Real estate is a team sport. Whether you’re investing locally or out of state, the right team is one of the most important factors for long-term success. These relationships aren’t transactional, they’re built on trust, alignment, and shared goals. As you grow, you’ll adjust, add new players, and lean on different team members depending on your strategy and stage of investing. It all starts with a few key roles.
Key Team Members to Build First
Investor-Friendly Agent
Your boots-on-the-ground partner. They help you source deals, run comps, estimate rents, and provide insider insights into local submarkets. A great agent also connects you to contractors, lenders, handymen, and even off-market opportunities.
How to find one:
Ask for referrals in online forums or local meetups.Look for someone who regularly works with investors ideally, one who invests themselves.
Lender
Whether you’re using conventional loans or DSCR financing, your lender is critical. They help you understand your borrowing power, provide pre-approvals, and make sure your deal can close smoothly.
How to find one:
Ask your agent, investor network, or local bank/credit union for lenders that focus on investment properties.
Insurance Broker
You’ll need more than a basic homeowner policy. Look for a rental dwelling policy that covers landlord-specific risks. A good broker can explain the differences, help you bundle coverageas your portfolio grows, and advise when (and when not) to file a claim.
How to find one:
Ask your lender or agent for referrals. Seek out brokers who specialize in real estate investors.
Property Manager
If you’re investing remotely or simply want to stay hands-off, a strong property manager is essential. They’ll handle leasing, rent collection, maintenance, and tenant communication, freeing you to focus on strategy and growth.
How to find one:
Start with referrals from your agent or other local investors.Interview at least two or three managers and evaluate their online presence, tools, responsiveness, and experience managing similar properties.
Handyman or Maintenance Tech
This person is your first call when something breaks. They’re vital for both self-managing landlords and PMs. A reliable handyman can also connect you with specialists (plumbers, HVAC, electricians), saving you time and stress.
How to find one:
Start with your property manager or agent’s referrals.Test them with small projects to gauge reliability, quality, and communication.
Final Thoughts
Your team is the foundation of your success as a real estate investor. The right people allow you to scale faster, manage risk better, and operate with more confidence.
Start with one strong relationship. The rest of your team will come together as you take action.
