Invest Smarter Podcast

Simon Castillo

The Invest Smarter is a podcast dedicated to providing insights on how to build wealth and create passive income streams through real estate investing, business and entrepreneurship so that you too can become a smarter investor. Released weekly on Tuesdays and Fridays, The Invest Smarter Podcast is hosted by Simon Castillo. The show will feature commentary and interviews with real estate experts who share their experiences on their journey to financial freedom. 

  1. 3D AGO

    ISP 358: Diversify Using New Real Estate Classes with Jonathan Cattani

    Invest Smarter Podcast  Episode 358: Diversify Using New Real Estate Classes with Jonathan Cattani Host: Simon Castillo  Guest: Jonathan Cattani 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 What is the draw for an investor to invest with you? What is the capital raising environment like right now? Is now a good time to invest? There is capital to be invested! Stick to your investment thesis We have open investment opportunities. Want to learn more? Check out www.sastexascapital.comDownload our FREE E-Book - Multifamily Millions - www.sastexascapital.com On the second wednesday of every month, we have the Wealth and Whiskey Meet Up - For more information, head over to www.sastexascapital.com Looking for investment opportunities? - Learn more at www.sastexascapital.comWe now have a free private Facebook group! - Name of group: Wealth & Whiskeywww.sastexascapital.com - Sign up for our newsletter to be notified when we have investment opportunities available  Jonathan Cattani is the founder of Cattani Capital Group. He’s a former stockbroker turned RE Investor and has been in commercial real estate for 3 years, and an investor 6 years. He currently manages a $650k STR (Short term rental) Fund, and specializes in helping busy professionals build wealth through passive income. He's the host of the investing podcast, The Cash Flow Chronicles, where he interviews the top experts in real estate and business.    Connect with Jonny Cattani:   Social media: @jonnycattani  Email: jonathan@cattanicapitalgroup.com  Website: www.cattanicapitalgroup.com  Get on the list! https://www.thecashflowchronicles.com/cattanicapitalgroup58040910 Connect with Simon Castillo: Website:  www.sastexascapital.com Newsletter: https://mailchi.mp/9055ec64716e/newsletter Facebook - https://www.facebook.com/profile.php?id=100073324501384 Twitter - https://www.twitter.com/SimonCastilloJr/  Calendly: 15 min call or 45 min podcast - https://calendly.com/sastexascapital  YouTube - https://www.youtube.com/channel/UCigqGLXB0Cr-yUIIJsgZlQg Tiktok - @sasinvest Instagram – http://instagram.com/thesimoncastillo

    46 min
  2. MAR 27

    ISP 357: Friday Look Back - What Every Passive Investor Should Do Before Investing in a Real Estate Syndication

    Invest Smarter Podcast  Episode 357: 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’s offering documents to understand what the risks are  involved with this investmentWould you be financial secure if you lost any or all of your entire investment amount?What is your level of trust with the general partnership team on the investment? What are your thoughts about the market and will it continue to grow in the future?How confident are you in the team to achieve the projected returns? We have open investment opportunities. Want to learn more? Check out www.sastexascapital.comDownload our FREE E-Book - Multifamily Millions - www.sastexascapital.com On the second wednesday of every month, we have the Wealth and Whiskey Meet Up - For more information, head over to www.sastexascapital.com Looking for investment opportunities? - Learn more at www.sastexascapital.comWe now have a free private Facebook group! - Name of group: Wealth & Whiskeywww.sastexascapital.com - Sign up for our newsletter to be notified when we have investment opportunities available  Simon Castillo is a real estate investor & business development executive from San Antonio, TX. Simon began investing in real estate in 2004 and is currently invested in more than $39 million of single family and multifamily assets both as a general partner and limited partner. Simon’s experience includes providing safe, stable returns for investors, real estate development, value add investing and investing for long term cash flow.    Simon is the Principal and Founder of SAS Texas Capital, a real estate firm focused on raising capital for the acquisition of value-add, class B & C multifamily properties. SAS Texas Capital has raised over $1 million in investor capital for the purchase of these assets.    Simon holds a Master’s Degree in Finance from St. Mary’s University in San Antonio. In addition to his extensive professional experience, Simon serves as Chair for the prestigious Alexander Briseno Leadership Development Program (ABLDP) offered through the San Antonio Hispanic Chamber of Commerce, President for the South Texas Chapter for the Risk Management Society, and serves on the St. Mary’s University Greehey School of Business Finance & Risk Management Advisory Board. Connect with Simon Castillo:  Website:  www.sastexascapital.com Newsletter: https://mailchi.mp/9055ec64716e/newsletter Facebook - https://www.facebook.com/profile.php?id=100073324501384 Twitter - https://www.twitter.com/SimonCastilloJr/  Calendly: 15 min call or 45 min podcast - https://calendly.com/sastexascapital  YouTube -

    19 min
  3. MAR 20

    ISP 356: Friday Look Back - Do You Have a Real Estate Investor Mindset?

    Host: Simon Castillo  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 circumstancesLimiting beliefs are powerful hurdles that we all have to overcomeThink of yourself as an entrepreneur rather than an investor Be clear on your focus, your goals, and your ‘why’ We have open investment opportunities. Want to learn more? Check out www.sastexascapital.comDownload our FREE E-Book - Multifamily Millions - www.sastexascapital.com On the second wednesday of every month, we have the Wealth and Whiskey Meet Up - For more information, head over to www.sastexascapital.com Looking for investment opportunities? - Learn more at www.sastexascapital.comWe now have a free private Facebook group! - Name of group: Wealth & Whiskeywww.sastexascapital.com - Sign up for our newsletter to be notified when we have investment opportunities available  Simon Castillo is a real estate investor & business development executive from San Antonio, TX. Simon began investing in real estate in 2004 and is currently invested in more than $39 million of single family and multifamily assets both as a general partner and limited partner. Simon’s experience includes providing safe, stable returns for investors, real estate development, value add investing and investing for long term cash flow.    Simon is the Principal and Founder of SAS Texas Capital, a real estate firm focused on raising capital for the acquisition of value-add, class B & C multifamily properties. SAS Texas Capital has raised over $1 million in investor capital for the purchase of these assets.    Simon holds a Master’s Degree in Finance from St. Mary’s University in San Antonio. In addition to his extensive professional experience, Simon serves as Chair for the prestigious Alexander Briseno Leadership Development Program (ABLDP) offered through the San Antonio Hispanic Chamber of Commerce, President for the South Texas Chapter for the Risk Management Society, and serves on the St. Mary’s University Greehey School of Business Finance & Risk Management Advisory Board. Connect with Simon Castillo:  Website:  www.sastexascapital.com Newsletter: https://mailchi.mp/9055ec64716e/newsletter Facebook - https://www.facebook.com/profile.php?id=100073324501384 Twitter - https://www.twitter.com/SimonCastilloJr/  Calendly: 15 min call or 45 min podcast - https://calendly.com/sastexascapital  YouTube - https://www.youtube.com/channel/UCigqGLXB0Cr-yUIIJsgZlQg Tiktok - @sasinvest Instagram – http://instagram.com/thesimoncastillo

    10 min
  4. MAR 17

    ISP 355: Finding a Niche in Self Storage

    Episode 355: Finding a Niche in Self Storage Host: Simon Castillo  Guest: Russell Nersesov Join our host Simon Castillo and Russell Nersesov as they 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 a good investment deal? We have open investment opportunities. Want to learn more? Check out www.sastexascapital.comDownload our FREE E-Book - Multifamily Millions - www.sastexascapital.com On the second wednesday of every month, we have the Wealth and Whiskey Meet Up - For more information, head over to www.sastexascapital.com Looking for investment opportunities? - Learn more at www.sastexascapital.comWe now have a free private Facebook group! - Name of group: Wealth & Whiskeywww.sastexascapital.com - Sign up for our newsletter to be notified when we have investment opportunities available  Russell Nersesov is a Commercial Real Estate Owner, Developer, Operator, and Founding Partner of Safe Storage Investors and Safe Storage USA. Prior to Safe Storage Investors, he worked within the Real Estate industry for over 18 years managing and owning various commercial and residential real estate assets.  As a licensed Realtor, Russell has developed and sold numerous single-family residences. He has also invested in several multi-family projects, eventually leading to his current dedication to the self-storage industry.  Before beginning his career in real estate, Russell earned his Bachelor’s Degree from Excelsior College in New York and his Graduate Degree in Chiropractic from the New York Chiropractic College and has been a practicing Chiropractor for 23 years. He owned and operated multiple multi-million dollar practices throughout his career. Russell is fluent in English and Russian, enjoys travel, fast cars, motorcycles, and spending time with his wife, two daughters, and two four-legged friends. Connect with Rusell Nersesov:   Website: www.safestorageinvestors.com YouTube: Safe Storage Made Simple  Twitter / Instagram - Storage Doc  Email: Russell@safestorageusa.com Simon Castillo is a real estate investor & business development executive from San Antonio, TX. Simon began investing in real estate in 2004 and is currently invested in more than $39 million of single family and multifamily assets both as a general partner and limited partner. Simon’s experience includes providing safe, stable returns for investors, real estate development, value add investing and investing for long term cash flow.    Simon is the Principal and Founder of SAS Texas Capital, a real estate firm focused on raising capital for the acquisition of value-add, class B & C multifamily properties. SAS Texas Capital has raised over $1 million in investor capital for the purchase of these assets.    Simon holds a Master’s Degree in Finance from St. Mary’s University in San Antonio. In addition to his extensive professional experience, Simon serves as Chair for the prestigious Alexander Briseno Leadership Development Program (ABLDP) offered through the San Antonio Hispanic Chamber of Commerce, President for the South Texas Chapter for the Risk Management Society, and serves on the St. Mary’s University Greehey School of Business Finance & Risk Management Advisory Board. Connect with Simon Castillo:

    47 min
  5. MAR 13

    ISP 354: Friday Look Back - Understanding Syndication Structures

    Episode 354: Friday Look Back - Understanding Syndication Structures Host: Simon Castillo  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 investment is a good fit for you Components that you need to review when evaluating a real estate syndication dealSplit between limited partners and general partnersPreferred returns Waterfall structure We have open investment opportunities. Want to learn more? Check out www.sastexascapital.comDownload our FREE E-Book - Multifamily Millions - www.sastexascapital.com On the second wednesday of every month, we have the Wealth and Whiskey Meet Up - For more information, head over to www.sastexascapital.com Looking for investment opportunities? - Learn more at www.sastexascapital.comWe now have a free private Facebook group! - Name of group: Wealth & Whiskeywww.sastexascapital.com - Sign up for our newsletter to be notified when we have investment opportunities available  Simon Castillo is a real estate investor & business development executive from San Antonio, TX. Simon began investing in real estate in 2004 and is currently invested in more than $39 million of single family and multifamily assets both as a general partner and limited partner. Simon’s experience includes providing safe, stable returns for investors, real estate development, value add investing and investing for long term cash flow.    Simon is the Principal and Founder of SAS Texas Capital, a real estate firm focused on raising capital for the acquisition of value-add, class B & C multifamily properties. SAS Texas Capital has raised over $1 million in investor capital for the purchase of these assets.    Simon holds a Master’s Degree in Finance from St. Mary’s University in San Antonio. In addition to his extensive professional experience, Simon serves as Chair for the prestigious Alexander Briseno Leadership Development Program (ABLDP) offered through the San Antonio Hispanic Chamber of Commerce, President for the South Texas Chapter for the Risk Management Society, and serves on the St. Mary’s University Greehey School of Business Finance & Risk Management Advisory Board. Connect with Simon Castillo:  Website:  www.sastexascapital.com Newsletter: https://mailchi.mp/9055ec64716e/newsletter Facebook - https://www.facebook.com/profile.php?id=100073324501384 Twitter - https://www.twitter.com/SimonCastilloJr/  Calendly: 15 min call or 45 min podcast - https://calendly.com/sastexascapital  YouTube - https://www.youtube.com/channel/UCigqGLXB0Cr-yUIIJsgZlQg Tiktok - @sasinvest Instagram – http://instagram.com/thesimoncastillo

    14 min
  6. MAR 10

    ISP 353: Scaling Rapidly with Commercial Real Estate Featuring Carlos Salguero

    Episode 353: Scaling Rapidly with Commercial Real Estate Featuring Carlos Salguero Host: Simon Castillo  Guest: Carlos Salguero Join our host Simon Castillo and Carlos Salguero as they 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 in your business The importance of tenant treatment If people don’t know you, they can’t do business with you We have open investment opportunities. Want to learn more? Check out www.sastexascapital.comDownload our FREE E-Book - Multifamily Millions - www.sastexascapital.com On the second wednesday of every month, we have the Wealth and Whiskey Meet Up - For more information, head over to www.sastexascapital.com Looking for investment opportunities? - Learn more at www.sastexascapital.comWe now have a free private Facebook group! - Name of group: Wealth & Whiskeywww.sastexascapital.com - Sign up for our newsletter to be notified when we have investment opportunities available  Carlos Salguero is a professional real estate investor who has made it his mission to help others achieve success in the real estate industry. Husband to a wonderful wife and father to three beautiful kids, Carlos knows the importance of building generational wealth for his family.   After building multiple businesses and exiting an 8-figure supplement company in 18 months, Carlos knew he had to look for a way to not repeat the same hustle over and over. There had to be an easier process.   Then, that's when Carlos found real estate. More specifically, multifamily real estate. In less than 12 months, Carlos went from being a novice investor to becoming a multifamily real estate expert with over 1000 multifamily doors under his belt. He is on track to acquire 1 billion dollars worth of multifamily real estate in under 5 years.  Connect with Carlos Salguero:  Instagram: https://www.instagram.com/iamcarlos10x/   Facebook Community: https://www.facebook.com/groups/csinfinitecashflow   TikTok: https://www.tiktok.com/@iamcarlos10x   Twitter: https://twitter.com/iamcarlos10x   LinkedIn: https://www.linkedin.com/in/cssalguero/   YouTube: https://www.youtube.com/@iamcarlos10x  Simon Castillo is a real estate investor & business development executive from San Antonio, TX. Simon began investing in real estate in 2004 and is currently invested in more than $39 million of single family and multifamily assets both as a general partner and limited partner. Simon’s experience includes providing safe, stable returns for investors, real estate development, value add investing and investing for long term cash flow.    Simon is the Principal and Founder of SAS Texas Capital, a real estate firm focused on raising capital for the acquisition of value-add, class B & C multifamily properties. SAS Texas Capital has raised over $1 million in investor capital for the purchase of these assets.    Simon holds a Master’s Degree in Finance from St. Mary’s University in San Antonio. In a

    47 min
  7. MAR 6

    ISP 352: Friday Look Back - Capital Preservation is the #1 Metric to Look For

    Episode 352: Friday Look Back - Capital Preservation is the #1 Metric to Look For  Host: Simon Castillo  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 preservationOur number 1 priority - we focus on how to not lose money 5 pillars that make up our capital preservation strategy We have open investment opportunities. Want to learn more? Check out www.sastexascapital.comDownload our FREE E-Book - Multifamily Millions - www.sastexascapital.com On the second wednesday of every month, we have the Wealth and Whiskey Meet Up - For more information, head over to www.sastexascapital.com Looking for investment opportunities? - Learn more at www.sastexascapital.comWe now have a free private Facebook group! - Name of group: Wealth & Whiskeywww.sastexascapital.com - Sign up for our newsletter to be notified when we have investment opportunities available  Simon Castillo is a real estate investor & business development executive from San Antonio, TX. Simon began investing in real estate in 2004 and is currently invested in more than $39 million of single family and multifamily assets both as a general partner and limited partner. Simon’s experience includes providing safe, stable returns for investors, real estate development, value add investing and investing for long term cash flow.    Simon is the Principal and Founder of SAS Texas Capital, a real estate firm focused on raising capital for the acquisition of value-add, class B & C multifamily properties. SAS Texas Capital has raised over $1 million in investor capital for the purchase of these assets.    Simon holds a Master’s Degree in Finance from St. Mary’s University in San Antonio. In addition to his extensive professional experience, Simon serves as Chair for the prestigious Alexander Briseno Leadership Development Program (ABLDP) offered through the San Antonio Hispanic Chamber of Commerce, President for the South Texas Chapter for the Risk Management Society, and serves on the St. Mary’s University Greehey School of Business Finance & Risk Management Advisory Board. Connect with Simon Castillo:  Website:  www.sastexascapital.com Newsletter: https://mailchi.mp/9055ec64716e/newsletter Facebook - https://www.facebook.com/profile.php?id=100073324501384 Twitter - https://www.twitter.com/SimonCastilloJr/  Calendly: 15 min call or 45 min podcast - https://calendly.com/sastexascapital  YouTube - https://www.youtube.com/channel/UCigqGLXB0Cr-yUIIJsgZlQg Tiktok - @sasinvest Instagram – http://instagram.com/thesimoncastillo

    13 min
  8. MAR 3

    ISP 351: 4000 Units as a Full-Time CPA

    Episode 351: 4000 Units as a Full-Time CPA  Host: Simon Castillo  Guest: Scott Jacobson Join our host Simon Castillo and Scott Jacobson as they 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 teamIntegrity in real estate - your word is your bond 1035 Exchange We have open investment opportunities. Want to learn more? Check out www.sastexascapital.comDownload our FREE E-Book - Multifamily Millions - www.sastexascapital.com On the second wednesday of every month, we have the Wealth and Whiskey Meet Up - For more information, head over to www.sastexascapital.com Looking for investment opportunities? - Learn more at www.sastexascapital.comWe now have a free private Facebook group! - Name of group: Wealth & Whiskeywww.sastexascapital.com - Sign up for our newsletter to be notified when we have investment opportunities available  Scott Jacobson, CPA, Founder, Onward Equity  Scott has two decades of active real estate investing experience and knowledge, ranging from single-family homes and duplexes, to multi-family apartment buildings, and a medical/professional office building.  Combining a passion for real estate with real-world experiences in property acquisition, management, and successful exit strategies, his vision is to align with like-minded people who can see the financial benefits and excitement that real estate investing can offer.  He is currently working on larger multi-family real estate syndication deals, and since 2016 has been a General Partner and Limited Partner in over 4,000 apartment units throughout the Midwest and multiple industrial park complexes in the eastern US.     In 2013, Scott and his wife Denise founded a 501c3 non-profit charity called the SON Foundation, which serves as a home-away-from-home for cancer patients and their caregivers while they are in Indianapolis for treatments.  Guests are not charged to stay at the SON House, and to date the SON Foundation has provided over 6,000 nights of lodging for its guests.      Scott lives in Indianapolis with his wife and son, and in his spare time loves to travel domestically and internationally, watch his son play baseball and basketball, and spend time with friends and family.  Connect with Scott Jacobson:  Website: https://www.onward-equity.com/ Email: scott@onward-equity.com  Simon Castillo is a real estate investor & business development executive from San Antonio, TX. Simon began investing in real estate in 2004 and is currently invested in more than $39 million of single family and multifamily assets both as a general partner and limited partner. Simon’s experience includes providing safe, stable returns for investors, real estate development, value add investing and investing for long term cash flow.    Simon is the Principal and Founder of SAS Texas Capital, a real estate firm focused on raising capital for the acquisition of value-add, class B & C multifamily properties. SAS Texas Capital has raised over $1 million in investor capital for the purchase of these assets.    Simon holds a Master’s Degree in Finance from St. Mary’s University in San Antonio. In addition to his extensive professional experience, Simon serves as Chair for the prestigious Alexander Briseno Leade

    42 min
5
out of 5
25 Ratings

About

The Invest Smarter is a podcast dedicated to providing insights on how to build wealth and create passive income streams through real estate investing, business and entrepreneurship so that you too can become a smarter investor. Released weekly on Tuesdays and Fridays, The Invest Smarter Podcast is hosted by Simon Castillo. The show will feature commentary and interviews with real estate experts who share their experiences on their journey to financial freedom.