In this week's episode, host Lane interviews long-time investor Chad Daniel, discussing their journey in real estate since meeting in 2017. They explore themes common among seasoned investors, including the transition from single-family homes to forming mastermind groups. The episode also touches on President Biden's proposed national rent control initiative, its effects on the market, and the importance of staying focused during election cycles. Chad and Lane further delve into structuring investment groups, transitioning to passive investments, and setting the 'wealth elevator' back down. They discuss Chad’s experiences with forming partnerships, maintaining operational integrity within investment groups, and exploring different asset classes for future investments. Join them as they provide valuable insights and advice for both new and experienced real estate investors. 00:00 Introduction to the Podcast and Guest00:37 Discussion on National Rent Control Proposal03:38 Understanding the FOOM Community09:31 Chad Daniel's Real Estate Journey15:21 Forming and Structuring an Investment Group25:40 Transitioning to Passive Investments32:39 Investor Strategies for High Net Worth Individuals33:52 Challenges with Turnkey Providers36:28 The Changing Real Estate Market40:35 Commercial Real Estate Opportunities45:18 Diversifying Beyond Real Estate50:21 The Importance of Trusts and Life Insurance53:10 Joining a Mastermind Group55:31 Final Thoughts and Contact Information

Coaching Call: Chad Daniel + Mastermind

Check out our past deals, future ones, and join our community: <a href="https://thewealthelevator.com/club/" rel="noopener noreferrer" target="_blank">https://thewealthelevator.com/club/</a> In this episode of 'The Engineering Project Management Podcast', we feature a replay of Lane Kawaoka's guest appearance on another podcast. Lane, a former professional engineer, shares invaluable insights into his transition from engineering and construction management to real estate investing. Learn about key financial strategies, the impact of project management principles on real estate development, and hear updates on current market trends such as CPI inflation and unemployment rates. Discover Lane's journey, investment philosophy, and practical advice for engineers looking to elevate their financial success. Plus, get an overview of Lane's new book, 'The Wealth Elevator', which details the various floors of wealth-building for different financial profiles. 00:00 Introduction and Podcast Replay Announcement00:10 Current Economic Updates: Inflation and Unemployment01:17 Apartment Market Trends and Investment Opportunities02:39 Personal Investment Strategies and Ventures04:58 Guest Introduction: Lane Kawaoka's Journey05:27 From Engineering to Real Estate: Lane's Career Path07:43 The Wealth Elevator: Book Insights and Financial Strategies12:23 Real Estate Investment Tips for Engineers17:51 Project Management in Real Estate Development27:12 Risk Management and Market Downturns31:59 Final Advice and Resources

From Engineering to Real Estate: Lane Kawaoka's Journey

Check out our past deals, future ones, and join our community: <a href="https://thewealthelevator.com/club/" rel="noopener noreferrer" target="_blank">https://thewealthelevator.com/club/</a> In this episode, we discuss key financial reminders including corporate and personal tax return deadlines. We explore the importance of understanding core capital needs as they evolve over time and how this impacts your investment strategies. Discover the concept of end game with a $3-5 million net worth target, and how to balance enjoyment of life with financial planning. We also analyze current market conditions, drawing parallels to past economic downturns, and discuss optimal investment strategies in the current landscape. Tune in for tips on navigating market corrections and achieving your financial goals efficiently. 00:00&nbsp;Introduction and Tax Reminders00:53&nbsp;Current Investment Opportunities01:46&nbsp;Core Capital Concept03:05&nbsp;Financial Needs Over Life Stages06:21&nbsp;Market Trends and Predictions10:13&nbsp;Investment Strategies and Reflections

"Core Capital" + Real Estate Cycles: 2024 Mirroring 2009?

Check out our past deals, future ones, and join our community: <a href="https://thewealthelevator.com/club/" rel="noopener noreferrer" target="_blank">https://thewealthelevator.com/club/</a> A comprehensive presentation given to an investor group, covering nearly 20 crucial factors to consider in investment deals. Learn about the nuances of diversification, the importance of assessing proforma projections, and the implications of cap rates and loan terms. Discover valuable insights from real-life deal scenarios, portfolio management strategies, and the significance of building a network of like-minded investors. Whether you're new to real estate investing or a seasoned investor, this episode provides essential knowledge and resources to help you navigate and succeed in the world of syndications and private placements. Subscribe and visit TheWealthElevator.com/club for more information. 00:00 Introduction to Today's Podcast00:20 Investor Club and Market Insights01:53 Success Story and Market Trends04:32 Understanding Deal Structures05:25 Personal Journey and Real Estate Investing10:24 Types of Deals and Due Diligence16:19 Property Classes and Investment Strategies22:57 Evaluating Deals and Market Conditions27:30 Deal Structures and Legal Considerations29:06 Risk Management and Networking42:27 Final Thoughts and Resources

Guide to Due Diligence on Syndications and Private Placements: 19+ Ways to Spot a Bad Investment

Check out our past deals, future ones, and join our community: <a href="https://thewealthelevator.com/club/" rel="noopener noreferrer" target="_blank">https://thewealthelevator.com/club/</a> In this week's podcast, we are joined by repeat guest Peter Linneman to discuss the flaws in the inflation calculation, specifically focusing on the role of housing and apartment rents in the CPI. We delve into the delayed impact of rental rates on inflation statistics and the broader economic implications, including the effects on the real estate market and investment strategies. Additionally, we cover the challenges people face with health screenings for insurance policies and the importance of timely financial planning. This episode provides an insightful analysis of the post-pandemic economic recovery, highlighting the shortcomings of traditional views on inflation and the Fed's response. 00:00 Introduction and Guest Introduction00:07 Flaws in Inflation Calculation00:43 Current Real Estate Market Trends01:09 Investment Strategies and Market Timing01:59 Infinite Banking and Health Screenings03:52 Guest Reintroduction and Background04:40 Economic Recovery Post-Pandemic09:28 Media Influence and Social Media Impact12:52 Inflation Analysis and Housing Impact22:11 Fed's Role and Economic Tools28:19 Conclusion and Future Expectations

Peter Linneman Part 1: Exposing the Flaw in Inflation Calculation

Check out our past deals, future ones, and join our community: <a href="https://thewealthelevator.com/club/" rel="noopener noreferrer" target="_blank">https://thewealthelevator.com/club/</a> We explore the differences between Self-Directed IRAs and Solo 401ks to help you decide which is better for your investment needs. We delve into the specifics of Qualified Retirement Plans (QRPs), including their tax advantages and suitability for various types of investments such as real estate, venture capital, and cryptocurrencies. We also discuss capital raising, value-add strategies, and the importance of using the right financial tools for different stages of your investment journey. Join our host as he shares insights from a recent angel meeting, the pros and cons of different investment types, and a thought-provoking analogy for new investors. Guest expert Brett Snicky provides valuable tips on qualifying for Solo 401ks, prohibited transactions, and strategic planning for retirement investing. Whether you're a seasoned investor or just getting started, this episode offers essential guidance to optimize your retirement portfolio. 39:34 Exploring Advanced Tax Strategies and Investment Vehicles42:32 The Bucket Theory Reimagined: Financial Planning Over Time

Self Directed IRA or Solo401K?

Check out our past deals, future ones, and join our community: <a href="https://thewealthelevator.com/club/" rel="noopener noreferrer" target="_blank">https://thewealthelevator.com/club/</a> In today's podcast episode, we dive into the foundational concepts of wealth-building as covered in the first floor of the 'Wealth Elevator.' We discuss strategies for accredited investors aiming to enhance their net worth and navigate from smaller rental properties to syndications and private placements. We are joined by mortgage lender Graham Parham, who will share insights on the latest mortgage lending rates, HELOCs, and HELOANs, along with smart tactics for extracting and deploying equity. We also explore an almost accredited investor's portfolio and offer tailored advice for optimizing their financial growth. Learn the importance of alternative investments, tax savings, and strategic financial tools like infinite banking and high-yield savings accounts to expedite your journey to financial freedom. Don't miss out on this comprehensive guide filled with valuable tips and insights to help you build and manage your wealth effectively. 00:00 Introduction to the Wealth Elevator00:18 Understanding the First Floor of Wealth01:01 Coaching Session: Avoiding Common Investment Mistakes01:46 Profile Analysis: Financial Strategies for Mid-30s Investors04:06 Alternative Investments and Tax Strategies05:00 Emergency Savings and Investment Allocation06:06 Maximizing Tax Savings with Alternative Investments06:32 The FIRE Movement and IRA Accounts06:56 Joining the Wealth Elevator Club09:41 Introduction to Mortgage Lending and HELOCs10:57 Understanding HELOCs and HE Loans14:25 Investment Strategies Using HELOCs19:57 Current Market Conditions and HELOC Rates21:07 Final Thoughts and Investor Advice

HELOCs + New "HE Loans" from Primary Residences [Access Your Liquidity]

Check out our past deals, future ones, and join our community: <a href="https://thewealthelevator.com/club/" rel="noopener noreferrer" target="_blank">https://thewealthelevator.com/club/</a> Speaks with Buck Joffrey about recent shifts in the real estate market and the pitfalls many new investors encounter. Lane offers a cautionary tale of 'lazy investing' and emphasizes the importance of vetting operators with significant assets under management. The discussion delves into the rise of the multifamily market, the impact of poor operators, and the need for high-caliber investors. Buck Joffrey shares his journey from a doctor to a successful real estate investor, offering advice on recognizing market bubbles, diversifying investments, and the implications of recent economic trends. Tune in for valuable insights and lessons learned from seasoned investors in the field. 00:00 Introduction and Market Overview00:10 Common Mistakes in Investing00:44 The Rise of Multifamily Millionaire Investors01:35 Evaluating Operators and Syndicators03:45 Current Market Opportunities and Cautions08:04 Interview with Buck Joffrey: Background and Early Investments13:06 Lessons Learned and Future Outlook24:54 Diversification and Alternative Investments31:01 Inflation, Interest Rates, and Market Predictions35:55 Conclusion and Final Thoughts

Doctor to Real Estate Mogul w/ Buck Joffrey: % income to invest?

Check out our past deals, future ones, and join our community: <a href="https://thewealthelevator.com/club/" rel="noopener noreferrer" target="_blank">https://thewealthelevator.com/club/</a> In this podcast episode, we dive deep into the latest quarterly report, reviewing past quarters and predicting the upcoming one. Key topics include rising bankruptcy filings, the state of commercial real estate, and the significant distress in the healthcare sector. We also discuss investment opportunities, Blackstone's recent major acquisitions, cap rates, and interest rate trends. Insights on inflation, economic modulation by the Fed, and future market conditions are highlighted, alongside practical advice for investors navigating today's challenging market landscape. Tune in for comprehensive analysis, valuable resources, and strategic investment recommendations. 00:00 Welcome and Quarterly Report Overview00:22 Economic Trends and Bankruptcy Filings Insights01:21 Real Estate Market Dynamics and Investment Strategies01:42 Navigating Debt Funds and Investment Risks04:35 Quarterly Economic Review and Predictions12:18 Real Estate Investment Opportunities and Strategies29:20 Understanding Market Cycles and Investment Timing42:09 Investment Philosophy and the Path Forward43:16 Personal Reflections and Closing Thoughts

2024 Quarter 2 Preview: Real Estate Market & Economic Analysis

Real Estate Syndications, Accredited Investor Banking, and Tax Strategies for First-Gen Millionaires

Join our community and get access to our free Masterclass - theWealthElevator.com/club Follow 'The Wealth Elevator' as it guides you on a journey toward financial freedom. Witness our transformation from humble beginnings, buying small rental properties, to becoming a general partner with over 2.1 billion in assets. Learn about our three-step system to wealth-building, including stepping into the world of alternative investments, unlocking passive income and mastering the art of infinite banking. Get insights into future-proofing your wealth with our tax strategies and gain access to unparalleled investor opportunities through our investor club.