📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master

🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club

Lane chats with his friend Andrew, an accomplished entrepreneur who transitioned from being a mechanical engineer working on government defense projects to running a successful AI consulting business. Andrew shares his journey, insights on entrepreneurship, the importance of cash management, and how he leverages different financial strategies to maintain and grow his business. They also discuss the ups and downs of entrepreneurship, the significance of having a solid support system, and Andrew's experiences working with big names like SimpliSafe and FanDuel. This conversation offers invaluable lessons for current and aspiring business owners looking to navigate the complexities of starting and scaling a company.

00:40 Infinite Banking and Business Owners

02:15 Podcast Introduction with Andrew Amen

03:42 Andrew's Journey from Engineer to Entrepreneur

06:40 Financial Struggles and Lessons Learned

13:55 Consulting Business and Financial Strategies

26:20 Understanding Brokerage Accounts

27:12 Leveraging HELOCs for Business and Personal Finance

29:05 Navigating Financial Challenges

31:14 The Importance of Good Debt

36:07 AI Studio Success Stories

37:13 Future Plans and Exit Strategies

41:51 Financial Planning and Monte Carlo Simulations

44:17 Personal Finance Advice for Entrepreneurs

46:24 AI Studio Services and Client Acquisition

48:18 Mascot Memories and Closing Remarks

Connect with me:

LinkedIn: https://www.linkedin.com/in/lanekawaoka/

Facebook: https://www.facebook.com/TheWealthElevator

Instagram: https://www.instagram.com/TheWealthElevator

Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.

Check out our Top-50 Investing Podcast, The Wealth Elevator.

Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master

🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club

Lane interviews Andrew Howell, an experienced lawyer specializing in tax and estate planning. Andrew shares his expertise on the importance of proactive estate planning and the generational transfer of wealth. He emphasizes the need for crafting plans based on clients' core values and family dynamics, rather than a one-size-fits-all approach. Topics covered include the pitfalls of traditional estate planning methods, the impact of generational shifts in thinking about wealth, and the benefits of keeping assets concentrated within the family. Andrew also introduces the concept of purpose trusts and offers insights into how families can successfully navigate the transfer of assets across generations while maintaining cohesion and avoiding common pitfalls.

00:56 Common Pitfalls in Deal Flow

03:39 Estate Planning Insights with Andrew Howell

12:59 Core Values in Estate Planning

16:27 Practical Implementation of Estate Plans

26:43 Final Thoughts and Contact Information

Connect with me:

LinkedIn: https://www.linkedin.com/in/lanekawaoka/

Facebook: https://www.facebook.com/TheWealthElevator

Instagram: https://www.instagram.com/TheWealthElevator

Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.

Check out our Top-50 Investing Podcast, The Wealth Elevator.

Hosted on Acast. See acast.com/privacy for more information.

In this episode, we delve into why many investors over 55 regret heavily contributing to deferred 401(k)s and other retirement plans, primarily due to future high tax brackets. We discuss alternative investment strategies like real estate, which offer immediate tax benefits, and caution against the long-term tax implications of deferred retirement plans. Tune in for insights on whether to keep money in qualified retirement plans or invest it elsewhere, and learn about our upcoming Hawaii retreat for deeper financial discussions.

00:00 Introduction: The Pitfalls of Deferred Retirement Plans

00:42 Upcoming Hawaii Workshop Details

01:53 Podcast Introduction: Rethinking 401Ks and IRAs

02:01 Key Points on Retirement Plans and Taxes

03:38 The Importance of Tax Benefits Today

05:34 Conclusion and Final Thoughts

06:29 Join Our Annual Hawaii Retreat

Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master

🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club

In this episode, we dive into a podcast replay where Lane Kawaoka, founder of Wealth Elevator, shares the inner workings of his investment retreats and the importance of building real relationships with other accredited investors. He discusses the need for curiosity, the value of mentorship, and the significance of community in personal and financial growth. Lane also highlights his journey from an engineer to a full-time investor, the importance of alternative investments, and how his events foster meaningful connections among high net worth individuals. The episode wraps up with insights on how to prepare for major life transitions and the future plans for Wealth Elevator.

00:00 Introduction and Podcast Replay Announcement

00:40 Guest Introduction and Initial Thoughts on Growth

01:14 The Importance of Curiosity and Coaching

02:26 Building Confidence and the Role of Peer Groups

05:10 Adapting Strategies for Changing Environments

07:15 Lane's Real Estate Journey and Investment Strategies

12:38 Transitioning from Engineering to Full-Time Business

17:10 Creating Effective and Curated Community Events

29:01 The Future of Community and Human Connection

33:11 Closing Thoughts and Final Remarks

Connect with me:

LinkedIn: https://www.linkedin.com/in/lanekawaoka/

Facebook: https://www.facebook.com/TheWealthElevator

Instagram: https://www.instagram.com/TheWealthElevator

Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.

Check out our Top-50 Investing Podcast, The Wealth Elevator.

Hosted on Acast. See acast.com/privacy for more information.

In this episode, Lane and guest tax expert Jack Hollander dive into strategies for offsetting ordinary income through oil and gas investments. They discuss the unique tax benefits, including intangible drilling costs and depletion allowances, and how these can provide significant deductions for high-income earners. The conversation addresses common mistakes with passive losses and real estate professional status, provides insights into how to properly utilize oil and gas investments, and answers questions on minimizing tax liabilities and optimizing portfolio strategies.

00:00 Introduction to Tax Deductions in Oil and Gas Investments

00:39 Understanding Passive and Ordinary Income

01:11 Limitations of Passive Losses

02:09 Real Estate Professional Status and Short-Term Rentals

02:48 Introduction to Oil and Gas Investments

03:02 Misconceptions About Bonus Depreciation

06:08 Importance of Consulting Professional Advisors

07:42 Basics of Tax Law and Income Buckets

12:07 Financial Planning and Investment Considerations

13:24 How Oil and Gas Investments Fit into a Portfolio

15:23 Tax Benefits of Oil and Gas Investments

23:53 Intangible Drilling Costs (IDCs) Explained

35:16 Understanding Passive Losses and Tax Benefits

35:53 Investment Strategies for Self-Employed Individuals

36:33 Navigating Tax Forms and Returns

37:27 Managing Investment Expectations

38:37 Cash Flow and Tax Savings

39:49 Evaluating Oil and Gas Investments

41:15 Portfolio Diversification and Tax Planning

43:15 Risk Management in Oil and Gas Investments

53:09 Using IRAs and Roth Conversions

01:03:01 Final Thoughts and Upcoming Events

Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master

🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club

In this episode, we delve into how new investors can unlock their retirement funds through self-directed IRAs and Solo 401ks. Learn about the transformation process, the role of custodians, and the potential to invest in real estate or other alternative investments. Our guest, Ted Damp from Advanta IRA, shares his expertise on unique investment strategies, partnering, commingling funds, and navigating IRS rules. We also discuss prohibited investments, transactions, and the unrelated business income tax (UBIT). Discover how to avoid common pitfalls, diversify your portfolio, and leverage your retirement funds effectively. Visit WealthElevator.com for more resources, including event information and vendor referrals.

00:00 Unlocking Your 401k and IRA Funds

01:05 Introduction to Self-Directed IRAs

01:48 Meet Ted from Advanta IRA

02:27 Understanding Partnering and Co-Mingling Funds

05:41 Basic Rules and Prohibited Transactions

09:21 Real-Life Self-Directed IRA Experiences

13:36 Disqualified Persons and Entities

23:45 Case Study: Partnering on a Real Estate Deal

28:43 IRA Ownership and Expense Sharing

29:25 Rules on Percentage Ownership

30:36 Co-Mingling Funds for Investments

32:59 Non-Recourse Loans Explained

37:51 Partnering and Co-Mingling in Real Estate

44:14 Alternative Investments and Syndications

51:26 Final Thoughts and Contact Information

Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master

🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club

In this episode, the host invites new and existing investors to the annual Hawaii retreat scheduled for January 16-18 and emphasizes the importance of education in real estate investment. He discusses various aspects like meticulously understanding deals, avoiding being swayed by attractive photos, and thorough due diligence. He explains the differences between primary, secondary, and tertiary markets, the merits and risks of investing in each, and highlights the cyclical nature of markets. The host dives into Capital Expenditures (CapEx), evaluating whether renovation costs in multifamily properties justify rent increases. He offers insights into calculating per-unit costs and emphasizes the need for professional audits. The talk also covers broader investment philosophies, asset diversification, and the importance of being in tune with industry data. He concludes by encouraging listeners to join the syndication e-course and stay connected with like-minded accredited investors for better insights and opportunities.

00:00 Welcome and Hawaii Retreat Invitation

00:34 Importance of Education and Syndication E-Course

01:04 Understanding Market Locations: Primary, Secondary, and Tertiary

01:18 CapEx Plan and Deal Disqualification

03:42 Due Diligence in Real Estate Deals

03:57 Primary vs. Secondary vs. Tertiary Markets

08:58 Investment Strategies and Market Cycles

16:12 CapEx Budget and Renovation ROI

25:44 Final Thoughts and Syndication E-Course Promotion

Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master

🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club

Download the spreadsheet here: theWealthElevator.com/ROE

Lane from The Wealth Elevator discusses whether investors should sell their rental properties and reinvest the equity into more profitable ventures. He stresses the importance of focusing on return on equity (ROE) instead of just return on investment (ROI) and provides a framework to evaluate the current performance of your rental properties. Lane also shares personal experiences, offers practical steps for evaluating your investments, and discusses various reallocation options such as T-bills, life insurance, syndications, or other investment opportunities. Additionally, he details the emotional and financial considerations that come into play and emphasizes having a clear exit strategy for underperforming assets.

00:00 Introduction: Should You Sell Your Rental Properties?

01:03 Investor Insights: Return on Equity

03:12 Analyzing Rental Property Performance

05:07 Reevaluating Investments: The Annie Duke Approach

07:23 Practical Steps for Property Owners

12:39 Advanced Strategies and Final Thoughts

Connect with me:

LinkedIn: https://www.linkedin.com/in/lanekawaoka/

Facebook: https://www.facebook.com/TheWealthElevator

Instagram: https://www.instagram.com/TheWealthElevator

Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.

Check out our Top-50 Investing Podcast, The Wealth Elevator.

Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master

🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club

In this episode, our guest revisits a podcast where they delve into various aspects of the real estate investment landscape. Topics include the highs and lows of commercial real estate, the impact of interest rates, strategies for sourcing deals, lessons from personal investment journeys, and their new book 'The Wealth Elevator'. They also discuss the importance of personal relationships in investing, market cycles, diversification strategies, and long-term goals. The conversation provides valuable insights for both seasoned and aspiring investors.

00:00 Introduction and Podcast Replay Announcement

00:32 Upcoming Events and Surveys

01:54 Podcast Interview Begins

02:27 Current State of Commercial Real Estate

06:08 Investment Strategies and Market Cycles

12:16 New Book and Personal Investment Journey

18:47 Family Office Operations and Networking

21:43 Future Investment Goals and Market Insights

27:30 Closing Thoughts and Book Promotion

Connect with me:

LinkedIn: https://www.linkedin.com/in/lanekawaoka/

Facebook: https://www.facebook.com/TheWealthElevator

Instagram: https://www.instagram.com/TheWealthElevator

Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.

Check out our Top-50 Investing Podcast, The Wealth Elevator.

Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master

🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club

In this episode, we sit down with an economist from ITR Economics, the group renowned for predicting the 2008 recession. We dive deep into the latest developments in interest rates during Trump's presidency, the current state of the real estate market, and the economist's personal investment strategies. The conversation shifts to macroeconomic trends, the impact of the pandemic on inflation, and the intricacies of the labor market. We also explore the implications of current tariff policies, potential black swan events, and future projections for interest rates and inflation. Don't miss this insightful discussion packed with data-backed analysis and expert opinions.

00:00 Introduction and Market Overview

00:10 Interest Rates and Real Estate Insights

00:24 Investment Strategies and Market Cycles

01:56 Evaluating Investment Deals

04:49 Guest Introduction and Economic Background

07:45 Macroeconomic Trends and Inflation

15:32 Labor Market Dynamics and AI Impact

25:09 Understanding Market Absorption and Job Creation

25:21 Fed's Approach to Inflation and Interest Rates

29:12 Impact of Tariffs on the Economy

35:16 Housing Market Challenges and Future Projections

37:51 Business Cycle Phases and Industry Analysis

43:31 Black Swan Events and Economic Implications

47:02 Final Thoughts and Investor Advice

Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master

🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club

In this episode, we talk with Scott Royal Smith, a seasoned attorney and business leader, about optimizing your financial life through smart investment, effective tax strategies, and robust asset protection. Scott shares his journey from law school to founding Royal Legal Solutions, emphasizing the importance of compartmentalizing assets and utilizing innovative legal structures like series LLCs. He provides invaluable advice on making savvy investment decisions, minimizing lawsuit risks, and planning for long-term financial freedom. This episode is filled with practical tips and deep insights into building and protecting your wealth, whether you're a business owner or an investor.

In this Wealth Elevator episode, recorded while dropping his daughter off at preschool, Lane discusses wrapping up the financial year and invites listeners to consider advanced financial strategies. The podcast introduces Scott Royal Smith, a CPA, attorney, and business leader who shares his insights on optimizing taxes, setting up LLC structures, and preparing for legal challenges. Smith also discusses his journey from a law student to managing his investments and the importance of asset compartmentalization. They delve into real estate syndications, private investments, and tax optimization strategies, giving listeners practical advice on navigating their financial journeys. To learn more or get involved, listeners are encouraged to reach out to Wealth Elevator.

00:00 Introduction and Podcast Overview

00:57 Deal Disqualification and Investment Strategies

03:27 Guest Introduction: Scott Royal Smith

04:49 Scott's Journey to Financial Freedom

06:13 Importance of Asset Protection

06:45 Insurance and Legal Structures

14:57 Compartmentalizing Assets with Series LLCs

20:23 Transitioning to Syndications and Passive Investing

25:38 Understanding Asset Compartmentalization

26:53 Common Mistakes in Asset Management

27:25 The Importance of Separate LLCs

28:37 Tax Savings and Asset Protection

32:38 Anonymity and Privacy in Asset Protection

41:58 Strategic Investment and Risk Management

44:31 Comprehensive Wealth Management Services

49:49 Conclusion and Contact Information

Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master

🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club

In this episode, we conduct a live coaching call with Sam, a 28-year-old recruiter from LA who is embarking on his journey to financial freedom. This session is particularly valuable for individuals with a net worth under $100,000. During the call, Sam shares his background, how he got into real estate investing, and the strategic decisions he's made to accelerate his investment goals. We also discuss the risks and rewards of strategies like borrowing from retirement funds and investing in turnkey properties. This episode provides practical advice for those looking to improve their financial stability and grow their investment portfolios.

00:00 Introduction and Podcast Overview

01:24 Live Coaching Call Introduction

02:02 Sam's Background and Real Estate Journey

03:27 Financial Strategies and First Property Details

09:02 Personal Financial Sheet Analysis

11:48 Career and Income Growth Discussion

14:57 Side Gigs and Additional Income Ideas

16:17 Risks and Strategies in Real Estate Investing

19:13 Final Thoughts and Advice

25:36 Conclusion and Farewell

Connect with me:

LinkedIn: https://www.linkedin.com/in/lanekawaoka/

Facebook: https://www.facebook.com/TheWealthElevator

Instagram: https://www.instagram.com/TheWealthElevator

Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.

Check out our Top-50 Investing Podcast, The Wealth Elevator.

Hosted on Acast. See acast.com/privacy for more information.

****For an academic understanding of cap rate movements, check out minute 17 from this video here: https://youtu.be/ueCl6Zyl16o

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master

🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club

In this semi-annual market report, we review the performance and trends in the commercial real estate market, particularly focusing on the gradual decrease in Cap Rates and its implications on asset prices. Key market changes include the impact of tariffs, progress on tax reforms, and fluctuations in interest rates. The discussion touches on investment opportunities in different asset classes such as private equity, multifamily housing, and newer developments versus distressed assets. It also covers anticipated movements in apartment rents, absorption rates in various markets, and the broader economic impacts of the recent Presidential election and legislative changes. Finally, the video provides insights into current investor interests based on a 2025 survey and emphasizes the importance of strategic investment during periods of market uncertainty.

00:00 Introduction and Market Overview

00:28 Upcoming Events and Opportunities

01:43 Market Recap and Tax Bill Implications

02:32 Understanding Cap Rates and Market Trends

04:25 New Tax Bill Details and Impacts

20:28 Interest Rates and Market Corrections

22:50 Supply and Demand in Real Estate

29:18 Investor Strategies and Market Predictions

33:18 Ultra High Net Worth Investor Insights

35:45 Market Recap Replay and Analysis

50:50 Market Trends and Predictions

52:19 Diversification and Market Cycles

53:12 Impact of Inflation and Interest Rates

57:10 Commercial Real Estate Insights

01:01:23 Supply and Demand Dynamics

01:11:30 Insurance and Natural Disasters

01:15:46 Election Impact on Economy

01:36:31 Investment Strategies and Survey Results

Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master

🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club

In today's podcast episode, our host is joined by Pierre, an expert in the Bitcoin and cryptocurrency space, to delve into the intricacies of Bitcoin, its technology, and its investment potential. The host begins by expressing a personal viewpoint on Bitcoin, including its decentralized nature, technological aspects, and scarcity compared to traditional currencies like the US Dollar. The conversation then transitions to Pierre's extensive background, discussing his early interest in sound money, precious metals, and his journey into the Bitcoin space from grad school to various roles at significant firms like BitPay, Kraken, and Riot. Pierre elaborates on the technological and financial aspects of Bitcoin, comparing it to traditional hard assets such as real estate and gold. They debate on Bitcoin's potential role during economic instability, its unique features like decentralized custody and audit transparency, and the implications of Bitcoin bonds for institutional investors. The episode wraps up with discussions on inflation, investment strategies, the historical performance of Bitcoin through its halving events, and practical steps for newcomers to get started with Bitcoin. Pierre also provides his perspectives on the future of Bitcoin and its place in a diversified investment portfolio. Engage in this comprehensive discussion to gain insights into Bitcoin's market dynamics, investment strategies, and advanced technological framework.

00:00 Introduction to Today's Podcast

00:04 Personal Views on Bitcoin

01:03 Family Office and Estate Planning

02:17 Diverse Investment Strategies

02:51 Bitcoin and Cryptocurrency Insights

03:37 Interview with Bitcoin Expert Pierre

03:42 Pierre's Background and Bitcoin Journey

07:55 Bitcoin's Technical Aspects and Utility

11:56 Bitcoin as an Investment

17:32 Bitcoin Bonds and Investment Strategies

28:53 Inflation and Bitcoin

34:56 Learning Resources and Final Thoughts

38:22 Host's Closing Remarks

Connect with me:

LinkedIn: https://www.linkedin.com/in/lanekawaoka/

Facebook: https://www.facebook.com/TheWealthElevator

Instagram: https://www.instagram.com/TheWealthElevator

Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.

Check out our Top-50 Investing Podcast, The Wealth Elevator.

Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master

🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club

In this episode, we delve into the intricacies of performing due diligence on multifamily real estate deals. The video starts with an introduction to a comprehensive e-course on syndication due diligence, followed by a replay of a webinar covering key aspects like deal assumptions, market trends, and supply impacts. Discussion includes the effects of high interest rates, significant property price drops, and factors affecting decision-making in recent times. The video also touches upon assessing deals through P&L and rent rolls, and provides an example of evaluating a specific 300-unit property. Essential elements such as recognizing rental market softness, new supply impacts, and discrepancies in projected rent growth are also examined. The latter part of the webinar breaks down key concepts like asset classes, loan terms, risk mitigation, and strategies to optimize returns. Practical insights on pro forma analysis, counterparty risk, and networking in the syndication space are shared, rounding out with some advanced investment strategies and financial planning tips.

00:00 Introduction and Course Overview

00:31 Current Market Conditions and Challenges

01:21 Case Study: Analyzing a 300-Unit Property

02:52 Insurance and Debt Structure Considerations

03:57 Engaging with Operators and Personal Updates

04:41 Introduction to Due Diligence Webinar

05:17 Understanding Syndication Deals

07:14 Evaluating Deal Structures and Returns

17:14 Asset Classes and Market Trends

22:31 Due Diligence and Forced Appreciation

24:38 Understanding Other Income in Real Estate

25:39 Private Placement Memorandum (PPM) Essentials

27:01 Navigating Deal Structures and Risks

28:55 Counterparty Risk and Syndication Tips

33:05 Evaluating Reversion Cap Rates

37:18 Importance of Loan Terms in Real Estate

40:57 Core Capital and Legacy Planning

43:56 Maximizing Experiences with Wealth

Connect with me:

LinkedIn: https://www.linkedin.com/in/lanekawaoka/

Facebook: https://www.facebook.com/TheWealthElevator

Instagram: https://www.instagram.com/TheWealthElevator

Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.

Check out our Top-50 Investing Podcast, The Wealth Elevator.

Hosted on Acast. See acast.com/privacy for more information.

If you’d like a free copy of the book, just email us at team@thewealthelevator.com and tell us how you found us.

In today's podcast, we delve into the financial implications of buying a home to live in versus renting and investing. The host introduces the concept of the 'wealth elevator' as described in their book, which categorizes different financial stages and offers tailored advice. They discuss why individuals in high-priced areas or early stages of wealth building might benefit more from renting and investing in rental properties instead of purchasing a home. Practical insights from personal experience are shared, including saving strategies and the impact of leveraging rental income. The discussion also touches on the pros and cons of homeownership, while advising listeners to consider their individual financial situations before making a decision. Listeners are encouraged to join the Wealth Elevator community for personalized advice and strategies for financial independence.

00:00 Introduction to Home Buying Discussion

00:06 The Wealth Elevator Concept

00:51 Personal Experience with Home Buying

01:46 Financial Advice and Wealth Building

02:41 When to Buy a House

04:03 Renting vs. Buying Debate

04:48 Investment Strategies and Returns

09:33 Flexibility and Mobility Considerations

13:56 Disadvantages of Home Ownership

15:44 Conclusion and Final Thoughts

Hosted on Acast. See acast.com/privacy for more information.

If you’d like a free copy of the book, just email us at team@thewealthelevator.com and tell us how you found us.

In this episode, we dive deep into various tax strategies tailored specifically for business owners. We cover essential topics such as home office deductions, the Augusta Rule, paying your kids on payroll, Solo 401(k)s, and advanced strategies like captive insurance. The first half of the podcast is dedicated to potential tax changes currently under review by the Senate. We discuss extensions of the Tax Cuts and Jobs Act, increases in qualified business income deductions, and more. In the second half, we bring on guest Patrick Lonergan to discuss specific strategies for business owners and how to optimize personal taxes linked with business operations.

00:00 Introduction to Today's Podcast

00:18 Overview of Potential Tax Changes

00:41 Extension of Tax Cuts and Jobs Act

01:26 Bonus Depreciation and Section 179

03:13 Qualified Opportunity Zone Program

03:57 State and Local Tax Cap Increase

04:33 Lifetime Estate and Gift Tax Exemption

06:19 Additional Tax Changes and Implications

08:03 Infomercial: Family Office Ohana Mastermind

08:35 FOOM and Real Estate Professional Status

11:33 Tax Strategies for Business Owners

14:00 Home Office Deduction

17:09 The Augusta Rule

21:28 Family on Payroll

24:37 Qualified Business Income Deduction

29:18 Level Two Tax Strategies

37:27 Setting Up Retirement Plans for Solopreneurs

38:46 Navigating IRS Audits and Employee Classifications

39:17 Overview of Level Two Tax Strategies

39:37 Understanding ROBS and Roth Conversions

41:08 Introduction to Level Three Tax Planning

41:22 Captive Insurance: Benefits and Risks

46:38 Investing Through Captive Insurance

55:31 Level Four: Tax Fraud and Evasion

57:30 Common Pitfalls and CPA Involvement

01:05:39 Final Thoughts and Contact Information

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We explore the downsides of investing passively in real estate syndications and why you might instead consider investing in smaller rental properties on your own. We discuss limited control, investment illiquidity, high minimum investments, and operational challenges. Despite these cons, we also briefly touch upon the advantages of syndications such as diversification and tax benefits. We highlight the importance of due diligence, building trust and relationships within investor networks, and understanding the tax efficiencies offered by syndications through cost segregation. Join us to uncover if passive real estate syndication is right for you and learn about strategies for successful investment.

08:48 Cons of Real Estate Syndications

09:45 Investment Illiquidity and Portfolio Management

10:54 High Minimum Investments

12:12 Crowdfunding Websites: Pros and Cons

13:06 Differences from Rental Property Investments

13:44 Building Trust and Network in Syndications

15:02 Limited Control in Syndications

16:13 Prerequisites for Participation

19:21 Tax Benefits of Syndications

21:26 Conclusion and Additional Resources

Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master

🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club

Understanding Asset Protection and Trusts with Brian Bradley | Managing Wealth and Legal Risks

In this episode, we dive into the complexities of asset protection and trusts with experienced attorney Brian Bradley. We explore various strategies for shielding your assets from lawsuits and creditors, including offshore trusts, bridge trusts, limited partnerships, and the pitfalls of domestic options. Ideal for high-net-worth individuals or those in high-risk professions, this episode offers valuable insights into legally safeguarding your wealth. Brian also answers audience questions about structuring entities for real estate investments, managing legal risks, and the implications of fraudulent conveyance. Created by Doug Lodmell - The Bridge Trust® combines the protection of a fully offshore asset protection trust with the simplicity of a domestic trust

37:29 Introduction to Asset Protection

37:54 The Cost and Value of Setting Up Trusts

38:22 Understanding Irrevocable Trusts

38:51 The Bridge Trust Explained

39:38 Legal and Practical Considerations

42:40 Fraudulent Conveyance and Legal Risks

50:49 Different Types of Trusts and Their Uses

56:10 Cost and Process of Setting Up a Bridge Trust

57:45 Alternatives to Bridge Trusts

01:01:45 Future of Asset Protection

01:01:50 Challenges in Asset Protection

01:02:10 Specialization in Law Firms

01:02:36 Asset Protection Strategies

01:02:57 Offshore Trusts and Hybrid Options

01:05:46 Domestic Asset Protection Trusts

01:06:54 Insurance Limitations

01:08:18 Real-Life Legal Scenarios

01:09:36 Integrating Existing LLC Structures

01:10:07 Benefits of Limited Partnerships

01:12:09 Breaking the Bridge in Asset Protection

01:14:20 Role of Offshore Trustees

01:21:42 Importance of Pre-Litigation Planning

01:23:37 Final Thoughts and Q&A

Connect with me:

LinkedIn: https://www.linkedin.com/in/lanekawaoka/

Facebook: https://www.facebook.com/TheWealthElevator

Instagram: https://www.instagram.com/TheWealthElevator

Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.

Check out our Top-50 Investing Podcast, The Wealth Elevator.

Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master

🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club

[Wealth Elevator Office Hours]

In this episode of Wealth Elevator's monthly office hours podcast, the host answers questions from members and offers comprehensive insights into current investment trends, particularly focusing on real estate syndication, market corrections, inflation impacts, and loan packages. The discussion covers the importance of being conservative with projections, analyzing current market conditions, and understanding the financials behind real estate deals. The host also touches on the influence of tariffs, long-term financial planning, and navigating market cycles. Designed for both seasoned investors and newcomers, this episode provides valuable strategies and considerations for making informed investment decisions in the evolving market landscape.

00:00 Introduction and Announcements

01:10 Market Conditions and Investment Strategies

02:33 Understanding Cap Rates and Property Values

05:20 Challenges with Loan Packages and Capital Raises

08:36 Lessons from Past Market Cycles

19:27 Impact of Tariffs on Real Estate

26:56 Inflation and Real Estate Investments

29:10 Inflation and Investment Strategies

29:57 Economic Perception and Stock Market

30:59 Interest Rates and Business Opportunities

31:32 Real Estate Investment Challenges

34:52 Evaluating Investment Platforms

36:01 Due Diligence in Syndication Deals

44:18 Asset Management and Succession Planning

48:43 Financial Goals and Lifestyle Choices

52:43 Closing Remarks and Q&A

Connect with me:

LinkedIn: https://www.linkedin.com/in/lanekawaoka/

Facebook: https://www.facebook.com/TheWealthElevator

Instagram: https://www.instagram.com/TheWealthElevator

Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.

Check out our Top-50 Investing Podcast, The Wealth Elevator.

Hosted on Acast. See acast.com/privacy for more information.