Episode Details

Send us Fan Mail

Property managers can improve client service by identifying and labeling different investor communication preferences in their management systems. Understanding whether your clients are legacy, data-driven, DIY, or emerging investors helps deliver personalized communication even with a large portfolio.

• Legacy investors (Silent Gen/Boomers) prefer phone calls, printed reports, and relationship-building
• Data-driven investors (Gen X) focus on analytics, ROI, and performance metrics 
• DIY investors (Millennials) want real-time access, transparency, and digital communication
• Emerging investors seek education and often want a blend of personal connection and business focus
• Start by labeling just 10 investors at a time in your property management software
• Use these labels to filter communications and send appropriate content to each investor type
• For new clients, identify and label their investor type during the onboarding process

Share your experiences with investor labeling systems by sending a message through the podcast, especially if you use different platforms - I'd love to hear how you've implemented this!

This podcast is sponsored by Property Insurance Plus.

The PIP Advantage for Landlord Insurance

Up to $70,000 contents cover included in our landlords policies

14 months cover for just 12 months premium  in your first year

Further discounts when you have three or more properties insured through PIP

24/7 Australia-wide claims service

Online Real Estate Agent Portal for easy access and management