M&A Talk: #1 Podcast on Selling a Business

Should you invest in real estate after selling your business?

Jul 7, 2025
John Paul Szita, a seasoned entrepreneur and CEO of BDO, shares insights from his impressive journey investing over $1.2 billion in real estate. He discusses the importance of allocating a portion of your proceeds for real estate after selling a business, emphasizing personal connections and informed decision-making. Szita highlights the significance of diversification, evaluating cap rates, and finding off-market deals. He offers guidance on strategic partnerships and customized investment solutions, equipping listeners with essential strategies for a successful transition.
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ADVICE

Avoid Overvalued Stocks

  • Avoid overvalued stock markets with inflated stock prices.
  • Invest in tangible assets you can touch and control instead, like real estate.
INSIGHT

US as Global Investment Safe Haven

  • The US is viewed as a global safe haven due to instability elsewhere.
  • This inflow inflates US stock prices and creates risky market bubbles.
ADVICE

Avoid High Debt Risks

  • Avoid high debt in real estate investments to reduce risk.
  • Overleveraging causes many real estate failures and should be cautiously managed.
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