$250K assignment fee on his first off-market deal
$250K assignment fee on first deal after 4 months in the system. Silicon Valley market.
About
Oliver spent two years as a full-time entrepreneur in the San Francisco Bay Area, funding ground-up development deals without a payday. Four months after starting the DataSift system he had his first off-market property under contract. One month later he closed it for a $250,000 assignment fee.
Operating market
San Francisco Bay Area, CA
Favorite features
The Challenge
Oliver went full time as an entrepreneur two years before this deal, in one of the most expensive markets in the country. The money flowed one direction. He funded ground-up development deals in the Bay Area, watched the budgets grow, and never took a payday. He started questioning whether the numbers other investors posted were even real, or whether the whole business only spent money.
Four months before closing, he started working the deal flow system instead. He pulled tax delinquent county data and ran it through a bulk dialer, solo, with no strong cash position left after two years of spending. Even the success stories read like fiction to him. "I was reading those things, you know, on the forums and all that before it happens to you, you don't really believe it." He kept dialing anyway.
What They Built
Turning a tax delinquent list into a $1.7M contract
Oliver bulk dialed tax delinquent county records around the San Francisco peninsula. The list found the seller, but the taxes were not the real motivation. The owner was a trustee living hours away. His mother had Alzheimer's and had moved out, and the house sat empty in bad condition. Four months into the system, Oliver had it under contract at $1.7M against a $3M after repair value.
Letting the seller name the first number
Instead of leading with an offer, Oliver asked the seller what he wanted. The answer set up the whole deal.
I asked him the question. So what, how much you want? And he's the one that said that very low price. I would never have dared to offer such a low price.
Pivoting from flip to wholesale to get paid
He was set on flipping it and had started raising capital from investors. Community members pushed back: after two years without a payday, wholesale it. Right then a mentor, an experienced flipper, offered to buy the contract. One problem remained.
It was a bit stressful because I had no assignment clause in the contract because I was so sure I was not going to wholesale it.
He learned a legal workaround, escrow added the assignment paperwork at closing, and the seller signed without issue.
Before and After
Before DataSift
- No Deep Understanding Of His Own Data
- Gave Up Bulk Dialing And Texting Years Ago
- Relying On Inbound Leads And Bought Deals
- A Contract Per 12-13 Qualified Leads
- 10,000-record Niche Lists, Filtered Monthly In Sift
- Focused Down To Indiana And Ohio
- Owns The Operation Now, 50-50 Split
- $300K In Spreads In His First 90 Days
- Almost $600K In Contracts Ghosted Or Backed Out
- Five States At Once, Spread Too Thin
- All The Profit Going To Someone Else
- Running An Agency For 14-16 US Investors
- Homegrown Closer Converts Over 20% Of Offers
- Text Blasts First, Smaller Call Lists After
- Whole Philadelphia Metro Recycled Through Rehash Campaigns
- Sequences And Lists Fully Dialed In
- Over 50 Deals A Year Across Two Companies
- New Construction Plans Stalled By Rates And Costs
- Deep Prospecting Alone, Before Any System
- Two Cheap College Duplexes, Bought With A Partner
- Everything Done By 6pm
- $1,500-1,800 A Month Total Marketing Spend
- 150 Dials A Day, First To Market
- 200 Probates A Month From Weekly Courthouse Runs
- $800K A Year Running Solo
- No Online County Data In His Market
- Long Hours Getting The Business Started
- Years Of Flips And Contractor Headaches
- Tuesday At 2 Hunts Generate His Own Deals
- 4 Deals And $330K Equity In 30 Days
- Sales Leader Owns Leads, Casey Tunes Systems
- 325,000 County Records, Scrubbed Nightly By VAs
- Full Operation: Acquisitions Agents, Sales Leader, VA Data Team
- Team Waiting On Leads To Come In
- Doing Well, But Knew He Could Do More
- Watching Every Lead Himself, Day To Day
- Callers Grinding Through Manual Data
- Two-man Team: Casey Plus One Acquisitions Guy
- Cutting edge 1-1 sales and marketing integration
- Improved accuracy when making offers and estimating rehab costs
- Leak proof communication between clients, buyers and contractors
- Thorough marketing and acquisitions from anywhere in the world
- Real estate companies that want documented communications with contractors, clients and buyers
- Wholesalers who want to enter into new markets
- Investors looking to have leak proof marketing and acquisitions
- Anyone looking to wholesale virtually
- A significant boost in confidence to create a great life for you and your family.
- Tips and tools to maintain a steady flow of income, regardless of external circumstances.
- Knowledge of how to succeed in any market condition.
- An understanding of how to achieve long-term success with solid marketing processes.
- A big boost in confidence to make a great life for you and your family.
- Tips and tools you can use to get a steady flow of money coming in, no matter what's happening out there.
- Learned how to succeed in any market condition.
- Understanding of how to achieve long-term success with solid marketing processes.
- Anyone, regardless of budget, looking for a strong start to avoid common mistakes.
- Business owners who want to have simple processes for their VA's to follow.
- Investors willing to create a steady monthly income to secure the future of their family.
- Those who tried many ways to succeed but still aren't seeing good results.
- Efficient KPI Tracking
- Enhanced Follow Up Process
- Data Driven Decisions
- Fully Integrated With REISift
- Streamlined Sales & Marketing Flow
- Enhanced lead management
- Unorganized Data
- Expensive/Ineffective Tech Stack
- Basic Marketing Approach
- Poor Data Management
- Unorganized Processes
- Refined Direct Mail Strategy
- Clarity In All Business Operations
- Enhanced Team Management
- Strong Lead Management Flow
- Advanced Data Tracking
- Effective Marketing Flow
- Limited Marketing
- Targeting Constraints
- Poor Lead Management
- Difficult Team Management
- Reactive Marketing
- Ineffective Marketing Flow
- Empowered Data Management
- First to Market Strategy
- Automated Processes
- Strategic Focus
- Improved Lead Prioritization
- Enhanced Data Tracking
- Low Level CRM
- Successful But Hitting a Wall
- Missed Opportunities
- Poor Data Management
- Data Driven Decisions
- Full Data Clarity
- Consistent Deal Flow
- Strong Marketing Flow
- Lacked Marketing Clarity
- Difficult Marketing Flow
- Inconsistent Deal Flow
- Strong Lead Management Flow
- Strong Marketing Flow
After DataSift
- Achieved Data Clarity
- Consistent Deal Flow
- Inconsistent Deal Flow
- Poor Marketing Flow
- Little Data Clarity
- Relied On Google Sheets
- Consistent Deal Flow
- Data Clarity / Organization
- Wholesales, Flips And Does Retail
- Strong Marketing Flow
- Didn't Understand Data Management
- Strong Real Estate Agent
- Wanted To Break Into Wholesaling But Didn't Know How
- Healthy Scale
- Data Driven Decisions
- Consistent Deals
- Strong Marketing Flow
- Inconsistent
- Little Data Insight
- Unorganized Bulk Marketing
- Strategic Focus on Niches
- Enhanced Lead Flow and Certainty
- Streamlined Marketing Process
- Efficient Use of Data
- Direct Mail & Deep Prospecting
- Broad, Unfocused Strategy
- Inconsistency in Results
- Dependency on Luck
- Marketing Clarity
- 6 Figure Months
- High Deal Volume
- Strong Marketing Flow
- Proper Data Management
- Weak Marketing Flow
- Poor Data Management
- Lack of Focus
- Manual Efforts
- Successful Scale
- Total Data Clarity
- Clear Marketing Approach
- Large Deal Spreads
- Improper Data Management
- Poor Marketing Method
- Inconsistent Deal Flow
- Strong Marketing Flow
- Clear Data Management
- Clear Data Management
- Successful Scale
- Many ways to close deals
- Large deal spreads
- Poor data management
- Unable to scale properly
- Poor marketing flow
- Smaller Deal Spreads
- Increased Deal Volume
- Platform Utilization
- Realtor Collaboration
- Funding Efforts
- Lots Of Deals
- Data Driven Decisions
- Strong Marketing Flow
- Sales And Marketing Clarity
- Poor Data Management
- Poor Marketing Flow
- Relied On Bulk Marketing
- Lack of Clarity
- Automated Acquisition
- Strong Marketing Flow
- Data Driven Decisions
- Structured Follow-ups
- Increased Lead Generation
- Achieved Sales And Marketing Clarity
- Manual Acquisition Processes
- Ineffective Marketing Flow
- Minimal Lead Insights
- Poor Follow Up Flow
- Inconsistent Lead Generation
- Lacked Sales And Marketing Clarity
What changed
The moment came on a callback. The seller was in his car, two and a half hours out of Sacramento, driving to see the property that same day. "He said look, you're calling me at the perfect time, because I'm going there right now. And I said immediately, can I join you there right now?" Oliver met him at the house an hour later. He has no doubt the seller had other calls. Timing, and being quick enough to act on it, was the whole edge. That callback became his first off-market contract.
The Results
The assignment fee was $250,000 on deal one. The math: a $1.7M contract price against a $3M after repair value left enough spread that the flipper buying the contract still profits. Timeline: four months from starting the system to contract, one more month to close. Oliver admits he probably left money on the table, and he is fine with that trade.
Before: two years of full-time entrepreneurship, spending on development deals with little coming back. After: one wholesale deal that paid $250K, breathing room for his family, and a process he plans to repeat without changing anything.
I know it works and I'm just going to replicate.
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