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
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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.
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