Should you invest in real estate after selling your business?

About the Episode

Once you’ve sold your business, you need to think about how to best secure your future. John Paul Szita, an entrepreneur and real estate investor, suggests allocating at least one-third of your proceeds to real estate investing alongside experienced partners.

“If you want to invest in real estate, and if you want to invest considerable resources, do it with people who know what they’re doing and have done it before.”

Jean Paul Szita

What You’ll Learn

  • Diversify Your Investments: Allocate at least one-third of your portfolio to real estate, and consider increasing this if you want more passive income and stability.
  • Cash is King: Having significant cash reserves allows you to act quickly on opportunities, especially in competitive or off-market deals, and can help you secure better terms.
  • Avoid Over-Leveraging: Excessive debt is a common pitfall in real estate investing; a conservative approach to financing reduces risk and increases long-term success.
  • Focus on Quality and Stability: Invest in Class A, stabilized properties in major markets for reliable cash flow and lower risk, rather than chasing speculative or highly leveraged deals.
  • Partner with Experienced Investors: If you’re new to real estate, work alongside experienced partners or firms to leverage their expertise and avoid costly mistakes.

Topics Covered

Understanding Core Assets and Diversification [2:57]
Real Estate Investment Strategies [6:38]
Conservative Investment Approaches [9:08]
Investment Portfolio Allocation [13:33]
Off-Market Real Estate Deals [15:30]
Joint Venture Investments [28:10]
Customized Real Estate Solutions [28:27]

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Meet Our Guest

Jean Paul Szita

Jean Paul Szita

CEO of BEO | Miami, FL,

Jean Paul Szita is the CEO of BEO Investments LLC, a boutique investment firm based in Miami, Florida, specializing in capital preservation through tangible assets. With over 25 years of real estate experience, Jean Paul built a $1.2 billion portfolio from the ground up and led more than $2.5 billion in transactions across hotels, office properties, raw land, and developments. Known for his conservative approach and focus on execution, he leverages his extensive expertise and strong values to deliver secure and meaningful opportunities for investors.

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