Invest Smarter Podcast

Invest Smarter Podcast  Episode 97: Friday Look Back - The Risks Of Cutting Corners In The Due Diligence Process  Host: Simon Castillo  Producer: April Munson Join our host Simon Castillo for a one on one Friday Look Back where he reflects on: You should have a process for due diligence The risks of cutting corners in the due diligence process 2 phase due diligence process You want a ‘quick no’ or...

Invest Smarter Podcast  Episode 96: Building Wealth with a Marine Mindset Host: Simon Castillo  Guest: Shelon ‘Hutch’ Hutchinson  Producer: April Munson Simon Castillo is joined by Shelon ‘Hutch’ Hutchinson to discuss:  Where and how to start as a real estate investor Ownership is a long term pathway to prosperity Setting a goal and taking action, is often a missing piece with real estate investor...

Invest Smarter Podcast  Episode 95: Friday Look Back - What Every Passive Investor Should Do Before Investing in a Real Estate Syndication Host: Simon Castillo  Producer: April Munson Join our host Simon Castillo for a one on one Friday Look Back where he reflects on: Ask for references from other investors  As a passive investor, you should understand what the strategy is  Review the syndication’...

Invest Smarter Podcast  Episode 94: Diversify Using New Real Estate Classes with Jonathan Cattani Host: Simon Castillo  Guest: Jonathan Cattani  Producer: April Munson Simon Castillo is joined by Jonny Cattani to discuss:  RaiseMasters Mastermind   This is where true wealth is made and preserved  How to communicate with investors and give them a sense of security to trust you with their capital  W...

Invest Smarter Podcast  Episode 93: Friday Look Back - Do You Have a Real Estate Investor Mindset? Host: Simon Castillo  Producer: April Munson Join our host Simon Castillo for a one on one Friday Look Back where he reflects on: Do you have a real estate investor’s mindset?  Having clarity that you can’t always control your circumstances, but you can control how you respond to those circumstances...

Invest Smarter Podcast  Episode 92: Finding a Niche in Self Storage Host: Simon Castillo  Guest: Russell Nersesov Producer: April Munson Simon Castillo is joined by Russell Nersesov to discuss:  It takes a village to work on a multifamily project  Is there a huge difference between the financials, economics, and returns that investors see in self storage compared to multifamily?  How to recognize...

Invest Smarter Podcast  Episode 91: Friday Look Back - Understanding Syndication Structures Host: Simon Castillo  Producer: April Munson Join our host Simon Castillo for a one on one Friday Look Back where he reflects on: We have short term investment opportunities open to you right now!  Understanding syndications and their structures  You need to know where to start before you know if an investm...

Invest Smarter Podcast  Episode 90: Scaling Rapidly with Commercial Real Estate Featuring Carlos Salguero Host: Simon Castillo  Guest: Carlos Salguero Producer: April Munson Simon Castillo is joined by Carlos Salguero to discuss:  What is the best vehicle to invest my money?  Attracting talent is an essential part of scaling a business to any significant size  The value of building the right team...

Invest Smarter Podcast  Episode 89: Friday Look Back - Capital Preservation is the #1 Metric to Look For  Host: Simon Castillo  Producer: April Munson Join our host Simon Castillo for a one on one Friday Look Back where he reflects on: What does capital preservation mean?  The importance of focusing on capital preservation Our number 1 priority - we focus on how to not lose money  5 pillars that m...

Invest Smarter Podcast  Episode 88: 4000 Units as a Full-Time CPA  Host: Simon Castillo  Guests: Scott Jacobson Producer: April Munson Simon Castillo is joined by Scott Jacobson to discuss:  “Your W2 won’t build wealth for you, the way that real estate can.”  Have a good firm grasp of the fundamentals of investing  Grow your education and grow your team Integrity in real estate - your word is your...

Invest Smarter Podcast  Episode 87: Friday Look Back - Mailbag: Pro’s and Cons of Subject To Deals  Host: Simon Castillo  Producer: April Munson Join our host Simon Castillo for a one on one Friday Look Back where he reflects on: What is a Subject To deal?  Why would anyone sell a property ‘Subject To’?  What are the risks to the seller and the buyer in a Subject To deal?  What is the seller’s out...

Invest Smarter Podcast  Episode 86: Building Wealth With Customizable Funds Featuring Jeff Greenberg Host: Simon Castillo  Guest: Jeff Greenberg Producer: April Munson Simon Castillo is joined by Jeff Greenberg to discuss:  Running a business alongside the right team  Opportunities present themselves often when people are not looking - be ready to jump when it presents itself Jeff Greenberg discus...

Invest Smarter Podcast  Episode 85: Friday Look Back - Fix & Flips vs Passive Real Estate Investing: Which Is Right For You?  Host: Simon Castillo  Producer: April Munson Join our host Simon Castillo for a one on one Friday Look Back where he reflects on: Regardless of which investment strategy you choose, the bottom line is - you have to take action   Time commitment and how actively involved...

Invest Smarter Podcast  Episode 84: Key Metrics & Red Flags to Look for in Multifamily Investments Host: Simon Castillo  Guest: Ruben Dominguez Producer: April Munson Simon Castillo is joined by Ruben Dominguez to discuss:  You need to be able to build a team  Right now is the time to buy  Key metrics to look for in a deal  Who is your sponsor and how is their track record?  What are your exit...

Invest Smarter Podcast  Episode 83: Friday Look Back - Pivoting to Short Term Lending  Host: Simon Castillo  Producer: April Munson Join our host Simon Castillo for a one on one Friday Look Back where he reflects on: New Investment Opportunity!  What are the benefits for you as an investor to allocate your capital into this growing development business?  Working on our 31st project in San Antonio,...

Invest Smarter Podcast  Episode 82: Building a Single Family Property Business Host: Simon Castillo  Guest: Bill Lockhart Producer: April Munson Simon Castillo is joined by Bill Lockhart to discuss:  Wins and losses as a real estate investor  We’re more than just investors - we’re problem solvers  Subject 2 deals  The importance of having a clear title to a property  Real Estate is a team sport -...

Invest Smarter Podcast  Episode 81: Friday Look Back - 3 Reasons Real Estate Outperforms Stocks Host: Simon Castillo  Producer: April Munson Join our host Simon Castillo for a one on one Friday Look Back where he reflects on: “Why invest in real estate when you can invest in the stock market?”  Tax benefits written into the Tax Code  Investing in real estate allows you to have more control over yo...

Invest Smarter Podcast  Episode 80: Protecting Your Wealth with Asset Protection Layers Host: Simon Castillo  Guest: Brian Bradley Producer: April Munson Simon Castillo is joined by Brian Bradley to discuss:  How to protect your wealth  What are non-exempt exposed assets?  LLCs & asset protection ECCC - Effectiveness, Control, Cost, Compliance  What is a Hybrid Trust and how does it protect as...

Invest Smarter Podcast  Episode 79: Friday Look Back - Mailbag: 4 Things To Look For in Every Deal  Host: Simon Castillo  Producer: April Munson Join our host Simon Castillo for a one on one Friday Look Back where he reflects on: What should I be looking for in a deal, as a passive investor?  What is the story behind the deal?  Understand the fee structure  Does the operator have experience?  Look...

Invest Smarter Podcast  Episode 78: Real Estate Investing Using a Fund with Brian Head Host: Simon Castillo  Guest: Brian Head Producer: April Munson Simon Castillo is joined by Brian Head to discuss:  The value of ‘time blocking’  Economic changes in the market  Affordability leading to more individuals renting rather than purchasing homes  Changes in interest rates  Are you comfortable asking pe...

Invest Smarter Podcast  Episode 77: Friday Look Back - How to NOT Lose Money in Real Estate Host: Simon Castillo  Producer: April Munson Join our host Simon Castillo for a one on one Friday Look Back where he reflects on: Nothing is 100% certain in the investing world  Capitalization and speculation are what sank many investors during the financial crisis in 2008-2009 and are impacting many invest...

Invest Smarter Podcast  Episode 76: How to Overcome Challenges and Setbacks as a Real Estate Investor  Host: Simon Castillo  Guest: Sam Bates Producer: April Munson Simon Castillo is joined by Sam Bates to discuss:  Mistakes made when investing in single family  Working on too many house flips at once  How do you get banks and investors to put trust in you without having done a development deal in...

Invest Smarter Podcast  Episode 75: Friday Look Back - What Makes a Deal Attractive? Host: Simon Castillo  Producer: April Munson Join our host Simon Castillo for a one on one Friday Look Back where he reflects on: Wealth & Whiskey MeetUp - June 14th 2023 We now have a free private Facebook group! - Name of group: Wealth & Whiskey New FREE eBook coming soon!  How do we know as multifamily...

Invest Smarter Podcast  Episode 74: From RV Parks to Multifamily: Passively Investing in Real Estate Syndications Host: Simon Castillo  Guest: Nick Boivin Producer: April Munson Simon Castillo is joined by Nick Boivin to discuss:  Having control over your investment  Understanding what a syndication is  Accounting for ongoing expenses of having a rental property  Investing in self storage  Investi...

Invest Smarter Podcast  Episode 73: Friday Look Back - Why Spending $20,000 on a Coaching Program is Worth It Host: Simon Castillo  Producer: April Munson Join our host Simon Castillo for a one on one Friday Look Back where he reflects on: Celebrating compliments on our December 2022 deal as it shows confidence in our ability as operators to take the property to full potential  The benefits of joi...