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The Investor Savvy Agent.com

    • “Having fun making dreams come true through real estate”
  • “A network of investor specialists who collaborate, educate, refer & support each other to help their clients and themselves build portfolios of real estate for financial freedom and legacy.”
  • Helping agents create additional sources of income
  • Mentoring agents to help them have meaningful conversations with their clients about investing.
  • Agent podcast interviews - CO-OP Marketing/collaboration
  • Investor referral opportunities in Texas and other investor friendly markets
  • Tom Ferry’s mom – Bought 5 Investment Homes from me

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Kenn Renner, CEO/Broker

  • 40+ Years in Real Estate Sales/Investing
  • 30+ Years in Austin, Texas Sales/Investing
  • Over $500 Million in closed sales
  • Top Investment Broker in Central Texas
  • Best Selling Author/International Speaker
  • Guest Expert on HGTV’s “House Hunters”
  • Over 500 homes closed since 2020

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Kenn@BuyAustin.com | 512-423-5626

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The Investor Savvy Agent.com

  • Tom Ferry “If I had one regret it would be I wish I lived more simply and bought more real estate.”
  • “Create 10,000 financially free agents”
  • Financial freedom for our clients and ourselves
  • Becoming an investor specialist - Specialists make more money
  • We don’t want to work until we die
  • We need a plan and exit strategy.
  • Passive income, what’s your number!

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The Investor Savvy Agent.com

  • Goals - What’s the Why? Financial freedom? Legacy? Philanthropy? Lifestyle?
  • How & What / Where / When / How many / Who?
  • Diversification – From 1 property to 10 properties or stock windfalls, inheritance
  • Seller Conversations – Why Sell?
  • Opens the door to talking about keeping their property, selling it or exchanging it – meaningful conversations
  • “This may not be for you BUT have you thought about…?”
  • BE the knowledge broker

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The Investor Savvy Agent. com

  • We are not just in sales; we are destiny changers.
  • Destiny changer = Game changer!
  • For your clients and yourself
  • New market = New strategies
  • Capitalize on market cycles
  • Tap into another vertical - arrows, tools
  • Seek ways to increase business - HOW?

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How To Increase Your Business

Expand market area Geographic

Expand Customer/Client Target Demographic

Expand real estate services sectors (products)

Generate more income from each transaction

Where are the ponds/Where are the fish

Find a need and FILL IT - Niche

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The Investor Savvy Agent. com

Investor Buyer Advantages:

  1. 30% of the market are investors.
  2. Higher income / Accredited
  3. Not GEO bound
  4. Less emotional
  5. Investors thrive during downturns
  6. Buy often and in multiples
  7. They refer friends & family
  8. They seek an agent that cares, can help and one they can trust

Trust is transferrable

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Who Is My Investor Client?

  1. Avatar – Perfect Client – Passion? Where do they live/work/play?
  2. Demographic, Geographic, Psychographic
  3. What is their need? Wants? Fears?

a. Diversification?

b. Tax Shelter?

c. Wealth Building? Financial Freedom?

d. Lifestyle/Legacy/Philanthropy?

4. Open to outside-the-box opportunities?

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How To Find Investor Clients

  1. Sphere
  2. Database – Email
  3. Presentations / Podcasts / webinars
  4. Meetups / Investor Clubs
  5. Investor Forums, i.e. Bigger Pockets
  6. Facebook Groups /Ads / YouTube / IG
  7. Other Agents
  8. Networking Events

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How To Find Investor Clients continued

9. Real Estate Conferences and Conventions

  1. Facebook, Instagram, YouTube
  2. Financial Advisors, Estate Attorneys, SDIRA
  3. Direct mail to high-probability sellers – non-owner, high-equity
  4. Webinars
  5. Join me on Thursday, March 13th for free CE investor agent training

THE INVESTOR SAVVY AGENT.COM

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Mr. Bill – Financially Free

Kenn@BuyAustin.com | 512-423-5626

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Bay Area vs. Central Texas,�What $1.7 million gets you

Kenn@BuyAustin.com | 512-423-5626

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Andrea S. – Financially Free

Kenn@BuyAustin.com | 512-423-5626

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Disclosures & Disclaimers

  • We do not offer Tax or Legal advice - seek appropriate counsel.
  • Make sure to comply with all disclosure requirement including RESPA, National, State, Local laws and rules including your brokerage’s rules.
  • Use the “Affiliated Business Disclosures” as required by law
  • Make sure referral fees you give/receive are legal and allowable.
  • Never pay an unlicensed entity/person a real estate referral fee.
  • We Do Not “Endorse” any companies mentioned - due your diligence

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Income Streams for Agents: Business Income & Referrals

  • Commissions – (Sales)
  • Sales Referral Fees – (Giving & Receiving fees)
  • Leasing fees (commission)
  • Property management referrals (referral income opportunities)
  • Ongoing property management fees (Referral fees one time or monthly)

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Income Streams for Agents: Business Income & Referrals

  • Mortgages - Get license (earn origination fees)
  • Private money/Hard money lenders (referrals & co-op)
  • Insurance – Referral or Get License (property & liability)
  • Home warranty (referral fees)
  • Property Tax Protest Services (referral fees)
  • Utilities Service Companies (referral / MLM)
  • Revenue Share Brokerages

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Income Streams for Agents: Business Income & Referrals

  • Contractors & trades (repairs, rehabs, upgrades)
  • Roofers & Solar (referral fees)
  • Movers (referral fees)
  • Home inspectors (buyer/seller side referral fees)

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Income Streams for Agents: Business Income & Referrals

  • Attorneys (Referral fees)
  • 1031 Exchange Accommodators (referral fees)
  • Tax preparers / CPAs (Ongoing referral fees)
  • BPOs (Broker Price Opinions)
  • Staging services (Fees for yours or other’s transactions)
  • Co-Op Advertising - Free Marketing

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Real Estate & Investment

  • Property acquisitions (investment properties, 1031 exchanges) (apply your commission)
  • Rental income (long-term & short-term)
  • Appreciation (equity growth over time)
  • Depreciation (tax shelter strategy)

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Real Estate & Investment

  • Tax write-offs (travel, business, property-related)
  • IRS Real estate professional designation

(unlimited passive losses to offset ordinary income)

  • Cost Segregation Bonus Depreciation (IRS Sec. 179)

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Real Estate & Investment

  • Augusta Rule (renting out your home tax-free for up to 14 days)
  • Kids working in the business (family income-shifting strategy)
  • S-Corp vs. Sole Proprietor (entity structure & tax advantages)

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Disclosures & Disclaimers

  • We do not offer Tax or Legal advice - seek appropriate counsel.
  • Make sure to comply with all disclosure requirement including RESPA, National, State, Local laws and rules including your brokerage’s rules.
  • Use the “Affiliated Business Disclosures” as required by law
  • Make sure referral fees you give/receive are legal and allowable.
  • Never pay an unlicensed entity/person a real estate referral fee.
  • We Do Not “Endorse” any companies mentioned - due your diligence

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Investor Savvy Agent.com

Turn-key provider!

  • Research
  • Acquisition
  • Management
  • Disposition

Kenn@BuyAustin.com | 512-423-5626

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The Investor Savvy Agent. com

Specialized Networks of help for investors:

* Investor Savvy agent

* CPA / Tax Advisor

* Insurance

* Attorneys

* Lenders

* Property management / leasing

* Builders / Other investor savvy agents

*Trades

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Real Time Example of Investor Opportunities

  • Central Texas National Builder Fiscal Year End Builder Close Out
  • New Homes from the low $200Ks
  • Pricing 12 – 20 % Below Market Value
  • “NFC” Builder Financing at 4.25% APR plus closing costs paid
  • 3% to 6% commissions paid – 30% referrals

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The Investor Savvy Agent. com

  • Be the Knowledge Broker –
  • Know the business and / or team up with an agent who does
  • Think “Outside the box”
  • Leverage “Insider Knowledge”
  • Understand that “Riches are in the niches”
  • Opening up Meaningful conversations with clients about investing
  • Ferry network- Diversify your market by connecting & networking with other investor agents with solutions
  • 25% to 50% Referral fees paid on 3% to 6% commissions

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ISA

RICH

OK

SPHERE

SPHERE

SPHERE

SPHERE

SPHERE

ISA DAVID NV

ISA

JIM FL

ISA

KENN

TX

YOU

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Investor Savvy Podcast Playlist

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Edu-Marketing with Mercedes in So. Cal.

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TF Coach Dave & Kenn talk investing/exit strategy

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Case Study – TF Elite Member – Lana K.

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Action Items and Resources

  1. Go to: TheInvestorSavvyAgent.com
  2. Check out the previous Tom Ferry INVESTOR WEBINARS
  3. Check out the Investor Savvy Agent: Podcast interviews – Lets do one! Free Marketing Content
  4. Join the Investor Savvy FB group
  5. Connect with me on a call/zoom or use my Instacard to connect
  6. Who in your sphere needs to invest in real estate – MAYBE YOU!

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The Investor Savvy Agent.com

  • Investor Podcast - B to C
  • TOM FERRY WEBINAR REPLAY - WHY work with investors
  • TOM FERRY WEBINAR REPLAY - HOW to work with investors
  • TOM FERRY WEBINAR REPLAY - How to create MULTIPLE STREAMS of income
  • PODCAST - TF Agent Interviews
  • Presentation Slide Decks
  • FB Group
  • Instacard & Appointment Scheduler

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Lets Connect!

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LET’S DO THIS - SEE YA AT THE TOP!