Investor-Friendly Agent Roles

Realtor · Phoenix, AZ · Member since 2026 · 5 posts · 4 votes

I am a new agent who wants to start working with investors specifically. And one day I'd like to use my experience to invest myself. One thing I am aware of is that investor-friendly agents work in a different capacity than one working with regular homeowners.

In your experience as an investor (or agent working with investors), what tasks and roles do you expect your agent to fill and carry out?

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Crystal SmithPro Member

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Real Estate Broker · Chicago, IL · Member since 2014 · 2k+ posts · 1k+ votes

1mo

Quote from @Braeden Ingraham:

So it usually works the other way around- Investor friendly agents have usually invested first & then represented others using the lessons they have leared from investing. Here's what I think investor friendly agents need to know or have: 1. They need to know how to analyze potential deals (fix and flip, buy and hold, SFR, Multifamily....). 2. They need to decide if they will specialize or be a generlist. 3. They need to build a network of contractors/handimen..... to make available to their clients 4. They need to have a network of lenders (hardmoney, traditional, private) to make available to their clients;

This stuff takes time and you should be building your network up now and also learning.

312-681-7487

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Candice CoatesPro Member
New to Real Estate · DMV · Member since 2022 · 53 posts · 45 votes
1mo
Hi @Braeden Ingraham
Here are some articles that can give you some ideas about what you need to know before taking on investment clients. This is a great question; the top 3 for me would be:

1. They buy on returns—cap rate, cash-on-cash, cash flow, and ROI. An agent who can speak in those terms earns trust fast.
2. BRRRR, fix-and-flip, short-term rental, mid-term rental, long-term rental, house hacking, etc., all have different criteria. Know the investor's target market, price range, property type, and return thresholds so you're not wasting time.
3. Investors value an agent who brings a network of lenders, contractors, property managers, inspectors, and title companies, and who understands financing, off-market sourcing, and local rules.
Good luck on your adventure. I hope you can find an agent through your brokerage that can help out as well.

[email protected]301-381-1045
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Jonny Lauderdale
Wholesaler · Prophet Homes · Member since 2026 · 35 posts · 17 votes
1mo
Hey Braeden,

Have been working with investors for several months within Houston I'd start off with reaching out via MLS in your main market to get an understanding of what there buy box exit strategy and budget is also their recent projects, and main areas of focus.

There's always someone happy to give information on there projects and if there actively looking and wanting to see properties in person granted you have inventory available! If you keep doing this you'll notice you'll learn so much just by the movements on the ground and multiple conversations and it also lets you get closer to the process of actually helping them acquire a property of interest! Real practical knowledge and relationship building goes so far than what you can read in any book!
Best,
*Also key tip* look for investor based groups via Facebook could be wholesale, new builders, contracting groups, landlords, and fix and flip groups surrounding you! Turns out to be a gold mine of networking through these if you can market a property you are selling or finding active investors in your area!!
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- Braeden Ingraham
  OP
  Realtor · Phoenix, AZ · Member since 2026 · 5 posts · 4 votes
  1mo
  Quote from @Jonny Lauderdale:
  
  Hey Braeden,
  
  Have been working with investors for several months within Houston I'd start off with reaching out via MLS in your main market to get an understanding of what there buy box exit strategy and budget is also their recent projects, and main areas of focus.
  
  How do you identify investors on the MLS in the sea of homeowner listings?
  0 Reply
- Jonny Lauderdale
  Wholesaler · Prophet Homes · Member since 2026 · 35 posts · 17 votes
  1mo
  Quote from @Braeden Ingraham:
  
  Quote from @Jonny Lauderdale:
  
  Hey Braeden,
  
  Have been working with investors for several months within Houston I'd start off with reaching out via MLS in your main market to get an understanding of what there buy box exit strategy and budget is also their recent projects, and main areas of focus.
  
  How do you identify investors on the MLS in the sea of homeowner listings?
  
  Go to your MLS and adjust criteria for SFR to *AS is* *Investor* financing *cash* also checkmark actives and solds even pending for 30-90 days you can even go up to 120 look for LLC's in 360 history or tax records and work from there! The rest is up to you! Hope this helps! MLS is a goldmine if you know how to adjust it to what your search criteria is suitable to your area, next step is to get on the phone and start dialing!
  1 Reply
- Braeden Ingraham
  OP
  Realtor · Phoenix, AZ · Member since 2026 · 5 posts · 4 votes
  1mo
  
  Thank you!!
  0 Reply
Michael K GallagherBusiness Member
Real Estate Agent · Columbus OH · Member since 2018 · 1k+ posts · 1k+ votes
1mo
@Braeden Ingraham general I try to be the boots on the ground go to for my clients, and likely do stuff way outside the job description but at the end of the day that's what will likely separate you from the heard.
[email protected]614-362-2231
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Crystal SmithPro Member
Moderator
Real Estate Broker · Chicago, IL · Member since 2014 · 2k+ posts · 1k+ votes
1mo
Quote from @Braeden Ingraham:
I am a new agent who wants to start working with investors specifically. And one day I'd like to use my experience to invest myself. One thing I am aware of is that investor-friendly agents work in a different capacity than one working with regular homeowners.

In your experience as an investor (or agent working with investors), what tasks and roles do you expect your agent to fill and carry out?
So it usually works the other way around- Investor friendly agents have usually invested first & then represented others using the lessons they have leared from investing. Here's what I think investor friendly agents need to know or have: 1. They need to know how to analyze potential deals (fix and flip, buy and hold, SFR, Multifamily....). 2. They need to decide if they will specialize or be a generlist. 3. They need to build a network of contractors/handimen..... to make available to their clients 4. They need to have a network of lenders (hardmoney, traditional, private) to make available to their clients;
This stuff takes time and you should be building your network up now and also learning.
312-681-7487
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