Episode 351: 4000 Units as a Full-Time CPA

Host: Simon Castillo

Guest: Scott Jacobson

Join our host Simon Castillo and Scott Jacobson as they discuss:

“Your W2 won’t build wealth for you, the way that real estate can.”
Have a good firm grasp of the fundamentals of investing
Grow your education and grow your team
Integrity in real estate - your word is your bond
1035 Exchange
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Scott Jacobson, CPA, Founder, Onward Equity

Scott has two decades of active real estate investing experience and knowledge, ranging from single-family homes and duplexes, to multi-family apartment buildings, and a medical/professional office building. Combining a passion for real estate with real-world experiences in property acquisition, management, and successful exit strategies, his vision is to align with like-minded people who can see the financial benefits and excitement that real estate investing can offer. He is currently working on larger multi-family real estate syndication deals, and since 2016 has been a General Partner and Limited Partner in over 4,000 apartment units throughout the Midwest and multiple industrial park complexes in the eastern US.

In 2013, Scott and his wife Denise founded a 501c3 non-profit charity called the SON Foundation, which serves as a home-away-from-home for cancer patients and their caregivers while they are in Indianapolis for treatments. Guests are not charged to stay at the SON House, and to date the SON Foundation has provided over 6,000 nights of lodging for its guests.

Scott lives in Indianapolis with his wife and son, and in his spare time loves to travel domestically and internationally, watch his son play baseball and basketball, and spend time with friends and family.

Connect with Scott Jacobson:

Website: https://www.onward-equity.com/

Email: scott@onward-equity.com

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 Leade

ISP 351: 4000 Units as a Full-Time CPA