Score

The Investor Agent Assessment.

Closing enough transactions to hit my commission income goal.

Generating transaction volume and finding investment opportunities for clients.

Building a multi-stream business that includes both active sales and passive investments.

Scaling an organization of entrepreneurial agents who think like investors.

Rarely—most clients move on once the deed is signed.

Sometimes, if the client happens to express an interest in buying an investment property.

Consistently—I actively advise clients on how real estate builds long-term net worth.

Always—our entire business model is built around wealth creation and asset acquisition.

No, I am purely focused on selling residential real estate right now.

I own one or two, but I don't actively integrate that experience into my client advisory.

Yes, I actively invest and use my personal portfolio as a case study for my business.

Yes, and investing is a core pillar of how I teach and lead my team.

Uncomfortable—I mostly focus on retail residential sales.

Somewhat—I know the basics, but I wouldn't call myself a financial analyst.

Very comfortable—I regularly run numbers on cash-on-cash return and cap rates.

Expert level—it's second nature for me and the people I work with.

100% reliant on traditional buyer/seller commissions.

Mostly commission, with occasional referral fees or side projects.

Diversified across commissions, investor advisory, and personal investments.

Highly diversified across transaction income, multiple revenue streams, and organizational leverage (revenue share/team growth)

As a standard agent who can write an offer for them.

As a helpful agent who understands standard MLS investment listings.

As a strategic partner who can source, analyze, and structure deals.

As an enterprise-level advisor and collaborator in their wealth-building journey.

No, my CRM is just a general list of past clients and sphere contacts.

I have a few investors tagged in my CRM, but no specialized system.

Yes, I have a dedicated investor database with specific criteria tracking.

Yes, and our entire lead generation and nurturing ecosystem is built around the investor mindset.

I am on a constant transaction treadmill—if I stop selling, revenue stops.

I'm busy, but I'm trying to figure out how to work smarter.

I have good control over my time and make strong income per transaction.

I operate a leveraged business with systems, assets, and an organization generating value.

No, I just want to manage my own production.

Maybe in the distant future, but it's not a priority right now.

I want to scale my production and potentially mentor a few agents.

Absolutely—building a high-performing organization is a major goal for me.