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Leverage powerful tools to conduct comparative searches and discover the best investment deals.

Working with Investors

Discover expert tips and strategies in our bonus videos to help you successfully connect with, engage, and deliver value to real estate investors.

Working with Investors: An IntroductionWorking with real estate investors offers agents a unique opportunity to thrive in a fast-paced, results-driven market.
Why You Should Work with InvestorsWorking with real estate investors is a game-changer, allowing agents to build a steady income stream and gain expertise.
Different Types of Investment DealsUnderstanding key investment deal types is essential for supporting and adding value to investor clients.
What is a 1031 ExchangeA 1031 Exchange is a valuable tool for agents working with investors, offering a way to help clients defer capital gains taxes.
Where to Find Serious Investor ClientsConnecting with serious investors is essential for agents seeking repeat transactions, steady commissions, and growth opportunities.
What Investors Value Most in an AgentInvestors value agents who act quickly, understand their needs, and bring deals—key skills for building strong client relationships.
How Investors Determine If a Property Is a Good DealInvestors evaluate properties using criteria like ARV, repair costs, and cash flow—key insights agents can use to deliver value.
How Do Investors Fund DealsInvestors use diverse funding methods, prioritizing speed and flexibility over traditional loans, to scale their portfolios.
An Agent's Role on an Investor's TeamCheck out the video below where Jared James helps you to understand your role as a real estate agent on an investors team
Certified Privy Pro Agent Training

Brush up on your skills from training with step-by-step guides on using Privy, working with investors, conducting market research, and managing leads effectively.

Introduction to Privy for eXp AgentsAccess the Certified Privy Pro Agent training content anytime from the Privy Learning Center. Refresh your skills and maximize success.
Phase 1: Why Work with Investor Clients?Learn why working with real estate investors can provide repeat business, higher commissions, and new opportunities to grow your career.
Phase 2: Navigating the Privy PlatformLearn how to efficiently navigate Privy’s platform, understand its core tools, and maximize your investment search capabilities.
Phase 2: How to Complete Market ResearchLearn how to use Privy’s market research tools to identify hot investment areas, analyze investor activity, and use data to guide clients.
Phase 2: Analyzing and Comping Properties Using the LiveCMA™Learn how to use Privy's LiveCMA to quickly analyze properties, run comps, and evaluate investment opportunities with real-time market data.
Phase 2: Finding Deals in PrivyFind, analyze, and save profitable investment deals, set up searches, manage leads, and send real-time deal alerts to clients.
Phase 3: Profile SetupSet up and optimize your profile to attract more investor leads, establish credibility, and make your profile visible in Privy’s network.
Phase 3: Adding Clients to PrivyLearn how and why to add clients to Privy to streamline collaboration, automate deal updates, and track client activity efficiently.
Phase 4: Getting Matched with Investor LeadsLearn how to activate and manage investor leads through the Privy Network Effect as a Certified Privy Pro Agent.
FAQs for Certified Privy Pro AgentsGet answers to Frequently Asked Questions about profile setup, finding deals, capturing leads, and working with investor clients.
Certified Privy Pro Agent: CheatSheetSet yourself up for success with Privy and start capturing leads. Quickly navigate the platform, find deals, and connect with investors.