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Protect Your Wealth

Protect Your Wealth

著者： Jason Lee
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 Welcome to Protect Your Wealth, the podcast where high networth individuals, real estate investors, and business owners come to learn how to preserve and grow their assets with confidence. Hosted by Jason Lee, founder and CEO of Nara Advisors Inc., a Commercial Real Estate Investment Firm that has closed over $600 million in transactions since 2021. Jason owns and operates 150 units in San Diego with a total portfolio value of $80,000,000+. This show dives deep into the strategies the wealthy use to protect what they've built. Each episode features candid conversations with top trust attorneys, estate planners, financial advisors, tax strategists, real estate experts, and more. Whether you're building your empire or planning your legacy, Protect Your Wealth gives you the insights and tools to make smarter decisions with your money, your properties, and your future.Copyright 2025 Protect Your Wealth, Jason Lee. All Rights Reserved. マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
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  • Ep. 268 - The Wrong Brokerage Will Keep You Broke (Here’s Why)

    Ep. 268 - The Wrong Brokerage Will Keep You Broke (Here’s Why)
    2025/06/05
    👉🏼 Want to learn how to become a 7-figure multifamily agent & investor? https://www.skool.com/naraagentacademy In this video, I’m breaking down exactly why so many commercial real estate brokers are frustrated with their income and career trajectory and how the traditional brokerage model is keeping them broke. Here’s what you’ll learn: • Why the big box brokerages take most of your commission without providing real value • How most mentors in the industry fail new agents from day one • How we built a new brokerage model that gives you top tier resources and industry leading splits If you’re feeling stuck, undervalued, or frustrated with your brokerage, this video will open your eyes to what’s possible when you have the right platform, culture, and compensation structure behind you. Learn how we’re changing the game for commercial real estate agents nationwide. Chapters: 0:00 - Why You're Not Making Enough Money 0:26 - The Commission Split Problem 0:58 - The Myth of Mentorship 1:29 - You’ve Been Brainwashed 2:26 - Private Client Space vs. Institutional 4:49 - The Broken Brokerage System 5:13 - Combining Big Resources with Better Splits 5:35 - Freedom and Brand Recognition 7:06 - Culture and Collaboration 8:22 - The Problem with Residential Brokerages 9:10 - Join a Real CRE-Focused Team If you're new here - I'm Jason Lee, CEO/Founder of Nara Advisors (formerly known as JLM Real Estate) and a multifamily real estate investor/developer in San Diego. I own and operate 150 units in San Diego, and have 5 development projects in process. I've learned the game by working with several millionaire to billionaire real estate investors in California, helping them buy, sell, and 1031 exchange to improve their portfolio. In the last few years, my brokerage and team at Nara Advisors have represented over 150 investors and transacted on over $625,000,000 worth of real estate. 💸 Want to invest with us? Email me at jason@naraadvisors.com 🏘️ We are actively buying, you can always represent us! Brokers, please email me if you have a property: jason@naraadvisors.com 📲 Connect with me! Instagram: @jasonjosephlee | @naraadvisorsinc Linkedin: Jason Lee X: @jasonjosephlee Nara Advisors Website: www.naraadvisors.com My Personal Website: www.jasonjosephlee.com 📚Get a copy of my new book: https://www.amazon.com/dp/B0DGQSQKLT/
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    11 分
  • Ep. 265 - 5 Cold Calling Strategies That Made Me Millions

    Ep. 265 - 5 Cold Calling Strategies That Made Me Millions
    2025/05/15
    👉🏼 Want to learn how to become a 7-figure multifamily agent & investor? https://www.skool.com/naraagentacademy In this video, I’m showing you exactly how I cold call commercial property owners without getting hung up on, and how I turn those first awkward seconds into long-term relationships and signed listings. Here’s what you’ll learn:• The 5 strategies to making cold calls that actually work.• How to open the call with confidence and credibility.• Why adding value upfront makes owners take you seriously.• The tonality, phrasing, and mindset that builds instant rapport.• How to follow up the right way so you’re remembered and respected. If cold calling has ever felt intimidating, awkward, or like a dead end, this video will change how you think about it. Learn how I’ve made over 100,000 calls and turned rejection into real deals. If you're new here - I'm Jason Lee, CEO/Founder of Nara Advisors (formerly known as JLM Real Estate) and a multifamily real estate investor/developer in San Diego. I own and operate 150 units in San Diego, and have 5 development projects in process. I've learned the game by working with several millionaire to billionaire real estate investors in California, helping them buy, sell, and 1031 exchange to improve their portfolio. In the last few years, my brokerage and team at Nara Advisors have represented over 150 investors and transacted on over $625,000,000 worth of real estate. 💸 Want to invest with us? Email me at jason@naraadvisors.com 🏘️ We are actively buying, you can always represent us! Brokers, please email me if you have a property: jason@naraadvisors.com 📲 Connect with me! Instagram: @jasonjosephlee & @naraadvisors Linkedin: Jason Lee X: @jasonjosephlee Nara Advisors Website: www.naraadvisors.com My Personal Website: www.jasonjosephlee.com 📚Get a copy of my new book: https://www.amazon.com/dp/B0DGQSQKLT/
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    10 分
  • Ep. 266 - How To Become a Real Estate Millionaire in 3 Years

    Ep. 266 - How To Become a Real Estate Millionaire in 3 Years
    2025/05/23
    👉🏼 Want to learn how to become a 7-figure multifamily agent & investor? https://www.skool.com/naraagentacademy In this video, I’m breaking down exactly what I would do if I had to start from zero at 22 years old and become a millionaire in just three years. This is based on the exact steps I took to do it myself through commercial real estate. Here’s what you’ll learn: - The three-step blueprint I used to go from broke to millionaire by age 24. - Why picking a career with uncapped earning potential is nonnegotiable. - How to build high-value relationships that turn into repeat deals and long-term wealth. - The mindset shift that helped me push through over 10,000 rejections and come out ahead. - Why real estate, especially commercial, is the highest-leverage sales career on the planet. If you’re young, hungry, and serious about building wealth fast, this video will show you the exact playbook I used to do it. No fluff. No gimmicks. Just hard work, strategy, and real results. If you're new here - I'm Jason Lee, CEO/Founder of Nara Advisors (formerly known as JLM Real Estate) and a multifamily real estate investor/developer in San Diego. I own and operate 150 units in San Diego, and have 5 development projects in process. I've learned the game by working with several millionaire to billionaire real estate investors in California, helping them buy, sell, and 1031 exchange to improve their portfolio. In the last few years, my brokerage and team at Nara Advisors have represented over 150 investors and transacted on over $625,000,000 worth of real estate. 💸 Want to invest with us? Email me at jason@naraadvisors.com 🏘️ We are actively buying, you can always represent us! Brokers, please email me if you have a property: jason@naraadvisors.com 📲 Connect with me! Instagram: @jasonjosephlee & @naraadvisors Linkedin: Jason Lee X: @jasonjosephlee Nara Advisors Website: www.naraadvisors.com My Personal Website: www.jasonjosephlee.com 📚Get a copy of my new book: https://www.amazon.com/dp/B0DGQSQKLT/
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    9 分

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