Invest Smarter Podcast

Hosted by Simon Castillo

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Episodes

378

Latest episode

Aug 2026

Language

EN-US

About the show

The Invest Smarter is a podcast dedicated to providing insights on how to build wealth and create passive income streams through real estate investing, business and entrepreneurship so that you too can become a smarter investor. Released weekly on Tuesdays and Fridays, The Invest Smarter Podcast is hosted by Simon Castillo. The show will feature commentary and interviews with real estate experts who share their experiences on their journey to financial freedom.

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60 recent

August 18, 202626 min

ISP 378: Actionable Steps To Start Building Wealth

Invest Smarter Podcast Episode 378: Actionable Steps To Start Building Wealth Host: Simon Castillo Join our host Simon Castillo as he reflects on: Start building generational wealth in 2024 Have your financial house in order Get clear on your spending Create new habits 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

August 11, 202622 min

ISP 377: Overcoming Analysis Paralysis and Taking Action

Invest Smarter Podcast Episode 377: Overcoming Analysis Paralysis and Taking Action Host: Simon Castillo Join our host Simon Castillo as he reflects on: Analysis Paralysis Ready - aim aim aim aim aim – are you taking a shot? Sometimes it takes a while to gain momentum Be sure not to take advice from the wrong individuals Your business doesn’t have to be perfect to start - you have to take action to start Value and money are not always equal Take on a ‘value mindset’ Set goals with a time stamp on them 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

August 4, 202625 min

ISP 376: Having Compassion When Evicting Tenants

Invest Smarter Podcast Episode 376: Having Compassion When Evicting Tenants Host: Simon Castillo Join our host Simon Castillo as he reflects on: Top tips for executing your business plan as investors The importance of treating tenants with respect What does the eviction process look like? In many states, text messages are treated as legal written notice 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

July 28, 202620 min

ISP 375: Getting Started Raising Capital

Invest Smarter Podcast Episode 142: Getting Started Raising Capital Host: Simon Castillo Join our host Simon Castillo as he reflects on: Why is raising capital important? Start with your friends and family What made it hard to raise capital in 2023? Building your brand so that you audience begins to know, like, and trust you Do you have a basic understanding of who your investors are? Consistency is key Provide your investors with a great investment experience 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

July 21, 202644 min

ISP 374: The Surprising Lucrative Real Estate Asset Class with Stewart Heath

Invest Smarter Podcast Episode 374: 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 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 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

July 14, 202637 min

ISP 373: Multifamily Investing as a Maritime Captain with Scott Kidd

Host: Simon Castillo Guests: Scott Kidd Simon Castillo is joined by Scott Kidd to discuss: Without a great team, the boat doesn’t go anywhere Finding time to manage general partners while traveling Without the investors, these opportunities wouldn’t be available 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 Scott Kidd has over 25 years of maritime experience, including new builds, refits, project management and yacht management. He is a licensed USCG Master of 1600 US tonnage / 3000 international all oceans. With a background in IT and a strong mechanical background in maritime, transportation, machinery and heavy equipment. In this career his cruising includes the Mediterranean, Gulf Coast including Mexico, Great Lakes, Pacific Alaska to Panama, Atlantic Canada to Florida, Caribbean, Bahamas and South China Sea, onboard vessels of many types and sizes. Scott Kidd is also a member and mentor for Legasea, a social platform developed to seeing the maritime industry at its best. Scott Kidd has been a multifamily real estate investor for the past few years. He is invested in multifamily apartment syndications in Ohio, North Carolina, Oklahoma and joint ventures in Florida. He also runs a monthly meetup group, Yachtie real Estate Investors in Florida, Fort Lauderdale, West Palm Beach, and Stuart, in collaboration with SoFLO Real Estate Network and Real Estate Queens. Connect with Scott Kidd: scott@yachtierei.com 954-695-7124 investwithscottkidd.com yachtierei.com Linkedin: Scott Kidd IG: Yachtierealestateinvestors FB: Yachtierealestateinvetors Youtube: Yachtie Real Estate 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

July 7, 202643 min

ISP 372: Navigating Industrial Real Estate with Angel Gonzalez

Host: Simon Castillo Guests: Angel Gonzalez Simon Castillo is joined by Angel Gonzalez to discuss: What does servant leadership mean to you? The importance of building lasting relationships Bridging single family to commercial family The future landscape of investing over the next 12 months 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 Angel, a seasoned veteran in the financial sector, brings to the table over 19 years of experience spanning finance, banking, and executive management. His career, marked by roles in Fortune 500 companies, showcases his expertise in a diverse array of industries, including accounting, capital management, marketing, and consulting. His journey in real estate investment began in 2005, starting with a portfolio of single-family homes. However, his vision extended beyond the conventional, leading him to the dynamic world of commercial real estate and syndication. This shift not only broadened his investment portfolio but also underscored his ability to adapt and evolve in a rapidly changing industry. Angel's service in the US Army has been instrumental in shaping his professional persona. The skills he honed during his service, such as team building, strategic planning, and complex problem-solving, have been invaluable in his financial career. His military background has instilled in him a unique perspective, allowing him to navigate the complexities of finance and account management with ease and efficiency. His expertise extends to all aspects of finance and account management, including financial reporting, budgeting, financial modeling and analysis, business planning, and process improvement. This comprehensive skill set, coupled with his extensive experience, makes him a formidable force in the financial sector. Angel's dedication & focus in Psychology and Business Administration at Augsburg University, reflects his commitment to continuous learning and personal development. Beyond his professional pursuits, Angel is a family man, cherishing time spent with his loved ones. His personal and professional life is a testament to his dedication, resilience, and commitment to excellence. Connect with Angel Gonzalez: Website: https://www.keystoneprivatecapital.com/ LinkedIn: https://www.linkedin.com/in/angel-gonzalez-KPC?original_referer= Email: angel@keystoneprivatecapital.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

June 30, 202638 min

ISP 371: Flashback Episode: Real Estate Is The Best Vehicle For Taking Financial Control Of Your Life with John Pearl

Episode371: Flashback Episode: Real Estate Is The Best Vehicle For Taking Financial Control Of Your Life with John Pearl Host: Simon Castillo Guest: John Pear 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 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 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

June 23, 202611 min

ISP 370: Understanding Your Risk Tolerance

Invest Smarter Podcast Episode 370: Understanding Your Risk Tolerance Host: Simon Castillo Producer: April Munson Join our host Simon Castillo as he reflects on: Risk Tolerance / Investor Tolerance Understanding different types of risk The appropriateness of your investment should match your goals Identify deals that align with your goals 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

June 16, 202648 min

ISP 369: Investing in the Booming Austin, TX Market with Andrew Campbell

Host: Simon Castillo Guest: Andrew Campbell Simon Castillo is joined by Andrew Campbell to discuss: “Working in real estate is more about freedom than retirement” What is your process around raising capital? What challenges did you encounter raising capital? Every investor and every investment is different Andrew Campbell is a native Austinite and Managing Partner at Wildhorn. He is a real estate entrepreneur who first broke into the business in 2008 as a passive investor. In 2010 he transitioned into active investing and management of a personal portfolio that grew to 76 units across Austin and San Antonio. He earned his stripes building and managing his personal portfolio before founding Wildhorn Capital and focusing on larger multifamily buildings. At Wildhorn, he is focused on Acquisitions and maintaining Investor Relations, utilizing his marketing and communications background to build long-term relationships. Andrew’s background is in Market Research & Brand Strategy, spending over 10 years across acclaimed advertising agencies and emerging technology consultancies. He received a BS in Advertising from The University of Texas at Austin and an MBA from Baylor University. Connect with Andrew Campbell: Website: www.wildhorncap.com Email: Andrew@wildhorncap.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