The Wealth Elevator Podcast: Real Estate, Taxes, Investing

In this episode, we delve into the challenges of transitioning from owning rental properties to investing in syndications, private placements, and private funds. Our host discusses common pitfalls, the importance of due diligence, and introduces the Deal Desk offering – a service designed to help investors vet potential deals and operators. Learn how the Deal Desk can assist you in scrutinizing opportunities, leveraging industry tools, and evaluating property management teams. This informative session is tailored for both seasoned and new investors aiming to make informed investment decisions in the dynamic world of real estate syndications.00:00 Introduction and Field Work00:10 Challenges in Real Estate Investments00:56 Introducing the Deal Desk Offering01:25 Evaluating Deals and Due Diligence01:46 The Importance of Reputation and Network02:35 How We Operate and Our Experience04:11 The Deal Desk Process06:08 Advanced Tools and Techniques08:08 Final Thoughts and Getting Started

📚 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/clubIn this coaching session, Lane advises Jasmine on managing her real estate portfolio and personal finances. Discussion spans topics such as evaluating home equity, handling rental properties, effective strategies for tax efficiency, infinite banking, and the importance of sophisticated investing. Jasmine shares her experiences of owning a variety of rental properties, managing a full-time job, and achieving a balanced lifestyle with her family. Lane provides guidance on deploying capital, addressing tax implications, and staying focused on long-term financial goals.00:00 Introduction to the Coaching Call00:58 Jasmine's Real Estate Journey02:28 Understanding Investor Levels04:30 Financial Snapshot and Savings05:46 Balancing Work and Family07:40 Income and Lifestyle Choices17:15 Deployment Plan and Investment Strategies28:43 The Real Issue with Taxes29:04 Wealth Building: A Game of Inches29:47 Scaling Your Portfolio: Buy More Rentals?31:05 The Reality of Rental Property Management35:11 Investment Strategies and Market Cycles36:42 Navigating Investor Groups and Relationships43:12 Tax Implications and Deployment Plans47:50 Final Thoughts and Action StepsConnect 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.

In this episode, we delve deep into the anticipated trends for 2025 and beyond, focusing on various economic shifts, commercial and residential real estate dynamics, and macroeconomic factors. We explore the impact of Trump's tariffs, inflation, interest rates, and the resulting effects on different asset classes like Class A, B, and C real estate. We also discuss strategies for investors in an ever-evolving market, touching on topics such as loan types, the importance of diversification, and finding value in a fluctuating economy. Join us as we provide insights to help you navigate through these trends and make informed investment decisions.00:00 Introduction to 2025 Trends00:08 Political Theatrics and Tariffs03:26 Impact of Tariffs on Business and Inflation05:15 Market Update and Recent Trends06:44 Commercial vs. Residential Real Estate07:18 Investment Strategies and Market Cycles11:15 New Supply and Market Dynamics19:52 Interest Rates and Economic Predictions27:18 Lessons Learned and Future Outlook32:06 Private Equity and Business Investing55:45 Conclusion and Action Plan

📚 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/clubIn this sentimental episode, the very first podcast episode from 2016, reflecting on his journey over the past nine years. He discusses his transition from investing in small rental properties to larger multifamily deals and syndications, the personal changes in his life, and the evolution of his financial goals. He shares the impactful 'Fisherman's Story' to illustrate the importance of defining one's endgame and balancing achievement with enjoyment. The episode also touches on the ethical considerations in real estate, the concept of passive cash flow, and the importance of leveraging time and money efficiently. Additionally, the host announces upcoming in-person meetups and events, encouraging community interaction and further learning opportunities.00:00 Introduction and Reflection on the First Podcast00:22 Personal and Professional Growth Over Nine Years00:43 Shifting Goals and Community Building03:22 The Fisherman's Story: A Lesson in Simplicity04:30 Defining Your End Game and Financial Freedom06:40 Passive vs. Active Real Estate Investing09:17 The Time Money Experience Triangle11:27 Achieving Financial Freedom and the Crossover Point17:39 Future Plans and Community Engagement18:12 Upcoming Events and Meetups

Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. To get free access go here.In this episode, the host speaks with his mentor Cliff, an experienced investor in the venture capital, tech, and angel investing spaces. They discuss the importance of having multiple mentors and diversifying investments beyond real estate into private equity and venture capital, especially in light of recent high interest rates. Cliff provides an overview of angel investing, shares his journey from stocks to real estate, and highlights the role of venture capital firms in startup funding. Key topics include the various stages of startup funding (pre-seed, seed, series A), the significance of SAFE agreements, and the importance of execution over ideas. The episode also touches on the potential returns and risks involved in angel investing and the value of relationships and networking in the investment community. Listeners can also learn about the host’s evolving investment strategy and get insights into the Hawaii Angels investment group.00:00 Introduction to the Mentor and Venture Capital00:30 Shifting Focus: From Real Estate to Venture Capital00:36 Challenges in Real Estate and Interest Rates01:54 Exploring New Investment Avenues02:32 Introduction to Angel Investing04:12 Defining Angel Investing06:21 The Appeal and Risks of Angel Investing09:44 Stages of Angel Investing: Pre-Seed to Seed11:59 Comparing Real Estate and Angel Investing22:51 Venture Capital Firms and Investment Strategies24:54 The Reality of Venture Capital25:26 Hawaii's Angel Investment Scene26:56 Understanding SAFE Agreements29:00 Valuation and Investment Strategies31:53 The Entrepreneur's Journey38:09 Exits and Returns41:20 Joining Hawaii Angels44:18 Final Thoughts on Investment Diversification

📚 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/clubIn this podcast episode, the host discusses key aspects of retirement planning theory and financial health analysis. Key topics covered include a detailed analysis of the barbell portfolio strategy, the balance between risky and conservative investments, and personal finance management tactics. The episode features guest Marcel, who provides expert insights on creating a financial health analysis, balancing spending, and investment strategies, and ensuring long-term wealth protection. The topic also covers the importance of understanding your financial position, long-term care insurance options, and the impact of spending and lifestyle on financial health. The episode emphasizes the value of periodic financial reviews, understanding one's risk capacity, and leveraging different types of capital to meet lifetime expenses.00:00 Introduction and Announcements00:29 Current Real Estate Market Analysis01:46 Guest Introduction and Financial Planning Concepts03:00 Understanding the Barbell Portfolio04:40 Retirement Planning and Financial Health Analysis06:02 Case Study: Real Client Financial Balance Sheet18:46 Long-Term Care and Insurance Strategies27:39 Exploring Investment Risks and Opportunities29:06 Tax Strategies and Pre-Planning Benefits30:20 Analyzing Different Family Financial Scenarios30:39 Understanding Different Types of Capital31:33 Real Estate and Financial Health Assessments35:21 Behavioral Finance and Spending Habits44:48 Withdrawal Rates and Retirement Planning47:57 Final Thoughts and Encouragement

Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. To get free access go here.Differing symbolic meanings of money in relationships, influenced by Gary Chapman and Dr. John Gottman. The episode also strongly advises new investors against high-risk 'sexy' investments like crypto, citing the value of stable and reliable investments such as rental real estate. Featured topics include the importance of cash flow, the drawbacks of following advice from figures like Elon Musk and Warren Buffett, and tips for leveraging partnerships and scaling in the real estate market. Don't miss the free remote investor e-course for additional insights.00:00 Introduction and Relationship Insights00:35 The Symbolism of Money in Relationships02:23 Valentine's Day Tips and Masterclass Promo02:54 Avoiding Sexy Investments: Focus on Real Estate03:34 The Pitfalls of Following Celebrity Investment Advice04:50 The Value of Real Estate Over Crypto05:15 Strategies of Sophisticated Investors07:15 Real Estate as a Stable Investment07:33 Personal Investment Advice and Conclusion

📚 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/clubIn this episode, ex-financial planner Chris Miles joins us to uncover the hidden fees and costs of working with certified financial planners. We delve into the broader investment world, discussing the current state of real estate, private equity, and the concept of sidecar investments. Chris shares his awakening story, lessons learned from traditional financial advising, and why he transitioned to alternative investments. We also explore topics like the pitfalls of mutual funds, the real rate of return from the S&P, and the importance of diversifying beyond paper assets. Pinpointing how to act now for a financially free future, this episode offers crucial insights for anyone looking to break free from traditional investment pathways.00:00 Introduction to Hidden Fees and Costs00:19 Real Estate Market Trends and Challenges02:27 Understanding Sidecar Investments03:30 The Shift to Private Equity05:49 Introduction to Chris Miles and Financial Planning07:24 Chris Miles' Journey to Financial Independence10:13 Critique of Traditional Financial Advice13:42 The Reality of Mutual Funds and Market Returns17:39 The Flaws in Financial Planning and Investment Strategies29:28 A Millionaire's Journey: Luck and Strategy30:09 The Harsh Reality of Retirement Savings31:34 Alternative Investments: A New Perspective32:10 The Power of Cash Flow35:55 Diversification Beyond Paper Assets37:14 Lessons from a Financial Advisor37:26 The Crypto Craze and Market Timing38:41 Real Estate: Timing and Strategy42:54 The Importance of Diversification50:54 The Value of Community and Mentorship53:46 Taking Action: The Path to Financial Freedom56:28 Final Thoughts and Personal StoriesConnect 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.

📚 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/clubDeduct property improvements over 27 years and the advantages of Passive Activity Losses (PALs). Lane also discusses why he prefers syndications and private placements over crowdfunding websites and REITs, highlighting the importance of cutting out middlemen and working directly with the source to maximize returns. Finally, he stresses the significance of personalized financial planning and building a network of accredited investors.00:00 Introduction to Real Estate Investment Benefits00:28 Understanding Tax Benefits in Real Estate02:32 Maximizing Losses in Syndications and Private Placements04:15 Comparing REITs, Crowdfunding, and Private Placements06:07 The Pitfalls of Crowdfunding Websites07:45 Why I Don't Like REITs09:06 Building Your Network and Direct Investment09:53 Conclusion and Final Thoughts