Collective Clicks: Digital Marketing for Real Estate Investors

Bateman Collective
  • 5.0 (19)
  • Investing
  • Updated Weekly

Marketing your real estate investment business on your own can be difficult, especially in a competitive and ever-changing market. Join Brandon Bateman, CEO of Bateman Collective, as he chats with industry experts, shares actionable marketing strategies, and reveals what has been successful for his own clients. Each episode will help you generate more motivated leads than ever, allowing you to grow and scale your REI business. Subscribe today so you don’t miss a thing!

  1. 1d ago

    Bottoms-Up AI Adoption: How to Systematize Your Real Estate Business with Jason Macht

    Most operators think scaling with AI means hiring an expensive developer or "AI guru" right away. Jason Macht proves that true operational optimization starts with bottoms-up literacy and fixing your core data pipeline first. Jason is an engineer by education, a former product manager, a real estate investor, and the founder of Whitespace Solutions. He specializes in helping business owners integrate AI, consolidate fractured CRM ecosystems, and automate the unsexy backend processes that stall growth. * Why hiring an "AI guru" too early risks over-engineering your business with useless, flashy tech tools * The bottoms-up literacy framework for building organizational muscle memory using ChatGPT, Gemini, and Claude * How to close the sales feedback loop by using AI to auto-transcribe calls, execute scoring rubrics, and flag hot leads * The unstructured data trap: Using AI to clean up messy notes, write automated CRM updates, and eliminate manual entry * Why the final 5% of execution is the hardest hurdle when building automated business solutions * The "million interns" philosophy: Shifting your mindset away from sci-fi super-geniuses toward high-volume task execution The businesses moving fastest with AI aren’t trying to build complex, autonomous boards of directors. They are optimizing the boring, repetitive tasks and ensuring their core systems talk to each other seamlessly. Weekly episodes on what’s working right now in wholesaling, flipping, and investor operations. 00:25 Meet Jason Macht 02:42 AI Curious Roadmap 03:23 Team Literacy First 06:21 From Adoption To ROI 08:13 Call Insights Example 16:15 Avoid Shiny Objects 19:45 Agents Versus Boring Wins 24:52 Data Integration Framework 31:01 Future Of SaaS Shift 36:40 Whitespace Solutions Process 39:29 Contact And Wrap Up Thanks for listening to Collective Clicks! We're always looking to improve the pod: drop us some feedback here. If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

    40 min

  2. Jun 9

    Going a Mile Deep: Master Probate Leads Without Buying Third-Party Lists

    Most real estate investors treat probate as just another direct mail list. Andrew Becker built a predictable seven-figure department by treating it as a completely separate business. Andrew is a serial real estate entrepreneur, coach, and founder of Probate Engineers. Based out of the Washington DC area, he specializes in helping investors dominate the probate niche through direct data sourcing, empathetic sales frameworks, and advanced exit strategy analytics. * Why relying on third-party list providers keeps you one step behind your competition * The "Day One" framework for sourcing raw probate data directly from the county courthouse * How to transition your sales team from aggressive cash buyers to trusted legal process advisors * Why texting is killing your conversion rates in high-empathy niches—and what to do instead * How tracking wholesale vs. retail exit metrics revealed a massive hidden opportunity cost * The calibrated marketing approach for targeting seven-figure stacked lists The investors winning the probate game aren't blasting more data. They're going a mile deep, owning the source, and changing the conversation entirely. Weekly episodes on what’s working right now in wholesaling, flipping, and investor operations. 00:00 Introduction and Welcome 00:25 Meet Andrew Becker 01:34 Going Deep on Probate 02:15 Differentiating in Probate Marketing 03:09 Getting Data from Source 04:11 Value Proposition Approach 05:21 Technical Difficulties Break 06:50 Sales Training Strategy 07:36 Probate Process Expertise 12:14 Marketing Channels and Outreach 12:28 Skip Tracing and Contact Methods 15:35 Understanding the Numbers 16:30 County by County Breakdown 20:19 Exit Strategies and Revenue 22:34 Closing and Contact Info Thanks for listening to Collective Clicks! We're always looking to improve the pod: drop us some feedback here. If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

    23 min

  3. Jun 2

    How to go from 12 to 4 employees without missing a thing.

    Most operators think scaling means hiring more people. Rafael Cortez cut his team from 12 people to 4 while maintaining the same deal volume. Rafael is an organizational psychologist, nationwide wholesaler, broker, and founder of Pulse Capital. He specializes in building lean real estate operations that scale through systems, accountability, and AI. - Why most wholesale businesses break at the operational level, not the marketing level - The framework Rafael uses to design systems around human behavior instead of fighting it - How he automated follow-up, note taking, and lead qualification without losing conversion - Why your best acquisitions reps are usually the worst people to handle detail-heavy tasks - The 6 stages every real estate business goes through — and where most operators fail - How measuring the right KPIs helped increase spreads and eliminate operational bottlenecks - What operators should automate, delegate, and never remove the human element from The businesses scaling fastest aren’t doing more. They’re simplifying, systemizing, and removing friction from the process entirely. Weekly episodes on what’s working right now in wholesaling, flipping, and investor operations. 00:00 Welcome and Episode Preview 01:11 Rafael Background and Businesses 02:01 What Organizational Psychology Means 05:52 Lead Follow Up SOP Case Study 11:09 Hiring by Behavioral Profiles 18:22 Lean Thinking and Past Business Lessons 21:09 Designing for Human Nature and Automation Wins 25:40 AI Adoption Shift 27:47 Role Strengths Framework 33:59 Six Business Lanes 38:22 KPI Tracking Simplified 44:38 Margins And Ops Wins 48:10 Where To Find Rafael Thanks for listening to Collective Clicks! We're always looking to improve the pod: drop us some feedback here. If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

    50 min

  4. May 26

    The Acquisition Mistake That Destroys Flip Margins | feat. Bobby Triplett, Offerpad

    Most flippers think managing contractors themselves saves money. Bobby Triplett has overseen 45,000 renovations and says it's usually the opposite. Bobby is the SVP of Renovation at Offerpad, a publicly traded iBuyer. For the past four years, the same team that renovates Offerpad's inventory has been available to outside investors. Last year alone they completed over 1,900 flips for private operators. In this episode, he gets into where most flippers are quietly losing margin and what the operators scaling fastest are doing differently. Why most investors lose money on a flip before the first contractor ever shows upHow to know your "win" before acquisition so reno, dispo, and acquisition are actually working toward the same numberHow volume investors get contractors to lower pricing (and why you can't get there by beating them up on cost)How operators are flipping in markets they've never visited using Offerpad's boots-on-the-ground teamWhat full-service renovation actually costs vs. managing trades yourselfWho this model works for and what getting started looks like 00:00 - Introduction and Bobby's background at Offerpad 03:30 - 10 years of iBuying: what's changed 07:00 - Where most flippers are losing margin 11:00 - Knowing your "win" before you buy 14:30 - Building contractor relationships that actually work at scale 18:00 - How Offerpad Renovate works for outside investors 21:30 - Pricing, market expansion, and scalability 24:30 - How to connect with Bobby and get started Thanks for listening to Collective Clicks! We're always looking to improve the pod: drop us some feedback here. If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

    27 min

  5. May 19

    Your Buyer Has Too Much Power. Here's the Fix. | feat. Carly Stagge, FlipFund Capital

    Most wholesalers think assignments are simpler. Carly Stagge thinks they're quietly capping your business. After switching to double closes, her team's average fee jumped by $8,000 per deal. The money wasn't even the biggest benefit. Carly is a director at Vertigo Real Estate Ventures, operating across Colorado, San Diego, Raleigh, and South Florida. She's also the founder of FlipFund Capital, a transactional funding company built by active wholesalers who got tired of how complicated and expensive the alternatives were. In this episode, she breaks down what assignments are actually costing you and why the operators scaling fastest have already made the switch. - How double closing gives you the ability to re-trade when a buyer tries to back out (assignments legally cut that option off) - Why serious wholesalers are leaving $50,000+ on the table by capping their own fees to keep assignments clean - Why public records quietly become a lead source when you double close - How to prove deal volume to agents and sellers when every assignment leaves zero paper trail - Whether to double close every deal or just the big ones - What transactional funding costs and how to think about the ROI 00:00 - Introduction and Carly's background 02:15 - Assignment vs. double close: the $8K fee difference 05:00 - Control of the transaction and re-trading when buyers back out 07:30 - How public records generate inbound leads 10:00 - Proving deal volume to agents and sellers 12:30 - Should you double close every deal or just the big ones? 15:00 - What transactional funding costs and how it works 17:00 - How to reach Carly and FlipFund Capital Thanks for listening to Collective Clicks! We're always looking to improve the pod: drop us some feedback here. If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

    18 min

  6. May 12

    Why This Investor Ditched Hard Money and Built His Own Capital System | Casey Gregerson

    Fix and flip margins are thin. Most investors eat the loss when a property sits or the market softens. Casey Gregerson built a structure that removes that risk entirely — and funds his own deals without hard money lenders. Casey is a Wyoming and Montana-based investor who built a vertically integrated operation — acquisitions, construction, property management, and capital raising — all while running it virtually from Houston. He's closed deals at $75/lead in markets where most investors won't even look. In this episode, Casey and Brandon break down: - How to structure a fix and flip where you can drop the price to near cost and still make money - Why sellers in the right situation will take a profit share over a cash offer — and how to present both - How Casey set up a parent fund with multiple offerings so investors can stay in deals longer without new legal docs each time - What most investors get wrong when they first try to raise capital (and the platform that fixed it for Casey) - How to use your calendar as a mirror — and why green blocks changed how Casey runs his week 0:00 – Intro 1:10 – From petroleum engineer to real estate investor 5:20 – Running a virtual investing business in Wyoming and Montana 8:45 – Building SOPs before they were trendy 11:30 – Why Casey started raising his own capital 15:00 – Setting up a parent fund with multiple offerings (and the mistake to avoid) 19:45 – The Revive Method: de-risking fix and flips with profit sharing 26:10 – Why sellers say yes to the partnership offer 28:30 – Coaching other investors and the moment that changed everything 30:45 – How Casey protects family time as a busy entrepreneur Thanks for listening to Collective Clicks! We're always looking to improve the pod: drop us some feedback here. If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

    32 min

  7. May 5

    National Wholesaling: Why Most Investors Fail with Nick Perry

    Most investors try the national model and blow through their budget with nothing to show for it. They get leads. They get contracts. Then nothing closes. Nick Perry has done over 1,600 deals nationwide and spent the last 11 years figuring out exactly where that model breaks. He's also one of the few operators who's built and tested his own AI tools in-house — including a head-to-head test of AI vs. human lead managers across 2,200 leads. What's in this episode: Why the national model fails at disposition, not lead gen — and what's actually causing itThe one live data point Nick checks before working any lead (it's not days on market)How Nick's team ran 1,100 AI-handled leads against 1,100 human-handled leads — and what the numbers showedWhy traditional wholesaling is getting harder and what's replacing itHow Nick built an AI comping tool trained on his acquisitions director's brain — and what it's doing for offer volumeWhat separates the national investors who scale from the ones who flame out fast 00:00 – Nick Perry's background and how he got into real estate 03:45 – Why AI is eliminating economic value faster than most people expect 07:10 – What Nick is actually building with AI right now 11:00 – AI vs. human lead managers: the 2,200-lead test 14:20 – The national model vs. local market model breakdown 19:30 – Pending percentage: the live market check Nick runs on every lead 23:45 – Why most national investors fail at disposition 27:00 – How rural is too rural? (Spoiler: it's not) 30:15 – Why traditional wholesaling is getting squeezed out 33:30 – Seven Figure Cartel and how Nick works with investors Thanks for listening to Collective Clicks! We're always looking to improve the pod: drop us some feedback here. If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

    37 min

  8. Apr 28

    45 Seller Leads in 7 Days — 26 Came from ChatGPT | feat. Trevor Mauch

    Most investors are still treating AI search like a future problem. It's not. Sellers are already using ChatGPT to find cash buyers — and if your business isn't showing up, someone else's is. Trevor Mauch is the founder of Carrot, the most widely used lead generation platform for real estate investors. His platform processes lead data across thousands of active investor sites, which means when he sees a trend, it's not anecdotal. In this episode, Brandon and Trevor break down what's actually driving AI search leads right now, why they convert at a higher rate than standard organic, and what you can do this week to start showing up. Why AI search leads opt in at 3–4x the rate of standard Google organic — with similar deal quality How one investor went from 5–10 leads a week to 45 in a single week (26 from ChatGPT) Why slow websites are losing seller visibility in AI search before a human ever sees them How brand inconsistency across your site and GBP is quietly killing your rankings Why this isn't a new channel — it's a multiplier for PPC, direct mail, and every lead you're already paying for The content shift that separates investors AI search recommends from ones it ignores 00:00 – Intro 01:45 – Who Is Trevor Mauch and What Is Carrot 05:00 – The Real Estate Market Consolidation Phase 10:30 – How AI Is Accelerating Consolidation 14:00 – Where AI Search Leads Actually Come From Right Now 19:15 – The 1,200 Seller Leads Stat — and What It Really Means 23:30 – AI Lead Conversion Rates vs. Google Organic 27:00 – One Investor's 45 Leads in 7 Days (26 from ChatGPT) 30:45 – Is Google Search Actually Dying? The Real Numbers 35:00 – Why Most Investor Websites Will Never Show Up in AI Search 39:30 – Why Your Google Business Profile Is Leaking Visibility 43:00 – Why Slow Sites Are Getting Ignored by AI 46:15 – Brand Consistency, Schema, and the Basics Most People Skip 49:00 – Show Don't Tell: Real Photos, Real Stories, Real Results 51:30 – Where to Find Trevor's AI Search Challenge Thanks for listening to Collective Clicks! We're always looking to improve the pod: drop us some feedback here. If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

    53 min
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5
out of 5
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About

Marketing your real estate investment business on your own can be difficult, especially in a competitive and ever-changing market. Join Brandon Bateman, CEO of Bateman Collective, as he chats with industry experts, shares actionable marketing strategies, and reveals what has been successful for his own clients. Each episode will help you generate more motivated leads than ever, allowing you to grow and scale your REI business. Subscribe today so you don’t miss a thing!

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