Real Estate Investing Lifecycle

The 11 steps needed to successfully complete a real estate investing transaction. 

Screen Shot 2018-01-05 at 5.43.10 PM.png

Most real estate investors spend countless hours each week doing almost meaningless, non-revenue generating activities. The time you spend focused on "The Real Estate Investing Lifecycle" will yield much greater results as these 11 steps are "revenue generating activities".

Step 1 - Generate Property Leads

Description: Create front end marketing funnels to attract motivated sellers and properties. 

Tools: Websites, Power Matching, Leadpipes, Direct Mail Engine, Moby, Email Engine


Step 2 - Pre-Qualify Leads

Description: Gather information from seller or listing agent, pull comparable sales, and perform desktop evaluation. 

Tools: Realeflow Comp Engine, FlipComp, CRM, Lead Manager


Step 3 - Inspect Property

Description: Inspect property and estimate repairs needed; Analyze location, practicality, and updating requirements. 

Tools: Repair Estimator


Step 4 - Analyze Profit

Description: Analyze the deal's potential profit using different buying and selling scenarios. 

Tools: Deal Analyzer, Repair Estimator, FlipComp


Step 5 - Make Offers

Description: Make offer to the seller or listing agent and sign contracts. 

Tools: Paperless Office, Short Sale Package Generator, Smoothfax


Step 6 - Arrange Funding

Description: Line up funding for the deal using private money or more traditional methods (banks or your own cash).

Tools: Private Lender Websites, Private Lender Leads


Step 7 - Purchase Property

Description: Open and Close escrow with title company/attorney and take ownership of property. 

Tools: Power Linking, CRM


Step 8 - Rehab Property

Description: Complete the rehab yourself or manage the rehab process on the property. 

Tools: CRM, Rehab Planner, Expense Tracker, Smoothfax


Step 9 - Generate Buyer/Renter Leads

Description: Create back end marketing funnels to attract motivated buyers or renters. 

Tools: Power Matching, Leadpipes, Websites, Direct Mail Engine, Moby, Sellpoint Listing Pages, Email Engine


Step 10 - Sell or Rent Property

Description: Negotiate offers with buyers or renters and sign contracts. 

Tools: Paperless Office, Workflow Manager


Step 11 - Close or Manage

Description: Open and close escrow with title company/attorney OR start the Property Management Lifecycle.

Tools: Power Linking, Smoothfax, CRM



Tags In
Real Estate Investing Lifecycle

Picture of Greg Clement

Greg Clement

Greg is founder and CEO of Realeflow. He has completed over 500 residential and commercial deals over the past 15 years. His passion is help people to find personal and financial freedom through the power of real estate investing.

Recent Posts

Sign up for our email list!

*We respect your privacy and will not misuse or sell your personal information.