The Wealth Elevator

Check out our future deals, 12 Masterclass video series, and join our community: https://thewealthelevator.com/club/In this podcast episode recorded in 2025, the host and a CPA delve into advanced tax topics, including passive activity losses, cost segregations, and how different types of income are taxed. They also discuss specific tax mitigation strategies such as the real estate professional status, the role of a management company, and the potential benefits and pitfalls of oil and gas investments and land conservation easements. The episode features a live Q&A session where they address a wide range of questions from listeners about handling capital gains, depreciation recapture, Roth conversions, and the complex interplay between passive and ordinary income. The CPA provides practical advice on utilizing tax strategies effectively while ensuring compliance with IRS regulations.

Run a cost segregation here theWealthElevator.com/costsegIn this podcast episode, we dive into the topic of cost segregations, a valuable tool for investors to extract extra passive losses that may potentially be used on personal taxes. We discuss the impact of recent Fed rate cuts, market reactions, and why some investors prefer private equity over stocks. Later, we explore the benefits of cost segregation in real estate, including accelerated depreciation and bonus depreciation, and how they can lead to significant tax savings. Our guest AJ Alliance from DIY Cost Seg explains the fundamentals of cost segregation, who should consider it, and different levels of studies available. We also touch on the strategic implications for different property types and situations, answering common questions and providing practical advice for real estate investors.00:00 Introduction to Cost Segregations00:24 Market Reactions and Investment Strategies01:26 Private Equity Opportunities04:29 Understanding Cost Segregation07:23 Benefits of Cost Segregation09:15 Practical Applications and Case Studies10:35 Advanced Cost Segregation Strategies15:40 Cost Segregation for Different Property Types25:21 Common Questions and Best Practices30:45 Conclusion and Final Thoughts

Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. In today's podcast episode, we dive deep into various ways to source investment capital, perfect for managing passive losses in 2024 and preparing for 2025. Learn about the current state of inflation, interest rates, and their implications for your long-term debt. We'll also explore the dynamics of the real estate market, including cap rates and investment opportunities in different property classes. Discover four significant sources of investment capital and the strategies to optimize your investments. Join us for an enriching discussion and consider participating in our upcoming retreat in Hawaii this January for more hands-on learning and networking. Don't forget to check out the additional resources and masterclasses available for our club members.00:00 Introduction and Podcast Overview00:33 Inflation and Investment Timing02:15 Current Market Trends and Opportunities06:56 Investment Strategies and Capital Sources14:41 Lane Kawaoka's Engineering Journey26:53 Early Financial Strategies and Credit Card Hacks28:41 First Real Estate Investments and Lessons Learned30:32 Transition to Real Estate and Property Management32:55 Balancing Engineering Career and Real Estate33:22 Pursuing Higher Education and Realizations35:35 Mindset Shift and Financial Independence36:57 Leaving Engineering for Full-Time Real Estate43:57 Building a Real Estate Syndication Business52:21 Advice for Aspiring Engineers and Final Thoughts

Join the Hui Deal Pipeline Club and secure a personal one-on-one call with Lane!https://thewealthelevator.com/clubIn this episode, Lane interviews David Lawson, founder of AwakeWarrior.com, to discuss the journey from chasing financial success to finding inner peace and fulfillment. The conversation covers the importance of mental and emotional health, especially for busy professionals and entrepreneurs. David shares his personal experience with burnout and the transformative power of meditation, yoga, and Ayurveda. Practical exercises like morning emotional check-ins and belly breathing are introduced to help listeners manage stress and anxiety while enhancing overall well-being.00:00 Trading Money for Experiences01:06 Introducing David Lawson and His Journey01:28 David's Transformation and Wellness Journey04:00 Understanding and Addressing Trauma05:45 The Importance of Internal Fulfillment08:24 Practical Steps for Emotional Awareness16:37 Breathwork and Daily Practices19:18 Final Thoughts and Contact InformationConnect with me:LinkedIn: https://www.linkedin.com/in/lanekawaoka/Facebook: https://www.facebook.com/TheWealthElevatorInstagram: https://www.instagram.com/TheWealthElevatorLane 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.

Join the Hui Deal Pipeline Club and secure a personal one-on-one call with Lane!https://thewealthelevator.com/clubIn this episode, we diverge from our usual topics of taxes and real estate to focus on a crucial aspect of personal finance: healthcare. Joined by Dr. Vedat, author of 'The Roadmap to Hospital Care,' we delve into patient advocacy, navigating health emergencies, and the importance of preventative care. Learn about the intricacies of the U.S. healthcare system, the role of primary and functional medicine, and how to prepare for unexpected medical costs. Dr. Vedat shares her personal experiences and offers practical advice on how to ensure you receive the best care possible. Whether you're dealing with a health crisis now or planning for the future, this episode provides valuable insights into safeguarding your health and finances.00:00 Introduction to Today's Unique Podcast03:20 Meet Dr. Vedat: A Passionate Advocate for Patient Care04:20 The Importance of Health Over Wealth06:31 Preventative Care and Integrative Medicine08:34 Navigating the Healthcare System10:55 The Role of Functional Medicine16:00 Planning and Preparing for Health Emergencies24:51 The Importance of Patient Advocacy29:44 Conclusion and Final ThoughtsConnect with me:LinkedIn: https://www.linkedin.com/in/lanekawaoka/Facebook: https://www.facebook.com/TheWealthElevatorInstagram: https://www.instagram.com/TheWealthElevatorLane 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.

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/In this week's podcast episode, we'll dive into the quarterly market update for the final quarter of 2024. We'll explore predictions for interest rates, a deep analysis of the prevailing commercial real estate trends, and how the election affected rate cuts. Announcements include upcoming webinars on private equity and a live Q&A session with a CPA. Additionally, save the dates for our Hui 7 retreat in Hawaii and our special holiday master classes. Get detailed insights into how bridges debt is impacting the market, the ongoing effects of high cap rates, and strategic advice for navigating through the volatile economic landscape. Join us at thewealthelevator.com/club to access all events and receive our newsletter for more updates!00:00 Introduction and Announcements01:31 Quarterly Market Update: Interest Rates and Cap Rates01:56 Impact of Interest Rates on Commercial Real Estate07:05 Market Trends and Predictions08:39 Residential vs. Commercial Real Estate14:15 Investment Strategies and Market Cycles21:02 Trends in Apartment Construction and Rent Growth30:17 Insurance Costs and Natural Disasters32:53 Office Vacancies and Work-from-Home Trends34:34 Election Impact on Economic Policies46:17 Conclusion and Future Outlook

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/In this episode, we delve into the implications of the recent election on various investment opportunities, including real estate and digital assets. Our host shares insights on the potential return of bonus depreciation and other tax changes, as well as the advantages of investing in real estate and emerging digital assets. We highlight an upcoming CPA webinar for year-end tax strategies and discuss the intersection of politics with market dynamics. Special guest Kyle Kuderewski from Webstreet joins the conversation, sharing his journey from corporate America to digital asset investments and offering an in-depth look at how to conduct thorough due diligence and identify promising online businesses. Tune in for a comprehensive guide to diversifying your portfolio and expanding your investment horizons.00:00 Introduction and Upcoming Webinars00:57 Election Insights and Market Reactions02:52 Economic Policies and Predictions04:00 Real Estate and Investment Strategies07:28 Retreats and Networking Events08:51 Private Equity and Online Business Investments10:03 Guest Interview: Kyle Kuderewski Journey15:29 Understanding Digital Asset Brokerages23:21 Exploring Abum: A Unique Marketplace23:44 Real Estate Analogies and Marketplaces24:05 Case Study: OnSched Acquisition26:18 Importance of Diversification in Clientele28:57 Vetting and Acquiring Operators34:52 Challenges in Deal Flow and Operator Matching39:45 Final Thoughts and Future Vision

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/In this podcast episode, we interview Bill Snow, seasoned mergers and acquisitions professional and author of 'Mergers and Acquisitions for Dummies'. Discussing the intersection of M&A and private equity, we delve into the intricacies of buying and selling businesses, what it entails for business owners, and the investment strategies surrounding such deals. Additionally, we cover the implications of potential political outcomes on investment strategies, tax changes, and economic conditions. Bill shares his journey into investment banking, insights into navigating the M&A process, and his approach to conservative investment, providing listeners with valuable advice for long-term financial success. Join us for an informative session filled with practical knowledge and investment wisdom.00:00 Introduction to Today's Podcast00:16 Election Day and Investment Strategies02:09 Guest Introduction: Bill Snow04:01 Bill Snow's Career Journey06:40 Understanding Investment Banking12:12 Finding and Acquiring Businesses16:07 Structuring Deals and Seller Considerations25:28 Investment Strategies and Personal Insights31:41 Conclusion and Contact Information