Real Estate Investor: Best Referral Sources
Who should be sending you clients, and the rooms they are already sitting in. Tell us where you are and we will send the list.
Your one-page action plan
Five partners, what starts the work for each one, and the three rooms to be in. Print it and keep it in the car.
Networking plan: Real Estate Investor
The five people who should be sending you clients
- CPA / Accountant (They send you work)
Shared trigger: somebody dies and an estate has to be settled - Commercial Real Estate Broker (They send you work)
Shared trigger: an investor or operator buys a commercial building - Hard Money / Private Lender (Two-way)
Shared trigger: an investor or operator buys a commercial building - Business Banker (Two-way)
Shared trigger: an investor or operator buys a commercial building - Commercial Lender (Two-way)
Shared trigger: an investor or operator buys a commercial building
The three rooms to be in
- Your local Realtor board or association: Your partners are in this room: residential real estate agents, real estate attorneys, and title companies.
- Local mortgage bankers or brokers association: Your partners are in this room: commercial lenders, title companies, and appraisers.
- Your city or county chamber of commerce: Your partners are in this room: commercial real estate brokers, CPAs, and business bankers.
- Your local Realtor board or association: Your partners are in this room: residential real estate agents, real estate attorneys, and title companies.
- Local mortgage bankers or brokers association: Your partners are in this room: commercial lenders, title companies, and appraisers.
- Your city or county chamber of commerce: Your partners are in this room: commercial real estate brokers, CPAs, and business bankers.
Don't confuse this with networking: NAIOP (Commercial Real Estate Development Association). Learning and supplier access, not referrals.
Who should be sending you clients
Who you should be sending clients to
Ranked by what starts the job, not by who sounds close to your trade. When something happens that makes people need real estate investors, who else gets a call that same week?
The same list, turned around. Give first and the rest follows.
Match strength is how much of your work starts from the same event as theirs, scored out of 100. Higher means you are more often called into the same job in the same week.
- 1 CPA / Accountant They send you work Trigger: somebody dies and an estate has to be settled 72 match strength out of 100
- 2 Commercial Real Estate Broker They send you work Trigger: an investor or operator buys a commercial building 72 match strength out of 100
- 3 Hard Money / Private Lender Two-way Trigger: an investor or operator buys a commercial building 68 match strength out of 100
- 4 Business Banker Two-way Trigger: an investor or operator buys a commercial building 68 match strength out of 100
- 5 Commercial Lender Two-way Trigger: an investor or operator buys a commercial building 67 match strength out of 100
- 6 Real Estate Agent (Residential) They send you work Trigger: somebody puts a house on the market 66 match strength out of 100
- 7 Attorney Real Estate You send them work Trigger: an investor or operator buys a commercial building 63 match strength out of 100
- 8 Title Company You send them work Trigger: an investor or operator buys a commercial building 60 match strength out of 100
- 9 Real Estate Appraiser Two-way Trigger: an investor or operator buys a commercial building 59 match strength out of 100
- 10 Mortgage Broker / Loan Officer Two-way Trigger: somebody needs a loan closed 56 match strength out of 100
- 1 Hard Money / Private Lender Two-way Trigger: an investor or operator buys a commercial building 76 match strength out of 100
- 2 Title Company You send them work Trigger: an investor or operator buys a commercial building 70 match strength out of 100
- 3 Attorney Real Estate You send them work Trigger: an investor or operator buys a commercial building 69 match strength out of 100
- 4 Real Estate Appraiser Two-way Trigger: an investor or operator buys a commercial building 68 match strength out of 100
- 5 Land Surveyor You send them work Trigger: an investor or operator buys a commercial building 67 match strength out of 100
- 6 Commercial Real Estate Broker They send you work Trigger: an investor or operator buys a commercial building 66 match strength out of 100
Knowing the names is half of it. We will send the list with what to say to each one. Send me my list ↑
Where those people actually are
Ranked by how many of your best partners are in the room, and how much work each one can send you. Give someone nine choices and they pick none, so we have marked the one to start with.
- 1 Your local Realtor board or association Your pick Your partners are in this room: residential real estate agents, real estate attorneys, and title companies. Chapter finder →
- 2 Local mortgage bankers or brokers association Your partners are in this room: commercial lenders, title companies, and appraisers. Chapter finder →
- 3 Your city or county chamber of commerce Your partners are in this room: commercial real estate brokers, CPAs, and business bankers. Chapter finder →
- 4 LinkedIn groups & local B2B communities Your partners are in this room: commercial real estate brokers, CPAs, and business bankers. Chapter finder →
- 5 Land title association Your partners are in this room: real estate attorneys, title companies, and appraisers. Chapter finder →
- 6 BNI One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 7 LeTip International One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 8 Network In Action One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 1 Your local Realtor board or association Your pick Your partners are in this room: residential real estate agents, real estate attorneys, and title companies. Chapter finder →
- 2 Local mortgage bankers or brokers association Your partners are in this room: commercial lenders, title companies, and appraisers. Chapter finder →
- 3 Your city or county chamber of commerce Your partners are in this room: commercial real estate brokers, CPAs, and business bankers. Chapter finder →
- 4 LinkedIn groups & local B2B communities Your partners are in this room: commercial real estate brokers, CPAs, and business bankers. Chapter finder →
- 5 Land title association Your partners are in this room: real estate attorneys, title companies, and appraisers. Chapter finder →
- 6 Prime Time Business Network One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. See chapters →
- 7 An independent local leads group One seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
- 8 Vistage Your partners are in this room: CPAs and business bankers. Chapter finder →
NAIOP (Commercial Real Estate Development Association)
Most real estate investors join this room first. It is also the one most likely to be the wrong pick. Everyone in it does what you do. Join it for the training, the licenses, and the ties to manufacturers. Do not join it for referrals, and do not join it instead of the rooms above.
Let us be straight with you. For real estate investors, a weekly referral group is not the best pick. Your partners gather in professional groups instead, so spend your time there. We would rather say that than sell you a seat you do not need.
These rooms meet on real dates. We will send you the next ones for your area. Send me the dates ↑
Is your seat open?
Prime Time takes one Real Estate Investor per chapter. Put a South Florida ZIP into the form above and we will show you which seats are open.
Add your ZIP code in the form above to see which seats are open. Go to the form ↑
Prime Time doesn't operate where you are yet.
We have chapters across South Florida and none near you. Telling you to join would be bad advice. The rooms above are the real answer where you are. We can email you the one page version and let you know if we open near you.
Send me those roomsWant this as a list you can act on?
Send it to yourself: the partners above, the rooms ranked for real estate investors, and the next meeting dates for your area.
Send me my list