Hey, it’s Jordan Samuel Fleming — welcome back to That Real Estate Tech Guy! In this episode, I’m joined by Benmont Locker, real estate operator, entrepreneur, and co-founder of RAMP REI, a consulting and training organization focused on helping investors build scalable, metrics-driven sales machines.

This conversation is less about shiny tools and more about the unsexy fundamentals that actually allow businesses to scale. Benmont shares how his team helped build and operate a 500+ deals-per-year real estate organization by systematizing intuition, enforcing accountability through data, and creating a culture where performance — not personalities — drives decisions.

Episode Timeline & Highlights

[0:00] – Introducing Benmont Locker and his background in operational startups and real estate.

[1:39] – Why this episode is really about entrepreneurship, not just technology.

[3:41] – Scaling to 50+ employees and hundreds of deals per year by systematizing fundamentals.

[5:07] – Why “anyone can start a business, but scaling one is the real skill.”

[6:27] – The leadership transformation required to move beyond intuition and brute force.

[7:46] – Turning one person’s experience and instincts into repeatable systems.

[9:06] – The role enterprise CRMs play in shortening feedback loops and enforcing truth.

[9:48] – Consolidating platforms to improve data integrity and decision-making.

[12:38] – Why metrics make hard leadership conversations objective, not personal.

[13:28] – How data enables autonomy, accountability, and better team leadership.

[15:22] – Why people hide in growing companies without visibility and metrics.

[16:09] – Avoiding data overload: only measure what you’re willing to act on.

[16:54] – The “six core metrics” rule and nested metric analysis.

[17:51] – Identifying whether problems are people, process, or strategy.

[18:58] – Board-level metrics vs. day-to-day operator metrics.

[23:08] – How metrics transformed company culture and peer accountability.

[25:19] – Real examples of accountability flowing upward — not just downward.

[27:24] – The transition from operating companies to building RAMP REI.

[28:45] – Operationalizing sales to create predictable conversion.

[33:07] – Integrity, receipts, and why real operators make the best mentors.

[35:20] – Why fundamentals never change, regardless of technology.

[38:29] – Discipline over motivation and why execution beats inspiration.

[41:52] – How technology compresses timelines — but doesn’t eliminate the work.

[42:33] – How to connect with Benmont and learn more about RAMP REI.

5 Key Takeaways

1. Scaling is operational, not inspirational. Systems beat intuition past a certain size.
2. Metrics remove emotion. Truth enables better leadership, accountability, and culture.
3. Only measure what you’ll act on. Data without decisions creates paralysis.
4. Culture is built on performance clarity, not perks or slogans.
5. Real businesses are built on fundamentals, not hacks or shortcuts.

Links & Resources:

• RAMP REI – https://ramprei.com/
• SmrtPhone – https://www.smrtphone.io/
• ThatRealEstateTechGuy.com – All episodes and exclusive tech discounts

Closing

If you enjoyed this episode, please follow, rate, and review That Real Estate Tech Guy. Share it with an investor who’s tired of plateaus and ready to build something scalable, durable, and real. More conversations with operators who’ve actually done the work are coming next.

Hey, it’s Jordan Samuel Fleming — welcome back to That Real Estate Tech Guy! In this episode, I’m joined by David Richter, author of Profit First for Real Estate Investing and founder of Simple CFO Solutions. This is one of those conversations that every investor needs to hear — especially if you’re scaling and wondering why more deals aren’t translating into more money in the bank.

David and I dig into the fundamentals that never go out of style: cash flow, profit, and financial clarity. We talk about why revenue is vanity, profit is sanity, and cash is king — and how too many investors scale volume without fixing the leaks underneath. We also explore where technology helps financial clarity and where it creates analysis paralysis that actually slows growth.

If you’re doing deals but still feeling stressed, underpaid, or unsure where the money is going, this episode will help you reset your foundation and build a business that actually pays you.

Episode Timeline & Highlights

[0:00] – Introduction

[0:42] – Introducing David Richter and why profit matters more than deal volume.

[2:04] – Scaling to 25 deals a month while losing money — and the wake-up call that followed.

[4:03] – Why every business eventually comes down to profit, cash flow, and fundamentals.

[7:48] – Why outsourcing bookkeeping doesn’t replace owner financial responsibility.

[8:53] – The first step: implementing a cash management system before hiring help.

[10:25] – What business owners must understand, even with a CFO or finance team.

[11:25] – The three numbers every investor needs to know: make, spend, keep.

[17:00] – How small overruns multiply into major cash crises at scale.

[18:06] – Tech that helps: Profit First banking, automation, and expense management.

[22:15] – QuickBooks Online, dashboards, and choosing tools that support decisions.

[25:38] – Dashboards done right vs. dashboards that cause paralysis.

[26:23] – Only track numbers that lead to decisions.

[33:11] – Investors obsess over CRMs but avoid the numbers that create freedom.

[34:23] – Doing 300 deals a year and being no closer to financial freedom.

[36:09] – Financial literacy is a skill — not a personality trait.

[38:00] – How Simple CFO Solutions helps investors at different stages.

[40:09] – How financial clarity reduced stress and improved decision-making at scale.

5 Key Takeaways

1. More deals don’t equal more profit. Without systems, scale just magnifies financial problems.
2. Business owners must understand their numbers. Delegation doesn’t remove responsibility.
3. Cash management comes before accounting. Profit First gives owners control immediately.
4. Track only decision-driving metrics. More data isn’t better — better data is.
5. Financial clarity reduces stress. Knowing where money goes changes how you lead and scale.

Links & Resources

• Profit First for Real Estate Investing – https://join.simplecfo.com/book-a-discovery-call
• Simple CFO Solutions – simplecfo.com
• SmrtPhone – The only phone system built for real estate investors (5,000 free minutes).
• ThatRealEstateTechGuy.com – All episodes and exclusive tech discounts.

Closing

If you enjoyed this episode, please follow, rate, and review That Real Estate Tech Guy. Share it with an investor who’s scaling fast but still wondering where the money went. Strong fundamentals build real freedom — and more great conversations are coming next.

Hey, it’s Jordan Samuel Fleming — welcome back to That Real Estate Tech Guy! In this episode, I’m joined by Sam Wegert, serial entrepreneur and co-living operator who’s building one of the most interesting alternative housing models I’ve seen in real estate today.

Sam and I dive deep into co-living — a strategy that’s been common in Europe for years but is now emerging in the U.S. as a powerful solution to the affordable housing crisis and a highly profitable exit strategy for investors. We unpack why co-living is gaining acceptance where Airbnb is being restricted, how it creates long-term stability instead of short-term volatility, and why this model may outperform traditional rentals over the next decade.

We also explore Sam’s turnkey approach, how wholesalers and flippers can pre-sell deals into co-living buy boxes, and what investors should be thinking about as markets tighten and traditional exits get harder. This conversation is a masterclass in adapting to market shifts with creativity, data, and long-term thinking.

Episode Timeline & Highlights

[0:00] – Introducing Sam Wegert and his entrepreneurial background.

[1:17] – What co-living is and why it’s common globally but still new in the U.S.

[4:15] – Why co-living can be one of the highest cash-flowing asset classes today.

[6:25] – The math behind affordability: why studio apartments don’t work for most workers.

[8:14] – Renting by the room: creating a brand-new price point in housing.

[9:26] – Who co-living serves: young professionals, remote workers, and older adults.

[11:36] – Loneliness, community, and why co-living solves more than just housing costs.

[17:36] – How consistent, long-term tenants outperform short-term rental volatility.

[19:01] – Turning co-living into a new exit strategy for wholesalers and flippers.

[22:08] – How Sam tests demand in new markets before buying property.

[23:41] – Location rules: commute distance, no HOAs, and neighborhood fit.

[33:06] – Technology stack: smart locks, cameras, management systems, and safety.

[35:14] – The co-living buy box: size, bathrooms, parking, and layout.

[42:18] – How to learn more and attend Sam’s free co-living challenge.

5 Key Takeaways

1. Co-living solves a real problem. It addresses affordability, isolation, and housing demand without government subsidies.
2. Needed beats wanted. Co-living provides stability that short-term rentals can’t match in uncertain markets.
3. Exit strategies are evolving. Wholesalers and flippers can pre-sell into co-living buy boxes for premium exits.
4. Design matters. Layout, parking, and neighborhood fit determine long-term success.
5. Systems win. Technology and management processes make co-living scalable and repeatable.

Links & Resources

• Free Co-Living Challenge – Learn Sam’s model at ScaleYourRealEstate.com
• Connect with Sam Wegert – Instagram: @SamWegert
• SmrtPhone – Get 5,000 free minutes with the only phone system built for real estate investors.
• ThatRealEstateTechGuy.com – All episodes, resources, and exclusive tech discounts.

Closing

If you enjoyed this episode, please follow, rate, and review That Real Estate Tech Guy. Share it with another investor who’s rethinking exit strategies and looking for smarter ways to thrive in today’s market. More real-world tech and strategy conversations coming your way.