Serving Real Estate Investors

You need to be knowledgeable about your core skills. If you're a real estate agent or broker, you need to know how to help your clients buy and sell properties. If you're a lender, you need to know how to make loans.

However, it helps if you have at least a basic understanding and skills in cross-domain knowledge. Just like an accountant should understand the basics of buying, selling, and financing houses, you need to have some basic cross-domain knowledge of taxes for real estate investors and recommend they seek out professional guidance from a tax professional.

In this mini-class James will share with you the basics you should know.

James discusses the importance of learning about yourself and helping your real estate investor clients learn about and utilize return on equity.

James discusses the importance of creating checklists for your real estate investors to follow along as they buy, sell and invest in real estate, rental properties, fix and flips and more. He shares with you the example he created which he called the Ultimate NomadTM Checklist.

James discusses Ryan Holiday's "Canvas Strategy" from Ego is the Enemy and Tim Ferris' Tools of Titans and how it might apply to working with your real estate investors as well as other agents, lenders and professionals working with real estate investors.

James discusses his Return QuadrantsTM, why real estate investors tend to focus on cash flow and why cash flow isn't everything.