If you are currently working with investors, or plan to, your success depends on more than your own expertise. Investors rely on informed decisions and need access to specialized professionals across a range of areas to move confidently and quickly. By building a trusted network of go-to experts, you not only serve your clients better but also become indispensable in their long-term strategy.

A well-structured power team boosts your credibility, increases client loyalty and gives you a competitive edge as a solutions-oriented partner, not just a transactional agent.

Who Should Be on Your Investment Power Team

While the choice of professionals is ultimately up to your client, you can recommend trusted partners and ensure your client has a full complement of professionals who can handle all aspects of their decision-making and execution process.

Mortgage Broker

Your client should find a broker who is comfortable with complex deal structures, rental income qualification and multi-property financing. They should understand investor timelines and be skilled at comparing alternative lenders.

Real Estate Lawyer

A lawyer who can act quickly on conditional offers and navigate nuanced investment contracts, including joint venture agreements, commercial leases or zoning overlays, will be an advantage to your client.

Accountant

Partner with an accountant who has real-world experience working with rental income, capital gains deferral strategies, and corporate structures for property ownership. Investors will appreciate it if you can recommend someone who offers strategic tax forecasting.

Property Manager

Reliable property management is crucial for out-of-town and hands-off investors. Build relationships with property managers who are communicative, investor-friendly and tech-enabled.

Insurance Broker

Recommend a broker who understands real estate investing to advise on short-term rentals, builder’s risk policies, vacancy coverage, liability and other protections for investors and landlords.

Appraiser or Valuation Consultant

While some investors rely on comparative market analyses (CMAs) or lender appraisals, connecting with an independent appraiser can help guide purchasing and refinancing decisions. They can also help when disputing low appraisals.

Financial Advisor

Investors thinking long-term often need support with wealth planning, goal setting, and portfolio diversification. If you can recommend a knowledgeable advisor, it elevates your value beyond the transaction.

Co-Market Strategically

Host webinars, podcasts or investor meetups with your team members as featured guests. You all gain exposure, and clients build trust through repeated visibility. Also, when you send referrals, ask your network to reciprocate.

Expanding Your Community and Skills

Agents who are interested in expanding their community and real estate investing knowledge and skills can do so with the RLP InvestorsEdge™ Masterclass Series, powered by Brokers Playbook™. This exclusive Royal LePage^® program offers advanced training in property investment and connects you with motivated peers who are also dedicated to mastering real estate excellence.