CRE Investment Brokers- Make More Money by Doing This. #cre #realestate #joekillinger

Why It Matters

By converting loan‑expiration data into actionable leads, brokers unlock a new, low‑cost revenue stream and deepen lender partnerships, enhancing deal flow and profitability in a tight market.

Key Takeaways

• Leverage mortgage vendors for upcoming loan expiration lists.
• Target borrowers with loans due within six months to one year.
• Cold‑call owners to gauge selling or refinancing intentions.
• Capture refinance leads and route them back to lenders.
• Earn referral fees by facilitating lender‑borrower connections successfully.

Summary

The video advises commercial real‑estate investment brokers to tap their mortgage‑lending partners for a new revenue engine in 2026. By asking lenders to compile a list of loans that will mature in the next six months to a year within a specific market, brokers gain a targeted prospect pool they can pursue directly.

Armed with that data, brokers should cold‑call property owners, probing whether they plan to sell or refinance. If an owner expresses refinancing interest, the broker captures the lead and feeds it back to the lender, positioning themselves for a referral fee. This approach turns otherwise passive loan‑expiration data into an active deal‑generation pipeline.

Joe Killinger emphasizes the mutual benefit: lenders receive qualified refinance opportunities, while brokers earn extra commissions without sourcing new listings. He cites examples where a simple six‑month due‑list generated dozens of high‑quality contacts, converting a fraction into lucrative fees.

The tactic broadens a broker’s income sources, strengthens vendor relationships, and creates a predictable flow of refinance business. In a competitive CRE landscape, leveraging lender data can differentiate top performers and boost overall profitability.