Invest Smarter Podcast

Episode 357: Friday Look Back - What Every Passive Investor Should Do Before Investing in a Real Estate Syndication

Host: Simon Castillo

Producer: April Munson

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

Ask for references from other investors
As a passive investor, you should understand what the strategy is
Review the syndication’s offering documents to understand what the risks are involved with this investment
Would you be financial secure if you lost any or all of your entire investment amount?
What is your level of trust with the general partnership team on the investment?
What are your thoughts about the market and will it continue to grow in the future?
How confident are you in the team to achieve the projected returns?
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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 -

ISP 357: Friday Look Back - What Every Passive Investor Should Do Before Investing in a Real Estate Syndication