Click anywhere or press → to continue

The Real Estate Agent's Dilemma:
Commission Dependency

Transform Transactions Into Assets

CapSeriesX Partnership Program

Your Current Reality

The Commission Treadmill

✓ What You're Great At

  • Finding buyers & sellers
  • Closing deals
  • Building client relationships
  • Understanding real estate markets

✗ The Problem

  • Income stops when you stop working
  • Every month starts at $0
  • Market cycles hurt income
  • No equity in your business
  • Limited wealth-building

You're trading time for money. Every deal is a one-time payday.

2 / 18

The Commission Trap

Why Traditional Real Estate Limits Your Wealth

💸 No Recurring Revenue

Close 30 deals/year = 30 one-time payments. No residual income. No compounding.

⏰ Time-for-Money Trade

Income limited by hours in a day. Can't scale without working more.

📉 Market Dependency

2008 crash = income dropped 40-60% overnight. No control over market cycles.

🚫 No Equity Value

After 20 years, business worth = $0. Can't sell client relationships.

💰 High Expenses

MLS fees, E&O insurance, marketing, admin = 30-40% of gross commissions.

😰 Income Stress

Deal falls through = month's income gone. Constant pipeline pressure.

Average agent: 30-year career = $0 equity. You're building someone else's wealth, not yours.

3 / 18

What If You Could...

This is the shift from agent to asset manager.

4 / 18

The Asset Management Model

From Transactions to Wealth

Traditional Agent

  • Sell property: $15K commission
  • One-time payment
  • Client moves on
  • Repeat every month
  • 30 years later: $0 equity

Total Wealth Built: $0

Asset Manager (You)

  • Source property for syndication
  • Earn acquisition fee: $15K
  • Earn 1.5% annual management: $7.5K/year
  • Client stays invested 5-7 years
  • Build sellable company

Total Wealth Built: $500K-$2M

Same real estate knowledge. Different business model. Generational wealth.

5 / 18

How CapSeriesX Works for Agents

We Handle Everything You Don't Know

You Bring:

  • Real estate market knowledge
  • Property sourcing skills
  • Client relationships
  • Local market expertise
  • Hustle & determination

Your existing skills = valuable

We Provide:

  • Legal & SEC compliance (100%)
  • Syndication structure & setup
  • Investor platform & CRM
  • Asset management training
  • Deal packaging & documentation
  • Back-office operations

We fill all knowledge gaps

You don't need syndication experience. You need real estate knowledge. We teach the rest.

6 / 18

Partnership Tiers for Agents

Start Where You Are, Grow As You Learn

BRONZE (Free)

For: Testing the waters

  • • Referral-only
  • • 15% management fees
  • • No upfront cost
  • • Learn the model

SILVER ($5K)

For: Building your network

  • • Enhanced referrals
  • • 25% management fees
  • • Marketing tools
  • • Track record builder

GOLD ($10K)

For: Active agents (RECOMMENDED)

  • • Full sales role
  • • 35% all fees
  • • CRETS certification
  • • Platform access

PLATINUM ($25K)

For: Experienced agents

  • • Co-GP role
  • • 45-55% fees
  • • Exclusive support
  • • Maximum leverage

Most agents start at GOLD to build track record and income quickly.

7 / 18

GOLD Partnership (Recommended for Agents)

Your Bridge from Agent to Asset Manager

What You Get

  • Full platform access
  • 35% of all fees earned
  • CRETS certification training
  • Marketing tools & templates
  • Deal sourcing training
  • Investor CRM system
  • Compliance support 24/7

Investment Required

  • $10,000 upfront fee
  • $299/month platform
  • 20-30 hours/week commitment

Your Path

  • Keep your real estate license
  • Start part-time, transition over 1-2 years
  • Upgrade to Platinum when ready

Income Example: 8-10 syndication deals/year → $140-175K annual (35% split) + recurring management fees

8 / 18

Income Comparison

Agent vs. Asset Manager (Same Work Ethic)

Traditional Agent

$120K/year
Gross Commission Income
  • 30 deals/year @ $4K avg
  • No recurring revenue
  • Restart every month
  • No equity built

20-Year Wealth: $0 equity

GOLD Asset Manager

$160K/year
Total Income (Year 2+)
  • 8-10 syndication deals/year
  • Recurring management fees compound
  • Build investor relationships
  • Equity in business grows

5-Year Equity: $500K-$1M

Same effort. Same hours. Different model. Generational wealth difference.

9 / 18

Real Agent Transformation

From Commission Treadmill to Recurring Revenue

Before CapSeriesX

  • 15 years as residential agent
  • 25-30 deals/year
  • $110K/year gross commissions
  • Income anxiety every month
  • No equity, no exit strategy
  • Worried about market downturns
  • Couldn't take time off

After (GOLD Partner, Year 2)

  • Kept license, shifted focus
  • 10 syndication deals closed
  • $175K total income (growing)
  • Recurring revenue = confidence
  • Building $600K business equity
  • Market-resistant income
  • Took first 2-week vacation

"I still love real estate, but now I'm building wealth, not just earning commissions. Best decision of my career." - Sarah M., Former Top Producer

10 / 18

CRETS Certification

From Agent to Certified Real Estate Token Specialist

📚 Compliance & Legal

SEC Regulations, Reg D/S/CF, investor accreditation, securities law basics (45 questions)

🏗️ Foundation Exam

Asset management basics, syndication structure, property analysis, investor relations (60 questions)

💼 Advanced Sales

Deal sourcing, investor presentations, objection handling, closing techniques (90 questions)

Training Includes:

  • 40 hours comprehensive curriculum
  • Study guides for all three exams
  • Live Q&A sessions weekly
  • Real deal case studies
  • Ongoing education credits

Time Commitment:

  • Study: 2-3 weeks (self-paced)
  • Exams: Can retake if needed
  • Certification: Lifetime (with updates)
  • Transition: 3-6 months to first deal
11 / 18

Why Agents Excel as Asset Managers

Your Skills Translate Directly

🎯 Deal Sourcing

You already know how to find properties. Now find them for syndication instead of individual buyers.

🤝 Relationship Building

You're trained in client relationships. Investors are clients who stay with you for years.

📊 Market Knowledge

Understanding property values, neighborhoods, and trends = competitive advantage in asset management.

🏆 Closing Skills

You know how to handle objections and close deals. Same skills, bigger transactions.

💪 Work Ethic

Successful agents are self-motivated hustlers. That's exactly who succeeds in asset management.

🌐 Local Network

Your existing network of high-net-worth clients = potential investor base.

You don't need to learn a new career. You're leveraging your existing expertise in a better business model.

12 / 18

Time Commitment by Tier

Flexible Paths for Every Agent

BRONZE/SILVER

5-10 hours/week

  • • Keep current job
  • • Make referrals
  • • Learn the model
  • • Build slowly

Side hustle mode

GOLD

20-30 hours/week

  • • Transition period
  • • Active deal sourcing
  • • Investor presentations
  • • Building pipeline

Hybrid mode (1-2 years)

PLATINUM

30-40 hours/week

  • • Full-time focus
  • • Multiple deals/month
  • • Team building
  • • Maximum growth

Career transformation

Most agents start GOLD part-time, transition over 12-18 months as recurring revenue grows.

13 / 18

Getting Started

From Application to First Deal

Week 1-2: Application

  • Submit online application (30 min)
  • Initial interview with team
  • Background check
  • Tier selection & payment

Week 3-6: Training

  • CRETS certification curriculum
  • Pass all three exams
  • Platform training
  • First deal walkthrough

Week 7-12: Launch

  • Source first property
  • Create investor presentation
  • Start capital raise (we help)
  • Close first syndication deal

Month 4-6: Growth

  • Build deal pipeline
  • Grow investor network
  • 2-3 deals/quarter
  • Recurring revenue starts

Average timeline: 3-6 months from signup to first closed syndication deal.

14 / 18

Important Considerations

What You Need to Know

⚠️ This Is Real Work

Asset management requires effort, learning, and hustle. Not a "get rich quick" scheme. Success requires commitment.

📊 Results Vary

Income examples are illustrative, not guarantees. Your results depend on your effort, market, and deal flow.

⏱️ Time to Income

First 3-6 months = learning + building. Significant income typically starts months 6-12. Plan financially.

🎓 Continued Learning

Markets change, regulations evolve. Successful asset managers commit to ongoing education.

This is a real business with real opportunity and real risks. We provide infrastructure, training, and support. You provide effort, commitment, and execution.

15 / 18

Partnership Tier Comparison

Choose Your Starting Point

Factor BRONZE SILVER GOLD PLATINUM
Upfront Cost $0 $5,000 $10,000 $25,000
Monthly $0 $99 $299 $499
Fee Share 15% 25% 35% 45-55%
Time/Week 5-10 hrs 10-15 hrs 20-30 hrs 30-40 hrs
Best For Testing Building Transitioning Full commitment

85% of agents start at GOLD for optimal balance of investment, income, and support.

16 / 18

Common Agent Questions

Q: Do I need to give up my real estate license?

A: No! Most GOLD partners keep their license and transition over 1-2 years. You can do both.

Q: I've never done syndication. Can I really do this?

A: That's exactly why we provide training. You have the real estate knowledge - we teach syndication structure, compliance, and investor relations.

Q: How long until I make my first dollar?

A: Referral commissions can start immediately (Bronze/Silver). Active deals typically close months 3-6. Plan for 6-month ramp-up.

Q: What if I can't source deals?

A: We have deal flow and can match you with opportunities. But agents with local market knowledge typically excel at sourcing.

Q: Can I upgrade tiers later?

A: Absolutely! Most agents start Bronze/Silver, move to GOLD after learning, then PLATINUM when ready for full commitment.

17 / 18

Ready to Transform Your Career?

From Commission Treadmill to Wealth Builder

GOLD Partnership

Recommended for Most Agents

  • ✓ $10K investment
  • ✓ 35% of all fees
  • ✓ Keep your license
  • ✓ Transition over 1-2 years
APPLY FOR GOLD →

Start Free (BRONZE)

Test the Waters First

  • ✓ $0 to start
  • ✓ Referral commissions
  • ✓ Learn the model
  • ✓ Upgrade when ready
START WITH BRONZE →

Not Sure Which Tier? Let's Talk.

30-minute consultation • No pressure • Custom recommendation for agents

📧 [email protected]   |   📞 (555) 123-4567

Special Offer: First 50 Agents

Waived first month fees + Free CRETS study materials ($497 value) + Agent-specific mentorship

18 / 18