Biggest Mistakes When Buying Or Selling A Rent Roll Business With James Dalton

13/05/2025 46 min Episodio 168
Biggest Mistakes When Buying Or Selling A Rent Roll Business With James Dalton

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Episode Synopsis

What happens when you spend years building a business, only to realise you're not set up to sell it, or worse, you’ve been losing income without even knowing?Many real estate business owners don’t think about selling until they’re ready to walk away and by then, it’s often too late to fix what’s broken. Trust accounts might not be compliant, agency agreements might be invalid, and hidden income could be slipping through the cracks.Whether you’re buying a rent roll or preparing to exit, the way you handle this process directly impacts your business’s value, your peace of mind, and your financial future. In this episode I chat with James Dalton who is a seasoned real estate consultant who formerly led Neil Dalton Consulting, a boutique firm specialising in trust auditing, due diligence, rent roll advisory, and business improvement. The NDC brand is now owned and operated by HD&U.James shares practical tips and real life stories that show exactly why preparation, professionalism, and proper support make all the difference when buying and selling a rent roll.  If you're going to buy a rent roll, you need to really think through the return on investment associated with buying that rent roll. And then in addition to that, there's the actual merger of that rent roll into your business - James DaltonWe explore:What due diligence really means when buying a rent roll and what happens if you skip itThe most common mistakes real estate agencies make during a rent roll saleWhat hidden risks and income gaps might be hiding in your portfolioReal life compliance red flags that can cost your business tens of thousands of dollarsWhy rent roll agency agreements and assignment clauses are often incomplete or invalidHow legislation changes are pushing older business owners to sellWhy you need to start preparing at least 12 months before selling your rent rollThe power of building strong relationships between buyers and sellers during a sale Real estate specific tips on retention periods, transition support, and legal contractsHow a lack of internal systems can cost you time, stress, and serious moneyKylie’s Resources:Property Management Growth School: https://courses.thatpropertymum.com.au/TPM-BDMSchool Digital Marketing School: https://courses.thatpropertymum.com.au/digitalschool That Property Mum Courses: https://www.thatpropertymum.com.au/courses/ The PM Accelerate Membership: https://courses.thatpropertymum.com.au/accelerate Book a Strategy Call with Kylie: https://calendly.com/kylie-tpm/coaching-call  Kolmeo: https://kolmeo.com/ Sensor Global:  https://sensorinsure.com/ https://sensorglobal.com/ HD&U Sales Bundle:

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