PILLAR 04 · MINDSET & OPERATOR STORIES Evergreen Education EP 047

Top Goal-Setting Hacks for Real Estate Investors in 2023

A solo episode with Dalia Barsoum, Principal Broker, Streetwise Mortgages
Play: Top Goal-Setting Hacks for Real Estate Investors in 2023
LISTEN ON ▶ YouTube
9 min · January 19, 2023 · 183 views
WHAT YOU'LL LEARN
  1. Why discipline and commitment through willpower inevitably fail over time—and how to hack the human condition to stay on track
  2. How to identify the emotional "why" behind your real estate goals and eliminate distractions to focus on your top three priorities
  3. How to apply James Clear's philosophy that you fall to the level of your systems, using non-negotiable calendar blocks to take consistent action
  4. The importance of breaking massive goals into smaller supporting goals—such as joining an investment group, hiring a coach, and building your team
  5. Why surrounding yourself with like-minded investors and accountability partners is a critical determinant of achieving your goals
  6. How to measure, review, and adjust your progress every month and quarter to ensure continuous improvement
  7. Strategies for navigating uncertainty and muting fear-driven media so you can make progress toward what matters most
Show Notes
Timestamps 7
Questions Answered 5
Mentioned In This Episode 2
At the start of a new year, real estate investors often set ambitious goals—whether buying a first property, stepping into apartment buildings, or fixing their financing—only to lose momentum as life gets in the way. Dalia Barsoum opens with a hard truth: willpower and discipline alone are not enough to achieve big goals, and the "inevitable drift" is part of the human condition. She draws from her own journey of leaving her nine-to-five job in 2011 and building Streetwise Mortgages to explain why traditional resolutions fail and what successful investors do differently.



In this episode, Dalia breaks down three powerful hacks to make 2023 your breakthrough year. First, she explains how to connect emotionally to your "why" and simplify your focus to the top three goals that truly move the needle. Second, she shares a systems-based approach inspired by James Clear's Atomic Habits, showing how to break massive goals into small, non-negotiable calendar actions and surround yourself with accountability partners. Finally, she emphasizes the importance of measuring, reviewing, and adjusting your progress monthly and quarterly—while tuning out the fear-driven media that can derail your momentum.
Why do most New Year's real estate goals fail?

According to Dalia Barsoum, it is because humans naturally struggle to stick with things over time through willpower alone. As life happens and motivation drifts, discipline breaks down—making it essential to build systems and emotional connections rather than rely on resolutions.

What is the "goals-based financing" process mentioned in the video?

It is a proprietary process developed by Dalia and her team that helps investors crystallize their real estate investment goals for the year, determine the number of properties needed to achieve them, and map out the specific money sources and structures required. It also identifies opportunities to save or stabilize an existing portfolio.

How can I break a big goal like buying an apartment building into actionable steps?

Dalia recommends breaking the big goal into smaller supporting goals—such as joining an apartment-building investment group, hiring a coach, identifying deal sources, planning your finances, developing capital-raising skills, and building your team. Each mini-goal should then be assigned non-negotiable, pre-scheduled time blocks in your calendar.

Who should be on my real estate advisory team for proactive planning?

You should schedule at least two proactive meetings each year with your accountant, financial planner, estate and asset protection lawyer, insurance broker, and mortgage broker. These sessions are for strategic planning and adjusting your approach as your situation and the market evolve.

How do I stay accountable to my real estate goals?

Surround yourself with other investors who are pursuing—or have already achieved—the same goals. Find a partner who shares your values and can keep you accountable, and consider joining online or in-person investment clubs where being part of a tribe provides momentum and accountability.

  • Atomic Habits by James Clear
  • streetwisemortgages.com
Where do you start?