Protect Your Wealth

Jason Lee
  • 5,0 (39)
  • ИНВЕСТИЦИИ
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Welcome to Protect Your Wealth, the podcast where high networth individuals, real estate investors, and business owners come to learn how to preserve and grow their assets with confidence. Hosted by Jason Lee, founder and CEO of Nara Advisors Inc., a Commercial Real Estate Investment Firm that has closed over $600 million in transactions since 2021. Jason owns and operates 150 units in San Diego with a total portfolio value of $80,000,000+. This show dives deep into the strategies the wealthy use to protect what they've built. Each episode features candid conversations with top trust attorneys, estate planners, financial advisors, tax strategists, real estate experts, and more. Whether you're building your empire or planning your legacy, Protect Your Wealth gives you the insights and tools to make smarter decisions with your money, your properties, and your future.

  1. 4 ИЮЛ.

    Why Smart Investors Are SELLING California Real Estate in 2025!

    Join our free exclusive investor community for access to off market deals, market reports, and more! 👉 https://www.skool.com/crewealthbuilders/ If you own multifamily real estate in California, you need to pay attention, what’s coming next could make your property unfinanceable and cause a significant drop in value. Here’s what I cover: Rising Insurance Costs and Their Impact on Your Property’s Value The Impact of Rent Control and Tightening Regulations in California Why Smart Investors Are Selling Right Now (and Should You?) How Lenders Are Pulling Back and Making Deals Harder to Finance What Happens When Insurance Companies Pull Out of California With market shifts in California, it’s critical to stay informed. Smart investors are already rethinking their strategies, don’t get left behind. If you're new here - I'm Jason Lee, CEO/Founder of Nara Advisors (formerly known as JLM Real Estate) and a multifamily real estate investor/developer in San Diego. I own and operate 150 units in San Diego, and have 5 development projects in process. I've learned the game by working with several millionaire to billionaire real estate investors in California, helping them buy, sell, and 1031 exchange to improve their portfolio. In the last few years, my brokerage and team at Nara Advisors have represented over 150 investors and transacted on over $625,000,000 worth of real estate. 💸 Want to invest with us? Email me at jason@naraadvisors.com 🏘️ We are actively buying, you can always represent us! Brokers, please email me if you have a property: jason@naraadvisors.com 📲 Connect with me! Instagram: @jasonjosephlee | @naraadvisors Linkedin: Jason Lee X: @jasonjosephlee Nara Advisors Website: www.naraadvisors.com My Personal Website: www.jasonjosephlee.com 📚Get a copy of my new book: https://www.amazon.com/dp/B0DGQSQKLT/

    7 мин.

  2. 27 ИЮН.

    Orange County Multifamily Market 2025: What Investors Need to Know Now!

    Join our free exclusive investor community for access to off market deals, market reports, and more! 👉 https://www.skool.com/crewealthbuilders In this podcast, I break down the latest trends in Orange County's multifamily market to help you make informed investment decisions. Here’s what I cover: Understanding the Current Trends in Orange County’s Multifamily Market Vacancy Rates: What They Mean for Investors Impact of Corporate Relocations on Rental Demand How Economic Factors and Demographic Shifts Are Shaping the Market Risks to Watch Out for: Interest Rates and Construction Costs Tips for Navigating the Market and Maximizing Your Returns If you're new here - I'm Jason Lee, CEO/Founder of Nara Advisors (formerly known as JLM Real Estate) and a multifamily real estate investor/developer in San Diego. I own and operate 150 units in San Diego, and have 5 development projects in process. I've learned the game by working with several millionaire to billionaire real estate investors in California, helping them buy, sell, and 1031 exchange to improve their portfolio. In the last few years, my brokerage and team at Nara Advisors have represented over 150 investors and transacted on over $625,000,000 worth of real estate. 💸 Want to invest with us? Email me at jason@naraadvisors.com 🏘️ We are actively buying, you can always represent us! Brokers, please email me if you have a property: jason@naraadvisors.com 📲 Connect with me! Instagram: @jasonjosephlee | @naraadvisors Linkedin: Jason Lee X: @jasonjosephlee Nara Advisors Website: www.naraadvisors.com My Personal Website: www.jasonjosephlee.com 📚Get a copy of my new book: https://www.amazon.com/dp/B0DGQSQKLT/

    5 мин.

  3. 5 ИЮН.

    Ep. 268 - The Wrong Brokerage Will Keep You Broke (Here’s Why)

    👉🏼 Want to learn how to become a 7-figure multifamily agent & investor? https://www.skool.com/naraagentacademy In this video, I’m breaking down exactly why so many commercial real estate brokers are frustrated with their income and career trajectory and how the traditional brokerage model is keeping them broke. Here’s what you’ll learn: • Why the big box brokerages take most of your commission without providing real value • How most mentors in the industry fail new agents from day one • How we built a new brokerage model that gives you top tier resources and industry leading splits If you’re feeling stuck, undervalued, or frustrated with your brokerage, this video will open your eyes to what’s possible when you have the right platform, culture, and compensation structure behind you. Learn how we’re changing the game for commercial real estate agents nationwide. Chapters: 0:00 - Why You're Not Making Enough Money 0:26 - The Commission Split Problem 0:58 - The Myth of Mentorship 1:29 - You’ve Been Brainwashed 2:26 - Private Client Space vs. Institutional 4:49 - The Broken Brokerage System 5:13 - Combining Big Resources with Better Splits 5:35 - Freedom and Brand Recognition 7:06 - Culture and Collaboration 8:22 - The Problem with Residential Brokerages 9:10 - Join a Real CRE-Focused Team If you're new here - I'm Jason Lee, CEO/Founder of Nara Advisors (formerly known as JLM Real Estate) and a multifamily real estate investor/developer in San Diego. I own and operate 150 units in San Diego, and have 5 development projects in process. I've learned the game by working with several millionaire to billionaire real estate investors in California, helping them buy, sell, and 1031 exchange to improve their portfolio. In the last few years, my brokerage and team at Nara Advisors have represented over 150 investors and transacted on over $625,000,000 worth of real estate. 💸 Want to invest with us? Email me at jason@naraadvisors.com 🏘️ We are actively buying, you can always represent us! Brokers, please email me if you have a property: jason@naraadvisors.com 📲 Connect with me! Instagram: @jasonjosephlee | @naraadvisors Linkedin: Jason Lee X: @jasonjosephlee Nara Advisors Website: www.naraadvisors.com My Personal Website: www.jasonjosephlee.com 📚Get a copy of my new book: https://www.amazon.com/dp/B0DGQSQKLT/

    11 мин.

  4. 4 ИЮН.

    Ep. 265 - 5 Cold Calling Strategies That Made Me Millions

    👉🏼 Want to learn how to become a 7-figure multifamily agent & investor? https://www.skool.com/naraagentacademy In this video, I’m showing you exactly how I cold call commercial property owners without getting hung up on, and how I turn those first awkward seconds into long-term relationships and signed listings. Here’s what you’ll learn:• The 5 strategies to making cold calls that actually work.• How to open the call with confidence and credibility.• Why adding value upfront makes owners take you seriously.• The tonality, phrasing, and mindset that builds instant rapport.• How to follow up the right way so you’re remembered and respected. If cold calling has ever felt intimidating, awkward, or like a dead end, this video will change how you think about it. Learn how I’ve made over 100,000 calls and turned rejection into real deals. If you're new here - I'm Jason Lee, CEO/Founder of Nara Advisors (formerly known as JLM Real Estate) and a multifamily real estate investor/developer in San Diego. I own and operate 150 units in San Diego, and have 5 development projects in process. I've learned the game by working with several millionaire to billionaire real estate investors in California, helping them buy, sell, and 1031 exchange to improve their portfolio. In the last few years, my brokerage and team at Nara Advisors have represented over 150 investors and transacted on over $625,000,000 worth of real estate. 💸 Want to invest with us? Email me at jason@naraadvisors.com 🏘️ We are actively buying, you can always represent us! Brokers, please email me if you have a property: jason@naraadvisors.com 📲 Connect with me! Instagram: @jasonjosephlee | @naraadvisors Linkedin: Jason Lee X: @jasonjosephlee Nara Advisors Website: www.naraadvisors.com My Personal Website: www.jasonjosephlee.com 📚Get a copy of my new book: https://www.amazon.com/dp/B0DGQSQKLT/ #RealEstate #Multifamily #RealEstateTraining #NewAgents #RealEstateTips #AgentSuccess

    10 мин.

  5. 4 ИЮН.

    Ep. 266 - How To Become a Real Estate Millionaire in 3 Years

    👉🏼 Want to learn how to become a 7-figure multifamily agent & investor? https://www.skool.com/naraagentacademy In this video, I’m breaking down exactly what I would do if I had to start from zero at 22 years old and become a millionaire in just three years. This is based on the exact steps I took to do it myself through commercial real estate. Here’s what you’ll learn: - The three-step blueprint I used to go from broke to millionaire by age 24. - Why picking a career with uncapped earning potential is nonnegotiable. - How to build high-value relationships that turn into repeat deals and long-term wealth. - The mindset shift that helped me push through over 10,000 rejections and come out ahead. - Why real estate, especially commercial, is the highest-leverage sales career on the planet. If you’re young, hungry, and serious about building wealth fast, this video will show you the exact playbook I used to do it. No fluff. No gimmicks. Just hard work, strategy, and real results. If you're new here - I'm Jason Lee, CEO/Founder of Nara Advisors (formerly known as JLM Real Estate) and a multifamily real estate investor/developer in San Diego. I own and operate 150 units in San Diego, and have 5 development projects in process. I've learned the game by working with several millionaire to billionaire real estate investors in California, helping them buy, sell, and 1031 exchange to improve their portfolio. In the last few years, my brokerage and team at Nara Advisors have represented over 150 investors and transacted on over $625,000,000 worth of real estate. 💸 Want to invest with us? Email me at jason@naraadvisors.com 🏘️ We are actively buying, you can always represent us! Brokers, please email me if you have a property: jason@naraadvisors.com 📲 Connect with me! Instagram: @jasonjosephlee | @naraadvisors Linkedin: Jason Lee X: @jasonjosephlee Nara Advisors Website: www.naraadvisors.com My Personal Website: www.jasonjosephlee.com 📚Get a copy of my new book: https://www.amazon.com/dp/B0DGQSQKLT/ #RealEstate #Multifamily #RealEstateTraining #NewAgents #RealEstateTips #AgentSuccess

    9 мин.

  6. 4 ИЮН.

    Ep. 267 - The Lucrative CRE Career Path Nobody Talks About

    👉🏼 Want to learn how to become a 7-figure multifamily agent & investor? https://www.skool.com/naraagentacademy In this video I’m breaking down the most underrated and lucrative niche in commercial real estate that almost nobody talks about: the commercial mortgage industry. Here’s what you’ll learn: • Why commercial mortgage brokering is the most profitable sector in real estate • The difference between residential and commercial loans and how that affects repeat business • How short loan terms create predictable opportunities for long term income • The reason most people never hear about this space and why that is your edge If you have been trying to break into commercial real estate or are tired of chasing flaky buyers and listings, this video will show you how to pivot into a quieter but powerful lane. Learn how commercial loan producers are building real wealth by helping investors get financing again and again. If you're new here - I'm Jason Lee, CEO/Founder of Nara Advisors (formerly known as JLM Real Estate) and a multifamily real estate investor/developer in San Diego. I own and operate 150 units in San Diego, and have 5 development projects in process. I've learned the game by working with several millionaire to billionaire real estate investors in California, helping them buy, sell, and 1031 exchange to improve their portfolio. In the last few years, my brokerage and team at Nara Advisors have represented over 150 investors and transacted on over $625,000,000 worth of real estate. 💸 Want to invest with us? Email me at jason@naraadvisors.com 🏘️ We are actively buying, you can always represent us! Brokers, please email me if you have a property: jason@naraadvisors.com 📲 Connect with me! Instagram: @jasonjosephlee | @naraadvisors Linkedin: Jason Lee X: @jasonjosephlee Nara Advisors Website: www.naraadvisors.com My Personal Website: www.jasonjosephlee.com 📚Get a copy of my new book: https://www.amazon.com/dp/B0DGQSQKLT/ #RealEstate #Multifamily #RealEstateTraining #NewAgents #RealEstateTips #AgentSuccess

    7 мин.

  7. 4 ИЮН.

    Ep. 262 - The #1 Mind F**k That Keeps New Agents Stuck!

    👉🏼 Want to learn how to become a 7-figure multifamily agent & investor? https://www.skool.com/naraagentacademy In this video, I’m pulling back the curtain on what it really feels like to be a new commercial real estate agent battling imposter syndrome—from throwing up at a stoplight before a listing appointment to bombing a six-figure meeting out of sheer panic. If you’ve ever felt like the dumbest person in the room, this one’s for you. Here’s what you’ll learn: • Why imposter syndrome is actually a sign of growth • The real reason most new agents quit before their first deal • What I wish I knew on my first listing appointment • A mindset shift that can turn nerves into your biggest advantage This isn't a theory. This is the unfiltered truth from someone who’s been exactly where you are—and came out stronger on the other side. If you’re new, unsure, and overwhelmed, you’re not alone. Let’s rewire your mindset and help you win in this business. If you're new here - I'm Jason Lee, CEO/Founder of Nara Advisors (formerly known as JLM Real Estate) and a multifamily real estate investor/developer in San Diego. I own and operate 150 units in San Diego, and have 5 development projects in process. I've learned the game by working with several millionaire to billionaire real estate investors in California, helping them buy, sell, and 1031 exchange to improve their portfolio. In the last few years, my brokerage and team at Nara Advisors have represented over 150 investors and transacted on over $625,000,000 worth of real estate. 💸 Want to invest with us? Email me at jason@naraadvisors.com 🏘️ We are actively buying, you can always represent us! Brokers, please email me if you have a property: jason@naraadvisors.com 📲 Connect with me! Instagram: @jasonjosephlee | @naraadvisors Linkedin: Jason Lee X: @jasonjosephlee Nara Advisors Website: www.naraadvisors.com My Personal Website: www.jasonjosephlee.com 📚Get a copy of my new book: https://www.amazon.com/dp/B0DGQSQKLT/ #RealEstate #Multifamily #RealEstateTraining #NewAgents #RealEstateTips #AgentSuccess

    13 мин.

  8. 4 ИЮН.

    Ep. 263 - LIVE COLD CALLING: How I Sold $300M+ in Real Estate

    👉🏼 Want to learn how to become a 7-figure multifamily agent & investor? www.skool.com/naraagentacademy In this video, I’m giving you a behind-the-scenes look at exactly how I cold call commercial property owners in San Diego, and how I’ve learned to make meaningful conversations out of total silence, hang-ups, and wrong numbers. Here’s what you’ll learn: • The #1 mistake new agents make when cold calling owners • How to research ownership, tailor your pitch, and sound like a pro • The value-first approach that gets sellers to actually listen • Real cold calls- unfiltered, awkward moments and all, so you can learn by example If you’ve ever felt unsure about picking up the phone or worried your calls sound “salesy,” this one’s for you. Watch how I build trust, gather info, and open doors to future deals. If you're new here - I'm Jason Lee, CEO/Founder of Nara Advisors (formerly known as JLM Real Estate) and a multifamily real estate investor/developer in San Diego. I own and operate 150 units in San Diego, and have 5 development projects in process. I've learned the game by working with several millionaire to billionaire real estate investors in California, helping them buy, sell, and 1031 exchange to improve their portfolio. In the last few years, my brokerage and team at Nara Advisors have represented over 150 investors and transacted on over $625,000,000 worth of real estate. 💸 Want to invest with us? Email me at jason@naraadvisors.com 🏘️ We are actively buying, you can always represent us! Brokers, please email me if you have a property: jason@naraadvisors.com 📲 Connect with me! Instagram: @jasonjosephlee | @naraadvisors Linkedin: Jason Lee X: @jasonjosephlee Nara Advisors Website: www.naraadvisors.com My Personal Website: www.jasonjosephlee.com 📚Get a copy of my new book: https://www.amazon.com/dp/B0DGQSQKLT/ #RealEstate #Multifamily #RealEstateTraining #NewAgents #RealEstateTips #AgentSuccess

    29 мин.
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Welcome to Protect Your Wealth, the podcast where high networth individuals, real estate investors, and business owners come to learn how to preserve and grow their assets with confidence. Hosted by Jason Lee, founder and CEO of Nara Advisors Inc., a Commercial Real Estate Investment Firm that has closed over $600 million in transactions since 2021. Jason owns and operates 150 units in San Diego with a total portfolio value of $80,000,000+. This show dives deep into the strategies the wealthy use to protect what they've built. Each episode features candid conversations with top trust attorneys, estate planners, financial advisors, tax strategists, real estate experts, and more. Whether you're building your empire or planning your legacy, Protect Your Wealth gives you the insights and tools to make smarter decisions with your money, your properties, and your future.

Информация

  • Автор
    Jason Lee
  • Годы выхода
    2021 - 2025
  • Выпуски
    271
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © Copyright 2025 Protect Your Wealth, Jason Lee. All Rights Reserved.