Real Estate Team OS is your guide to starting, growing, and optimizing a real estate team. Weekly episodes give you stories, insights, decisions, and hard-learned lessons of team leaders, operations leaders, brokerage owners, and real estate agents at every stage of business growth from solo agent to mega team.
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Trends, analysis and success stories from leaders in the real estate industry.The RealTrending podcast features the brightest minds in real estate. Every week, brokerage leaders, top agents, team leaders, and industry experts share their success secrets, trends, and lessons learned navigating this ever-changing industry. Hosted by Tracey Velt and produced by Elissa Branch.
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This week on the RealTrending podcast, Tracey sits down with Amy Stockberger, broker-owner of Amy Stockberger Real Estate in Sioux City. Amy joins us today to discuss what she calls her teamerage’s “Lifetime Home Support Model” and all of its different impacts on client relationships. Amy shares how her strategic approach creates a long-term, suppo…
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[Episode 2 in the Inside Whissel Realty series on Real Estate Team OS] From head of acquisition for an eliminated partnership program to ISA team builder to EOS integrator and hands-on COO to eyes-on/hands-off COO, Chris VanderValk has seen and contributed a lot to Whissel Realty Group brokered by eXp Realty in San Diego. In this conversation, he w…
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Within a couple of days of recording this conversation, Whissel Realty Group brokered by eXp Realty in San Diego, had 42 transactions scheduled to close. On one day! This type of performance isn’t possible without mature and optimized systems. Kyle Whissel welcomed us into his recording studio and his real estate team to help us kick off this 9-epi…
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This week on the RealTrending podcast, Tracey sits down with Alexia Rodriguez, CEO of KW Cares to discuss how their organization supports Keller Williams agents during times of crisis, and best practices for organizations interested in building their own hardship fund. In light of recent hurricanes impacting the East Coast, Alexia talks about how t…
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Shawn Getty sold 186 homes in the first half of his third year in real estate, including a stretch of 60 homes in 60 days. And he did it all with $0 in ad spend. Shawn started the team-building process 6 or 7 times before getting the traction he has today (including losing 27 agents all at once). But Getty Group, brokered by eXp Realty in Calgary, …
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This week on the RealTrending podcast, Tracey Velt sits down with Paul Carlson, president of Five Star Real Estate. Paul joins us to share insights on growing his brokerage, succession planning, and how his father eased the leadership transition. Tracey and Paul dive into the lessons learned transitioning the company from father to son leadership, …
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Four and a half years ago, Kyle Draper started Serene Team (brokered by eXp Realty in Los Angeles) with two agents he’d mentored earlier in his career and an admin. Today, the team is more than 40 agents strong - and growing. As you’d expect, the path was filled with hard-learned lessons and supported by the guidance of mentors. Those initial team …
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This week on the RealTrending podcast, Tracey Velt sits down with Debbie De Grote, founder of Forward Coaching, a leading real estate and business coaching company. Debbie and Tracey discuss the importance of informed negotiation skills in today's market and how agents can readily adapt to changing policies and regulations. They also explore the ne…
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Chase Whitney is doing geographic farming activities today that he was doing as a pre-teen to support his parents' real estate business. After more than a dozen years as an agent himself, Chase still does many hands-on, in-person, face-to-face, and human-to-human activities that can’t be scaled or leveraged. But he’s also passionate about tech and …
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Master Class: A Settlement Strategy Playbook Welcome to the Settlement Strategy Playbook, brought to you by JPAR Real Estate, produced by HousingWire, and hosted on the RealTrending podcast with Tracey Velt. In this series, we’ll explore and discuss fiduciary responsibilities, the intent behind the settlement and the DOJ’s involvement, strategies f…
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Master Class: A Settlement Strategy Playbook Welcome back to the Settlement Strategy Playbook, brought to you by JPAR Real Estate, produced by HousingWire, and hosted on the RealTrending podcast with Tracey Velt. In this series, we’ll explore and discuss fiduciary responsibilities, the intent behind the settlement and the DOJ’s involvement, strateg…
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Master Class: A Settlement Strategy Playbook Welcome back to the Settlement Strategy Playbook, brought to you by JPAR Real Estate and produced by HousingWire, and hosted on the RealTrending podcast with Tracey Velt. In this series, we’ll explore and discuss fiduciary responsibilities, the intent behind the settlement and the DOJ’s involvement, stra…
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Master Class: A Settlement Strategy Playbook Welcome back to the Settlement Strategy Playbook, brought to you by JPAR Real Estate and produced by HousingWire, and hosted on the RealTrending podcast with Tracey Velt. In this series, we’ll explore and discuss fiduciary responsibilities, the intent behind the settlement and the DOJ’s involvement, stra…
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Deep experience with transaction coordination and operations. Roles on mega teams and small teams alike. A passion for and understanding of technology. Lisa Vo brings more than a dozen years of industry experience and specific strengths and insights to this Techtember conversation. Watch or listen to this Techtember episode of Real Estate Team OS t…
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This week on the RealTrending podcast, Tracey Velt sits down with Steve Murray, founder of RealTrends and a senior advisor for HousingWire. Steve and Tracey discuss the key points from the latest RealTrends GameChangers report on brokerage growth and compare the housing policies and their potential impacts of both the Harris and Trump campaigns. Th…
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From studying supply chain management to running operations for a team from 0 to 100 agents to becoming COO of a real estate team committed to per-agent productivity, Chelly Herren’s seen, tried, learned, and achieved a lot - especially in the zones of real estate tech and real estate ops. And she’s here to share it with you. - How to simplify your…
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This week on the RealTrending podcast, Tracey Velt sits down with Dan Duffy, the CEO of United Real Estate Holdings, and a 2024 RealTrends GameChanger. Under Dan’s leadership, United Real Estate Group has grown over 727% in transaction sides from 2019 to 2024. Dan and Tracey dive into United’s primary focus on organic growth and franchising opportu…
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Real estate agent. Operations leader for a real estate team. Partner in a real estate brokerage. Real estate tech consultant. These are just a few of the roles Lee Adkins has played and seats he’s been in over the past couple of decades in the industry. He’s the Co-Founder and Chief Partnership Officer of Amplified Solutions, a team that designs, i…
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This week on the RealTrending podcast, Tracey Velt sits down with Nick Krautter, author of The Golden Handoff and a real estate broker based in Portland, Oregon. Nick shares his expertise on the process of selling your book of business and planning a good exit strategy if you are ready to phase out of your business. Nick and Tracey talk about the p…
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When set up properly, your technology should be shaped to your real estate team’s way of doing things. It should support your vision and your dreams. It should enhance and improve your SOPs. But often we get things turned around and allow our tech to dictate how we operate. Instead of adding efficiency and profitability, our tech can add unnecessar…
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This week on the RealTrending podcast, Tracey Velt sits down with Luis Carrion, the CEO and Chairman of Berkshire Hathaway Home Services, California Properties and a 2024 RealTrends GameChanger. In 2022, Luis acquired and took over the firm from the family of the late Bruce Malhern. He and Tracey talk about the growth and restructuring of the compa…
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Your customer is your North Star. They're the reason you're in business. They're the source of revenue and referrals. You may have personal motivations and goals for yourself and your team, but none are achieved if you don’t attract the right people and deliver exceptional customer experience. So how do you build a customer-centric culture, then su…
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This week on the RealTrending podcast, Tracey sits down with Stuart Sim, the Vice President of Industry Development at Lofty. Stuart joins us to talk about the impact of the NAR settlement on agents’ business and marketing strategies. Now that the new regulations are in practice, what can real estate professionals do to market themselves effectivel…
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In recent years, The Duncan Duo Team has been twice the size and done twice the transactions. Today, they’re in a healthy spot between a small SEAL team and a mega team - and Owner Andrew Duncan is back in, hands-on, every day. Leadership changes. Marketing changes. Buyer agency changes. Andrew speaks to them all in this conversation. He shares how…
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This week on the RealTrending podcast, Tracey sits down with Ryan Michaelis, the Chief Growth Strategist at Worth Clark Realty. Ryan shares his journey in real estate and discusses Worth Clark Realty's growth plan and how its strategy has evolved over the past few years amid changing market times. Ryan explores Worth Clark's strategies for recruiti…
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An incredibly valuable part of your team operating system: the ISA function, your ISA team, and your Inside Sales Manager. Here in Episode 38, Lisa Ryan, Director of Opportunities at Exquisite Properties LLC, an independent teamerage in San Antonio, Texas, shares her path from ISA and Inside Sales Manager into her current role. You’ll learn how the…
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This week on the RealTrending podcast, we sit down with Ilan Bracha, a seasoned real estate broker and investor. Now leading IB Global and The Bracha Team with Corcocan in New York City, Ilan shares his insights on navigating market shifts, the trends he’s seeing working with family offices and how he is preparing for the next business cycle of rea…
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Prospecting to set up listing appointments. It was foundational to a successful real estate business 30 years ago. It remains so today. Greg Harrelson got his start prospecting. And growth from appointment setter, to a small real estate team, to a teamerage with 9 offices and 5 markets in the Carolinas that closed nearly 4,000 transactions last yea…
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Today, we are bringing you a special crossover episode with the Power House podcast and featuring a great conversation between HousingWire’s CEO Clayton Collins and someone many of you recognize: Anthony Lamacchia, the founder, CEO and broker of Lamacchia Companies. Anthony shares his career journey from working in his father’s landscaping business…
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Don’t confuse a robot for a cyborg. The latter is simply a living organism augmented by an artificial component or technology. So, a well-equipped human is a cyborg. For example: with a smartphone and a ton of texting shortcuts to save time or with a prompting process to write more personal emails or replies to reviews faster. The future of real es…
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This week on the RealTrending podcast, Tracey sits down with Chandra Etienne, the broker-owner of The Core Real Estate Advisors in Miami, Florida. She is also the elected secretary at Miami Realtors and serves as a Director for Florida Realtors and the National Association of REALTORS. Chandra has built her career and network on the belief in the p…
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What’s the OS stand for in Real Estate Team OS? Operating System! So what exactly is in your real estate team operating system? It’s everything backstage, behind the curtain, back of house, and behind the agent. It’s the people, processes, and technology we put into place to keep agents in dollar-productive activities and to add efficiency and scal…
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Navigating the impending commission changes can feel confusing, frustrating, and downright impossible. However, it's not impossible. Today on the RealTrending podcast, we spoke with Mark McLaughlin, the Chief Strategist of Compass. He originally joined Compass back in 2018 when the brokerage purchased his firm, Pacific Union for $80 million. He lef…
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Our themes in this conversation include simplicity, ease of use, interconnectedness, complementarity, intention, unification, transparency, and holism. Our topic is real estate tech stack in general and real estate CRM in particular. Our guest is Elena Kee, a real estate team ops leader turned real estate tech consultant. She’s the founder of Kee T…
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On today’s episode, we sat down with Rylie Schroeder, an inspiring real estate professional and 2024 honoree of National Association of Realtors 30 Under 30. Rylie is the team lead of Schroeder & Co Real Estate of Compass, which practices out of Houston and Austin. Rylie joins Tracey to discuss the importance of building and nurturing relationships…
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As we’ve heard on episodes of Real Estate Team OS with guests like Tom Ferry and Chris Heller, the roots of the real estate team business model are more than 30 years deep. But we’re still just getting started! Spend time with seven pioneers of teams and teamerages from New Jersey, Virginia, and Florida to Colorado, Arizona, and Texas. Each answers…
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On today’s episode of RealTrending, we are joined by Christine Hansen, the broker-owner of Century 21 Hansen Realty, which has been serving the South Florida area for over 38 years. She is also the 2025 first vice president of the National Association of Realtors. Today’s episode discussion focuses on what we can gain from not only our successes bu…
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The most common problem with corporate training and education, including real estate training, is its classroom-style, content-based, and lecture-based approach. We tend to pile on more modules, courses, topics, and information, rather than focusing very specifically on closing a skills gap. We often toss new agents into “sink or swim” situations, …
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This week, we welcome Travis Robertson to the show! Travis is a real estate coach and the CEO of The Don’t Settle Group, a sales and executive training and coaching company. Travis believes in the importance of treating real estate as a fully realized business, not just a practice or side hustle. He and Tracey talk about the need for agents to unde…
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Taking two steps forward might require taking one step back. In other words, growth doesn’t always look like growth. In this conversation with Marcus Larrea, Co-Founder of Stellar Medical and Founder and Team Leader of Palm Paradise Realty Group, you’ll get a few very specific examples - including ways he protected agents, clients, and staff by cre…
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On today’s sponsored episode, we had the opportunity to sit down with Jason Mitchell, the founder and CEO of JMG Real Estate, one of the top mega teams on the 2024 RealTrends Verified Rankings. JMG is a B2B brokerage that works diligently with big brands to drive worthwhile business into their company and give their agents high-quality referrals. T…
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If you’re looking for ways to level up your agents and win the second half of the year, you’ll love this conversation with a fellow Real Estate Team OS viewer/listener. After building a real estate branch in a corporate banking environment, Jordana Tobel founded Premier Listings in 2015. With plans to triple agent count from 100 to 300, Jordana sha…
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At one point, ONEPATH Realty was home to 250 agents. Today, that count is approximately 100 - with 50 producing team agents. Why? Culture, mindset, and focus. These words are easily and often thrown around - so much so that they can seem soft or squishy. But they’re keys to your sustainable success. In this conversation, Abel Gilbert, broker/owner …
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Today, we welcome Howard Lorey to the show! Howard is the Executive Vice President and Brokerage Manager of Nourmand & Associates with 24 years of real estate experience. He and his team at the LA-based Nourmand & Associates closed over 380 transactions this past year with a total sales volume of over $693 million to date. Tracey and Howard discuss…
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Every week you meet and learn from a different leader on Real Estate Team OS. Typically, you meet a visionary or an integrator, an owner or an operator, an entrepreneur or an intrapreneur. This week, you get both in the same episode! Jose Samano and Jeffery McGonigle are co-owners of Power Real Estate Group in Orange County, California. Jose is the…
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This week, we are bringing you a fantastic chat with Michelle Berman-Mikel, the owner and founder of Berman Media PD and the developer behind a program called Beyond the Method, which teaches real estate professionals how to use Instagram in a way that helps them grow their business. She and Tracey do a deep dive into how to use and leverage Instag…
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Improving sales production and agent recruiting requires that we layer add a layer to our marketing function - performance marketing. Grant Wise has been an entrepreneur his entire adult life and has developed a passion and expertise in direct response marketing. Learn what he’s learned and taught to top teams, including those of several people fea…
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In today’s episode, we have a fantastic chat with Jim D’Amico, the CEO and president of Century 21 North East. Jim is a 2020 RealTrends Gamechanger, touting an impressive transaction growth rate of 179% between 2014 and 2018. Jim shares the one small change that he made early in his career that led to massive growth in his professional and personal…
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The Briley Team, the #1 real estate team in Nebraska, tripled production over the past few years and they’re pacing for another year of tremendous growth in 2024. In this conversation with General Manager Koby Sway, you’ll get insights into how they’ve done it, including the DIRECT model to engage, empower, and focus agents and staff. - Develop rap…
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In today’s episode, we speak with the co-founder & CEO of the National Association of Hispanic Real Estate Professionals (NAHREP), Gary Acosta. Gary is a real estate and mortgage entrepreneur, public policy advocate, investor, and advisor, who has served on boards for several Fortune 500 companies including Fannie Mae, Freddie Mac and JP Morgan Cha…
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