Helping real estate investors
keep what they make.
Author of Profit First for Real Estate Investing and the only keynote speaker focused on the financial side of real estate investing.
More deals will never fix it.
"It's not a deal problem. It's a financial structure problem."
Most real estate investors believe their problem is a deal problem. Not enough deals, not big enough deals, not the right kind of deals. David's central reframe is that this is almost never true.
The real estate education industry sells more. More leads, more deals, more volume, more hustle. David stands for the opposite: structure before scale. A business without a financial system does not get healthier when you add revenue. It gets more chaotic, faster.
His work moves real estate investors across one line: from operating like a dealmaker to running the business like a CEO.
The operator who became the expert.
David Richter is the founder and CEO of Simple CFO and the author of Profit First for Real Estate Investing, personally endorsed by Mike Michalowicz, the creator of Profit First.
He spent years inside real estate operations and watched the same hard truth play out again and again: businesses making great money on paper and going broke in practice. That experience put him in the finance seat, where he found his calling, helping real estate investors understand where their money actually goes.
Today he teaches one message from the stage: the difference between real estate investors who build wealth and those who burn out is not more deals. It is a better system.
- Founder and CEO of Simple CFO
- Author of Profit First for Real Estate Investing
- Personally endorsed by Mike Michalowicz, creator of Profit First
- Host of the Profit First for Real Estate Investors podcast
- Built the Profit First system specifically for real estate investing
- Serves real estate investors doing $1M to $10M a year
Three talks built for real estate investor audiences
One flagship keynote plus two specialized sessions, ready to match your audience and format.
How to Keep More Profit from Your Next Deal
Most real estate investors are making money and still feel broke at the end of every month. This talk shows why, and the three step system that fixes it. The real Wealth Formula, the Golden Trio of bank accounts, and the money habits that turn revenue into kept profit.
- Find your KEEP number
- Set up the Golden Trio of accounts
- Build the weekly, monthly, and quarterly wealth habits
How to Think Like a CEO and Buy Your Time Freedom
There are four stages of business ownership, and most real estate investors are stuck as the Operator, fighting fires and confusing busy with building. This talk maps the four stages and the three CEO disciplines that compound: Culture, People, and Numbers.
- Identify which ownership stage you are in
- Install a Thinking Time practice
- Master the three CEO disciplines
Reading Your Financial Statements Like a CEO
A working training, not a motivational keynote. David walks real estate investors through the three financial statements every owner must know, and how to read them like a pilot, not a mechanic. Built for hands-on investor education.
- Read the P&L, Balance Sheet, and Cash Flow
- Categorize real estate transactions correctly
- Spot warning signs before they become emergencies
The only Profit First book written for real estate investing.
"This is the book real estate investors have been waiting for."
Endorsed by Mike Michalowicz, creator of Profit First
David did not learn real estate from a book. He is an operator who built the financial system, then wrote it down. His book takes the proven Profit First method and rebuilds it for the real math of real estate investing: deal types, capital structure, holding costs, and entity complexity.
★ Limited timeBuilt for serious operators
Real estate investors doing $1M to $10M a year. The operators closing deals and growing revenue, who still feel like they are guessing financially.
Wholesalers & Flippers
Closing deals and growing top line, but with no consistent owner pay, no reserves, and no system underneath it.
Hybrid Operators
Running multiple strategies at once and feeling the cash flow get harder, not easier, as the business grows.
Mastermind & Program Leaders
Hosts who want their members keeping more of what they make, not just chasing the next deal.
Investor Communities
REIA groups, coaching programs, and franchise networks that want a financial session their members actually use.
Simple CFO
David is the founder and CEO of Simple CFO. It is where the financial systems he teaches from the stage come to life for real estate investors every day, through bookkeeping, Profit First implementation, and fractional CFO partnership.
Simple CFO helps real estate investors doing $1M to $10M a year build cash reserves, pay themselves consistently, and finally know their numbers.
Learn More About Simple CFO
Resources & content
Dig into David's work and follow along between events.
The Podcast
Profit First for Real Estate Investors with David Richter. Practical episodes on keeping more of what you make.
YouTube
Investor interviews, Profit First breakdowns, and financial training for real estate investors.
Follow David on Instagram
Day to day insights, wins, and behind the scenes.
Bring David to your stage.
David partners with mastermind hosts, coaching program leaders, and real estate investor community organizers who want their members keeping more of what they make. Start with a quick connection call to explore how he can serve your audience.
- A 30 minute conversation, no pressure
- We learn about your audience and event
- You find out exactly how David can add value