Agent2Investor Podcast

ngarcia9292
  • 4.9 (7)
  • Investing
  • Updated Weekly

We discuss the agent side of real estate investing, the tips, the successes, the failures, and all in between!

  1. How We Use AI to Run Our Real Estate Businesses Smarter — Without Being Tech Experts

    2d ago

    How We Use AI to Run Our Real Estate Businesses Smarter — Without Being Tech Experts

    0:00 – Intro 0:40 – ₹Using ChatGPT to win city council approval 2:32 – Why agents can't afford to ignore AI 4:08 – Reviewing HOA/condo resale packages with AI 7:38 – ChatGPT vs. Claude: When to use each 13:58 – Using AI to find insurance blind spots 18:21 – Real story: Recovering $9,300 on an insurance claim with Claude 22:35 – Training AI to write in your voice 24:30 – CRM campaigns, buyer/seller guides & social content 28:08 – The 2-minute "under contract" email 29:13 – AI for landlord-tenant communications 31:27 – AI as your second brain 37:35 – Stress-testing a fix & flip deal with Claude 40:50 – Free vs. paid: What's worth it 44:25 – Saving your CMA process as a reusable AI skill 47:00 – What AI gets wrong & how to guard against it 52:51 – How to prompt like a pro 53:11 – Where to start today 56:27 – Outro + how to reach Ana & Nico0:00 – Intro 0:40 – Danville duplex: Using ChatGPT to win city council approval 2:32 – Why agents can't afford to ignore AI 4:08 – Reviewing HOA/condo resale packages with AI 7:38 – ChatGPT vs. Claude: When to use each 13:58 – Using AI to find insurance blind spots 18:21 – Real story: Recovering $9,300 on an insurance claim with Claude 22:35 – Training AI to write in your voice 24:30 – CRM campaigns, buyer/seller guides & social content 28:08 – The 2-minute "under contract" email 29:13 – AI for landlord-tenant communications 31:27 – AI as your second brain 37:35 – Stress-testing a fix & flip deal with Claude 40:50 – Free vs. paid: What's worth it 44:25 – Saving your CMA process as a reusable AI skill 47:00 – What AI gets wrong & how to guard against it 52:51 – How to prompt like a pro 53:11 – Where to start today 56:27 – Outro + how to reach Ana & Nico

    55 min
  2. The Tax Conversation That's Costing You Investor Clients

    Jun 5

    The Tax Conversation That's Costing You Investor Clients

    Most agents freeze when a buyer asks, "So how does this actually help me with my taxes?" and that one moment can cost you the client. In this episode, Ana and Nico break down the tax side of real estate in plain English: depreciation, write-offs, paper losses, cost segregation, 1031 exchanges, and REPS so you can have confident tax conversations with investors and high-income W-2 buyers without pretending to be a CPA. (We're agents and investors sharing what we've learned - not CPAs. For actual tax advice, always loop in a tax professional.) Chapters 00:00 – The question that costs agents clients 00:56 – How much of an investor chat is really about the property? 02:20 – The biggest tax blind spot for agents (capital gains story) 05:23 – The disclaimer: how to talk taxes without being a CPA 06:48 – Tax benefits in plain English: deductions & write-offs 10:28 – Depreciation & paper losses (the big one) 14:34 – Cost segregation explained + Ana & Brian's real result 20:41 – Why real estate wins for high-income W-2 earners 25:32 – The 1031 exchange, simplified 30:27 – Real Estate Professional Status (REPS) — do you qualify? 35:36 – What to say when a client mentions taxes 39:58 – Green flags vs. red flags: does the agent actually get it? 42:43 – How to find & vet a real-estate-savvy CPA 45:50 – Rapid fire 50:11 – Best books & resources to level up 51:40 – Your one move this week

    53 min
  3. Don't Own Any Rentals Yet — Can I Still Attract Investor Clients?

    May 15

    Don't Own Any Rentals Yet — Can I Still Attract Investor Clients?

    You don't need to own rentals to attract investor clients you need to speak their language, run the numbers, and bring value. In this episode, Ana and Nico break down the exact playbook for positioning yourself as an investor-friendly agent before you ever buy your first property: the terminology to master, the rooms to be in, the green and red flags investors look for, and the one move you can make this week to get started. Chapters: 0:00 — Intro: The biggest myth holding agents back 1:06 — Before the portfolio: Who we were as agents 5:06 — Why agents feel imposter syndrome (and why it's wrong) 8:20 — What investors actually want from their agent 11:58 — What Ana was doing before owning a rental 19:18 — Investor terminology 101 (ARV, NOI, ROI, cash-on-cash, 1% rule, buy box, DSCR) 33:12 — Underwriting: How to actually run the numbers 38:13 — Where investors hang out & how to add value 41:58 — Green flags & red flags from the investor side 45:19 — Honesty check: Don't pretend you own rentals 46:18 — Building your investor-friendly brand & content 48:59 — Rapid fire: Books, podcasts & resources 50:37 — One move to make this week 51:52 — Outro

    52 min
  4. I Bought One Rental — Now What? How We Scaled From One Property to Many

    May 8

    I Bought One Rental — Now What? How We Scaled From One Property to Many

    You bought your first rental — congrats! But how do you actually go from one property to many? In this episode, Nico and Ana break down the real strategies they've each used to scale their portfolios, with real numbers, real deals, and honest talk about what worked (and what they'd do differently). Chapters: 00:00 — Intro: You bought your first rental, now what? 01:00 — Ana's first deal in Akron, Ohio 02:52 — Why most investors get stuck after property #1 05:43 — What does "scaling" actually mean? 08:05 — The power of community for new investors 10:49 — Strategy 1: House Hacking 17:08 — Strategy 2: The BRRRR Method 22:59 — Strategy 3: Private Money Lending 30:03 — Strategy 4: Using a HELOC to scale 38:22 — Refinancing with a DSCR loan 45:12 — How to choose the right strategy for you 48:45 — Rapid fire: Numbers, mistakes & lessons learned 56:43 — Wrap up & where to find us

    58 min
  5. How We Find Deals That Are Never Listed — The Off-Market Strategies That Actually Worked for Us

    Apr 24

    How We Find Deals That Are Never Listed — The Off-Market Strategies That Actually Worked for Us

    Most investors fight over the same listed properties but the best deals never hit the market. In this episode, we break down the exact off-market strategies we've used to uncover hidden opportunities, build direct seller relationships, and close deals before the competition even knows they exist. From driving for dollars to leveraging networks and direct outreach, these are the tactics that have actually worked for us in the real world.

    54 min
  6. How to Know If a Deal Is Actually Worth It — A Beginner's Guide to Analyzing Your First Investment Property

    Apr 18

    How to Know If a Deal Is Actually Worth It — A Beginner's Guide to Analyzing Your First Investment Property

    Most agents freeze when an investor asks, "is this a good deal?" This episode walks you through how to actually answer that question, on a fix and flip and on a buy-and-hold rental, with real properties and two free tools.

    55 min
  7. Sell Your Rental Property Without Paying Capital Gains Taxes?

    Apr 10

    Sell Your Rental Property Without Paying Capital Gains Taxes?

    Selling a rental property? You could owe thousands in capital gains taxes, or you could legally defer them to $0. In this episode, real estate attorney and qualified intermediary Sarah breaks down the 1031 exchange, the tax code strategy that lets investors sell, reinvest, and keep every dollar working for them. What you'll learn: - What a 1031 exchange actually is (in plain English) - The #1 mistake agents make that kills the exchange before it starts - The 45-day and 180-day deadlines you cannot miss - Why you're not allowed to touch your own money during the process - How to keep rolling your gains until they're wiped out entirely - The exact questions to ask before your next listing appointment Chapters: 0:37 What is a 1031 exchange? 1:09 Cautionary tales: when agents get it wrong 4:56 How a 1031 exchange works (simple breakdown) 8:01 Why the IRS even allows this 11:52 When agents should bring up a 1031 exchange 17:11 What properties qualify (and which don't) 22:25 The 45-day and 180-day rules explained 25:19 The golden rule: you can't touch your money 36:19 Equal or greater value requirement 38:58 Selling multiple or buying multiple properties 41:21 Questions every agent should ask investors 44:27 Defer until death: the stepped-up basis strategy 49:07 How to reach Sarah & The 1031 Exchange Group

    50 min
  8. ⁠⁠He Had No Construction Experience and Still Did 3 Deals

    Mar 20

    ⁠⁠He Had No Construction Experience and Still Did 3 Deals

    Joe Dodson, a Cleveland-based occupational therapist and investor who began learning real estate through personal finance education, BiggerPockets, and mentorship from Chad Carson. Joe shares how an early conversation with a retired engineer sparked his interest, how he bought his first Cleveland triplex on-market through an investor-agent mentor, and what he values in investor-friendly agents, fast offer submissions, minimal pushback, and strong local connections. He explains the BRRRR strategy (buy, rehab, rent, refinance, repeat), how rising rates affect “perfect BRRRRs,” and his key deal metrics (leave under $20K in a deal, modest cash flow, 15–25% IRR). Now investing in Columbus for appreciation, Joe discusses managing rehab risk with contractor vetting, hard money buffers, DSCR refinancing, and how RPM community accountability helped him grow to six doors and pursue his first flip. 00:00 Intro 01:39 Joe’s Background Family 05:03 Money Mindset Real Estate Spark 09:28 First Rental First Mentor 11:16 Finding Deals With Agents 13:59 Investor Friendly Agent Traits 16:31 First Triplex Numbers Lessons 19:08 BRRRR Strategy Explained 23:41 On Market vs Off Market 27:01 Deal Analysis Metrics Tools 29:02 Why Columbus Appreciation 31:23 Rehab With Zero Experience 32:59 Budgeting Holding Costs 33:12 Finding a Great Contractor 34:37 Upfront Bid Costs 35:19 Cash Out Refinance Basics 40:13 DSCR Loan Advantages 42:52 Seasoning Period Pitfalls 44:14 Current Portfolio Snapshot 45:09 BRRR Risk and Metrics 48:32 Earnest Money Strategy 49:50 Next Goals First Flip 51:52 RPM Community Impact 57:03 Lessons and Wrap Up

    1h 1m
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4.9
out of 5
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About

We discuss the agent side of real estate investing, the tips, the successes, the failures, and all in between!

Information

  • Creator
    ngarcia9292
  • Years Active
    2024 - 2026
  • Episodes
    91
  • Rating
    Clean
  • Copyright
    © ngarcia9292
  • Show Website
    Agent2Investor Podcast