The Wealth Elevator

Check out our future deals, 12 Masterclass video series, and join our community: https://thewealthelevator.com/club/In this comprehensive episode, we delve into the intricacies of how different generations, from Baby Boomers to Gen Z, intersect and interact in the workplace. Hosted by a senior millennial, this presentation brings on seasoned business advisor and Vistage Chair, Tomas Tomasevic, who offers an in-depth analysis of generational dynamics, workplace expectations, and future economic trends. The discussion covers the challenges and opportunities in managing a multi-generational workforce, the impact of technology, the importance of psychometrics, and how economic conditions shape generational behaviors. Filled with valuable insights for managers, leaders, and entrepreneurs, this episode also examines the evolving definition of success and practical strategies for integrating younger generations into the workforce. Tune in to gain a holistic understanding of these critical trends that will shape the next decade of business.00:00 Introduction and Overview01:39 Guest Introduction: Thomas Tomasevic06:11 Understanding Generations10:13 Generational Characteristics and Impacts14:52 Generational Knowledge and Skill Transfer21:30 Economic Cycles and Generational Beliefs35:08 Generational Gaps in the Workforce44:28 Re-engaging Baby Boomers in the Workforce45:15 Generation X: The Current Leaders45:50 Millennials and the Workforce Gap47:07 The Future of College Education50:59 AI's Impact on the Job Market56:53 Generational Differences in the Workplace01:04:00 Generation Z and the Workforce01:15:33 Global Demographic Trends01:25:45 The Importance of Hard Work and Specialized Skills01:26:35 Challenges in Bridging Knowledge Gaps01:26:49 Young Entrepreneurs Academy: A Case Study01:28:35 The Struggles of Generation Z01:35:16 The Impact of COVID on Different Generations01:53:12 Millennials and Leadership Challenges01:56:05 Economic Future and Workforce Challenges02:06:42 Closing Thoughts and Contact Information

Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. However, a critical piece of this journey lies in building social relationships and deal flow—something you’ll find within our inner circle mastermind, FOOM. Don’t miss out—apply today! http://thewealthelevator.com/master In this episode, we dive deep into the sixth section of our syndication e-course, focusing on essential legal documents like the Private Placement Memorandum (PPM). Topics include the importance of these documents, key terms, risk mitigation, and fiduciary responsibilities. Additionally, we touch on recent CEO optimism from the Vistage report and the current market dynamics driven by interest rates and inflation. Whether you're new to the world of syndications or a seasoned investor, this episode offers valuable insights and best practices.00:00 Introduction to the Syndication E-Course00:26 Upcoming HUI 7 Retreat in Hawaii01:05 Accessing the Wealth Elevator Group01:32 Insights from the Vistage Report02:54 Overview of Syndication Documents03:48 Importance of Legal Documents in Syndication06:10 Understanding the Private Placement Memorandum (PPM)08:49 Fee Structures and Deal Splits10:44 Role and Responsibilities of Passive Investors24:36 Conflicts of Interest in Syndication Deals34:07 Market Challenges and Diversification34:42 Understanding PPM and Legal Advice36:18 Investor Concerns and Signing Documents37:50 Holding Companies and Trusts45:19 Market Trends and Investment Strategies49:19 Diversification and Dollar Cost Averaging57:26 Advanced Investment Strategies01:07:59 Conclusion and Final Thoughts

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

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/In today's podcast, we discuss the concept and importance of family offices with Scott, author of 'Building a Sustainable Family Office.' As the world evolves, so do wealth management strategies. We delve into the advancements in technology like unmanned taxis, self-driving trucks, AI, and their implications on wealth. We also explore the notion of building family wealth, methods to hire professional help like CPAs and fractional CFOs, and the importance of a flexible, well-structured family office. Scott shares insights from his personal journey and experiences, providing valuable advice on sustaining wealth across generations. Tune in to learn about effective wealth succession planning, the role of AI in today’s investment landscape, and the significance of tailored financial strategies.00:00 Introduction to Family Offices00:14 The Future of Technology and Innovation01:37 Protecting Family Wealth02:09 Outsourcing Financial Tasks02:58 Year-End Tax Strategies04:59 Podcast Introduction and Guest Speaker07:26 Understanding Family Offices10:41 Building a Sustainable Family Office30:00 Wealth Succession Planning36:52 Final Thoughts and Recommendations

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.

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