How Bold Street AI is Transforming Real Estate Agents into Investment Advisors
gIn an era where one in three real estate transactions involves an investor, Bold Street AI is pioneering a technological solution to help real estate agents adapt to this shifting market dynamic. The company’s platform is designed to transform traditional agents into investment-savvy advisors, equipped with tools to analyze and market the investment potential of residential properties.
“Real estate agents have a lot of tools for the consumer market, but there’s really no tools to help them with the investment market,” explains Chris Fellows, Co-founder and CEO of Bold Street AI. The company’s solution goes beyond traditional property characteristics to include sophisticated financial analysis, enabling agents to communicate investment metrics such as cap rates alongside standard property features.
This transformation comes at a crucial time for the real estate industry. Fellows notes that while 20% of full-time agents left the business last year, those who learned to work with investors have maintained their success. The platform helps agents serve various investor profiles, from fix-and-flip entrepreneurs to high-net-worth individuals seeking generational wealth building opportunities.
The system’s approach is particularly relevant in today’s market environment. Despite higher interest rates suppressing both family buyers and institutional investors, individual investors have continued to acquire properties, albeit with slimmer margins. Bold Street AI helps agents capitalize on this trend by providing sales and marketing automation specifically designed for the investment market, including AI-powered websites and targeted lead generation.
When it comes to institutional investors, Fellows challenges the common narrative about this investor class dominating the market: “There’s a lot of media out there that’s kind of like ‘Wall Street’s buying up Main Street.’ The actual truth is that the large institutions own less than 3% of the 15 million rentals out there.” This reality underscores the opportunity for agents to serve individual investors and high-net-worth clients who make up the majority of the market.
Looking ahead, Fellows is optimistic about the market’s trajectory. “I think it’s going to be tremendous. There’s a lot of pent-up demand,” he says, noting that even a modest decrease in mortgage rates to just under 6% could unlock significant market activity. The platform is already seeing strong adoption, with 150 agents currently using the system and 20-40% month-over-month growth since its launch in July.
Perhaps most significantly, Bold Street AI is helping to redefine the role of real estate agents. “We’re seeing the real estate agent become more akin to a financial advisor than the celebrity agent of the past,” Fellows explains. This evolution addresses a critical industry challenge: the gap between actual and perceived value in real estate services. By equipping agents with investment analysis tools, the platform helps them demonstrate concrete value to clients while building longer-term advisory relationships.
The company is expanding its capabilities beyond long-term hold analysis to include templates for short-term rentals, multi-family properties, and other investment types over the next six months. This expansion reflects the growing diversity of residential investment strategies, from fix-and-flip to short-term rentals in luxury markets.
In an industry grappling with commission structures and value proposition challenges, Bold Street AI’s approach suggests a new path forward: transforming agents from transaction facilitators into long-term investment advisors. As Fellows puts it, “Working with agents that know how to work with investors changes the game for you both, for the type of house you’re going to live in, the ability to sell your house at the right value, and also your entire financial future.”
