Invest Smarter Podcast 

Episode 4: Taking Action and Failing Forward 

Host: Simon Castillo 

Guest: Jeffrey Donis

Simon Castillo is joined by Jeffrey Donis to discuss: 

• Living your dream 
• Overcoming analysis paralysis 
• Wholesaling in real estate
• Taking action and failing forward 

Jeffrey Donnis is a real estate investor and syndicator. Jeffrey and his two brothers started investing in single family. The Donnis brothers eventually built a portfolio of cash flowing rentals and a six figure business. Their goal is to empower others to achieve their financial goals through apartment investing. The Donnis brother's passion for helping people began at an early age and has bonded them as brothers and business partners. The Donnis brothers are also the host of the Real Estate Monopoly Podcast, a show where they interview investors who are dominating the real estate industry. Jeffrey is responsible for raising capital and investor relations at the Donnis Investment Group.

Connect with Jeffrey: 

All Social Media Platforms: @Donisbrothers 

Instagram: https://www.instagram.com/donisbrothers/?hl=en

www.donisinvestmentgroup.com/checklist 

Podcast: The Real Estate Monopoly 

Connect with Simon Castillo:

Let's get on a call or just sign up for my monthly newsletter by visiting our website: www.sastexascapital.com

LinkedIn: https://www.linkedin.com/in/simon-castillo-857657123/

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

Invest Smarter Podcast 

Episode 139: Friday Look Back: Listener Mailbag: Real Estate Due Diligence

Host: Simon Castillo 

Join our host Simon Castillo for a one on one Friday Lookback as he reflects on: 

• Is an opportunity really as great as it seems? 
• Real Estate Due Diligence 
• We have open investment opportunities. Want to learn more? Check out www.sastexascapital.com
• Download 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.com
• We now have a free private Facebook group! - Name of group: Wealth & Whiskey
• www.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

Invest Smarter Podcast 

Episode 138: The Surprising Lucrative Real Estate Asset Class with Stewart Heath

Host: Simon Castillo 

Guests: Stewart Heath

Simon Castillo is joined by Stewart Heath to discuss: 

• Real estate is a constant in our lives 
• Outlook for office real estate 
• The Debt Wall 
• Rate cuts 
• Multifamily Meltdown
• Opportunities in multifamily to come 
• The Tennessee Valley 

Stewart Heath founded the Harvard Grace Corporation in 2010, which has since expanded into Harvard Grace Capital. HG Corporation still provides fractional C-level executive services to clients as well as general business consulting. Heath also sits on several boards, including HGC, Winsome Truth, The Shepherd’s Call, and Second Chance Sober Living. In 2016, Heath was recognized as a finalist for the Nashville Business Journal’s CFO Awards. Currently, Heath holds several fractional CFO positions.

Heath previously held positions as COO and CFO for companies in retail, real estate, manufacturing, corporate services, entertainment, and digital media. He  earned his CPA license in 1987 and has since held several senior financial and operating positions. Heath also holds a B.S. in Business Administration from Auburn University.  He now runs Harvard Grace Capital, an idea that’s been close to his heart for a long time, in an effort to provide stability for investors and to engage in his community.

Connect with Stewart Heath: 

Website: https://harvardgracecapital.com/5-reasons-entrepreneurs-should-be-investing-passively-in-real-estate/

Contact: https://harvardgracecapital.com/contact/

YouTube: 

 https://www.youtube.com/channel/UCFArB2KXaBlxNJ7LKjP1Qow

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

Invest Smarter Podcast 

Episode 137: Friday Look Back: Predictions and Strategies for 2024

Host: Simon Castillo 

Join our host Simon Castillo for a one on one Friday Lookback as he reflects on: 

• How does everyone feel about 2024?
• 2024 should be a year of growth
• What are some tactics that you can use as an investor in 2024?
• How do you estimate your rents? 
• Are you investing for cash flow or appreciation?
• Negatively cash flowing properties in 2008
• Do you have multiple exit strategies? 
• We have open investment opportunities. Want to learn more? Check out www.sastexascapital.com
• Download 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.com
• We now have a free private Facebook group! - Name of group: Wealth & Whiskey
• www.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

Invest Smarter Podcast 

Episode 136: Year End Lookback 

Host: Simon Castillo 

Join our host Simon Castillo for a flashback year end episode featuring clips from the following shows: 

• Episode 36 with Angie Aki 
• Episode 42 with Yannik Cudjoe-Virgil 
• Episode 46 with Axel Ragnarsson 
• Episode 56 with Adam Carswell 
• Episode 70 with Caleb Johnson 
• Episode 54 with Justin Kiehne
• We have open investment opportunities. Want to learn more? Check out www.sastexascapital.com
• Download 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.com
• We now have a free private Facebook group! - Name of group: Wealth & Whiskey
• www.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

Invest Smarter Podcast 

Episode 135: Friday Look Back: The Fed's Holiday Present to Investors

Host: Simon Castillo 

Join our host Simon Castillo as he reflects on: 

• Partnership opportunities available 
• Merry Christmas and Happy Holidays! 
• Current interest rate variations
• We have open investment opportunities. Want to learn more? Check out www.sastexascapital.com
• Download 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.com
• We now have a free private Facebook group! - Name of group: Wealth & Whiskey
• www.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

Invest Smarter Podcast 

Episode 134: Remote Real Estate Investing Strategies with Jen & Stacy Conkey

Host: Simon Castillo 

Guests:Jen Conkey, Stacy Conkey

Simon Castillo is joined by Jen & Stacy Conkey to discuss: 

• “Real Estate is that thing that I want to do.” 
• What is a joint venture and how do you structure that project? 
• I lost $80,000 in one single day 
• Don’t go that fast, stay with your finger on the pulse of the business 
• We always verify everything 
• Our business has been built on everything that we did wrong 
• This is a relationship business

Jen & Stacy Conkey, authors of the book Multifamily Freedom Hacking, are a real estate powerhouse with two decades of investment experience and an insatiable drive to transform the multifamily education space.

Jen, an NLP Master Practitioner and business strategist reconditions mindsets for unparalleled success. She's instrumental in helping investors achieve peak performance and shatter their real estate objectives.

Stacy brings a hands-on, A to Z approach to investing. From the basics to the complex deal structures, she equips investors with the tangible tools needed to turn ambitions into closed deals.

They've developed the #1 Multifamily Academy for scaling in multifamily, emphasizing the underestimated power of leverage joint ventures before diving into larger syndications.

Connect with Jen & Stacy Conkey: 

Phone: 619-681-4361

Website: www.rmfiacademy.com

Facebook Group: bit.ly/MultiFamilyFBGroup

YouTube Channel: bit.ly/YouTubeMFREI

Instagram: @rmfiacademy/

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

Invest Smarter Podcast 

Episode 133: Friday Look Back: The Value of the Dollar is Dropping...Why that's Not a Bad thing for Real Estate Investors

Host: Simon Castillo 

Join our host Simon Castillo for a flashback episode as he reflects on: 

• Buying power of the dollar 
• What is the good news for a real estate investor?
• We have open investment opportunities. Want to learn more? Check out www.sastexascapital.com
• Download 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.com
• We now have a free private Facebook group! - Name of group: Wealth & Whiskey
• www.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

Invest Smarter Podcast 

Episode 132: A Professional Russian Athlete's Journey to Successful Real Estate Investing

Host: Simon Castillo 

Guests: Igor Shaltanov

Simon Castillo is joined by Igor Shaltanov to discuss: 

• Mental development 
• You don’t need to work with your hands to create value for people 
• The person who is going to win, is the one who didn’t quit 
• Remain disciplined 

Igor Shaltanov, former professional athlete turned entrepreneur and real estate investor, is the founder and managing partner of Avista Fund. With a background in Southern California, Igor's disciplined and excellence-driven approach has led to the successful management of various companies. In 2015, he entered the real estate sector and established Avista Fund in 2020. The private firm specializes in raising capital and investing in income-generating, value-add multifamily properties. Avista Fund aims to provide both local and international investors with access to US real estate, safeguarding and growing their wealth amid high inflation rates in their home countries. Currently involved in 17 real estate deals comprising 3,050+ multifamily units valued at over $483.5MM, the company prioritizes conservative underwriting and meticulous due diligence for a prudent investment strategy.

Connect with Igor Shaltanov:  

(310) 529 1067

[email protected]

linkedin.com/in/igor-shaltanov-13682b43/

@igorshaltanov

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

Invest Smarter Podcast 

Episode 131: Friday Look Back - Think You Don't Have Capital to Invest in Real Estate? What's in Your 401k?

Host: Simon Castillo 

Producer: April Munson

Join our host Simon Castillo for a flashback episode as he reflects on: 

• Investor tips and tricks
• Disconnected money 
• Investing retirement assets 
• Self Directed IRAs
• The power of using real estate to build wealth 
• We have open investment opportunities. Want to learn more? Check out www.sastexascapital.com
• Download 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.com
• We now have a free private Facebook group! - Name of group: Wealth & Whiskey
• www.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