Description

Invest Smarter Podcast 

Episode 88: 4000 Units as a Full-Time CPA 

Host: Simon Castillo 

Guests: Scott Jacobson

Producer: April Munson

Simon Castillo is joined by Scott Jacobson to 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 
• You don't always have to invest in your own backyard, you can be diversified in regions 
• It’s still a good time to be a buyer 
• The Son House Nonprofit 
• Sometimes you just need to get out of your own way and share your passions with the world because people really do want to hear about what you’re working on and want to support you! 

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 

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