When to Switch Agents: Signs Your Current Realtor Isn’t Investor-Savvy
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June 4, 2025

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The wrong agent can cost you money, time, and missed opportunities. Whether you’re buying your first rental or scaling to 20+ units, you need a real estate agent who gets what you’re doing—and can keep up.

If your current agent shows any of these signs, it might be time to make a switch.

1. They Don’t Understand Investment Metrics

If they don’t know what a cap rate is—or dismiss your questions about DSCR or NOI—they’re probably not the right fit.

Investor agents should:

  • Understand deal analysis
  • Help estimate ROI, cash flow, and rehab costs
  • Provide market rent comps and investor-friendly insights

Find Your Ideal Investment Agent

  • Connect with agents who are also investors​
  • Get matched with local market experts
  • Tailored support for strategies like BRRRR, house hacking, and flips​
  • Leverage insights from a community of 3M+ investors

2. They Keep Showing You the Wrong Properties

If you’re looking for value-add duplexes and they keep showing you turnkey suburban homes, that’s a problem.

Good investor agents:

  • Match deals to your financing and strategy
  • Avoid STR-restricted zones if you’re an Airbnb buyer
  • Know zoning, rehab potential, and income upside

3. They Aren’t Familiar With Investor Financing

Do they flinch when you mention DSCR loans, bank statement lenders, or HELOCs?

Investor-savvy agents should:

  • Know which properties qualify for DSCR financing
  • Help you prep for appraisals and cash-out refis
  • Work with your lender timeline, not just theirs

Learn more about DSCR Loans

4. They Miss the Urgency of Deals

In hot markets, good deals don’t last. If your agent doesn’t:

  • Answer texts or calls fast
  • Write strong offers on short timelines
  • Follow up with listing agents to close deals

…you’re probably losing out.

5. They Don’t Treat You Like a Business

You’re not just a homebuyer—you’re running a real estate investment business. If your agent:

  • Treats each deal like a one-off
  • Doesn’t support your long-term goals
  • Isn’t proactive with deal sourcing or portfolio planning

…they’re not aligned with your strategy.


How to Make the Switch Professionally

If you’re under a buyer’s agreement, review the terms. If not, simply thank them and move on.

What to say: “I appreciate your help so far, but I need to work with someone who’s more aligned with my investment strategy. I wish you all the best.”


Ready to Work With an Agent Who Gets It?

We’ll match you with a real estate agent who knows BRRRR, DSCR, STR—and what makes deals work for real estate investors.

Find a real estate agent who understands investors


Read Next:

Find Your Ideal Investment Agent

  • Connect with agents who are also investors​
  • Get matched with local market experts
  • Tailored support for strategies like BRRRR, house hacking, and flips​
  • Leverage insights from a community of 3M+ investors

Our advise is based on experience in the mortgage industry and we are dedicated to helping you achieve your goal of owning a home. We may receive compensation from partner banks when you view mortgage rates listed on our website.

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