The Wealth Elevator Podcast: Real Estate, Taxes, Investing

📚 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, we replay the eighth section of the syndication LP course, focusing on investment philosophy, customizing buy boxes, and what to look for in deals. The episode also covers practical tax extension tips, how to break up with your CPA, and navigating taxes smartly with passive losses and depreciation recapture. Additionally, the discussion delves into formulating a personalized investment strategy, understanding risk vs. reward, types of value add, diversifying portfolios, and handling economic fluctuations such as inflation. For accredited investors, we emphasize the importance of building a network of like-minded individuals and negotiating better deal terms. Finally, we discuss the pitfalls of mainstream investment advice and the benefits of joining curated investor groups for better insights and opportunities.00:27 Tax Season Tips and CPA Advice01:20 Breaking Up with Your CPA: A Guide03:33 Investment Philosophy and Syndication Course Overview04:54 Developing Your Investment Strategy17:50 Value Add Strategies in Real Estate21:45 Risk Management and Capital Calls25:25 Networking and Community Building28:07 1031 Exchanges and Diversification33:22 Inflation and Investment Opportunities44:20 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.

📚 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/clubManaging qualified retirement plans (QRPs). The host offers insights on the importance of diversifying assets and taking a cautious approach to market trends. Viewers' questions are addressed on topics such as self-directed IRAs, checkbook IRAs, investing in alternatives, and finding suitable vendors for investment management. The episode emphasizes the importance of aligning investment choices with long-term financial goals, particularly for those approaching or in retirement.01:09 Understanding Qualified Retirement Plans (QRP)01:35 The Bucket Theory Explained03:16 Investing in Alternatives with QRP Funds07:09 Self-Directed IRAs and Checkbook IRAs09:02 Investor Profiles and Minimum Investment Requirements15:43 Navigating the Commercial Real Estate Market17:13 Institutional vs. Retail Investors19:05 Understanding Institutional Investors19:27 The Role of Due Diligence20:23 Crowdfunding and Capital Raising20:48 Accredited vs. Non-Accredited Deals22:40 Investor Behavior and Challenges24:03 Self-Directed IRAs and HSAs27:58 Choosing the Right Vendors31:02 Evaluating General Partners35:40 Current Real Estate Market Trends37:38 Concluding Remarks and Q&AConnect 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/clubIn this episode of Wealth Elevator, we discuss how to navigate the challenging job market and effectively spruce up your resume. Our guest, Madeline Mann, author of 'Reverse the Search,' shares insights on landing career-defining roles, optimizing LinkedIn profiles, the importance of building relationships, and securing career stability. Tune in for practical advice on job searching and enhancing your professional presence.00:00 Introduction to Resume Building00:36 Importance of Networking and Relationships01:09 Investing in Syndications and Private Placements02:00 Avoiding Common Investment Pitfalls03:52 Empowering Yourself Through FOOM05:46 Interview with Author Madeline Mann07:46 Job Search Strategies for Experienced Professionals13:13 Optimizing Your LinkedIn Profile14:26 Effective Job Application Techniques27:48 Building Career Security29:28 Final Thoughts and Call to Action

📚 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 today's podcast, we break down the math behind the four essential ways to make money with rental real estate. Our host shares personal experiences from his early twenties when he transitioned from conventional 401k investments to buying his first rental property in Seattle. Throughout the episode, you'll learn about the importance of cash flow, tax benefits, mortgage paydown by tenants, and appreciation. Additional insights include inflation's impact on investments, hidden bonuses for experienced investors, and strategies for forced appreciation in commercial real estate. Ideal for both novice investors buying their first property and accredited investors interested in syndications, this episode offers a comprehensive guide to achieving financial freedom through rental real estate.00:00 Introduction to Rental Real Estate Profits00:07 Personal Journey and Realization01:21 The Four Ways to Make Money with Rental Real Estate01:53 Breaking Down the Numbers03:32 Cash Flow and Mortgage Pay Down03:55 Tax Benefits and Appreciation04:44 Example Calculation13:00 Inflation and Debt Strategy17:06 Forced Appreciation and Value Creation20:39 Conclusion and Final Thoughts

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

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