Real Estate Management in Utah : Lori Utah Top 500 & Investor Success

From Landscaping to Top 500 Realtor: How Lori Balances Motherhood, Markets & Mindset in Utah

Lori’s story isn’t just about selling homes; it’s a testament to the power of grit, smart systems, and a heart-centered approach. Her deep experience in real estate property management in Utah has given her a unique advantage in the market. With 25 years in real estate, 15 of them alongside Utah’s CDA family, she’s climbed to the Top 500 Agents, achieving $18M in sales in 2024. But more than numbers, Lori’s journey is a masterclass in balancing hustle with humanity, offering invaluable insights for both aspiring agents and savvy investors.

 

The Foundation: Real Estate Property Management in Utah and Core Values

Lori’s path to real estate success began unconventionally. After a decade as a Realtor, her then-husband’s landscaping business partnered with CDA. It was there she met Linda, CDA’s founder, who saw her potential. “Linda didn’t just teach me property management—she showed me how to listen to clients,” Lori recalls. This foundation in real estate property management in Utah became her secret weapon, giving her a unique understanding of property conditions and investor needs.

Working alongside Adam and Mark for 15 years transformed her career. “They’re not just mentors—they’re family. We share the same core values: integrity, hustle, and putting clients first. That’s why CDA feels like home,” she says. Lori’s years in property management equipped her with a keen eye for investment potential, allowing her to guide clients towards properties that deliver exceptional ROI. This, combined with Nestwell (CDA)’s resources, makes her an invaluable partner for any Utah investor.

 

Hustle Smart, Not Just Hard: Systems, Boundaries, and Balance

“I’m Living My Best Life – Here’s How”

Juggling motherhood, a top-tier real estate career, and a growing podcast might sound impossible, but Lori’s approach is refreshingly human: “It’s about balance and creating boundaries. I had to learn that it’s okay to say ‘no’ so I don’t get sucked into drama or other people’s problems. Once I set those boundaries, I became happier—and way more respected, both in business and at home.”

“Boundaries Aren’t Barriers – They’re Bridges”

Balancing client demands without burnout is an art Lori mastered. “I steer clients to handle business during the day,” she explains. “But if evenings or weekends are needed for urgent matters, I’m there. Clear communication is key—they know I’m 100% committed, but organization keeps us all sane.”

Her philosophy? “This isn’t about money; it’s about loving what I do. Helping people is why I’m here.”

To help her keep her life in balance, Lori uses many tech tools, Showmojo for automated showings, CDA’s CRM, and a transaction coordinator. These tools, and her strict calendar, allow her to always be there when her clients need her. This is a lesson for other agents, boundaries and smart systems allow for sustainable success.

 

Navigating the Real Estate Market in Utah: Adaptability and Expertise

2024’s market has presented unique challenges with rising rates and slower sales. “A lot of agents quit because they couldn’t adapt,” Lori says. Her secret? “You have to evolve with the market and your clients’ needs. It’s not just about selling—it’s about solving.”

Currently, the real estate market in Utah is experiencing a shift. Interest rates have impacted buyer affordability, leading to longer market times for properties. Lori has adapted by focusing on educating her clients on current market conditions, emphasizing long-term investment strategies, and leveraging her deep understanding of property values.

Seasonal Strategy: Winter Lulls (1-2 sales/month): 

Prepped spring listings, recorded podcasts, and nurtured investor relationships. 

Spring Surge: 

Leveraged Utah’s sunshine-driven demand. “People get motivated when the sun’s out!” she jokes. “The day after Christmas, it’s go-time. Agents who hustle then reap the rewards.”

Her client psychology 101 approach ensures first time home buyers feel heard and informed. For smart property investors, she proactively provides updates, understanding their focus on cash flow and long term growth.

 

Why CDA Feels Like Family: Culture and Collaboration

After years at big brokerages, Lori found CDA’s culture unmatched. “They let me experiment—whether podcasts, social media, or new tech. Smaller teams mean we’re heard,” she says.

CDA’s Winning Values: Mentorship:

 Collaboration sessions with Adam and Mark refined her negotiation and marketing skills. 

Collaboration: 

Brainstorming meetings keep agents ahead of trends. 

Client-First DNA: 

“Every client is different. You adjust to their personality—serious, stressed, or laid-back. Respect and support are non-negotiable.”

Lori also hosts a podcast where she interviews other agents and investors. This has allowed her to connect with other smart property investors, and grow her network of fellow agents.

Lori’s Playbook: Passion, Proactivity, and People

“The only way to do great work is to love what you do.” —Steve Jobs. Lori lives this daily: “Real estate isn’t a paycheck—it’s guiding people through life’s biggest decisions.” She updates clients before they ask, and trusts her team to handle paperwork, allowing her to focus on relationships.

Lori’s journey is a testament to the power of passion, proactivity, and people. Whether you’re an investor seeking expert guidance or an agent looking for a supportive community, Lori and CDA offer a winning combination.

Featured Blog: “ Property Management in Utah: Rental Insights”