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 assets? 
• Understanding what an Asset Protection Trust is and how it works 
• Fraud and tax avoidance 

Brian T. Bradley, Esq. is a nationally recognized Asset Protection Attorney. He has been interviewed and a featured guest on many top shows such as: Bigger Pockets Rookie, Flipping America Podcast with Roger Blankenship the “Flipping America Guy” and member of the Forbes Magazine Real Estate Council. SharkPrenuer hosted by Kevin Harrington (the original Shark on the hit TV show ‘Shark Tank’ and inventor of the infomercial), Simple Passive Cash Flow with host mastermind investor Lane Kawaoka, White Coat Investors, Best Advice Ever with super host Joe Fairless (the host of the longest running REI show). Brian was selected to the Best Attorney’s of America’s List 2020, Lawyers of Distinction List three years in a row (2018, 2019, 2020,) Super Lawyers Rising Star List 2015, nominated to America's Top 100 High Stake Litigators List, nominated to the 2017 Law Firm 500 Award. Brian also writes on high-end asset protection. 

Connect with Brian Bradley:

Email: [email protected]  

Website: https://btblegal.com/

Phone: 503-855-3360 

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 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 at the return structure
• Wealth & Whiskey MeetUp - June 14th 2023 - Ranger Creek Distillery in San Antonio 
• We now have a free private Facebook group! - Name of group: Wealth & Whiskey
• New FREE eBook coming soon! 
• www.sastexascapital.com - Sign up for our newsletter to be notified when we have investment opportunities available 
• Download our FREE report on why multifamily investing makes sense

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 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 people for money? 
• Diversification in your investments 

Brian Head is the Founder of Head Start Equity, a real estate private equity firm that provides passive investment opportunities in primarily value-add multifamily properties. Brian has 20+ years of experience in investing in real estate and is currently invested both passively and actively in 1,994 total units across 19 different properties with an aggregate value at closing of $338M. He earned his BBA degree in Finance from the University of Texas at San Antonio and worked in the financial services industry for 25 years, 10 of which were as a licensed investment advisor and stockbroker. 

Connect with Brian Head: 

Email: [email protected] 

LinkedIn: https://www.linkedin.com/in/brian-head-headstartequity/

Website: https://headstartequity.com/

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 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 investors today
• Real Estate is a ‘get wealthy slow game’ 
• The powerful impact of joining a community 
• Wealth & Whiskey MeetUp - June 14th 2023
• We now have a free private Facebook group! - Name of group: Wealth & Whiskey
• New FREE eBook coming soon! 
• www.sastexascapital.com - Sign up for our newsletter to be notified when we have investment opportunities available 
• Download our FREE report on why multifamily investing makes sense

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 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 your career? 
• Managing the current fear in the market
• Biggest challenges when focusing on development 

Sam Bates is the founder and CEO of Bates Capital Group and is also a principal and advisory board member of Systematic Capital. Sam is a real estate entrepreneur and has held multiple C suite positions in his real estate journey that started in 2009. He has been directly involved in the acquisition or development, asset management, and strategic planning of over $200MM in multifamily assets. His companies currently have another $75MM in new construction multifamily development in process.

Connect with Sam Bates: 

Website: www.batescapitalgroup.com

Email: [email protected] 

Email: [email protected]

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 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 investors if we are identifying a real opportunity? 
• Brand Management 
• Managing expenses 
• What is the story behind the property? 
• www.sastexascapital.com - Sign up for our newsletter to be notified when we have investment opportunities available 
• Download our FREE report on why multifamily investing makes sense

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 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 
• Investing in an RV park 
• The importance of healthy business partnerships 
• Surrounding yourself with like minded individuals 

Nick Boivin is an actuary currently working in the San Antonio area. He has 20 years of Property and Casualty experience. To diversify away from stocks, Nick got started in real estate in 2021. Nick is a limited partner in ten deals, including RV parks, campings, multifamily funds, individual properties, and storage units. Nick is a native Canadian who moved to the US in 2008 to live new experiences. 

Connect with Nick Boivin: 

LinkedIn: https://www.linkedin.com/mwlite/in/nicolas-boivin-b85aa027 

Facebook: https://m.facebook.com/nicolas.boivin.501 

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 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 joining a paid program 
• Having access to a network of people who will elevate your level of thinking 
• At the end of the day, “you have to do the work”
• www.sastexascapital.com - Sign up for our newsletter to be notified when we have investment opportunities available 
• Download our FREE report on why multifamily investing makes sense

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 72:  Persevering in Real Estate as a Vietnamese American with Elsa Nguyen

Host: Simon Castillo 

Guest: Elsa Nguyen

Producer: April Munson

Simon Castillo is joined by Elsa Nguyen to discuss: 

• The entrepreneurial journey as an immigrant 
• Challenges on the journey of success as an immigrant 
• Real estate is a team sport 
• The value and impact of growing your network 

Elsa is the Co-founder and Managing Partner of investNOW Capital, a private equity Real Estate firm. She currently manages a portfolio of over $30M AUM of commercial real estate, specifically in multifamily and pre-construction development. Elsa is a national speaker and multifamily mentor. She helps people to generate wealth through passive Real Estate investments. Prior to investNOW Capital, Elsa served as CEO for Sunrise Equity Group, and CFO for North Star Development. She also had 15 corporate years as a Financial Controller before her real estate career.

Connect with Elsa Nguyen: 

LinkedIn: linkedin.com/in/elsanguyen       

Website: https://investNOWCapital.com

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 71: Friday Look Back - 5 Principles You Need to Raise Private Capital

Host: Simon Castillo 

Producer: April Munson

Join our host Simon Castillo for a one on one Friday Look Back where he reflects on:

• Raising Capital is a skill 
• What needs to be present in order for you to raise capital?
• Work on establishing genuine relationships
• Establish a strong track record for managing investment capital
• Align investor principles with project timeline 
• www.sastexascapital.com - Sign up for our newsletter to be notified when we have investment opportunities available 
• Download our FREE report on why multifamily investing makes sense

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