Serving Real Estate Investors

How to attract, find and work with real estate investor clients

Get access to the entire Serving Real Estate Investors course… over 40 modules, downloads and examples… just by mumbling maybe with a free trial.

Included Modules

1. Introduction - An intro the Serving Real Estate Investors series. (25 minutes)

2. Types of Real Estate Investors - Not all real estate investors are the same. There are different types. Learn about all the different types in this module. (28 minutes)

3. Why Teach to Real Estate Investors - James suggests you teach classes to real estate investors… learn why in this class. (19 minutes)

4. 10 Things to Teach Real Estate Investors - What should you teach to real estate investors? (28 minutes)

5. Why Work with Long-Term Buy and Hold Real Estate Investors - James walks through each different real estate investor type and discusses the pros and cons of serving that particular type of investor. This class is about working with long-term buy and hold real estate investors. (13 minutes)

6. Why Start a Real Estate Investor Group - James talks about all the benefits of starting your own local real estate investor group (or club) including some automated lead flow and a lot more. (22 minutes)

7. How to Stay in Touch with Real Estate Investor Clients - James discusses staying in touch with your real estate investor clients and prospective clients in a very easy, very effective and very valuable (to them) way. (15 minutes)

8. How to Work with Real Estate Investors that Buy 5 Times as Many Properties - The typical homeowner buys a property approximately every 10 years (and that number has been on the rise)… so if you happen to catch a purchase and sale… you could get 2 transactions (purchase of new property and sale of the previous property) every 10 years or about 1 transaction every 5 years. But, some special real estate investors buy properties every year. James discusses these special real estate investors and how to work with them to do 5 times as many transactions. (18 minutes)

9. The Slow Initial Growth of Starting a Real Estate Investor Group - Some things we do to work with real estate investors will generate business instantly, but some things compound and grow slowly and steadily over time… becoming more valuable with each passing week. Learn about how fast the growth might be for starting your own local real estate investor group. (21 minutes)

10. The Slow Initial Growth of Starting a Real Estate Investor Podcast - A podcast is another steady source of real estate investor business, but how fast/slow will that grow? (18 minutes)

11. How to Set Up Your Local Real Estate Investor Meetup - James suggests you consider Meetup for running your local group and, in this module, he walks you through how he has his Meetup setup so you can see how you might set up your own in your local market. (20 minutes)

12. How to Set Up Your Local Real Estate Investor Podcast - James walks you through how he set up one of his real estate investing podcasts so you can set up your own. (23 minutes)

13. Local SEO for the Real Estate Investor’s Agent - James discusses the advantages and how to approach Search Engine Optimization (SEO) for those wanting to serve real estate investors in their local market. (20 minutes)

14. How to Run a Local Investor Meeting - James discusses how to run a local real estate investor meetup meeting. (22 minutes)

15. Why Work With House Flippers - James discusses the pros and cons of working with house flippers in this module. (23 minutes)

16. The Cost of Running a Local Investor Group - James discusses all the costs associated with running a local real estate investor group or club. (34 minutes)

17. The Cost of Running a Local Investor Podcast - James discusses all the costs associated with running a local real estate investor podcast. (22 minutes)

18. First Meeting for New Real Estate Investor Members - James discusses the first meeting you might have with a new real estate investor. (24 minutes)

19. ⬇️The Real Estate Investor Newsletter - James discusses how to use a newsletter with your real estate investor clients including sharing with you a sample of one of his newsletters so you can see what he’s talking about. (17 minutes)

20. The Nomad™ Book - James discusses the importance of the Nomad™ book played in working with investors and why you might want to do something similar with your own real estate investors. (13 minutes)

21. Why Work with House Hackers - James discusses why you might want to work with house hackers—including the pros and cons—in this module. (10 minutes)

22. 📀⬇️Sample Real Estate Investor Power Point Presentation - James shows you an example of a real estate investor class PowerPoint presentation. This includes the ability to download the PowerPoint presentation and the actual class he taught using it so you see how he teaches the slides. (20 minutes for the module + 102 minutes for the actual class from the PowerPoint)

23. ⬇️Customizing Your Own Real Estate Investor Power Point Presentation - James gives you a blank PowerPoint template that you can edit to create your own classes. Plus, he walks you through some tricks for editing it. (17 minutes)

24. ⬇️New Real Estate Investor Member Form - James shares with you the new member form that he uses when new real estate investors come to the real estate investor meetup for the first time. Included is an editable copy of his form for Microsoft Word. (28 minutes)

25. Why Work with Creative Financing Real Estate Investors - James discusses the pros and cons of working with real estate investors that are interested in creative financing (owner financing, wrap financing, lease-to-own, bond for deed, contract for deed, installment land contract, buying properties subject to existing financing, etc) in this module. (20 minutes)

26. Give Your Investors a Plan to Follow - James discusses the importance of laying out a plan for your real estate investors to follow and even suggests the plan you might want to use and that he uses. (16 minutes)

27. The Importance of Social Proof - James discusses how to use social proof when working with real estate investors and how to do it easily and consistently. (17 minutes)

28. Email Invites to Investor Classes - James walks you through and gives you an example of the email used to get real estate investors to attend the real estate investor classes. (15 minutes and bonus YouTube video)

29. Why Work with Nomads™ - James walks you through the pros and cons of working with one of his favorite type of real estate investor clients… Nomads™. (23 minutes)

30. Using Assumptive Language in Presentations - James talks about the psychology of the language you use when making presentations to real estate investors in classes. (15 minutes)

31. The Client Book - Northern Colorado Real Estate Advisor - James walks you through his client book and how to make your own. (16 minutes)

32. My Process - The Lifecycle of a Real Estate Investing Class - James walks you through all the different ways that he uses a real estate investing class. (13 minutes)

33. Business Philosophy - James discusses his business philosophy and why you’ll want to create your own. (20 minutes)

34. Why Work with Real Estate Bird Dogs - James discusses the pros and cons of working with real estate bird dogs. (13 minutes)

35. Buying a Property Checklist - James discusses the checklist he uses when buying a property and why you should create your own version. (19 minutes)

36. Selling a Property Checklist - James discusses the pair of checklists he uses when selling a property. Recommended you listen to the Buying a Property Checklist class first. (10 minutes)

37. How to Acquire a Multi-Million Dollar Portfolio of Rental Properties Starting With Just $3K - James discusses a class and book that he taught about acquiring a rental property portfolio starting with very little money. (10 minutes)

38. 📀The $3K Class Recording - James shares with you the first time he taught the $3K so you can see what he is talking about. (120 minutes)

39. How Many Properties Are In My Portfolio Right Now - James discusses a question you’re likely to get, how he thinks about it and how he answers it. (22 minutes)

40. Return Quadrants™ - Cash Flow Isn’t Everything - James talks about how cash flow is difficult in many real estate markets and how to deal with that when working with real estate investor clients. (20 minutes)

41. The World's Greatest Real Estate Deal Analysis Spreadsheet™ - James discusses the importance of providing a spreadsheet to your clients and shares his spreadsheet with you. (12 minutes)

42. The Canvas Strategy - For Your Investors and Other Agents - James discusses Ryan Holiday’s Canvas Strategy and why it is an important framework for those wanting to work with real estate investors. (23 minutes)

43. Ultimate Nomad™ Checklist - James discusses why he created and provided his clients a checklist for their own real estate investing. (6 minutes)

44. Return on Equity - James discusses the concept of Return on Equity and how to utilize it when working with real estate investors. (13 minutes)

45. Cross Domain Knowledge - Taxes for Agents and Lenders Serving Investors - James discusses the benefits of having some knowledge of topics related to your core competencies but not directly a core competency for you. In this case, he talks about the level of knowledge a real estate agent/broker might want to have about taxes. (8 minutes)

46. 📀Rental Property Tax Deductions - James shares a class where he demonstrates his level of knowledge of taxes as a real estate agent/broker—in front of his own CPA and a class of real estate investors. (127 minutes)

47. Why Work with Real Estate Wholesalers - James discusses the pros and cons of working with real estate wholesalers. (14 minutes)

48. Establishing Referral Partners in Complementary Markets - James shares the important of establishing relationships with other professionals in other real estate markets—especially when working with real estate investors. (8 minutes)

49. 1,000 True Fans - James discusses Kevin Kelly’s idea of 1,000 True Fans and how that might apply to those serving real estate investors. (10 minutes)

50. First $100K is the Hardest - James discusses Charlie Munger’s concept of the first $100K being the hardest and why it is an important concept to understand yourself and to teach to your real estate investor clients. (10 minutes)

51. How to Acquire a Multi-Million Dollar Investment Portfolio While Earning Just $5,000 Per Month - James shares a class/book about investing in real estate while earning just $5,000 per month. (11 minutes)

52. 📀How to Acquire a Multi-Million Dollar Investment Portfolio While Earning Just $5,000 Per Month - James shares the actual class where he first taught the class/book about investing in real estate when earning just $5,000 per month so you can see what that looks like. (104 minutes)

53. Ultimate Real Estate Agent Retirement Plan™ - James introduces a special retirement plan for real estate agents and brokers working with real estate investors.

Key

📀 = A class James taught to real estate investors so you can see what he actually taught and how.

⬇️ = Downloadable resource.