KW Real Estate Planner
Become the expert your top clients need; with KW Real Estate Planner, you’ll learn everything from client advocacy strategies and investment property planning to network building and everything in between.
Get StartedWelcome to KW Real Estate Planner
In today’s market, the most prestigious clientele is seeking support beyond a real estate transaction. They’re looking for an expert to provide advanced guidance when it comes to strategic planning, investments, and real estate management for both their residential and investment properties.
1.68 million potential new listings
Generated $55.3 billion in value for exchanges in 2021 (US)
Why Become a KW Real Estate Planner?
By joining this “Market of the Moment,” you’re actively setting your business apart, utilizing the advanced knowledge gained from expert global community leaders. As a KW Real Estate Planner, you can learn how to create strategic property plans and better position yourself to receive referrals in your local market from trusted advisors, including:
- CPAs
- Financial Planners
- Trust Attorneys
- Retirement Communities
- Care Homes
- Case Managers
Want to learn more?
Feel free to reach out to us with any inquiries at realestateplanner@ kw.com or give us a call at 512-764-1439.
Become a Member
Explore exclusive resources, tools, and training opportunities that KW Real Estate Planner has to offer. Set yourself apart for the more affluent clientele in your local market.
If you’re a KW MAPS coach, contact us for your discounted membership!
Join TodayKW Real Estate Planner
Details
- $199 / Month, for each individual
- Valid for Keller Williams associates with a valid
real estate license for
more than two years and
over $75K of annual GCI. - All-inclusive access to an
extensive collection of trainings,
videos, materials, and more!
Agent Benefits
KW REP Certifications
Referral Network
Live Training Events and Monthly Masterminds
Private Experience at KW Events
5% of agents in a market center
Marketing and Social Media Assets
Monthly Guest Speakers
KW Agent spotlight opportunities to the KW Real Estate Planner community (subject to materials provided by KW Agent and KW Real Estate Planner review/approval)
Leadership
Dan Ihara
KW REP Community Leader
Dan Ihara has been a passionate real estate agent for over 17 years, building his platforms around education and client advocacy. In that time, he has completed hundreds 1031 exchanges without fail, spoken at over 1,000 venues locally, and is currently ranked #4 in Honolulu’s Top 100 Realtors. In an effort to explore his passion, he founded Silver Spoons, a non-profit dedicated to serving older adults who can no longer help themselves. Along with his many contributions, Dan continues to remain devoted to helping other agents with his same passion for serving more mature clients with their real estate management needs.
Frequently Asked
Questions
What is the Keller Williams Real Estate Planning Community?
The Keller Williams Real Estate Planning Community is a community of like-minded agents who have a desire to provide real estate planning solutions to the issues that many individuals face in their lifetime, particularly wealthy older adults. We train agents to create and execute strategic solutions for individuals going through a life event and looking for opportunities to maximize the return on their primary residence and investment properties.
Why Join KW Real Estate Planner?
You will learn to position yourself to receive referrals in your local market from trusted advisors such as CPAs, financial planners, trust and probate attorneys, retirement communities, care homes, and case managers. By becoming a Real Estate Planner, you will guide investors to create generational wealth, minimize taxes and facilitate the goals of the family through 1031 exchanges, Delaware Statutory Trusts (DST), and more.
- Secure listings in a shifting market
- Find listings not impacted by the economy or interest rates Become the local KW Real Estate
- Planner and elevate your business beyond your competition
- Attract the wealthy and their advisors by providing holistic solutions to common problems
- Create and dominate a unique niche in the shift
What is the KW Real Estate Planning’s Mission?
Our Mission is to train, coach, and mentor agents so that they can provide efficient solutions to the problems and challenges property owners will encounter with their real estate holdings over the course of their lifetime. To build a shift-proof niche in every market with trained Real Estate Planner who can guide real estate owners to create generational wealth, minimize taxes, and create a legacy worth leaving.
What are the benefits of joining the Real Estate Planner Community?
- Real Estate Planner Certifications
- Senior Relocation Services (Sep – Nov)
- 1031 Exchange (Dec – Feb)
- Delaware Statutory Trust (Mar – Apr)
- Trust Sales (May-Jun)
- Probate Sales (Jul – Aug)
- Real Estate Planner (CREP)
- Access to a comprehensive learning portal for real estate planning topics such as 1031 exchanges and legacy planning
- Private Facebook group
- Monthly Masterminds
- Marketing toolkits
- Exclusive events for community members
Who can join KW Real Estate Planning?
Keller Williams associates with a valid real estate license for more than 2 years and over $150K of annual GCI.
How do I become a member?
Complete the application form.
How much does the membership cost?
$199/month
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