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Holiday Hustle and Real Estate: Maintaining Momentum and Investing Insights

• Courtney Twiss • Episode 44

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Ever feel like you're juggling holiday cheer and professional goals at the same time? Discover how to keep your productivity sleigh on track in our latest episode, "Building Pipeline During the Holidays." Picture this: some of us are gift-giving gurus, while others thrive under the ticking clock of last-minute shopping. Laugh with us as we share our holiday antics and celebrate reaching an exciting milestone—episode 44! Amidst the fun, we tackle the serious business of maintaining momentum through the festive season. From automation to the charm of handwritten notes, we reveal strategies for staying connected with clients despite all the holiday hustle and bustle. Plus, don’t miss our hint at a big surprise announcement that’s just around the corner.

Get ready to enhance your real estate investment knowledge with insights that could redefine your financial future. We’re diving into the world of real estate and cryptocurrency, sharing our experiences with multifamily investments and the allure of crypto assets like Bitcoin. Learn how the right partner can be a game-changer, and pick up innovative tips for building client relationships, like door-knocking with gifts and creative social media interactions. We can't contain our excitement for the upcoming Cabo event, "The State of Now," featuring powerhouse speakers like Tom Ferry and Ed Milet. As we reflect on a decade of unexpected success, we invite you to join our journey and help shape the future of our podcast. Tune in, and let's keep the conversation engaging and, most importantly, fun!

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Speaker 1:

I'm going to find like an opportune time to go through Courtney's crap, like her purse and her work bag is horrific. It's like I just cleaned it out for her really quick and this is seen as Okay. This is her purse. Can you believe it's already christmas season? Yeah, I'm ready. I know my favorite. I got courtney's christmas gift last night. Whatever, you're a loser, yeah, you're always ahead of me on that. It's just sometimes I got some good gifts. Well, I always pull out a great gift for my ass and you love it. It's just more last minute. Maybe I see how this one turns out. Okay, all right, we're at 44. Episode 44. 44. And I know this because maybe you might have messed up on a couple of the previous episodes, a couple, well, a mix-up. No, no, no, no, it was one we got off track. We did not get off track Because of you, which never happened. We were just being exorbitant. Let me have my moment. Let me have my moment. Fake news that Michelle messed up the episode count. Yeah, so at this time time I can say welcome to the Now Podcast, episode 44. Wait night. Welcome to the. Now.

Speaker 1:

It was my turn to do the late night BJ episode. So just us today. No guest, we get to chat, chat it up. Oh God, courtney made the coffee. It's fine. It's like strong Gasoline. I like to put hair on your chest with my coffee. I like it strong and black. Well, actually, I'll take a latte now and again, man.

Speaker 1:

So I was going to say something about what you were just talking about. What was it? Episode 44. I meant you didn't know it, but I happen to know it. Oh, that is just us.

Speaker 1:

I feel like we need to weave in more of just us. We should do a poll. Can we do a poll? We can do a poll. You can let us know yes or no guests? Yeah, and how often? Because I'd like to know what people think. Only because sometimes we think we're funny, but maybe we're not, but maybe you only think you're funny to us. Yeah, that's a possibility. I don't know. We'll do a poll on YouTube, so make sure you go to our YouTube channel. Yeah, which we'll put on here. How late is our YouTube channel? It's not Now Podcast. No, it's not Now for real. Now Pod for real.

Speaker 1:

Wait, this is is hold on, uh, like, even if it was just like once a month. You know that we're like top of the month with the now, what given top of the month with the now, I don't know. We'll revisit that. Oh, there's so much going on I feel like we never get to talk about it. So you know Well, what's going on is we're entering the Christmas holiday and I think something I would like to talk about, okay, that I've talked about with agents over the years is how do you keep building your pipeline through the holidays?

Speaker 1:

Because it's like so common, which is, I get it right, everyone's with family or people visiting, and there's like so common, which is, I get it right, everyone's with family or people visiting, and there's a lot of distractions. Kids are home. So I feel like you have a tendency to take your foot off the pedal right when you need to be not doing that right, building your pipeline. January tends to be slow. So I know for us here, we're really focused on trying to build our pipeline for January.

Speaker 1:

So what are we doing? I just keep thinking about something else. So it's hard for me to like go in that mode. Okay, what are you thinking about? I'm not. I mean, just spit it out. No, isn't it inappropriate? No, it's on the DL. Oh, we've got some other stuff going on. It's hard for me to work. I know you were trying to get me to like engage on this thing.

Speaker 1:

We are going to have a big announcement, is it big? Well, so you're going to have to follow us, follow our Instagram, because we're going to have some exciting partnerships coming up. It really is. This episode is going to come out when Next week. Yeah, it's going to be next. When this airs, like the day after, we're going to be doing a journalism. So you all need to listen to all this.

Speaker 1:

I'm just saying you want to think about production in January and all I'm thinking about is when this goes live the day after the huge announcements. So that's all I'm thinking about is when this goes live the day after the huge announcement. So that's all I'm thinking about. People, okay, well, that is exciting. That is very while. That is exciting. Our listeners are going.

Speaker 1:

What are we going to do to make some money? Right, either put it in your pocket before the end of the year yeah, which time's running out, like if you're planning on closing a deal by the end of the year, it's got to be a quick cash, quick loan, maybe. Up here, we do a lot of vacant land. So our team have been focusing on some vacant land. Cash or owner carry yeah, because those are quick. Yeah, yeah, go ahead.

Speaker 1:

But I was just thinking what else can we do, right? How do your clients still feel like you're engaged when you're at a Christmas party or you're shopping for Christmas presents or doing all the stuff that you do for the holiday? And I think it comes down to automating as much as you can, utilizing your CRM, treeuse, kb, core, making sure those touch points are going out. I know you just bought a whole bunch of stamps for handwritten card, yeah, and then also, you know it's a great time to just reach out to the clients that you have served this year and thank them. And, by the way, do you know of anybody else that might be looking here? This is going to come out from left field, but it's based upon a conversation I had with our financial advisor today. There's also that that's gearing up to happen, right, like people are gearing up for taxes January.

Speaker 1:

Yeah, I also think that it's a good time to reach out to your preferred partners, like your financial advisors, your estate attorneys. We just had a client inquire about advice on that, so I think that's a good time to be reaching out to them and what are we going to do come the new year and or now planning? No, that's good advice because we always want to be their trusted advisor, right their connector, connecting the dots for them on whatever resources your clients might need. And that's again back to how you can build that pipeline, because, if you're looking at the listing side of things, very rarely does a listing go on immediately after you meet with them. There's usually different ducks in a row that you have to do, not even counting, like on your own end with getting your photography or some staging, but for the clients themselves doing exactly what you're saying Are there going to be capital gains or what will this look like for us? So it's a good point to reach out before the end of the year so they can plan for the beginning of the year and also taking inventory on your relationships with those people, because I know, like for us with Pro Insight, I'll tell you what it's like.

Speaker 1:

I don't want to like throw my financial advisor under the bus because he could listen to this and be like, really, mollis, oh, now you got to say it, now you got to say it. Well, I mean Bo, I told you we're getting ready to make that investment in that multi-family housing deal. And it was like he I think he's kind of annoyed that we're taking the money and I was like, well, here we go when we talk about referrals and like our preferred partner, what does don always say bubbling up the referral? Yeah, can you remember? Yeah, it's like these financial planners or whomever, cpas like waiting, like don't wait. I'm like you've always known we wanted to make an investment in real estate with this money. Right, like I shared this with you, with him, with all these people. And like now that we've found a way to do it, you're like, oh well, we could have done that. Well, you didn't.

Speaker 1:

Well, I want to talk about that more. Like what, tell us more about your investment? Well, it's just with a private company. So we're going to take the money that we had allocated for a real estate investment and we couldn't figure out how many years has it been that we've been like, do we buy our rental in Texas? You know, like just trying to figure out what to do. And we looked at a few different companies that offer, you know, syndicates and DLP Capital was the one out of like three that we met with on Zooms, that we went and met with them in person and we're going to take the money and it's just a way of investing in real estate without having to actually manage it. You know what I mean, and We've always wanted to do that without money. How does that structure look? So you invest it. Then what happens Because I've never gone that route Depending on what you pick will dictate the benefits from a tax advantage, right, okay.

Speaker 1:

And then also your distributions. So you can, again, depending on what you pick, it could be a quarterly distribution, could be a monthly distribution, and it would be based on the rate. Obviously, some are lower or higher, it just depends on what you pick. So we're going to do a monthly distribution. I think we're going to invest in existing real estate. So this company takes multifamily units across the country and rehabilitates them in a way that's affordable, but like I don't want to say luxury, but like, like a higher, higher end, and then they manage it all.

Speaker 1:

So it's, you know, just a way to be passive, passive income, yeah, but my point is, is it's like finding those partners that are sophisticated to say like, okay, you've expressed a need and a desire to do something in real estate, like what resources do we have, or how can I help you and connect you, and it's just never. It's been years and we just haven't been able to figure it out. I'm not blaming him. I'm just saying that when you get the call that says I want to move the money to this, and you're surprised well, do you think you should be Right? What kind of return do you get on that? I'm just curious. On the one that we're looking at doing is about 8%. Oh, we're passive. It's pretty dang good, I know. And then we have our investment that we're doing that. I went by this morning. I'm on the other end of the spectrum.

Speaker 1:

There is nothing high end or luxury about the Renault that we are working on, but what's so great about that is that it's right near you, you can touch it, your kids can see it. You know what I mean. Like it's a different investment, while it's…. It's right near you, you can touch it, your kids can see it. You know what I mean. Like it's a different investment, while it's it's smelly. It's a smelly investment. If you like the smell of cat urine, come to my rental that we're demoing today as we speak. It's just, you know, however, you want to do it.

Speaker 1:

Well, I think the question for ours is so we've had plenty of investors on here and it's like do you get one that you hold on to? Do you do a flip? And we bought this thinking we're going to do a long-term rental because we know they're needed, but with rates being the way they are the amount we would need to bring in for rent I'm starting to go. Maybe we do a short-term rental and it's like the process for the remodel is different for short-term versus long-term. So there's all those discussions that we're having to have. Yeah, on which route do we want to take it? Because there's not passive, right, I would say long-term rentals are passive than short-term rental, but at least it's right there. I mean, that's where Val and I have like, struggled, is like, and people do all the time like investing in other states and just for this amount of money that we have, right, that was not what we were struggling with. Do you know what I mean? Like making that work with the amount of money we have? So this is a great way to do it. So, anyways, we have. So this is a great way to do it. So, anyways.

Speaker 1:

Well, speaking of investments, my dad invested in Coinbase and the greatest time ever, boy, did he do good? He is killing it. So I got him his very first crypto for Father's Day maybe what? Maybe two years ago, and it just got like a little bit and I put it in through. Coinbase is how I bought it for him as like a gift, and so he ended up investing in Coinbase Wow and is literally killing it. But I'm curious, did you and Bo ever end up getting any crypto? No, I've got my little Bitcoin, which is doing well right now. No, with my fun money. Jared thought I was nuts when I bought it. I need to check. I actually don't know where I'm doing that. That was a while ago, a long time ago. Yeah, that's so funny.

Speaker 1:

Well, anyways, that's my two cents on the preferred partners, because I just feel like that's a pet peeve of mine is like, why are these people waiting and not asking the question and then following up with a potential solution? Right, just saying so. Who you're in business with matters and they can help your business? Oh, absolutely, absolutely. So I would say focus on that. Just providing value. Yeah, back to providing value. What other tips, what other tips could we give realtors on building out their database, making sure their clients feel like they're being connected with when you're busy busy in your home life.

Speaker 1:

Well, I also think that a lot of times I've seen real estate agents just doing the same thing over and over and over. A lot of times I've seen real estate agents just doing the same thing over and over and over, and I've seen, like the one agent in Fresno that I just love and adore, that she's tapping into new resources, doing things way differently than she ever has in 20 years of being successful. She's like okay, I need to try things differently. Door knocking with gifts and our listings, just stuff like that. Being like, okay, I don't know it all, I'm not going to do things the same way that I've always done them. How can I do things differently? Who do I need to lean into? Who do I need to start having conversations with and collabs with? And that's where it's going to count. Right, that's true, I think this time of year, I always do some kind of giveaway on my social, which is always fun and the community loves it.

Speaker 1:

You know, christmas for Twist Realty, we did the what? 12 days of giveaways for a long time, a long time Each day being the new giveaway, and that was always my last time. My mom should do that again this year. Resurrect it we could. A long time Each day being the new giveaway. That was always my last time. Resurrect it, we definitely could. Well, the nice thing about doing giveaways is it's a great way to partner up with your local businesses so you guys can each promote it on social media. We should probably do that because this year downtown's hurting a lot Our downtown is hurting for construction, so maybe we should do that. Giveaways you can watch for it, maybe you'll win Mm-hmm or steal the idea. Do it in your area. That is fun, that's been a good one, that's been a good feel good in the past. Yeah, so giveaways of partnerships in your businesses, doing things differently, partnering with your preferred partners.

Speaker 1:

And I'm just saying in like an elevated way, like if you haven't gotten a referral from your painter this year, maybe a different painter, right, yeah, facts are facts. I might be an insurance rep, I mean, but they don't call you the general for Athens. Yeah, the insurance rep. Like, who has given me a referral? Who has not? And if you have not, then we're going to. Then why is that? Because we know we've given referrals right. Every realtor gives more referrals than anyone we know. What else Was that it? Well, that's the other thing. Actually, speaking of referrals agent-to-agent referral I feel like almost everyone could do a better job at that.

Speaker 1:

Where are your clients moving? Who else, who can you reach out to, maybe on DMs, on your Insta or Facebook? Or who have you done referrals with over the years? If you're tracking them, maybe reach back out. I'd love to help your clients If anyone moving your distraction I mean the other thing is is like, who have you not done business with, like in Mariposa, like I got that referral from Jackie Griffith, like you know, I took her some.

Speaker 1:

I took her some something muffins or cookies or something and then she just gave me a referral because she couldn't take care of the client. So I was like, oh, that is something that we've done well is talking to agents that are going into the phase of their career where they're looking to slow down or retire and saying, hey, we'll take care of your clients the way that you've taken care of your clients. That's a great tip, a great one. But if you do that, then you have to exceed their expectation. You always say surprise and delight, surprise and delight, same thing.

Speaker 1:

Like, as soon as I got that referral, I was like I've reached out, this is what I've done. And then, after I did it, this is what happened, this is where we're at. And she's just like oh my gosh, thank you so much. Like she's probably like wow, a little overboard, really, was your high D shiny? Well, I just don't, you know, because you know you're like you never get that sometimes with people and you're like I wonder what happened. You know, maybe I don't know.

Speaker 1:

Anyways, follow up with the follow up, there you go, you know. So that was a lot. Any gold nuggets in there? Hopefully, there was a lot, a lot of guanines, you know. But you gotta just start right, don't just write this down. Oh, good idea, do it at least one. No, right, get off the bench.

Speaker 1:

Well, I just think that that's like we talk about this all the time and now that we're with exp man, it's such a breath of fresh air to be in business with people that are like doing lighting by. I did, yeah, I know because you're. If you're around that in your environment, then you're just gonna right well, you're an ally, you're gonna elevate. She's gonna say you're not gonna be sucked, you're not gonna be what you need to say, you're not going to be sucked out, you're not going to be what you need to say it. No, you said it way better. Let's just go with that, okay, yeah, yeah, yeah, yeah, yeah, okay. Well, I was just thinking how we're going to be going to Cabo in a few months with these people. Man, talk about an amazing conference.

Speaker 1:

The Cabo one is epic. Oh, it's going to be the last. Okay, I've heard epic as an old lady word. By the way, my kids tell me no one says epic. I haven't said epic in a while. I'm showing my age. I know legit, I'm showing my. My third and third. My role was getting legit. It's gonna be legit. It is totally old fire. We gotta say it's fire. Uh, hobo's gonna be fire. Here's the one thing that is kind of cool about this and when we did the podcast with Bella is it's like a time capsule. It'll be around if and when anybody should ever want to revisit this podcast, episode of which is 44, by the way, yeah, 44. No, cabo's going to be great. We've got Tom Ferry coming.

Speaker 1:

Well, what I'm trying to say is that when we went to Cabo this last year, we were in Randy Bird's penthouse or one of their rooms, yeah, and we were joking around because of the State of Jackie, which is an agent in Colorado, colorado. Yeah, she had, like on an easy guess, 10 guests. I in Colorado, colorado. Yeah, she had like on an easy guess, 10. I had more, yeah, more, 20. It was at a 20. Between 10 and 20. For sure, like I'm with Jackie, everyone would introduce their own stuff Jackie or Jackie, jackie, we're like he's amazing, we're bringing it. We want to grow up and be Jackie.

Speaker 1:

Okay, so this year at Cabo, it's going to be the state of now. State of now Because we're bringing so many, which is so good, but does it all want to grow with us? Well, is that also really cool? Or do we just think it's cool? No, it's going to. Doesn't it sound good? A lot of time. State of freaking now. People that are not waiting. We're making moves now. The state of freaking now. It's about to happen, okay, so if you had to guess how many people will be there from our invitation, invitations, From our group, our group's invitation, that will go.

Speaker 1:

If you had to take a guess today on this, me? Yeah, like, how many people do you think we're going to have? That will be in Cabo in March, march 11th, that's so, like, what's your number? How many people and that's not including who are already in our sales organization oh, not including, because I think in just our sales we're going to have at least 10 of our bunch coming. So, not including that, I'm going to say probably 30.

Speaker 1:

What do you think You're saying? 30 in addition to the 10? So 40 total? Yeah, you think that's too high. I have a tendency to do that. That's what you think. Yeah, that's another episode. Go big or go home. I mean I'm going to go with…. No, I mean I'm going to go with 24, 24, okay, so 24 guests, not including our own people in our organization, our own people in our organization that are with us, effective right now. Okay, oh, okay, yeah, okay, which? We have a couple of people. They'll just keep those numbers, because, of course, we have to make a wager around this and let everybody know how it goes come March. Well, maybe some of these people that are listening should come with us to help me win, because I'm just going to go ahead and say 30 and you say 24.

Speaker 1:

Is it going to be like Price is Right, whoever is lowest but closest, like if you're over. If you're over on, price is Right, you're out right. Well, if we're over, then I'm really kicking ass. So just saying, okay, fine, I guess. So. So we can't even buy each other drinks because it's an all-inclusive when we're there. I mean, we got to put a little something on it. What do you think? What should the winner do or get? No, no, no, I feel like we're motivated, no matter what, we don't need a frigging. Oh, come on, we'll make it fun. We'll make it fun. I'm like I don't know. Anyways, it's going to be fine on that, because I do well with prizes. Yeah, we're going to just kill it. Well, I'm hoping that's where I'm saying, like, this will be interesting to see.

Speaker 1:

So when this airs, who would not want to go to Cabo? Hear Tom Ferry, ed Milet, pace Morgie, who else have we got? We have so many speakers. I mean Cabo, just in general. Well, it's an all-inclusive, right on the beach, and they're all ocean views, all the river ocean views. It's gorgeous. Yeah, it's high end. Last year was amazing. So you spend the morning listening to speakers and the afternoon is networking by the pool. It's so fun In bubbles. One time the whole pool was filled with bubbles. It was fun. It was a great trip. So okay, the whole pool was filled with bubbles, it was fun, it was a great trip. So okay, you got tips for, you know, ramping up your production. Consider this your invite to Cabo. Let us know, this was your invitation.

Speaker 1:

And then Our reach man 30. I just got to say it's been a year and who would have ever expected us to be where we are? Nobody Except for us, I, where we are Nobody except for us, I don't know, maybe our husbands, I don't think any money saw this coming. So stay tuned, make sure you're listening and watching. On the World Wide Web, december 3rd, we're going to leave it at that. On the World Wide Web December 3rd, we're going to leave it at that.

Speaker 1:

And Courtney and I are going to just have another great year together and we're losing count on years. Bessie, I want to say I don't know. It's definitely 10 years, over 10. Actually, probably closer to 11 now. Honiva, 11 years, you got me my best year working together. You got me my watch, I feel like for Christmas, I don't know, not as many years ago, wasn't this. I can remember by what office we were in. That was this one, yeah, I'm pretty sure. Well, whatever, it's going to be a great year and I couldn't imagine doing it. This one, yeah, I'm pretty sure. Well, whatever, it's going to be a great year, and I couldn't imagine doing it with anyone. We're lucky, though. Like working with our cozy sweater, our Christmas sweaters yeah, all right. Well, we're at 31 minutes.

Speaker 1:

We've been talking too long, so we did all of our reminders. We did our reminders. Follow us. All Things Swiss. Ask the General yeah, and the poll, the poll on YouTube Comment.

Speaker 1:

Should we continue to have just the two of us talk? Should we continue to just have all guests? What do you guys want to hear? We want to know. I think we should do it once a month. I mean, I guess you could also let us know on Instagram. Either way, yeah, either way, yeah, we'll do it when we launch it. Yeah, very cool. Maybe we don't have to commit to it like once a month, but like do it More regular, because how many times have we done it? I don't know. I know it's episode 44. Yeah, yeah, yeah, because we did one on me, one on you, just like just banter, you know, and we're thinking we should have a party for episode 52, because that's a year, and then, of course, episode 100, a big party yeah, yeah, probably an excuse to party.

Speaker 1:

Next year is going to be crazy, so fun. It's going to be so, so fun. Come have fun with us. I think we should go to Spain. Oh my gosh, we should, because there is PXPCon in Barcelona. When was that? I used to live in Spain. I'm going back, we're going to When's the date? It's in June.

Speaker 1:

We're going to keep going off on these tangents. We're just having so much fun here. I can't even tell you. It's like we just booked a trip to SoCal in like two weeks, which is awesome. We're probably going to have to go again in January, if I had to guess on it. Then we're going to. I have a conference I'm going to in May. We'll come in Colorado for Summit, for Ramsey Summit. Oh, I don't, jared and I are going to go to that one, ramsey Summit. And then Barcelona Tell me that Barcelona, hopefully in June. Ix Tipan is back in Miami, which was awesome. I wonder when they're going to launch the bills, don't know. You know, we'll let everyone know. Yeah, follow us along if you want to keep. Okay, a good Halloween, happy Thanksgiving, merry Christmas, all the things, all the holidays. We'll catch you next week Later. Bye.