Invest Smarter Podcast 

Episode 70: Overcoming Limiting Beliefs and Taking Action to Achieve Your Goals 

Host: Simon Castillo 

Guest: Caleb Johnson

Producer: April Munson

Simon Castillo is joined by Caleb Johnson to discuss: 

• Family Hardships 
• House Hacking 
• Setting goals that stretch you, but are still realistic 
• Taking action 
• If you’re a passive investor, be okay with walking away from a deal 
• “It’s a lot easier to lose $1 million dollars in today’s market, than to make $1 million dollars in today’s market 

• Caleb has been an entrepreneur since the age of 18
• Assets under management include:
       • New Mexico, ABQ / 30 units / June-2022
       • Oklahoma City, OK / 16 units / Feb-2022
       • New Mexico, Las Cruces / 40 units / July-2022
• Fractional partnership interest in multifamily and retail properties.
       • Casa Grande, AZ / 176-units / October 2021
       • Casa Grande, AZ / 12,000 sqft retail space / Dec 2021
• He founded Red Sea Capital in 2022
• Joined NK Development Group in 2021
       • Caleb aided in capital and acquisition to grow the company to over 450 units in 2 years
• His mission is to be a faith-based professional, committed to investors, and building relationships.

Books Mentioned: 

Rich Dad Poor Dad - Robert Kiyosaki 

Linked: https://tinyurl.com/bdesema6

Atomic Habits - James Clear 

Linked: https://tinyurl.com/2dmzp6fn

Connect with Caleb Johnson: 

Podcast: From Trial To Triumph 

https://podcasts.apple.com/us/podcast/from-trial-to-triumph/id164059207

Website: www.redseacapitalgroup.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 69: Friday Look Back - Questions Investors Need To Be Asking

Host: Simon Castillo 

Producer: April Munson

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

• Another bank failure in the news 
• Interest rates are being raised 
• Number one rule of private equity in raising capital: Never lose the investors money
• Being properly capitalized
• Understanding who the property manager is and understanding who the asset manager is  
• 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 68: How to Grow Your Social Media Brand 

Host: Simon Castillo 

Guest: Lauren Kempf 

Producer: April Munson

Simon Castillo is joined by Lauren Kempf to discuss: 

• Overcoming the fear of starting your real estate business
• Imposter Syndrome 
• The impact of utilizing social media as a real estate investor 
• The value of community growth 
• Overcoming age, lack of real estate education and being a female in the real estate industry 
• The connection between personal development and real estate
• Structuring social media outreach in a relatable format 

Lauren Kempf is a 22 year old real estate investor and social media strategist in San Antonio. She owns and manages a few rental properties herself in addition to being a Limited Partner in a syndication. She works as a Marketing Specialist at Apartment Educators, a multifamily education company, and specializes in content creation and branding for real estate investors. 

Lauren graduated from the University of Texas at San Antonio with a Bachelor's degree in Communications. Her professional background is in sales and property management. In her free time, she enjoys teaching and taking yoga classes, and has taught yoga at a retreat for a group of women investors. 

Books Mentioned: 

The Compound Effect - Darren Hardy 

https://www.amazon.com/Compound-Effect-Jumpstart-Income-Success/dp/9390924634/ref=sr_1_1?crid=10X4VMD7G8JR6&keywords=the+compound+effect&qid=1682978441&sprefix=the+compound+effec%2Caps%2C117&sr=8-1

Connect with Lauren Kempf:  

Instagram 

LinkedIn 

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 67: Friday Look Back - Doubt is the Killer of Dreams 

Host: Simon Castillo 

Producer: April Munson

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

• Check out last week’s episode: How Do You Define Success?
• What are the doubts, insecurities, and fears that keep you from being successful or pursuing success? 
• There are 3 main causes of doubt 
• Authentic Confidence 
• 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 66: From Japan to Corporate America to Building a Real Estate Portfolio 

Host: Simon Castillo 

Guest: Yukiko Nakayama

Producer: April Munson

Simon Castillo is joined by Yukiko Nakayama to discuss: 

• Transitioning to real estate from a corporate career 
• Overcoming barriers 
• Hard Money Lender 
• Investing in Self Storage
• Diversification
• Looking to syndicate self storage properties in the future 
• Driving value for a commercial real estate property 
• Having an eye for adding value to your real estate property 
• The importance of mindset

Ms. Yukiko Nakayama is a real estate developer focusing on real estate residential redevelopment for 14 years. She manages acquisitions, financial analysis, project management, marketing, and financing. Prior to her real estate careers, she worked as a marketing consultant to multinational companies including Samsung and Fujitsu. She also worked at KPMG consulting working on various IT projects both domestic and Internationally. In her spare time, she enjoys scuba diving, water rafting, and swimming. She is originally from Japan and lives with her husband and her daughter.

Connect with Yukiko Nakayama:  

LinkedIn: https://www.linkedin.com/in/nakayamayukiko/

Website: https://pumainvestment.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 65: Friday Look Back - How Do You Define Success? 

Host: Simon Castillo 

Producer: April Munson

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

• Going after your dreams and impacting others along the way 
• Making a difference to the world around you (community, family, friends) 
• Success can be selfish 
• Changing your mindset from competitive to collaborative
• How can you lift others up? 
• Bring others with you on your journey to success
• What is your definition of success? Let us know! 
• 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 64:  Creating The Path To Becoming A Real Estate Syndictor

Host: Simon Castillo 

Guest: Jim Lee

Producer: April Munson

Simon Castillo is joined by Jim Lee to discuss: 

• Building a real estate portfolio 
• What is multifamily syndication and why should people invest in it? 
• Achieving your dreams through multifamily investments 
• Investing in yourself through education 
• Networking is key to success in the real estate industry 
• The value of mentorship and masterminds 
• The building phase that it takes to put yourself out in the world as a leader in the real estate industry

Jim Lee was born and raised in Taiwan. At age 11, Jim emigrated to the United States with his family in pursuit of a better life and living the American Dream. He received his Bachelor of Science degree in Economics from UCLA in 2010, and started his career as an inside sales representative for LoopNet/Costar. By being the top sales rep and earning the highest accolades and recognition amongst his peers, he worked with top real estate agents who helped him spark his interest in real estate and acquired his very first property. After achieving this milestone, he understood the power of passive income and how real estate can help build long term wealth. Now, he is looking to leverage real estate syndication to help investors achieve the same goal of financial freedom, and generate returns to all looking for a transparent partnership. His humble beginnings motivate him to take care of family, who weren’t given the same opportunities and give back to those who helped him along the way. Those closest to Jim can attest to his passion and persistence to do whatever it takes to help reach their goals.

Connect with Jim Lee:  

Website: www.formosainvesting.com

LinkedIn: https://www.linkedin.com/in/formosainvesting/

Books Mentioned: 

How To Be A Power Connector - Judy Robinett

https://www.amazon.com/How-Be-Power-Connector-Business/dp/1511383860#:~:text=In%20How%20to%20Be%20a,you%20from%20meeting%20your%20goals.

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 63: Friday Look Back - Live From the Wealth & Whisky

Host: Simon Castillo 
Guest: Alex Weiche

Producer: April Munson

Join our host Simon Castillo as he interviews Alex Weiche, live at the Wealth and Whiskey Real Estate Meetup, a monthly event that takes place at The Ranger Creek Brewing and Distillery in San Antonio, Texas. This event is intended for individuals to make connections, grow their network and education. Listen in as Simon and Alex Weiche discuss the following - 

• Entering the apartment syndication world 
• Passive investing in a fluctuating market 
• The effect of growing interest rates 
• Challenges in real estate 
• Breaking barriers when taking the steps to grow your network 
• Grow your network, grow your education 
• Helping individuals get out of debt and take control of their financial future 
• 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

Alex Weiche is an experienced Director of Finance and Accounting with 10+ years of experience in budgeting, forecasting, and improving businesses through the use of their financial statements. Alex spends his free-time with his partner Stephanie and their 4-year-old daughter. In 2021, Alex relocated with his family from Utah to San Antonio, Texas where he was introduced to multifamily real estate investing. For the past two years, Alex has been passively investing in multifamily apartments. He has recently decided to take the path of becoming a General Partner focused on acquiring and raising capital for multifamily investments.

Connect with Alex Weiche: 

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 62: Building a Vertically Integrated Real Estate Business

Host: Simon Castillo 

Guest: Mark Updegraff

Producer: April Munson

Simon Castillo is joined by Mark Updegraff to discuss: 

• How to know when to pivot in your career
• Building a business 
• Finding people that you resonate with and asking questions 
• Joining a mastermind and expanding your network
• Scaling your growing real estate business 
• Gross Rent Multipliers 
• Shifts in the housing industry 
• Learning how to regain momentum in your career 

Mark Updegraff is CEO and Founder of Updegraff Group Realty, Updegraff Management, Updegraff Services Inc., and Raze Capital. He is an active investor, broker, and operator. As a broker and investor Mark has been involved in over 200 million in real estate transactions. He has led peak producing real estate sales teams and managed a leading local boutique brokerage. He holds two active real estate broker's licenses in the state of NY. At Raze Capital, Mark oversees due diligence and acquisitions, capital raising efforts, investor relations, and asset management for his firm.  

Connect with Mark Updegraff: 

Website: www.razecapital.com

Website: www.markupdegraff.com

LinkedIn: https://www.linkedin.com/in/updegraff/

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 61: Friday Look Back - Fear Causes Paralysis 

Host: Simon Castillo 

Producer: April Munson

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

• Wednesday April 12th is our next Wealth and Whiskey Meet Up at Ranger Creek Distillery in San Antonio, Texas! 
• 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