loader from loading.io

Setting up Systems and Automations to Scale Efficiently

Uncontested Investing

Release Date: 01/27/2026

Creating an Exit Plan to Maximize Your ROI show art Creating an Exit Plan to Maximize Your ROI

Uncontested Investing

In this episode of Uncontested Investing, Suzanne and I break down one of the most important and most overlooked parts of being a real estate investor: creating an exit plan that maximizes your return on investment. We walk through the major exit strategies investors actually use in today’s market like fix and flip, buy and hold, BRRRR, seller financing, lease options, 1031 exchanges, and portfolio sales, and show you how to match the right strategy to your timeline, risk tolerance, capital needs, and market conditions.   We also talk about building your exit plan on day one, why you...

info_outline
Setting up Systems and Automations to Scale Efficiently show art Setting up Systems and Automations to Scale Efficiently

Uncontested Investing

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...

info_outline
Creating Passive Income Streams to Fund More Deals show art Creating Passive Income Streams to Fund More Deals

Uncontested Investing

In this episode of Uncontested Investing, we break down how to create passive income streams that don’t just pay the bills, but actually fund more real estate deals. We walk through long-term rentals, short-term/vacation rentals, notes, private lending, REITs and funds, affiliate income, education products, and real-estate-adjacent businesses, and show you how each one can create steady cash flow, better financing terms, and more buying power as you scale your portfolio.   We also dig into the tactical side: using IRAs and tax strategy, working with specialized CPAs, leveraging passive...

info_outline
Developing A Repeatable Process for Consistent Growth in Your Business show art Developing A Repeatable Process for Consistent Growth in Your Business

Uncontested Investing

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...

info_outline
Reflecting on Lessons Learned & Planning for the New Year show art Reflecting on Lessons Learned & Planning for the New Year

Uncontested Investing

In this episode of Uncontested Investing, we hit pause on deals and dive into something every real estate investor needs to do at least once a year: reflect, reassess, and reset your plan for the new year. We talk through how to review your wins, losses, systems, market strategy, portfolio performance, team, and mindset so you’re not just repeating the same year over and over.     We cover how to celebrate business highlights, identify what actually moved the needle, and cut the processes, platforms, and partnerships that didn’t. We also dig into market insights, changing...

info_outline
Why Empty Houses Make No Money & Other Scaling Lessons Investors Miss with Bruce McNeilage show art Why Empty Houses Make No Money & Other Scaling Lessons Investors Miss with Bruce McNeilage

Uncontested Investing

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...

info_outline
Structuring Your Portfolio: LLCs, Partnerships, and Trusts show art Structuring Your Portfolio: LLCs, Partnerships, and Trusts

Uncontested Investing

In this episode of Uncontested Investing, we keep our tax and legal strategy series rolling with a topic every real estate investor needs to get right: how to structure your portfolio with LLCs, partnerships, and trusts. We break down how the right entity structure protects your personal assets, improves tax efficiency, and sets up clean estate and succession planning as you scale from one rental to a full portfolio.     We walk through when to form an LLC, how to use partnerships to access capital and expertise, and where revocable and irrevocable trusts fit into long-term legacy...

info_outline
Cost Segregation Studies for Depreciation Benefits show art Cost Segregation Studies for Depreciation Benefits

Uncontested Investing

In this episode of Uncontested Investing, we are wrapping up our tax and legal strategy series with a deep dive into cost segregation studies and how they can supercharge your depreciation, tax savings, and cash flow. Most investors focus on appreciation – but if you’re not using depreciation the right way, especially on larger commercial and multifamily assets, you’re probably leaving money on the table.     We break down what a cost segregation study actually is, which property types it makes sense for, and how engineers and specialized firms reclassify parts of your...

info_outline
The 1031 Exchange Playbook: How Investors Scale Faster While Deferring Taxes show art The 1031 Exchange Playbook: How Investors Scale Faster While Deferring Taxes

Uncontested Investing

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...

info_outline
How Opportunity Zones Could Be Your Next Opportunity with Tax Benefits show art How Opportunity Zones Could Be Your Next Opportunity with Tax Benefits

Uncontested Investing

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_outline
 
More Episodes

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 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/

info@rcncapital.com

 

REI INK

https://rei-ink.com/