Setting up Systems and Automations to Scale Efficiently
Release Date: 01/27/2026
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In this episode of Uncontested Investing, we dig into one of the biggest levers for scaling your real estate business: systems and automations. We break down how to move from being the self-employed investor who answers 2 a.m. toilet calls to becoming a true business owner with structure, processes, and the right people in place. We walk through systemizing lead generation, deal analysis, acquisitions, property management, maintenance, rent collection, investor relations, and team communication, and we share practical ways to integrate tools like CRMs, project management...
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In this episode of Uncontested Investing, Suzanne and I break down one of the biggest unlocks for scaling your real estate portfolio: building a repeatable process that drives consistent growth. We walk through the full lifecycle of a deal, from deal sourcing, underwriting, financing, operations, property management, to exit strategy and show you how to turn each step into a system you can run again and again, in any market.  We talk about practical tools like CRMs, project management platforms, cost-estimation software, virtual assistants, and outbound call partners, plus the...
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In this episode of Uncontested Investing, we sit down with Bruce McNeilage, co-founder of Kinlock Partners, to break down what it really takes to scale a real estate portfolio across multiple markets and asset classes. With nearly two decades of experience building and operating thousands of units, Bruce shares hard-earned lessons from single-family rentals and build-to-rent communities to large multifamily developments and self-storage projects. We explore how Bruce identifies high-growth real estate markets like Nashville, Atlanta, and Columbia, why job drivers and industry...
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In this episode of Uncontested Investing, we stay on our tax and legal strategies theme and break down one of the most powerful tools in real estate investing: the 1031 exchange. We walk through what a 1031 actually is, how it lets you defer capital gains taxes when you swap one investment property for another, and why it’s such a big lever for portfolio growth, net worth, and long-term scaling.  We talk about the 45-day identification and 180-day closing rules, the role of a qualified intermediary, and how to move from a duplex into a four-family, commercial building, or...
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In this episode of Uncontested Investing, we break down one of the most misunderstood tools in real estate tax strategy: Opportunity Zones. We unpack what a Qualified Opportunity Zone actually is, how the program was created under the Tax Cuts and Jobs Act of 2017, and why it matters for investors looking to defer capital gains, reduce tax liability, and potentially eliminate gains entirely on long-term projects. We walk through a real-world example from the Brunswick Naval Air Station in Maine, talk about converting old mills and strip malls into housing, and outline the three big tax...
info_outlineIn this episode of Uncontested Investing, we dig into one of the biggest levers for scaling your real estate business: systems and automations. We break down how to move from being the self-employed investor who answers 2 a.m. toilet calls to becoming a true business owner with structure, processes, and the right people in place.
We walk through systemizing lead generation, deal analysis, acquisitions, property management, maintenance, rent collection, investor relations, and team communication, and we share practical ways to integrate tools like CRMs, project management platforms, smart tech, and virtual assistants so you can reduce decision fatigue and focus on higher-value work.
If you’re serious about scaling your rental portfolio, fix-and-flip pipeline, or build-to-rent operation without burning out, this episode will help you design systems that actually support the life and business you want.
Key Talking Points of the Episode
00:00 Introduction
01:10 Structure, lanes, and decision fatigue
02:41 Systems that prevent critical mistakes
03:24 Case study call-back: Bruce’s multi-state growth
04:29 Lead generation systems
05:15 Deal analysis & underwriting workflows
06:45 Using simple worksheets and calculators for your deals
07:32 Templates for offers & acquisition docs
08:05 Documentation & asset lifecycle tracking
09:03 Owner vs. employee mindset on operations
10:00 Property management systems
11:05 Systems that let you actually sleep at night
12:02 Making sure you don’t lose the human touch
13:21 Investor relations systems
14:26 The importance of mastering the tools you’re using
15:04 Smart home & asset-protection tech (smart outlets)
16:17 Tech stack for organization & automation
18:06 Hiring people who know the tools better than you
19:34 Hiring, delegating, and automating
21:27 Leveraging associations & events to learn
22:08 Fear of onboarding & training team members
23:29 Leadership: from self-employed to true business owner
24:00 Why over-automating can lose you deals
25:06 The importance of regularly evolving your systems
26:03 Avoiding tools that don’t integrate
27:01 Why you should work on one area at a time when building systems
28:01 Auditing and continuous improvement
29:09 Trusting the people you hire & letting them teach you
Quotables
“Your best position is not as the employee; it’s as the owner.”
“Systems can reduce decision fatigue… it really gives that time and energy back to the investor.”
“The best property doesn’t always mean the best deal for you.”
Links
RCN Capital
https://www.rcncapital.com/podcast
https://www.instagram.com/rcn_capital/
REI INK