How to turn every real estate investor into five revenue streams
Blog
June 27, 2025
How to turn every real estate investor into five revenue streams
Discover how to unlock more value from investor clients at every stage – from sales to property management. Learn strategies for retention, segmentation and referrals in this practical guide.
Leased: your leasing team finds tenants (commission #2)
Managed: your PM handles rent & maintenance (ongoing fees)
Connected: utilities setup via Move Me In (referral revenue) … and repeat when they buy again
That’s five separate income lines you can trace back to one savvy investor.
Map the journey inside your tech stack
Early tagging is everything.
In Agentbox, you can start tracking potential investors the moment they mention things like yield, negative gearing or plans to grow their portfolio. Just pop a note on their contact or property card - it’s all about keeping the right context in the right place.
Then, once the deal goes unconditional, it only takes a couple of clicks to send a referral straight to your property management team in Console Cloud.
No messy spreadsheets.
No “Hey, did someone follow up with that buyer?” Slack messages.
Just a connected experience from sales to property management.
Watch it in action:
Investor retention checklist
Are you doing enough to keep investor clients in your agency?
Have you flagged buyers in your CRM as potential investors?
Are you segmenting investor contacts for relevant updates?
Do your proposals show long-term value, not just short-term wins?
Are your PMs set up to add value from day one (e.g. Rent reviews, utilities)?
Can you track an investor’s full lifecycle across your systems?
If you said “no” or “not sure” to any of these…this guide’s for you.
Ready to make every investor count?
We’ve pulled together everything you need to unlock more value from every investor – including the workflows, automations and handover points that top-performing agencies use daily.