127: Working with Investors
Hustle Humbly Podcast
Alissa Jenkins & Katy Caldwell
4.9 • 914 Ratings
🗓️ 10 January 2022
⏱️ 52 minutes
🧾️ Download transcript
Summary
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.
Leave us a review at http://ratethispodcast.com/hustlehumbly
Get your FREE Database Template: http://hustlehumblypodcast.com/starthere
Email Templates 101: http://emailtemplates101.com
Agent Systems 101: http://agentsystems101.com
All Resources: http://hustlehumblypodcast.com
Submit your topic ideas and toasts to Team@HustleHumblyPodcast.com
Music:
Straight A's by Connor Price → https://connorprice.shop/
The Good Life by Summer Kennedy → https://soundcloud.com/summerkennedy/the-good-life
Be The One by Matrika → https://uppbeat.io/t/matrika/be-the-one
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Y'all, the wait is over! Black Friday Deal Week is here! |
| 0:06.0 | It's time to snag all the hustle-humbly goodness you've been eyeing. |
| 0:09.5 | Just head over to our website for the exclusive savings. |
| 0:13.0 | This is our biggest sale of the year, perfectly time to help you prepare for a prosperous |
| 0:18.0 | 2025. |
| 0:19.0 | Now is the time to get the tools you need to put systems in place and run your business more |
| 0:24.2 | efficiently. |
| 0:25.4 | Don't miss each day's deal. |
| 0:27.5 | Visit hustle humbly podcast.com slash deals and start shopping now. |
| 0:32.8 | That's hustle humbly podcast.com slash deals. |
| 0:39.0 | I can't do this. I'mcom slash deals. I can't do this. |
| 0:40.2 | I'm a mom now. |
| 0:41.3 | I can't do this anymore. |
| 0:44.9 | Very quickly, it will eliminate a lot of people in general. |
| 0:50.0 | Accountabella, buddy. |
| 0:53.8 | I found commercial agents that I could send a referral and they would send me their residential |
| 0:58.8 | referrals. |
| 1:00.6 | Hi, y'all. |
| 1:01.4 | Welcome to Hustle Humbly. |
| 1:02.6 | It's Alyssa and Katie and we are two top producing realtors in the Baton Rouge market. |
| 1:06.6 | We work for two different companies where we should be competitors, but we have chosen |
| 1:09.9 | community over competition. The goal of our podcast is to encourage you to find your own way in business. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Alissa Jenkins & Katy Caldwell, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Alissa Jenkins & Katy Caldwell and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.