Why subscribe?

If you’re a…

  • Real estate agent or broker,

  • Mortgage broker or lender,

  • CPA or accountant

…or other professional that serves real estate investors, then you’ve found the right place.

What We Focus On

This substack focuses on how we can find, attract and serve real estate investors as our clients.

We emphasize specializing and adding value to our real estate investor clients to become the preeminent professional serving real estate investors in our local real estate markets.

Our content tends to focus on:

  • WHY work with real estate investors as a real estate agent/broker, mortgage broker/lender, CPA or accountant.

    • Although other professions may find value, we tend to focus on those professions.

  • How to FIND real estate investor clients

  • How to ATTRACT real estate investors as clients and become the go-to professional serving real estate investors in your local marketplace

…and much more around the idea of serving real estate investors as clients.

Are We Philosophically Aligned?

You won’t find us using sleazy, short-sighted tactics and techniques on our real estate investor clients and associates to get ahead at the expense of long-term, reliable, compounding, relationship-based business strategies.


  • We focus on evaluating the unique dangers and fears that real estate investors face and how we, as professionals that serve them, can eliminate or mitigate those dangers.

  • We help real estate investors identify and capitalize on their best opportunities and make it easier, faster and better for them.

  • We help real estate investors cater to their unique skills, strengths and capabilities so they can maximize the results from their efforts.

  • Our philosophy is the more we can specialize and best serve real estate investors the more real estate investors will be attracted to our services and products. The better we serve, the more they’ll want to be served by us and the more repeat business from them we will generate.

Does that resonate with your philosophy? We hope so.

Optionally Upgrade To Paid

You’ll gain some insight and motivation by seeing our free daily emails about serving real estate investors as clients.

However, if you want full access and support our work, you may want to upgrade to our paid plan.

And, you can try it out for free by just mumbling yes with a free trial.

By doing so, you’ll get access to:

A $9,973 total value of the bonus real estate investing courses, but included free with membership.

Use these bonus real estate investing courses to get ideas of what you can and probably should be teaching your own real estate investor clients and prospective clients in your own local market.

Done For You Services

The paid substack focuses on the “why” and the “how”.

The “whys” like:

  • Why work with real estate investors

  • Why teach classes

  • Why start a meetup

  • Why start a podcast

…and so on.

The “hows” like:

  • How exactly do I find real estate investor clients

  • How exactly do I attract them to me

  • How exactly do I start and run a meetup, podcast, website, newsletter—all focused on real estate investors

  • How exactly do I teach a class on all the topics you suggest

…and so on.

But, for a very small, exclusive number of you—one per market—we do also offer a more Done For You service.

With our Done For You service, you can:

  • Step into our existing real estate investor podcast in your local market as the official, exclusive sponsor for your industry in your local real estate market with your contact info on every episode

  • Let us teach classes and publish those classes to the podcast

  • Let us provide you with a PowerPoint presentation template of a class that you can teach

  • Customize some of our tools with your name and contact info like The World’s Greatest Real Estate Deal Analysis Spreadsheet™ and have a license to give it your clients in our market

  • Share other downloads and tools with your clients (like many of our other spreadsheets)

  • Free Serving Real Estate Investors substack membership (as described above)

  • Free Real Estate Financial Planner substack membership (see what we’re teaching real estate investors)

  • Free Real Estate Financial Planner account for modeling investments using our proprietary software

Plus much more.

If you’re interested in becoming the exclusive real estate agent/broker, mortgage broker/lender, CPA/accountant for your local market then check out the Ultimate Investor’s Agent for more info.

About the Author

James Orr is a real estate broker and Real Estate Financial Planner™ that caters to real estate investors. As a real estate investor himself, he tries to anticipate the specific needs and desires of real estate investors to assist them.

He also believes in collaboration and sharing. He loves to share with other professionals what he and others are doing to better serve real estate investors so we all can attract more real estate investor clients and do an even better job serving them.

He lives with his wife Tammy, son Tim in Northern Colorado.

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Tools and tips for serving real estate investors for agents, lenders and others.


James Orr is a real estate investor, licensed real estate broker and the Real Estate Financial Planner™.