Invest Smarter Podcast 

Episode 21: Friday Look Back - How Buyers and Sellers Are Being Impacted By The Current Market 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: 

• Wishing everyone a safe, warm and happy Thanksgiving! 
• What is the meaning of the word ‘syndication’? 
• What is the risk associated with syndication? 
• Multifamily traditionally has done well in times of recession
• Being invested in a stable asset in today’s world provides a level of protection that can protect against inflationary times 
• Investing in a safe and stable multifamily asset is the way to go 
• Using syndication as a vehicle to build wealth 
• Visit www.sastexascapital.com to learn more about syndications 

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 20: There Couldn’t Be A Better Time To Be An Entrepreneur

Host: Simon Castillo 

Guest: Nir Wittenberg 

Producer: April Munson

Simon Castillo is joined by Nir Wittenberg to discuss: 

• Achieving a passive income lifestyle
• Positioning yourself to be focused on the returns;part of real estate 
• The value of utilizing systems 
• Celebrate all of your ‘wins’

Nir had an IT career as a Network Engineer for 20 years, attaining some of the industry's highest-level certifications. He realized his 401k was not going to allow him to live the lifestyle he dreamed of, so he transitioned into real estate investing. He started by building both Flipping and Wholesale businesses and then transitioned to a less risky approach as a Limited Partner in Cash-Flowing Commercial Real Estate Syndications. He founded Mountain Capital Investments, LLC to find cash-flowing commercial real estate assets to invest in, alongside other busy professionals.

Connect with Nir Wittenberg: 

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

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 19: Friday Look Back - What Would Simon Do If He Had To Start His Career In Real Estate All Over Again Today? 

Host: Simon Castillo 

Producer: April Munson

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

• Growing your circle of influence 
• Reflecting on Simon’s first real estate investment 
• Going from being a passive investor to being an active investor 
• What would Simon do if he had to start his career all over again today? 
• Dive into multifamily as a passive investor, build a network, educate yourself 
• LIVE INVESTMENT OPPORTUNITY - go to our website sastexascapital.com to learn more and schedule a call with Simon! 

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 18: The Power Of Tax Benefits In Real Estate Investing 

Host: Simon Castillo 

Guest: K Trevor Thompson

Producer: April Munson

Simon Castillo is joined by K Trevor Thompson to discuss: 

• The power of networking 
• How to monitor your investments and what to do when a deal isn’t advertised well 
• The power of tax benefits in real estate investing  
• The Compound Effect 

Trevor is a successful Vice President with 47+ years in the attractions and entertainment industry. He has spent the past 20 years working for iFLY Indoor Skydiving. He is an accredited investor participating as a Limited Partner in 18 deals and a General Partner in 2 syndicated deals. He is invested in multifamily apartments (1,250+ doors), a retail strip mall, a townhouse-to-condo conversion (28 units), a single family rental portfolio fund (250 homes), a ground up multifamily fund (100 doors), and a medical office building. 

Connect with K Trevor Thompson: 

Phone: 737-465-1299

Email: [email protected]

Website: www.niagara-investments.com

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

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 17: Friday Look Back - THIS Is How You Build A Bulletproof Mindset 

Host: Simon Castillo 

Producer: April Munson

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

• Go to www.sastexascapital.com to join our email list and join our newsletter to get more tips and insights to stay connected with us on new investment opportunities! 
• Fear is a big part of mindset 
• How do you build a bulletproof mindset
• How do you protect and build confidence

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 16: Educate Yourself and Take Action 

Host: Simon Castillo 

Guest: Matt Hansen

Producer: April Munson

Simon Castillo is joined by Matt Hansen to discuss: 

• Leaving corporate America and entering real estate 
• Difference between investing in multifamily vs single family 
• The importance of vetting your sponsor 
• Being a General Partner is not for everyone 
• The difference between 506(b) and 506(c)

Matt is a retired corporate executive that transitioned to full time real estate investor. His investment portfolio includes over 2,000 units of multifamily apartments located in Texas, Tennessee and Florida. He is passionate about helping others avoid the volatility of the stock market by passively investing in real estate.

Connect with Matt Hansen: 

Website: www.hansenholdings.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 15: Friday Look Back - Wealth & Whiskey And A Deep Dive On The State Of The Market 

Host: Simon Castillo 

Producer: April Munson

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

• We are so proud of our newest investment product for our investor partners! 
• First Wealth and Whiskey Meet-Up in San Antonio! 
• Deep dive on the state of the real estate market! 
• Focusing on the long term 
• The impact of taking on cheap debt

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 14: Real Estate Is The Best Vehicle For Taking Financial Control Of Your Life

Host: Simon Castillo 

Guest: John Pearl

Producer: April Munson

Simon Castillo is joined by John Pearl to discuss: 

• Trading time for money 
• Freedom Investor Radio
• Communication is key 
• Start storing money to invest it 
• Stay focused on your long term goals 
• Keep your ‘why’ in the front of your mind 

A few years ago, John Pearl learned that the nuclear power plant he works at will be shutting down in 2025. He decided that he would start investing in multifamily real estate to ease the transition down the road. He quickly realized the multitude of benefits and the personal freedom one can achieve through investing in real estate. He is now on a mission to educate as many folks as possible about what he feels too many are missing out on.

Connect with John Pearl: 

Website: www.passivecreprofits.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 13: Friday Look Back - Start Small But Think Big 

Host: Simon Castillo 

Producer: April Munson

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

• Investment opportunity announced! 
• 506(b) offering available 
• Questions? Head over to SAStexascapital.com or email Simon at [email protected]
• The concept of arbitrage
• 401K loan features 

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 12: I Can Scale This - This Is Possible 

Host: Simon Castillo 

Guest: Kenneth Sumners 

Producer: April Munson

Simon Castillo is joined by Kenneth Sumners to discuss: 

• Transitioning from single family to multifamily 
• Having a partner that you know, like and trust
• Taking deals to industry experts for feedback
• Building a great team
• Investing in yourself and breaking barriers 
• Having a coach and a mentor 

Kenneth Sumners is the Principal of Sumners Capital. Sumners Capital is a private equity group who connects investors with opportunities. I went from owning 2 investment houses to over 500 multifamily units in under a year. I would love to help you learn how to do this as well.

Linked material referenced during the show: 

Book: Rich Dad Poor Dad - Robert Kiyosaki 

https://www.amazon.com/Rich-Dad-Poor-Anniversary-Middle/dp/B07QPQ8WBL/ref=sr_1_1?crid=B96B6W8M91ZD&keywords=rich+dad+poor+dad&qid=1659321598&sprefix=rich+dad+poor+dad%2Caps%2C115&sr=8-1

Book: The 4 Hour Work Week - Timothy Ferriss

https://www.amazon.com/The-4-Hour-Workweek-audiobook/dp/B000PKG4DM/ref=sr_1_2?crid=2H0PI4MVMKGY1&keywords=the+4+hour+work+week&qid=1659321656&s=audible&sprefix=the+4+hour+work+week%2Caudible%2C104&sr=1-2

Connect with Kenneth Sumners: 

Website: www.sumnerscapital.com

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

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