Changing and balancing career paths in accounting and information technology. In today’s episode, we’re going to dive into them! Jonathan Wei is a CPA who began his real estate experience in 2003. He purchased a portfolio of residential real estate properties in New Jersey and later expanded to syndication, multi-family and self-storage facilities. Jonathan and his team have acquired a portfolio of commercial real estate assets located in Oklahoma City, Atlanta, Georgia, Midway, Georgia, and Burningham, Alabama. He also serves as Head of Tax for a leading software IT Company.
[00:01] – [04:49] Opening Segment
- Let’s get to know today’s guest, Jonathan Wei
- As a CPA and Head of Tax in an IT Company
- Jonathan shares his real estate journey
[04:50] – [14:22] From Software to Multi-Family and Self-Storage
- Jonathan tells the story of his first multi-family
- Jumping in the Education Bandwagon
- How to be A Good Property Manager
- Unstable Class C Assets
- Opportunities: Multi-family vs. Self-Storage
- Why Not to Invest in Multi-family and Self-Storage
[14:23] – [16:21] Final Four Segment
- Jonathan’s advice to aspiring investors
- “Just have the passion, commitment, focus, and hardwork.”
- How Jonathan stays on top of his game
- Going to seminars and workshops; keeping current and staying in the loop
- Jonathan’s way to make the world a better place
- Donating to charity and mentorship
- Reach out to our guest – see links below
- Final words
Tweetable Quotes
“There is a great way to offset your income. If you understand the tax code — how Uncle Sam works. Once you know how Uncle Sam works and the intricacies of the policies of the treasury department, you understand how America works. – Jonathan Wei
“You can get hurt if you don’t know what you’re looking at.” – Jonathan Wei
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Connect with Jonathan Wei through: jweibase@live.com and LinkedIn and know more about his story and get tips on multi-family and self-storage investing.
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I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns.
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