Structured Breakdown of Themes, Insights, and Trends

From 500+ respondents, below is a structured breakdown of the overarching themes, insights, and trends derived from the messages we’ve gathered. The goal is to help you see at a glance what real estate investment professionals are asking for, what they value, and how we might tailor solutions to meet your needs.

Top Themes & Requests

Marketing Automation

• Social media post creation and scheduling (Facebook, Instagram, LinkedIn)

• Lead generation funnels, lead magnets, landing pages

• Email and SMS automation campaigns

“My main goal right now would be marketing for my transactional lending business.”

“I would like more Marketing help to gain more traction.”

“Our main goals for AI are marketing… to get properties in front of us that align with our buy box.”

“Social media post creation and scheduling.”

Admin Task Automation

• Daily recurring tasks (data entry, appointment scheduling, email follow-ups)

• Bookkeeping or CFO-like tasks (financial tracking, invoicing)

• Hiring, onboarding, and training new team members

“Right now probably marketing and admin tasks would be the most helpful.”

“Automate day-to-day tasks… would be nice to have.”

“Replace my daily task and automate financial obligations.”

Data Scraping & Lead Management

• Scraping county records (pre-foreclosures, public records)

• Gathering property data from wholesalers, agents, or public databases

• Parsing or filtering leads against specific buy boxes or lending requirements

“Show me how to use ChatGPT to scrape county records for preforeclosures.”

“I need it to scrape data from public records.”

“Majority would probably look for data scraping… ”

“Automate list pulling from the county.”

Deal Analysis & Underwriting

• Pulling comps and ROI projections

• Verifying credibility of agents, wholesalers, lenders, or service providers

• Automating “deal sauce” or “deal analysis” tasks

“Pull comps of properties in my buy box.”

“Help me be a better underwriter… tool can help break down and sift through bad deals?”

“Verify the agents, wholesalers, lenders who made it through my filters.”

Platform Integrations & General AI No-Code Tools

• Many people are “new to tech” and want coaching on what is possible with AI.

• Requests for step-by-step guidance, Zoom calls, or training sessions.

• GoHighLevel (GHL)

• Durable.co

• Podio

• Zapier (or Zapier replacements)

• Octoparse / Parse Hub (for web scraping)

• Smrtphone, Readymode, DealSauce

“Utilizing GoHighLevel with Durable.co. Create a portal…”

“Podio, Readymode, Go High Level, Smrtphone + a few more.”

“We’re looking at Zapier replacements.”

“I’m about to be diving into it more between Zapier, GHL, email, and social.”

Team & Business Growth

• Onboarding and training (streamlined using AI prompts/workflows)

• Brand-building (social media presence, content creation)

• Expansion into new niches (co-living, transitioning away from wholesaling)

“new team member, admin tasks, etc.”

“Hiring, training, admin tasks.”

“It would be great to create my first new team member as I grow.”

Insights & Trends

1. High Demand for an “All-in-One” AI Assistant

   Users want an AI tool that can handle everything from scraping data to marketing and day-to-day admin tasks.

2. Desire for Guidance & Training

   Many note they are “not very tech-savvy” and explicitly request training or coaching calls. This suggests a major business opportunity to provide education and done-for-you or done-with-you solutions.

3. Growth of “Co-Living” Strategies

   Multiple mentions of pivoting from wholesale to co-living. Indicates a niche that’s growing and in need of specialized marketing/lead-gen solutions.

4. Integrations Are Key

   People are already using platforms like Podio, GHL, Durable, and are open to replacing or enhancing Zapier. Seamless integrations and quick “plug-and-play” solutions are a recurring theme.

5. Bookkeeping and CFO Automation

   A smaller but significant subset is focusing on financial obligations, CFO strategies, or advanced operational tasks (e.g., ROI calculation, training new hires). This is an area with high perceived complexity where AI can shine.

6. Scraping & Workflow Automation

   There’s consistent interest in automating public-record scraping (preforeclosures, tax liens, etc.) and tying results into an existing CRM or funnel. Some are brand-new and have no CRM, but they still want data ingestion plus lead filtering.

7. Brand Expansion & Social Media

   Real estate professionals see social media not just as marketing but also personal branding. They want templated content, consistent posting, and easy ways to engage leads.

Real estate investors are eager to adopt AI for marketing, admin automation, data scraping, and deal analysis, but they often need structured guidance to get started.

Potential OKRs (Objectives & Key Results)

Below are example OKRs you might use to measure success:

Objective A: Increase Marketing Reach & Lead Generation

• Key Result 1: Automate at least 80% of social media posting across three platforms (FB, IG, LinkedIn).

• Key Result 2: Implement a lead-gen funnel that yields a 20% increase in qualified leads over the next quarter.

• Key Result 3: Reduce cost-per-lead by 15% through targeted AI-driven campaigns.

Objective B: Improve Operational Efficiency & Reduce Admin Overload

• Key Result 1: Automate 50% of recurring admin tasks within 60 days (data entry, email follow-ups, invoice generation).

• Key Result 2: Integrate at least two no-code tools (e.g., GHL + Zapier replacement) to unify systems.

• Key Result 3: Decrease new hire onboarding time by 30% using AI-driven training modules.

Objective C: Enhance Deal Analysis & Underwriting Accuracy

• Key Result 1: Implement AI-based comps and ROI analysis for at least 80% of new leads.

• Key Result 2: Verify agent/wholesaler credibility through automated checks, reducing due diligence time by 25%.

• Key Result 3: Increase deal conversion rate by 10% through faster and more accurate underwriting.