Realtor pitch deck

1. Help Investors
Realize Their Financial Goals
Through Real Estate

2. How to Earn More Money
Earn higher commission %
Sell higher-priced properties
Find more prospects
Sell more to existing contacts

3. Small target
market
Number of
Realtors
Timing
Why is it so Hard?
7%
93%
% to Move in 6
Months
Move Not Move

4. What is it Costing You?
SALES SALES SALES
Greater cash flow
Consistent cash flow
Time spent on
marketing
Peace of mind

5. Market Potential
Reallocate Not Reallocate
% to Reallocate in 6 months
Move Not Move
% to Move in 6 months

6. Why are Your Contacts Not Buying
Investment Properties from You?
You are not
offering it
or they do not
know you are
offering it.
1

7. Why are Your Contacts Not Buying
Investment Properties from You?
You are not offering
it
or they do not know
you are offering it.
They don’t know
what wealthy
people know.
2

8. Millionaires in Real Estate
IRS Facts
According to the most recent IRS Statistics, the wealthy people (those
with enough money to file estate tax returns) had more wealth in real
estate than
stocks, bonds, funds, businesses, automobiles, collections, life
insurance, cash, and everything else combined.
Real
Estate
IRS Data

9. You are not
offering it or they
do not know you
are offering it.
They don’t know
what wealthy
people do.
They don’t know how to
follow the TRAIL to
wealth.
Why are Your Contacts Not Buying
Investment Properties from You?
3

10. Trail to Wealth
Tax Advantages
Rental Income
Appreciation
Inflation Protection
Leverage

11. You are not offering it or
they do not know you
are offering it.
They don’t know what
wealthy people do.
They don’t know how to
follow the TRAIL to
wealth.
They don’t know this
is the best time to buy.
Why are Your Contacts Not Buying
Investment Properties from You?
4

12. Real Estate Cycles
The Key | Sell High, Buy
Low
2003–2005 2006–2007 2008–2010 2011–2012 2013–2014
Market Gaining
Momentum
Housing Values
at All Time High
Housing Values
Begin Decline
Values Bounce
Along Bottom
Experts Project
Appreciation
OPTIMISM EUPHORIA FEAR DEPRESSION OPTIMISM
Point of maximum
risk in investment
Point of maximum
risk in investment

13. You are not offering it or
they do not know you are
offering it.
They don’t know what
wealthy people do.
They don’t know how to
follow the TRAIL to
wealth.
They don’t know this is
the best time to buy.
They don’t know Indy is
the best place to buy.
Why are Your Contacts Not Buying
Investment Properties from You?
5

14. Indy is the Best Market
#1 10 Best Markets for Real Estate Investors; Inman News 2011
#1 Most Affordable Cities to Buy a Home; CNN, Fortune and Money
2010
#1 Most Affordable Cities to Buy a House; CNN Fortune and Money
2011
#1 Most Affordable Cities to Buy a House; CNN Fortune and Money
2012
#1 Housing Affordability Index; National Association of Home Builders
2012
#3 Real Estate Investing: The Best Markets; Wall Street Journal 2010
#3 Best Bang for the Buck; Forbes 2008
#4 Most Affordable Cities in the U.S.; Forbes 2011
#4 Ten Best Cities for Buying Investment Property; ActiveRain 2011
#4 Greatest Increases in Median Rent; DSNews 2012
#4 Top 10 Real Estate Investment Markets; IRA123 2011
#4 Top 25 Cities for Business; Executive Outlook Magazine 2010
#5 5 Cities Where Rents are Rising Most; RealtorMag 2012
#7 Top 10 Metro Cities for Economic Growth Potential; Business
Facilities Ranking Report 2010
#8 Top 10 Metro Cities with the Best Cost of Living; Business Facilities

15. What Secret Enables Realtors to
Sell More Investment Properties?
You sell the client on real estate as
an investment.1
Most realtors skip Step
1.
It is a two-step process:
You find the right property for the
client.
2
That’s where we come in…

16. My Background
Degree in Finance and Accounting from IU Bloomington
10 Years of case design for seniors
› Securities licensed (series 6, 63, and 7)
› CFP for 8 of those years (also RFC,
SA, CLTC, CBA)
› Worked with almost 1,000 advisors
in 43 states
Added real estate to case design in 2002
Started private real estate fund in 2004
Became business consultant in 2007
Re-entered real estate industry in 2011 Over 90
endorsements
on LinkedIn

17. Why do you need me?
Some of you might be thinking ―I know real
estate…why do I need you?‖
 Tax knowledge
 Builds your credibility
 Teamwork
 Financial analysis
 Leverage your time

18. What is a RESO+P?
Real Estate Strategies, Opportunities and
Plans
Four scenarios—their current plan and three with real estate
Today’s Balance Sheet and Income Statement with each plan
Future Balance Sheet and Income Statement with each plan
Takes into consideration:
 Goals
 Time frame
 Risk tolerance
 Cash flow
 Tax plan
 Estate plan
 Credit

19. How it Helps You
 Client understands how real estate benefits
them
 Client understands how real estate fits into their
portfolio
 Client is excited to have real estate as part of
their portfolio
 Client is motivated to move forward and acquire
real estate
 Client has a specific plan of action
 THE CLIENT IS ALWAYS YOUR CLIENT!

20. How it Helps You
In addition:
 You weed out time wasters
 You are serving your clients
 You have something to talk about
 You maintain contact with your
client
 Increase repeat purchases

21. Guarantee
Money Back Guarantee.
If the RESO+P cannot find a way to
improve your financial situation—
based on objective evaluation—let
us know and we will refund your
money.

22. What Could Happen
You do nothing. No effort. No reward.
You try RESO+P with clients and we CANNOT help
them.
Clients get a full refund
The RESO+P benefits your clients, but they do not take
action.
This is where you are already
The RESO+P benefits your clients and they move
forward.
 You make more money now through sales
 You increase referrals (by differentiating
yourself)
 You increase repeat buyers (retention)

23. You are ready to take action and
would like the Starter Kit.
YES
YES
You are interested and would like
to meet to learn more.
Plan of Action

24. Pick the “Low
Hanging
Fruit.”
 Contacts who
have expressed
interest in
investment
property.
 Contacts who
have mentioned
frustration with
investments.
Quick Start
Starter Kit
 Includes
Agreement that
protects your
contacts
 Includes Affiliate
setup instructions
Create
Curiosity
Scripts provided in
Starter Kit

25. You miss 100% of the
shots you never take.