That Real Estate Tech Guy

Jordan Samuel Fleming

Welcome to the only weekly podcast dedicated to the Real Estate Investing Tech Stack, hosted by Jordan Samuel Fleming. Jordan has been heavily involved in building technology tools for Real Estate Investors for over a decade, and is the Co-Founder and CEO of smrtPhone, and all-in-one cloud phone system and power dialer. If you're serious about scaling up your Real Estate Investing business then this weekly podcast is for you! You'll learn from the best as each week Jordan speaks with individual investors who have leveraged technology to scale their businesses, as well as technology companies who build the tools you use on a daily basis. That Real Estate Tech Guy brings together expert insights, advice and the latest technology tips for any investor looking to build their Real Estate Investing business.

  1. 1d ago

    Why Probate Leads Are the Most Underrated Lead Source in Real Estate ft. Andrew Becker

    This week I'm joined by Andrew Becker, founder of Billions CRM and Probate Engineers, who spent seven years working at the Pentagon in nuclear weapons systems before spending 11 years running a real estate team where he built the operational playbook that eventually became his own software company. He brings the same precision he learned in government work to every system, process, and lead source he touches. In this episode, Andrew breaks down how he used 80/20 analysis to identify probate as one of his highest-performing lead sources, how he turned that discovery into a coaching program called Probate Engineers, and how Billions CRM gives real estate operators a simplified Salesforce-powered system that actually drives accountability. If you're tired of chasing every shiny lead source and want a repeatable, consultative approach that builds real relationships, this one is for you. Episode Timeline & Highlights [0:52] – Jordan introduces Andrew Becker, founder of Billions CRM and Probate Engineers [3:21] – Andrew's background: nuclear weapons work at the Pentagon, seven years in systems-driven government roles [4:04] – How 11 years running a real estate team led Andrew to build Billions CRM [6:47] – How data and the 80/20 principle revealed probate as a top-performing lead source [8:21] – Getting probate leads directly from the courthouse rather than relying on aggregators [9:02] – Why personal representatives are a uniquely motivated and underserved audience [12:29] – Building a "power probate Rolodex" of attorneys, specialists, and experts to add real value fast [15:35] – Why inserting yourself into the probate process drives an 80-90% close rate vs. a 50/50 shot [19:35] – Launching Probate Engineers in late 2024, running beta cohorts, and improving the program with each group [22:33] – How feedback from beta cohorts led to building Captain, a tool that automates daily probate record extraction and mailing by county [25:06] – Live AI voice agent demo where the agent picked up on the word "probate" in real time and asked the right follow-up questions [27:39] – How Billions CRM was born out of frustration with piecing together 8-9 disconnected tools [29:12] – How Billions enforces one workflow path to eliminate confusion and keep data clean for 135 real-time reports [37:59] – Why a CRM integrated with a phone system like SmrtPhone creates accountability that cell phones never can [43:56] – Using automated nightly KPI reports to catch performance drops the same week they happen [44:44] – Why four KPIs are all you need to know if your business is healthy or broken 5 Key Takeaways Go a Mile Deep, Not Wide — Andrew's team stopped chasing every lead source and went all-in on the 20% producing 80% of their revenue, with probate being a standout performer. Narrowing focus created a machine that ran predictably instead of chaotically.Consultative Beats Transactional Every Time — Instead of calling probate leads and saying "I'll buy your house," Andrew's approach is to ask where they are in the process and connect them with attorneys, advisors, and resources at no cost. That kind of help builds trust no competitor can replicate by just sending an offer.Build the Rolodex Before You Need It — You don't have to become a probate legal expert. What matters is assembling a network of specialists, such as probate attorneys who handle it 90% of the time, so you can refer prospects immediately and become their go-to resource throughout the process.A CRM Should Guide Behavior, Not Just Store Data — Billions was designed with one way to do everything. No shortcuts, no alternate paths. That structure keeps reps on track, generates clean data across 135 real-time dashboards, and gives owners the visibility they need without requiring hours of manual review.Automate the Boring, Track What Matters — Whether it's daily probate record extraction through Captain or nightly KPI reports from Billions, the goal is the same: remove the manual work so your team stays focused on conversations, and so you catch problems in days instead of discovering them at the end of the quarter. Links & Resources Billions CRM — joinbillions.com Probate Engineers — probateengineers.com Captain AI (automated probate record tool) — joincaptainai.com SmrtPhone (real estate phone system) — smrtphone.io (5,000 free calling minutes available via the link in the episode) REI Tech Unlocked Conference (September 19-21, 2026 in Dallas, TX) — reitechunlocked.com Follow Andrew Becker on Instagram and Facebook — @iamandrewhbeckerEnjoyed This Episode? If Andrew's approach to probate leads has you rethinking where your next deal is coming from, share this episode with a teammate or fellow investor who's still chasing every shiny lead source. The consultative model he laid out is a genuine differentiator in any market. Follow That Real Estate Tech Guy so you don't miss what's coming next, and if you found value here, a quick rating and review goes a long way. More high-signal conversations coming next.

    47 min
  2. Jun 18

    The Boring Real Estate Strategy That Quietly Builds Wealth ft. Brian Waters

    This week I'm joined by Brian Waters, a Los Angeles fire captain, certified flight instructor, and founder of the Rental Property Playbook who teaches hardworking W-2 earners how to build single family rental portfolios out of state. Brian lives in California but invests across Alabama, Georgia, Michigan, and Tennessee, all without quitting the job he genuinely loves. We get into why he chose the most boring, tried and true strategy in real estate, how a property management team means he's never fixed a toilet in his life, and why keeping your W-2 is the smartest risk mitigation move you can make. If you're a first responder, a pilot, or any busy professional who wants passive income without blowing up your career, this conversation is for you. Episode Timeline & Highlights [3:09] – Brian introduces himself, an LA fire captain and founder of the Rental Property Playbook teaching W-2 earners to buy out of state [3:50] – From a teenage pilot's license to a medevac career in Hawaii to a 2008 airline layoff that pushed him into firefighting [6:30] – How cockpit habits like checklists, SOPs, and crew resource management became his real estate operating system [7:01] – Why first responders make some of his most successful real estate students [8:47] – Real estate as additive, not an escape from a career you actually love [11:23] – The real reason to keep your W-2: lending leverage and protection from a single roof leak or foundation problem [14:30] – The overtime trap that wrecks firefighter families and the lifestyle Brian built instead [15:48] – How teaching buddies for free turned into a paid coaching community after a nudge from his wife [17:13] – Why he picked the most boring, tried and true play over wholesaling, land, or syndications [18:27] – The mentor advice that changed everything: get hyper specific at one thing and never change it [20:23] – Tenants and toilets solved with out of state investing and a solid property management team [23:31] – The four pillars of real estate returns and why Brian feels like he's always winning [26:25] – The BRRRR method and how he buys four properties at a time using private and hard money [33:05] – Why he caps his community at under 150 people and still answers his own DMs [36:56] – How to find Brian and join the free Rental Property Playbook community 5 Key Takeaways Keep The Job You Love — Real estate doesn't have to be an exit. Brian added single family rentals as a second income stream while staying a fire captain, which gives him lending leverage and a financial safety net.Get Hyper Specific At One Thing — A mentor told him to master one strategy and never change it. He chose three bed, two bath single family homes because they're the most rented, sold, and refinanced asset in the country.Out Of State Removes The Temptation — Investing far from home forces him to lean on systems and a property management team instead of driving over to fix a toilet himself. He's never done drywall in his life.Budget For When, Not If — Stuff breaks in every asset class. He underwrites every deal with money set aside for vacancies and maintenance, so a surprise repair never turns into a crisis.Small Community, Real Access — Brian caps his program under 150 people so students get his actual cell number and direct coaching, the opposite of being a dot on page 100 of a Zoom call. Links & Resources Brian Waters / The Rental Property Playbook (Code 3 Invest) — https://code3invest.com/ (his actual coaching + community hub; "Rental Property Playbook" is his podcast/brand, but code3invest.com is where people sign up and reach him) Brian Waters on Instagram — https://www.instagram.com/mr.brian.waters/ \ SmrtPhone — https://www.smrtphone.io/ That Real Estate Tech Guy — https://thatrealestatetechguy.com/If you've ever assumed out of state rentals are too risky or that you'd have to quit your job to build real wealth, Brian's playbook flips both ideas on their head. Share this one with a buddy in the firehouse, the cockpit, or any W-2 grind who's been waiting for permission to start, and take a second to follow, rate, and review the show so more people find it. More high-signal conversations coming next.

    39 min
  3. Jun 11

    Speed to Lead Follow-Up and the 20% Most Investors Leave Behind ft. James Heartquist

    This week I'm joined by James Heartquist from Property Leads, a pay-per-lead company built specifically for real estate investors who want to stop chasing cold lists and start fielding inbound sellers ready to move. James has worked with hundreds of investors across the country and has a front-row seat to what separates the operators doing deals from the ones who can't convert leads they already paid for. We get into everything — what a lead actually is (and why most investors don't agree on the answer), why speed to lead is still the single most important KPI you're probably not tracking tightly enough, and the follow-up structure that gives you a real shot at the 20% of leads most investors quietly throw away. We also talk about RCS messaging, the trust recession hitting the real estate education space, and what James is bringing to the REI Tech Unlocked event in Dallas this September. Episode Timeline & Highlights [0:41] – Jordan introduces James Heartquist and the core focus: lead generation, red flags, and follow-up discipline [1:38] – James defines what Property Leads is and how it works as a pay-per-lead marketing company [2:28] – How to align with your lead provider on what "a lead" actually means before you spend a dollar [3:51] – Property Leads' definition: a seller who wants to sell within six months, on or off market [4:43] – Why investing in leads without a real follow-up system is just burning money [5:28] – Speed to lead: why 10 minutes is already too slow and how to build toward a 30–60 second response [6:59] – Door knocking, FaceTime calls, and the small extra moves that separate closers from browsers [10:28] – Why static follow-up cadences are dead and what smart agents do differently [11:11] – The stat that should wake up every investor: 20% of refunded no-response leads sell to someone within 12 months [13:18] – The 15–20 touch point framework for the first five days, and why a simple message beats no message every time [17:17] – Red flags to watch for in any paid lead provider — and how Property Leads built live transfers to fix friction in the sales process [18:53] – The "home seller experience" upgrade: why treating the seller like a client cuts required touchpoints dramatically [24:28] – RCS messaging explained: what it is, why it matters, and how embedded video will change the first impression game [27:37] – The trust recession in real estate — and why the guru fatigue problem is partly self-inflicted [30:36] – How to evaluate a coaching community the right way: are people actually making money? [33:11] – Preview of REI Tech Unlocked, September 19–21 in Dallas: what James and Property Leads are bringing to the event 5 Key Takeaways Speed to Lead Is Your Most Important KPI — The investors winning on paid leads are calling within 30 to 60 seconds, not 10 minutes. If your CRM isn't tracking this number, that's the first thing to fix — not your scripts.Most Investors Quit Too Early on Follow-Up — Property Leads data shows 20% of leads refunded for "no response" end up selling to someone within 12 months. The person with the longest follow-up runway is usually the one who closes it.Align on the Definition of a Lead Before You Buy — What you consider a lead and what your provider considers a lead can be completely different things. Getting on the same page before you spend money is the conversation most investors skip.Your Lead Provider Is a Growth Partner, Not a Vendor — The best outcomes come from treating the relationship as a two-way feedback loop. Extreme ownership over your conversion numbers, paired with honest communication with your provider, is what actually moves the needle.RCS Is Coming and It Will Change First Contact — Rich Communication Services will allow investors to embed video directly into text messages — no links, no friction. The operators who move early on trust-building tech will have a real edge as seller skepticism continues to rise. Links & Resources Property Leads — propertyleads.com (listener credit available — link to be dropped in show notes)SmrtPhone — the only phone system built for real estate investors; 5,000 minutes free calling at signupREI Tech Unlocked — September 19–21, Dallas, TX; implementation-focused event with Property Leads and other tech partners in attendanceThat Real Estate Tech Guy — thatrealestateguy.com Thanks for tuning in to this week's episode. If you're spending money on leads and not tracking speed to lead or running a real follow-up sequence, this conversation with James is the push you needed. Share it with a fellow investor who needs to hear it. More high-signal conversations coming next.

    38 min
  4. Jun 4

    Why Most Real Estate Investors Hit a Capital Ceiling and How to Break Through It ft. Ari Page

    This week I'm joined by Ari Paige, founder of Fund and Grow, a 19-year-old business credit consulting company that has helped over 35,000 businesses access more than $2.1 billion in funding through 0% introductory business credit cards. Ari originally got into this space as a real estate investor himself, which gives him a grounded, practical perspective on exactly where capital gaps show up. The conversation covers how real estate investors can use business credit cards as gap financing, bridge capital, and rehab funding within BRRRR and fix-and-flip strategies, and why compliance in this space matters far more than most people realize. If you've ever hit a ceiling in your investing because funds were tied up in the last deal, this episode is for you. Episode Timeline & Highlights [0:51] – Jordan introduces Ari Paige and Fund and Grow, previewing the topic of business credit for real estate capital [4:00] – Ari explains the origin of Fund and Grow and why real estate investors are the core audience for 0% business credit cards [5:17] – Jordan breaks down three investor types and asks which level benefits most from Fund and Grow's model [6:37] – Ari explains bridge capital, reducing hard money costs, and why 80% of Fund and Grow clients are real estate investors [7:44] – The key difference between traditional loans and business credit cards: you only pay when you use the balance [8:52] – Real cost comparison: hard money at 3–5 points up front vs. 0% business credit with no payment until the balance is placed [9:16] – JPMorgan's $80 billion small business lending commitment and why business credit cards are the primary vehicle banks are using [11:13] – How compliant payment services like Plastiq and Melius let investors pay vendors and fund escrow accounts using credit cards [12:10] – What makes a credit stacking company non-compliant: bait-and-switch marketing, cash liquidation schemes, and hidden fees [18:15] – Fund and Grow's credentials: Inc. 5000 for seven years, A+ BBB, and a new industry association being formed to self-police credit stacking compliance [28:52] – Ari walks through the BRRRR infinite money loop using business credit for down payments, rehab costs, and gap financing [37:09] – Fund and Grow generated $175 million in funding in 2025, with 72.4% coming from post-approval negotiation coaching [41:37] – Why AI cannot replace Fund and Grow's consulting: sequencing strategy, real-time approval data, and 35,000 client history [44:15] – How to get started with Fund and Grow's free pre-qualification tool at fundandgrow.com 5 Key Takeaways Business Credit Cards Are Not Loans — Unlike hard money or bank loans, 0% business credit cards don't start costing you anything until you use them. That means you can hold $200,000 in available credit and pay zero interest between deals, making them a fundamentally different capital tool.Compliance Is Not Optional in This Space — Many credit stacking companies are violating FTC rules right now, including misrepresenting products as "funding" instead of credit cards, promising cash liquidation, and applying for personal cards that hurt consumer credit scores. Working with the wrong company can damage your credit, expose your affiliates, and draw FTC scrutiny.The Infinite Money Loop Works Across Strategies — Whether you're wholesaling, doing fix-and-flips, or running BRRRR deals, business credit cards can cover gap financing, down payments, and rehab costs. The 12 to 18 month 0% window is long enough to complete most exits before interest ever kicks in.Most Funding Gains Come From Negotiation, Not Applications — Fund and Grow's 2025 data shows that 72.4% of the $175 million they generated came after the initial application, through client coaching on limit increases, card consolidation, and underwriter reconsideration calls. Application help alone is not where the value lives.AI Cannot Replace Human Credit Strategy — AI can't tell you how a lender is evaluating your profile right now, build a sequencing strategy based on last month's approvals and declines, or apply the judgment built from 35,000 clients. People using ChatGPT for credit applications are racking up hard inquiries and getting no approvals. Links & Resources Fund and Grow — fundandgrow.comFund and Grow Pre-Qualification Tool — fundandgrow.com (free, soft inquiry, no obligation)SmrtPhone — the only phone system built for real estate investorsPlastiq — plastiq.com (compliant business card payment service)Melius Payments — compliant business card payment serviceBill.com — compliant business card payment service If the idea of using 0% business credit to fund deposits, rehab costs, and gap financing clicked for you during this episode, send it to a wholesaler or flipper in your network who's been stuck waiting on capital between deals. Ari and his team are the real deal, 19 years and 35,000 clients deep. Head to fundandgrow.com to run through the free pre-qualification and see what you might qualify for. More high-signal conversations coming next.

    47 min
  5. May 28

    How to Build AI Agents That Fix Themselves When Something Goes Wrong ft. Keith Gillespie

    This week I'm joined by Keith Gillespie, founder of REI Automated, a Marine Corps veteran who spent eight years on active duty across 13 countries, missing the births of both his kids, and came home with one obsession: building a real estate investing business in 1 to 2 hours a day. That constraint forced him to build SOPs that became systems, systems that became software, and software that 5 years ago became REI Automated, a three-pillar platform combining education, CRM, and coaching for investors under 50 deals done on their own. What started as a personal solution has grown into a fully commercialized system running 24 AI agents, pushing 24 to 70 software updates per day, and built on the philosophy that education alone gets 99% of people nowhere unless the tools and support are right there alongside it. Keith is one of the few people in this industry who has genuinely melded the methodology with the machine, and this conversation gets into exactly how he did it. Episode Timeline & Highlights [0:49] – Jordan introduces Keith Gillespie from REI Automated and previews the REI Tech Unlocked event in Dallas and his upcoming AI book [3:42] – Keith's background as a real estate investor for 10 years across 34 states, and how REI Automated was built to solve his own problem [4:22] – What active duty Marines life actually looked like: 13 countries in 8 years, missing both kids' pregnancies, and needing to build a business in 1 to 2 hours a day [5:47] – The three pillars of REI Automated: education, software, and coaching, and how they work together as a system [7:08] – How the Marine Corps OODA loop (Observe, Orient, Decide, Act) transfers directly to real estate negotiation and relationship management [10:45] – The grit and tenacity piece: why embracing the suck from military training carries into every hard stretch of building a business [11:12] – Jordan parallels the OODA loop to the flight training acronym DODAR and why slowing down leads to better decisions than reactive action [13:34] – Why Keith built REI Automated as a true ecosystem rather than a CRM with coaching bolted on, and what being the company he wished existed ten years ago actually means [14:25] – Keith's 57 completed real estate investing courses and what he learned by going through virtually every major program in the industry [15:16] – Why education alone fails 99% of the time and why the fishing pole analogy captures everything wrong with most real estate programs [16:38] – Why all three pillars are non-negotiable and what happens when any single ingredient is pulled from the cake [20:02] – The two things any SaaS business actually needs to survive: results and customer service, and how Keith built REI Automated around both [22:39] – Inside the AI agent build pipeline: discovery, internet research, planning, build, testing, human QA, and production, all in about 50 minutes per feature [25:36] – How REI Automated scaled from 6 AI agents to 24 and why parsing agents to narrow, specific jobs improves quality at every level [26:27] – The self-healing agent approach: agents required to update their own project instructions when they learn something new [28:14] – Building a support ticket rewriter agent to fix poorly worded user requests before they reach the development queue [34:16] – Who REI Automated is built for: any investor who has done fewer than 50 deals independently, from zero to experienced acquisition managers [35:53] – Why 389 built-in automations and everything under one roof is the real differentiator, not any individual feature [37:36] – Zero customer churn since public launch in March 2026, and what a nine-person human staff plus 24 AI agents means for responsiveness 5 Key Takeaways Systems Before Scale — Keith built the foundation of REI Automated out of necessity, not ambition. With only 1 to 2 hours per day to work his real estate business while on active duty, every SOP had to be airtight. The constraint forced better engineering than most funded teams ever produce.Education Without Execution Is Worthless — After completing 57 real estate investing courses, Keith's conclusion is clear: knowledge without a system to apply it and support to keep you accountable is just expensive entertainment. All three pillars have to exist together or the whole thing falls apart.The OODA Loop Works Off the Battlefield — The Marine Corps' observe-orient-decide-act decision framework isn't just for room clearing. It's a real-time relationship and negotiation tool that helps you read a situation, adjust, decide, and act in a loop rather than reacting impulsively and blowing the deal.Agent Quality Comes from Narrow Scope — REI Automated's AI infrastructure improved dramatically when they stopped asking agents to do multiple things and started assigning each one a single, tightly defined job. The more focused the scope, the higher the output quality, and the easier it is to diagnose what breaks.The Answer Is Yes — Keith's product development philosophy is built on one rule: if a client requests something that isn't wrong or illegal, build it. Listening to the marketplace and acting on it fast is why REI Automated has had zero churn since public launch, pushing 24 to 70 updates a day. Links & Resources Keith Gillespie on Facebook — search "Keith Gillispie" (note the spelling: G-I-L-L-I-S-P-I-E)SmrtPhone — the only phone system built for real estate investors, includes 5,000 minutes free — smrtphone.ioREI Tech Unlocked event — September 19–21, Dallas, Texas (co-headlined with Left Main, Stephanie Betters, Steve Trang, Objection Proof AI; sponsored by Facebook, Twilio, Salesforce)Labor Architecture AI — Jordan's upcoming book on AI and human employees — laborarchitecture.aiThat Real Estate Tech Guy — thatrealestatetechguy.comIf Keith's approach to systems, AI, and building the company he wished existed ten years ago resonated with you, share this one with an investor in your network who is still duct-taping tools together with Zapier. This conversation is a field report from someone actively building in real time, and those are the ones worth passing around. More high-signal conversations coming next.

    41 min
  6. May 21

    Why Self-Storage Is the Most Underrated Asset Class in Real Estate Right Now ft. Bree Hartman

    This week I'm joined by Bree Hartman from Storage School — and this one goes somewhere we haven't been before on this podcast. Self-storage. Bree bought her first facility while pregnant, using an SBA loan, from across the country in Louisiana. She now controls over $8 million in self-storage assets, runs a 12-month education program, and is actively acquiring more facilities while teaching her students to do the same. We get into why self-storage is one of the most cash-flowing, unsexy, and underrated asset classes in real estate right now, how to find mom-and-pop facilities before they hit the market, and why Bree left single family behind the moment she realized she'd need 20 rentals just to replace her income. If cash flow and time freedom matter more to you than the flashy stuff, this episode is for you. Episode Timeline & Highlights [0:42] – Introducing Bree Hartman and Storage School. [3:41] – Bree's backstory: W2 with Fish and Wildlife, accidental rental, and buying her first facility while pregnant. [5:23] – The moment she realized single family was just another job — and self-storage was the answer. [6:07] – No toilets, no tenants, no employees — why self-storage clicked immediately. [6:51] – Using an SBA loan to buy her first facility with only 10–15% down. [7:14] – Finding the sweet spot: mom-and-pop facilities with upside and low competition. [18:00] – Live screen share: how Bree actually finds off-market storage facilities using data tools. [26:24] – Why technology is a competitive advantage in self-storage acquisitions right now. [27:14] – How Storage School works: 12-month program, six-week onboarding, off-market pipeline. [29:38] – Reverse engineering your lifestyle first — then picking the asset class that fits. [30:35] – What Bree is focused on now: scaling to 6–7 new facilities and partnering with students. [31:47] – The international opportunity: why self-storage in Europe is 20–30 years behind the US. [32:30] – Why right now is buy time in self-storage — and how AI is accelerating the opportunity. 5 Key Takeaways Self-storage cash flows where single family can't. No tenants, no toilets, no maintenance calls — just a simple, scalable model with real margins.SBA loans change the math. 10–15% down instead of 35% means you can get into your first facility without a massive capital outlay.Mom-and-pop facilities are the opportunity. Mismanaged, under-rented, and off-market — that's where the value is hiding.Reverse engineer the life first. Don't pick an asset class and then try to fit your life around it — start with what you actually want and find the vehicle that gets you there.Right now is buy time. The negotiating power is there. The technology is accelerating the opportunity. The window won't stay open forever. Links & Resources Storage School – 12-month program to find, buy, and operate your first self-storage facility 👉 Text "SCHOOL" to (916) 579-7209Free Storage Offer Calculator – Evaluate any deal with Bree's cheat code tool 👉 Link in show descriptionSmrtPhone – The only phone system built for real estate investorsThatRealEstateTechGuy.com – All episodes and exclusive tech discounts Closing If you enjoyed this episode, please follow, rate, and review That Real Estate Tech Guy. Share it with an investor who's grinding on single family and wondering if there's a better way — because there might be, and it doesn't involve a single toilet. More high-signal conversations coming next.

    34 min
  7. May 14

    Why AI Adoption Is No Longer Optional for Real Estate Investors ft. Steve Trang & Stephanie Betters

    This is a special one. I'm joined by two people I deeply respect — Stephanie Betters, CEO of Left Main REI and co-founder of Better Path Homes, and Steve Trang, founder of Objection Proof AI — and the three of us are announcing something we've been building together that I'm genuinely fired up about. REI Tech Unlocked. September 19th–21st, 2026 at the Hyatt Regency in Dallas, Texas. This is not another conference. It's the first real implementation event built specifically for real estate investors — a technology playground where you don't just hear about AI and the tools changing this industry, you actually sit down, get hands on, and walk out with things built and running in your business. Episode Timeline & Highlights [0:58] – Introducing Stephanie Betters, Steve Trang, and why this episode is special. [2:19] – Announcing REI Tech Unlocked: September 19th–21st, 2026 in Dallas, Texas. [2:48] – Why 2026 is a pivotal moment for real estate investors and AI adoption. [3:26] – The technology playground concept — hands on, not just listening. [4:47] – Why disconnecting from operations at an event is where real learning happens. [5:22] – No vendor booths, no fishbowl business cards — real companies doing real work with you. [6:03] – Everyone's got an idea. This event is about execution, not inspiration. [6:26] – Why most events leave you fired up but on your own — and how this is different. [25:22] – The fundamental shift happening in business right now — AI isn't a tool, it's infrastructure. [25:52] – The internet comparison: every business rebuilt around it. AI is next. [27:28] – Steve's final word: the big brands and organizations coming to the event. [28:51] – Stephanie's final word: execution over theory — walking out with something done. [29:58] – Jordan's final word: depth, hands-on implementation, and walking out configured. [31:40] – Event details, early bird pricing, and how to get your tickets. 5 Key Takeaways AI adoption isn't optional. This shift is as fundamental as the internet — every business will be rebuilt around it.Information isn't the problem. Every investor knows AI is coming. The gap is implementation — and that's what this event closes.Walk in curious, walk out configured. The goal isn't motivation or mindset. It's leaving with tools running in your business.Hands on beats listening every time. Sitting down with a technology company and getting live implementation is worth more than a dozen keynotes.Execution is the idea. Everyone has a plan. The investors who win in 2026 and beyond are the ones who actually do the thing. Links & Resources REI Tech Unlocked – The first hands-on AI implementation event for real estate investors 👉 http://reitechunlocked.com/ — Early bird tickets on sale now through May 2026Left Main REI – CRM built for real estate investors 👉 leftmainrei.comObjection Proof AI – AI-powered sales training and appointment scheduling 👉 objectionproofai.comSmrtPhone – The only phone system built for real estate investorsThatRealEstateTechGuy.com – All episodes and exclusive tech discountsClosing If you enjoyed this episode, please follow, rate, and review That Real Estate Tech Guy. Share it with an investor who keeps saying they need to figure out AI — because figuring it out is exactly what this event is built to do. Early bird tickets are on sale now. We'll see you in Dallas. More high-signal conversations coming next.

    33 min
  8. May 7

    What Losing $3 Million Teaches You About Business and Life ft. Andrew Schlag

    This week I'm sitting down with Andrew Schlag from TrueCo — and this one is a little different. We still talk real estate, we still talk business, but this episode goes somewhere most podcasts in this space are too afraid to go. Andrew opens with losing $3 million — not from a bad market, but from a moment of desperation and misplaced trust — and what that brutal season taught him about the life he actually wanted to build. Andrew and his business partner Leo launched TrueCo around one core belief: the best life you can live shouldn't be deferred. Not until the next deal closes. Not until you hit your number. Now. We get into the psychology of the hustle trap, the eight categories of holistic success, and why the entrepreneurs who win the most often enjoy it the least. Episode Timeline & Highlights [0:42] – Introducing Andrew Schlag and TrueCo's mission around holistic wealth building. [3:01] – Andrew's background: country boy, construction, and finding real estate in 2014. [6:38] – The deal that went sideways: signing deeds without attorney approval and losing $3 million. [9:33] – The aftermath: $30K a month in losses, litigation, and not wanting to live anymore. [10:47] – How Andrew came back one day at a time — and what that season really taught him. [11:27] – Meeting his business partner Leo and how TrueCo was born in Barcelona. [13:29] – The "I'll be happy when" trap and why that goalpost never stops moving. [14:47] – Get the lesson faster: why reflection matters more than grinding harder. [15:07] – Pulling the future into the present — putting the trip on the calendar before you can afford it. [18:52] – Seasons of hustle vs. lifestyle hustle and why the economy rewards value, not hours. [19:52] – Weekly reflection, morning routines, and building intentional habits into daily life. [30:23] – What TrueCo actually is: holistic success, wealth building, and a life worth living. [32:22] – How the community works: cash vehicles, wealth building, and doing deals with people you enjoy. [35:40] – Who TrueCo is for and how to connect with Andrew and Leo. 5 Key Takeaways Never sign the deeds without your attorney. Desperation is the enemy of good decisions — urgency is fine, desperation is dangerous.Stop living in the "when I get there." The goalpost never stops moving. Build a life worth living right now.Reflection is a business skill. The investors who never stop to ask why are the ones who barrel hardest in the wrong direction.The economy rewards value, not hours. Working hard is a badge of honor that pays nothing if you're creating the wrong thing.Holistic success beats financial success alone. Wealth without health, relationships, and purpose isn't winning — it's just a bigger number.Links & Resources TrueCo – Holistic wealth building community for heart-driven entrepreneurs 👉 truecoa.comAndrew Schlag – Facebook & YouTube: search Andrew SchlagSmrtPhone – The only phone system built for real estate investors (5,000 free minutes)ThatRealEstateTechGuy.com – All episodes and exclusive tech discountsClosing If you enjoyed this episode, please follow, rate, and review That Real Estate Tech Guy. Share it with an entrepreneur who's grinding hard but hasn't stopped to ask whether they're actually happy — because the hustle isn't the problem. Deferring your life while you do it is. More high-signal conversations coming next.

    38 min

Ratings & Reviews

5
out of 5
2 Ratings

About

Welcome to the only weekly podcast dedicated to the Real Estate Investing Tech Stack, hosted by Jordan Samuel Fleming. Jordan has been heavily involved in building technology tools for Real Estate Investors for over a decade, and is the Co-Founder and CEO of smrtPhone, and all-in-one cloud phone system and power dialer. If you're serious about scaling up your Real Estate Investing business then this weekly podcast is for you! You'll learn from the best as each week Jordan speaks with individual investors who have leveraged technology to scale their businesses, as well as technology companies who build the tools you use on a daily basis. That Real Estate Tech Guy brings together expert insights, advice and the latest technology tips for any investor looking to build their Real Estate Investing business.