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From Flipping to Freedom: How Sharad Mehta Built His Real Estate Empire

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Manage episode 481395779 series 1037117
Content provided by The Retirement Fiduciary, Adam D. Koós, and CEPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Retirement Fiduciary, Adam D. Koós, and CEPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of The Retirement Fiduciary Podcast, host Adam Koós interviews Sharad Mehta, the Founder and CEO of REsimpli, a revolutionary real estate software platform. Sharad shares his remarkable journey from working as an accountant to becoming a successful real estate investor and entrepreneur. After flipping over 800 properties and managing a portfolio of 60 free-and-clear rental units, Sharad realized the need for a more efficient way to run his business. This insight led him to develop REsimpli, an all-in-one software solution designed to streamline real estate investing by integrating marketing, lead management, accounting, and more.

Sharad and Adam discuss the challenges of scaling a real estate business, the importance of building strong relationships, and why maintaining consistency is the secret to long-term success. Sharad also explains his philosophy of paying off properties instead of leveraging them, his preference for simple, repeatable systems, and how consistency in marketing efforts has been key to his success.

Whether you're an aspiring investor or a seasoned pro, this episode provides valuable insights into scaling, systematizing, and maintaining profitability in real estate. Plus, Sharad explains why REsimpli has become an indispensable tool for real estate professionals nationwide.

Episode Highlights:

  • 00:00 Welcome to The Retirement Fiduciary Podcast

  • 00:28 Introducing Sharad Mehta: From Frustration to Innovation

  • 01:30 The Journey to Real Estate Investing

  • 03:21 Building a Real Estate Empire

  • 03:30 Creating REsimpli: Solving Business Inefficiencies

  • 06:01 Flipping Houses and Managing Rentals

  • 14:03 Scaling the Business with Systems and Processes

  • 18:24 Analyzing Property Investments

  • 18:34 The Role of Agents and Contractors

  • 20:32 Building Trust and Relationships

  • 21:26 Challenges in Property Management

  • 22:11 Introducing REsimpli: A Turnkey Solution

  • 24:27 Consistency: The Key to Success

  • 29:16 Navigating High Interest Rates

  • 31:23 The Numbers Game in Real Estate

  • 33:36 Conclusion and Contact Information

Connect with Sharad Mehta and REsimpli:

Website: REsimpli WebsiteFacebook: REsimpli FacebookLinkedIn: Sharad Mehta on LinkedInInstagram: REsimpli InstagramTwitter: REsimpli TwitterYouTube: REsimpli YouTube Channel

More Resources from Libertas and Adam Koós Click below to check out The Retirement Fiduciary Podcast (both video and audio available!):

https://www.libertaswealth.com/podcasts/

…and CLICK BELOW to subscribe to The Retirement Fiduciary Podcast on Apple!:

https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148

Click below for Stock Market Updates SCREENCASTS:

https://www.libertaswealth.com/educational-videos/

Check out Adam Koós and Libertas Wealth in the news!:

https://www.libertaswealth.com/in-the-media/

Click below to READ more Educational ARTICLES:

https://www.libertaswealth.com/educational-articles/

For more information on how to sell your company, and other Business Transition and Exit Planning education, head over to:

https://www.elevateandexit.com

For more Real-Time Updates on the Economy and State of the Markets, Follow Adam Koós on Twitter @AdamKoos:

https://twitter.com/AdamKoos

Or follow Adam and Libertas Wealth on Social Media:

Facebook: https://facebook.com/libertaswealth Instagram: https://www.instagram.com/libertas.wealth Threads: https://www.threads.com/@libertas.wealth LinkedIn: https://www.linkedin.com/company/libertas-wealth Twitter: https://x.com/LibertasWMTiktok: https://www.tiktok.com/@libertaswealthmanagement

Libertas Wealth Management Group, Inc.

5003 Horizons Drive, Suite 200

Columbus, OH 43220

[email protected]

www.libertaswealth.com

(614) 543-1350

---

Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.

*******

The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).

  continue reading

152 episodes

Artwork
iconShare
 
Manage episode 481395779 series 1037117
Content provided by The Retirement Fiduciary, Adam D. Koós, and CEPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Retirement Fiduciary, Adam D. Koós, and CEPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of The Retirement Fiduciary Podcast, host Adam Koós interviews Sharad Mehta, the Founder and CEO of REsimpli, a revolutionary real estate software platform. Sharad shares his remarkable journey from working as an accountant to becoming a successful real estate investor and entrepreneur. After flipping over 800 properties and managing a portfolio of 60 free-and-clear rental units, Sharad realized the need for a more efficient way to run his business. This insight led him to develop REsimpli, an all-in-one software solution designed to streamline real estate investing by integrating marketing, lead management, accounting, and more.

Sharad and Adam discuss the challenges of scaling a real estate business, the importance of building strong relationships, and why maintaining consistency is the secret to long-term success. Sharad also explains his philosophy of paying off properties instead of leveraging them, his preference for simple, repeatable systems, and how consistency in marketing efforts has been key to his success.

Whether you're an aspiring investor or a seasoned pro, this episode provides valuable insights into scaling, systematizing, and maintaining profitability in real estate. Plus, Sharad explains why REsimpli has become an indispensable tool for real estate professionals nationwide.

Episode Highlights:

  • 00:00 Welcome to The Retirement Fiduciary Podcast

  • 00:28 Introducing Sharad Mehta: From Frustration to Innovation

  • 01:30 The Journey to Real Estate Investing

  • 03:21 Building a Real Estate Empire

  • 03:30 Creating REsimpli: Solving Business Inefficiencies

  • 06:01 Flipping Houses and Managing Rentals

  • 14:03 Scaling the Business with Systems and Processes

  • 18:24 Analyzing Property Investments

  • 18:34 The Role of Agents and Contractors

  • 20:32 Building Trust and Relationships

  • 21:26 Challenges in Property Management

  • 22:11 Introducing REsimpli: A Turnkey Solution

  • 24:27 Consistency: The Key to Success

  • 29:16 Navigating High Interest Rates

  • 31:23 The Numbers Game in Real Estate

  • 33:36 Conclusion and Contact Information

Connect with Sharad Mehta and REsimpli:

Website: REsimpli WebsiteFacebook: REsimpli FacebookLinkedIn: Sharad Mehta on LinkedInInstagram: REsimpli InstagramTwitter: REsimpli TwitterYouTube: REsimpli YouTube Channel

More Resources from Libertas and Adam Koós Click below to check out The Retirement Fiduciary Podcast (both video and audio available!):

https://www.libertaswealth.com/podcasts/

…and CLICK BELOW to subscribe to The Retirement Fiduciary Podcast on Apple!:

https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148

Click below for Stock Market Updates SCREENCASTS:

https://www.libertaswealth.com/educational-videos/

Check out Adam Koós and Libertas Wealth in the news!:

https://www.libertaswealth.com/in-the-media/

Click below to READ more Educational ARTICLES:

https://www.libertaswealth.com/educational-articles/

For more information on how to sell your company, and other Business Transition and Exit Planning education, head over to:

https://www.elevateandexit.com

For more Real-Time Updates on the Economy and State of the Markets, Follow Adam Koós on Twitter @AdamKoos:

https://twitter.com/AdamKoos

Or follow Adam and Libertas Wealth on Social Media:

Facebook: https://facebook.com/libertaswealth Instagram: https://www.instagram.com/libertas.wealth Threads: https://www.threads.com/@libertas.wealth LinkedIn: https://www.linkedin.com/company/libertas-wealth Twitter: https://x.com/LibertasWMTiktok: https://www.tiktok.com/@libertaswealthmanagement

Libertas Wealth Management Group, Inc.

5003 Horizons Drive, Suite 200

Columbus, OH 43220

[email protected]

www.libertaswealth.com

(614) 543-1350

---

Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.

*******

The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).

  continue reading

152 episodes

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