Systemize to Scale: How Sharad Mehta Built a Real Estate Powerhouse
The Elevate Your Business Podcast with Adam Koos
Release Date: 05/08/2025
The Elevate Your Business Podcast with Adam Koos
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info_outlineIn this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Sharad Mehta, the Founder and CEO of REsimpli, to discuss how he transformed his real estate business from a solo operation into a scalable powerhouse. Sharad shares his journey from an accountant at EY to a real estate mogul who has flipped over 800 properties and built a portfolio of 60 rental units owned free and clear.
As a business owner, scaling efficiently while maintaining profitability is key. Sharad breaks down how he systemized his entire operation by building REsimpli, an all-in-one real estate software solution that integrates marketing, lead management, accounting, and team collaboration. Learn how his passion for data-driven decisions and simplifying workflows allowed him to scale without sacrificing quality or profitability.
If you’re looking to build a business that can operate independently of you, this episode is packed with insights on how to automate processes, leverage technology, and maintain consistency in order to scale. Plus, Sharad discusses his philosophy of financial conservatism and how it guided his decision to own properties free and clear instead of leveraging them.
Whether you’re in real estate or running any kind of business, this episode provides actionable strategies for creating a scalable, resilient, and exit-ready business.
Episode Highlights:
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00:00 Welcome to ELEVATE Your Business Podcast
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00:28 Introducing Sharad Mehta: Building a Real Estate Powerhouse
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01:30 From Accounting to Real Estate: Sharad’s Entrepreneurial Journey
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03:21 The Power of Systems: How REsimpli Was Born
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06:01 Automating Real Estate Operations for Scalability
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14:03 Building a Business That Runs Itself
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18:24 Data-Driven Decisions for Sustainable Growth
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18:34 Managing a Remote Real Estate Team
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20:32 Building Trust and Reliable Partnerships
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21:26 Real Estate as a Scalable Business Model
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22:11 Why Automation Matters in Scaling
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24:27 Maintaining Consistency While Scaling
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29:16 Navigating Market Changes with Systems
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31:23 Numbers Don’t Lie: Using Data to Drive Success
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33:36 Conclusion and Contact Information
Connect with Sharad Mehta and REsimpli:
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Website: REsimpli Website
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Facebook: REsimpli Facebook
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LinkedIn: Sharad Mehta on LinkedIn
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Instagram: REsimpli Instagram
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Twitter: REsimpli Twitter
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YouTube: REsimpli YouTube Channel
Connect with ELEVATE and Adam Koós:
CLICK BELOW to subscribe to the ELEVATE Your Business Podcast on Apple!:
The ELEVATE Your Business Podcast on Apple
For more resources on scaling your business, building a successful exit strategy, and business transition education, visit:
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Subscribe on Apple Podcasts: https://apple.co/49AYmw4
Subscribe on Spotify: https://bit.ly/3T8JMGR
For questions or more information, contact:
Email: [email protected]
Website: www.elevateandexit.com
Phone: (614) 543-1350
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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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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).