Overview


I designed a research and trading platform for non-traded REITs (Real Estate Investment Trusts) for a startup, RealAxon.

My Role & Responsibilities 

UX Design & Research Lead

Team

Toronto-based team of 4: CEO/product owner, CTO, 2 front-end developers


User Type 


REIT portfolio managers, traders, and analysts

Time

2 months


Challenges


Tight Time Constraints

≈2 months to design both the trading & research platform

First milestone: Complete MVP Research platform in 1 month

Large and Ambiguous Feature Set

Huge possible scope of features

No requirements document

Lack of Information

Lack of readily available info on NTRs (Non-traded REITs)

NTRs have unique attributes requiring design considerations beyond the normal trading platform

No similar platforms: today, almost all NTR trading takes place over the phone


Research & Planning



Design Iterations




REIT Research & Trading Platform




Filter for REITs to build a watchlist
Interactive watchlist: toggle on and off alerts for REIT prices
Consistent main nav header allows a user to monitor their trading account(s), while the secondary header enables a user to buy or sell the current REIT.
In-depth analysis about a REIT’s historical performance, corporate actions, news, properties, and other financials
Contextual research panel: always stay up-to-date with REIT-specific news. User can also change the view to a general news monitor.

Scenario: Placing an Order


Engineering Collaboration