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In this episode of Paging Financial Freedom, Dr. Daniel Shin, a surgeon and real estate investor, and Lila Kaplan, a former Wall Street professional and certified financial planner, reflect on their journey through 2025 and share their goals for 2026. They discuss their real estate achievements, the challenges they’ve faced, and the lessons they've learned along the way.
The conversation delves into their personal and professional milestones, including Lila's success with an 82-unit apartment deal in Richardson, Texas, and the expansion of their portfolios. They highlight the opportunities they’ve seized by taking advantage of discounted properties and their efforts to overcome challenges like evictions and property stabilization. Dr. Shin and Lila also talk about their evolving real estate strategies, their goals for the coming year, and the importance of building relationships in competitive markets like Dallas.
Key Takeaways:
00:00 – Introduction to the episode and the hosts’ reflections on 2025.
01:14 – Lila’s journey through the year and her successful 82-unit apartment investment in Dallas.
03:32 – The process of finding hidden potential in real estate and uncovering opportunities.
06:24 – The challenges and successes of stabilizing properties and managing delinquencies.
08:11 – Dr. Shin’s experience with capital raising and deals in Dallas and Tallahassee.
10:48 – How current economic trends and interest rates are affecting real estate opportunities.
12:30 – The importance of market research and understanding local demographics when investing.
15:09 – Lila’s strategy for continuing to expand in Dallas while exploring new markets like Kentucky.
17:45 – The benefits of having strong relationships with local investors, brokers, and lenders.
20:12 – Personal reflections on goals for 2026, including expanding portfolios and professionalizing businesses.
22:35 – The balance between business growth and personal goals, including Lila’s pickleball tournament aspiration.
24:55 – Closing thoughts on the lessons learned in 2025 and the exciting potential for the year ahead.
Dr. Shin and Lila emphasize the significance of setting clear, achievable goals, building meaningful relationships, and making intentional decisions about real estate investments. They share how they plan to scale their businesses, diversify their portfolios, and continue learning and growing in 2026.
Links Mentioned in the Episode:
Subscribe to the show and don’t miss future episodes!
By Daniel Shin, MD and Lila Kaplan, CFPIn this episode of Paging Financial Freedom, Dr. Daniel Shin, a surgeon and real estate investor, and Lila Kaplan, a former Wall Street professional and certified financial planner, reflect on their journey through 2025 and share their goals for 2026. They discuss their real estate achievements, the challenges they’ve faced, and the lessons they've learned along the way.
The conversation delves into their personal and professional milestones, including Lila's success with an 82-unit apartment deal in Richardson, Texas, and the expansion of their portfolios. They highlight the opportunities they’ve seized by taking advantage of discounted properties and their efforts to overcome challenges like evictions and property stabilization. Dr. Shin and Lila also talk about their evolving real estate strategies, their goals for the coming year, and the importance of building relationships in competitive markets like Dallas.
Key Takeaways:
00:00 – Introduction to the episode and the hosts’ reflections on 2025.
01:14 – Lila’s journey through the year and her successful 82-unit apartment investment in Dallas.
03:32 – The process of finding hidden potential in real estate and uncovering opportunities.
06:24 – The challenges and successes of stabilizing properties and managing delinquencies.
08:11 – Dr. Shin’s experience with capital raising and deals in Dallas and Tallahassee.
10:48 – How current economic trends and interest rates are affecting real estate opportunities.
12:30 – The importance of market research and understanding local demographics when investing.
15:09 – Lila’s strategy for continuing to expand in Dallas while exploring new markets like Kentucky.
17:45 – The benefits of having strong relationships with local investors, brokers, and lenders.
20:12 – Personal reflections on goals for 2026, including expanding portfolios and professionalizing businesses.
22:35 – The balance between business growth and personal goals, including Lila’s pickleball tournament aspiration.
24:55 – Closing thoughts on the lessons learned in 2025 and the exciting potential for the year ahead.
Dr. Shin and Lila emphasize the significance of setting clear, achievable goals, building meaningful relationships, and making intentional decisions about real estate investments. They share how they plan to scale their businesses, diversify their portfolios, and continue learning and growing in 2026.
Links Mentioned in the Episode:
Subscribe to the show and don’t miss future episodes!