzie, EA RESIG, and LODAS Markets show openness to outsourced expertise; this creates a sales angle for regtech, fund operations outsourcing, and platform integrations that align with existing vendor relationships.

National growth Based in Utah with national reach and a lean team, Orchard could benefit from scalable marketing, CRM, and investor communications solutions to support growth across markets as it wins more DSTs, REITs, and Opportunity Zone offerings.