Why Most Agents Aren’t Equipped to Help Real Estate Investors (And What to Look for Instead)
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June 4, 2025

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Not all agents are created equal—especially when it comes to real estate investing. Most agents are trained to serve traditional homebuyers, not investors. That means they’re often unprepared to help you evaluate cash flow, identify value-add opportunities, or understand creative financing options.

Here’s why most agents fall short—and what to look for instead.

Problem #1: They Focus on Emotion, Not Economics

Retail agents are used to working with emotional buyers who care about finishes, schools, and staging. Investors care about:

  • Net operating income (NOI)
  • Cash-on-cash return
  • Rehab costs and upside potential

If your agent isn’t talking numbers, they’re not the right fit.

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

Problem #2: No Experience with Investment Financing

Most agents only understand conventional or FHA loans. But investors often use:

  • DSCR loans
  • Bank statement or asset-based lending
  • HELOCs or cross-collateralization

An agent who doesn’t understand these won’t know which properties are a good fit—or how to move fast with your lender.

👉 Learn more: DSCR Loans 101

Problem #3: They Don’t Understand Investor Strategy

Investors think in terms of:

  • BRRRR timelines
  • 1031 exchange rules
  • Refinance exit strategies
  • Short-term vs. long-term rental viability

If your agent hasn’t worked with these strategies, they might recommend properties that look good on paper—but don’t perform.

Problem #4: They’re Used to One-Off Deals

Retail agents often build their business on one deal per client every 5–10 years. Investors buy multiple properties per year.

You want someone who:

  • Understands repeat business and scaling
  • Prioritizes your long-term growth
  • Treats you like a business partner, not just a transaction

What to Look for in an Investor-Savvy Agent

Here’s what a great investor agent brings to the table:

  • Owns or manages rental properties themselves
  • Has helped clients use DSCR, BRRRR, or 1031 exchanges
  • Knows local zoning, value-add rules, and rent comps
  • Brings off-market or underpriced deals
  • Is proactive, fast, and ROI-focused

How to Find One

Start by asking:

  • “What’s your experience with investment clients?”
  • “Do you analyze cash flow and deal performance with clients?”
  • “Have you helped close deals using DSCR loans or other non-traditional financing?”

Or skip the guesswork and let us match you with a vetted pro who already checks all the boxes.


Ready to Find an Agent Who Gets It?

Don’t waste time with agents who treat you like a homeowner. Work with someone who understands your goals as a real estate investor.

👉 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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