Episode 81: Show Value to Investors While Scaling a Real Estate Team - Root River Realty

What does it actually look like to show real value to investors—without fancy tech, heavy automation, or complicated funnels?

In this episode of The OT Only Teams for Real Estate Podcast, Daren Phillipy sits down with Holly and Santiago (Santi) Speranza of Root River Realty out of Milwaukee, Wisconsin. Together, they break down the exact systems and mindset that helped them close nearly 300 transactions and over $53M in volume while building a scalable, investor-focused real estate team.

You’ll hear how Root River:

• Built an investor “one-stop shop” using a simple but powerful spreadsheet system

• Uses email and consistency (not automation) to attract repeat investors

• Turns investor tools into more listings and referrals

• Structures leverage across sales, listings, and operations

• Scales as a husband-wife team without crossing lanes

• Uses coaching to overcome imposter syndrome and step into bigger opportunities

This episode is packed with practical ideas for agents and team leaders who want to:
✔ Attract and retain real estate investors
✔ Build systems that scale with volume
✔ Create leverage without burning out
✔ Run a real business—not just chase the next deal

If you’re serious about growing your business and learning from agents who are actually doing it at a high level, this is a must-listen.

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