127: Working with Investors
Hustle Humbly Podcast · Alissa Jenkins & Katy Caldwell
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Show Notes
Investor clients can bring repeat business, but they can also bring unique challenges. In this episode, we talk about the realities of working with investors in real estate and how agents can decide whether these clients are the right fit for their business.
While some investors are experienced and efficient, many new investors require significant education, research, and time before a deal ever closes. That's why it's important to establish expectations and boundaries early.
We share our personal experiences working with investors, why we've stepped back from some investor clients, and how to determine if these relationships are worth your time.
Here's what we cover in this episode:
- The realities of working with investors in real estate - Why investor clients often require more time and research - Common challenges when working with new investors - Setting boundaries and learning when to say no - Creating email templates to decline investor clients professionally - Setting expectations before beginning the search process - Why investors should drive by properties before scheduling showings - Requiring proof of funds or financing before writing offers - Questions to ask during an investor intake conversation - The additional research required for investment properties - Why agents should avoid giving tax or financial advice - Knowing when to refer commercial deals to specialists
Working with investors in real estate can be rewarding when expectations are clear and both sides understand the process. Whether you choose to specialize in investor clients or refer them out, setting boundaries will protect your time and your business.
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