Share
The Wealth Elevator Podcast: Real Estate, Taxes, Investing
SPC078 - Interview with Sarah May
Former aerospace engineer who became passionate about real estate investing, built up a rental portfolio, and has now moved into syndicating larger multifamily deals. She works with a great group of investors helping people move their money out of the stock market and into physical assets - real estate.
She lives in Colorado with her husband Alex, their 2-year old son Landon and enjoy the outdoors and activities like skiing, tennis, and biking.
Some dialogue from the show:
1) How much simple passive Cashflow are you making today and how are you doing it?:
My husband and I are making about $6-7k/month in passive cash flow from our 10 properties (22 units).
2) What is your Han Solo moment? Describe the resistance that was the catalyst for change:
For me, the main factor was knowing I didn’t want to stay in my then-current career path for the rest of my life. I had already been a student of real estate for several years, but finally I knew that if I didn’t want to be tied to an unfulfilling job for the rest of my life. I had to take action and starting building passive cash flow to support my lifestyle. For me the combination of desire + education = action.
3)Did you "burn the boats" or did you let it happen naturally? - was there an internal (you decided to make a change on own – what was thought process?) or external trigger (ie got fired from your job)?:
One thing that I’m incredibly grateful for is having a like-minded husband who I can brainstorm with. We both knew we wanted to build income from real estate, but we weren’t sure how we wanted to do it at first. Things happened fairly naturally, but it was a bit of a journey getting to where we are now. Our first “investment” as a married couple was a house we decided to fix up and sell. That was a major learning experience, and the biggest thing we learned was that we didn’t want to be house flippers! After putting tons of sweat equity in the deal (even though we had a general contractor), we made less than $10k of profit on the deal. If we had kept it as a rental for just an extra year, we would have made $40k more from appreciation. Today, 5 years later, that house is worth nearly double what we sold if for after fixing it up. After that experience, we saw buy and hold real estate as the tried and true method of building wealth relatively passively, so we set the goal to buy 2 properties (2-4 units) per year and for the most part have stuck to that plan, and it’s worked out well.
4) Worst life/business moment what did you do after? Lesson learned?:
I’ll have to go back my previous example with the house flip. The main lessons I learned were not to use the same contractor as your house-flipping realtor since it creates a major conflict of interest, and also that you can make more income in a less stressful way by owning cash-flowing rental properties. I also learned that strong contracts can make all the difference in a sticky situation.
5) Current 2-week experiment and 6-month project? (90-180 day goal):
A mark of a high performer is to put your ego aside and accept the help of others and mastermind maybe folks can help you by you asking. My current 2-week experiment is to get my son to eat his vegetables! Just kidding, in reality my next big 2 week goal is closing on our 100 unit apartment syndication. My 6-month project is get the repositioning of the apartment community well under way and get into a good business rhythm. We’re going to do a major remodelling project on the unit interiors and improve the property overall by adding covered parking, backyards, and a spruced-up office. Maybe in 6 months we’ll even have another property under contract by then!
6) What is your simple passive Cashflow number? Now imagine you had 2x that amount... Describe your ideal day, detailed routine, and what projects you are working on:
My current simple passive cashflow number is $6-7k/month. My goal is $12k/month. Twice that amount would open up new opportunities. My ideal day would involve some sort of time outside, exercise, a good cup of coffee, involvement with friends and community, self-development like reading books, and plenty of time with my husband and son. We’d go on quarterly vacations and also monthly mini-vacations hiking and camping near our home. I also would probably keep working on real estate!
7) Something that you have recently done or thought about “burning your cash” on for time savings or an improvement in quality of life:
Right now I’ve been focused on using my cash to buy great real estate investments. If I had to splurge on something, it probably would be a new car. My 2004 Saturn is starting to show age! Typically though, I’ve mostly spent my extra cash on things like vacations where the memories will last far longer than some new gadget.
8) Something that you changed your mind on?
Our ego often gets in the way of greatness. One lesson I’ve learned over the years is that sometimes, it’s okay not to have the nicest property on the block. Especially when it comes to rental property. There are plenty of people out there who need a safe, clean, functional place to live. We also have Section 8 tenants at some of our properties, and while I was very apprehensive about it at first, there are definite advantages. Also, these types of properties typically provide much better cash flow than the newer “Class A” buildings out there.
9) Tony Robbins identifies two large concepts that we are continually struggling to gain perfection at: #1-Art of Fulfillment and #2-Science of Achievement. If you died tomorrow and I were to email this to your kids a couple decades later… this is what they would hear:
a) What is your secret/hack for the "Science of Achievement?" Any secret habits to share? Morning or Nighttime ritual?:
I think the “Science of Achievement” for me can be summed up in one word - Perseverance. For me, I think I’ve been successful because I refuse to give up. Whether it was a tough homework assignment, a seemingly impossible-to-meet deadline, or navigating my first real estate deal, I found that if I kept at it long enough, the impossible became possible.
b) What is your secret/hack for the "Art of Fulfillment?" How you do contribute back?:
For me, the most fulfilling parts of the day is the time I spend with my husband and our 2-year-old son. I’m fulfilled by having a multi-dimensional life where I love working on my business and real estate, I love exploring the Colorado outdoors, and I love spending lots of time with my family.
10) Anything we missed and contact info if you would like anyone to get a hold of you. URL?
You can reach me at www.regencyinvestmentgroup.com through the Contact form, or just email me at sarah@regencyinvestmentgroup.com.
Check out my Free Resources Below:
1) If you are an accredited investor and afraid of the impending market correction?Get out the stock market and into the Simple Passive Cashflow Hedge Fund!
More info: www.SimplePassiveCashflow.com/fund
2) Join a Social Club:
3) Subscribe to my podcast: Google Android Phones | Apple iPhone | Youtube
4) Once you have gone through the majority of podcasts feel free to sign up for a chat:
5) Make sure you sign up for my Hui Deal Pipeline Club to get sent the deals I come across.
6) I am partnered with a start-up Virtual Assistant firm out in the Philippines. Shoot me an email Lane@simplepassivecashflow.com if you want to try them out.
More info: https://drive.google.com/open?id=0B4gFjCt6Knc1U3YwYjdZRnYzN1k
7) Please leave a review for the podcast!
8) Coaching Program to get you to your first rental in 90 days!
9) And finally... if you are just getting started Sign-up for Free access to the 10 Module Course:
More episodes
View all episodes
525. The Sandwich Generation: aging parents and raising kids
11:48||Ep. 525📚 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/clubThe challenges of the “sandwich generation,” especially people 50+ balancing the financial and emotional demands of raising children while also managing aging parents’ care and sometimes their finances. It describes how caregiving responsibility often falls by default to the nearby, “responsible” sibling (“Cheryl”), and how unclear family roles and poor estate planning—like avoiding trusts or leaving illiquid assets—can create resentment and conflict. The pressure often forces people into a defensive, wealth-preservation mindset, delaying investing and diverting cash flow to education and parent-related needs. Many clients (often 55–65) only pursue alternative, direct investments after parents pass away, freeing bandwidth and capital and reducing fear of making mistakes. The episode emphasizes that this struggle is common and highlights the value of community and relationships among like-minded investors.00:00 Sandwich Generation Intro01:21 Meet the Caregiver Cheryl02:30 Estate Planning Pitfalls04:09 Money Choices Under Pressure05:40 Wealth Building to Preservation06:19 Post Sandwich Investing07:25 Fear of Taking Risks09:04 Testing Alternatives Slowly10:01 You Are Not Alone11:08 Community and RelationshipsConnect 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.
524. Infinite Banking: 10/90 vs 50/50 Whole Life Policy, Cash Value, MEC Limits & Break-Even
42:15||Ep. 524📚 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/clubLane and Tyler discuss infinite banking using specially designed whole life insurance policies that minimize commissions and maximize paid-up additions to function like a liquid “pseudo bank account.” Using a $50,000 annual target premium over 10 years, they explain the 10/90 design (about 10% base premium, 90% cash value) versus a 50/50 design, covering funding duration, “bucket size,” annual minimums and maximums, rollover contribution room, and the IRS MEC (Modified Endowment Contract) limits. They compare early liquidity and break-even points—about years 3–4 for 10/90 versus around year 7 for 50/50—and note agent commissions can be about five times higher on the heavier base-premium design. They also cover carrier selection, illustration realism, use cases (investors, business inventory financing, college planning, wealth storage), policy loans, and options for large windfalls including splitting funding or paying premiums in advance.00:00 Break Even Hook00:29 Infinite Banking Basics01:31 Designing a 10 90 Policy04:39 Minimums Maximums and MEC09:02 Choosing Carriers Wisely10:03 Year One Cost and Break Even14:44 10 90 vs 50 50 Comparison19:04 Use Cases and Strategy Fit22:10 High Net Worth Use Cases23:07 Parents Funding Kids Policies23:58 Early Access And Loan Cycling24:49 Comparing Container Size26:10 One Policy Or Stack26:36 Agent Incentives And Fees30:00 Buy Borrow Die Explained31:27 Policy Loans Versus HELOC33:50 Breakeven And Flexibility35:10 Windfall Funding Strategies37:02 Qualifying And Insurability38:41 Paid In Advance Premiums40:53 Start Early And Use Spouses41:47 Wrap Up And Next 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.
523. Growth Focus Finder Panel: Family Office Deal Flow, AI Underwriting & Real Estate Structures
07:01||Ep. 523📚 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/clubThis panel introduces investors discussing how family offices and operators are allocating and scaling amid higher interest rates. Lane Kawaoka, a Hawaii-based former engineer, shares his path from buying 11 rentals by 2015 to operating over $2B in apartment acquisitions, and explains why rising holding costs, insurance, and taxes have pushed him to also act as a multifamily office seeking opportunities beyond real estate. The conversation highlights a contrarian, P&L-driven approach, emphasizing grassroots relationship-based deal flow with long-term partners (brokers, contractors, vendors) and special real estate structures where developers need short-term capital to finish projects. The panel also covers using AI and quantitative checklists to quickly screen deals and reduce underwriting workload, plus a “$30k rule” of paying trusted third-party consultants to validate financials when investing outside core expertise.00:00 Panel Kickoff00:27 Lane Kawaoka Intro01:33 Contrarian Investing Approach03:11 Creative Deal Structures04:20 AI Underwriting Workflow05:29 Million Dollar Insight06:49 Audience Q&A WrapConnect 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.
522. Self-Directed IRA vs Solo 401(k): Checkbook Control, Prohibited Transactions, and UBIT/UDFI Explained
01:29:05||Ep. 522📚 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/clubSelf-Directed IRA vs Solo 401(k): Checkbook Control, Prohibited Transactions, and UBIT/UDFI ExplainedLane and John Park discuss how investors can use qualified retirement plan funds to invest in non-traditional assets like real estate and private equity through true self-directed structures, contrasting them with “self-directed” brokerage accounts that still limit investments. They compare self-directed IRAs (which require an IRS-approved custodian) with Solo 401(k)s (which allow the account holder to be the trustee), explaining checkbook control via IRA LLCs or IRA trusts, including why trusts can reduce recurring LLC fees in states like California. The conversation covers Solo 401(k) eligibility (legitimate self-employment with no employees other than a spouse), higher contribution limits, Roth options, participant loans, and the exemption from UDFI. They also review prohibited investments (life insurance and collectibles), disqualified persons rules, UBIT/UDFI tax concepts, deal-funding timelines, and investor Q&A including a real-world UBIT surprise from new-build profits.00:00 Intro to Self Direction01:00 Solo 401k Eligibility02:33 Why Big Brokers Fail06:38 Checkbook Control Basics09:13 IRA Trust Option11:03 Solo 401k Advantages13:13 SDIRA Setup and Funding13:54 Custodian vs Control20:46 Prohibited Assets Rules23:04 Disqualified Individuals25:28 UBIT and UDFI Taxes28:25 UDFI Real Estate Example31:26 Solo 401k Tax Exemption33:47 Solo 401k Setup Details36:18 Solo 401k Loan Feature37:00 Plan Rules vs IRS38:46 Contribution Limits Explained42:13 Loan Terms and Repayment43:28 Roth and Backdoor Strategies46:43 Paying Kids and Audits47:58 Punting Taxes with QRP51:02 Setup Timeline and Funding54:18 Checkbook Control Custodians58:25 When QRP Investing Makes Sense01:04:37 Retirement Tax Trap Parents01:06:26 Parents Money Risk Choices01:07:24 How Much to Retire01:08:54 Stop Overfunding 401k01:10:32 Back Into 4 Percent Rule01:13:47 Financial Independence Mindset01:14:53 Three Bucket Strategy01:16:51 Kids Inheritance Limits01:19:28 UBIT Surprise in Solo 401k01:21:29 Blocker Corps and AI Learning01:24:10 Finding the Right Tax Pro01:28:17 Trivia and Wrap UpConnect 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.521. 2026 Mortgage Rate Update: What’s Happening with Rates, Treasuries, DSCR Loans, and Investor Lending (with Jen Hernandez)
32:27||Ep. 521📚 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/clubThe host interviews mortgage expert Jen Hernandez to get an update on the residential mortgage landscape after 2020, focusing on one-to-four unit properties and what single-family investors and homeowners are seeing in 2026. Jen explains that rates nearly doubled quickly in 2022 and have hovered in the low 6% range for about six months, with forecasts from major institutions (Fannie/Freddie and large banks) calling for mostly flat movement and possibly high-5% rates, but no major drops expected. She notes that historically very low rates have coincided with government “rescue” periods, and suggests watching the 7- and 10-year treasuries because mortgage pricing tracks those longer-term bond instruments more closely than the Fed’s overnight rate. They discuss the common misconception that Fed cuts immediately lower mortgage rates, and Jen explains how bond-market behavior, investor risk appetite, and the inverse relationship between stocks and bonds can move mortgage rates differently from the Fed funds rate.Jen gives practical guidance on whether to buy now versus wait, emphasizing that the answer depends on local market conditions; in Houston/Texas she’s seeing some price suppression, more seller negotiation, and opportunities for closing-cost credits or rate buydowns. She argues that a 6% rate is not bad historically and that buyers can refinance later, while purchasing during softer pricing may allow for future appreciation. The conversation then shifts to investor lending options, including DSCR (debt service coverage ratio) loans that rely on market rent rather than full income documentation, can allow financing in an LLC, and may offer rates that are sometimes better than conventional—though typically with a 2–3 year prepayment penalty and baked-in points (around 1.5%). Jen outlines DSCR qualification constraints, especially the need for market rent to cover PITI(A), which can push required down payments from 20% to 25% in high tax/insurance areas like Texas.They cover appraisal and rent trend observations in Houston (generally stable, with some appraisals coming in at or above price), discuss when investor “experience” matters (primarily when using rental income from tax returns to offset debt), and explain the lending ecosystem: big banks/servicers, direct lenders who underwrite and fund in-house, and brokers who connect borrowers to lenders but don’t control underwriting or timelines. Jen details reserve requirements for investment loans (typically 3–6 months of PITI(A), often across all mortgaged properties), warns that consumer credit scores from apps may differ from mortgage FICO models, and recommends getting prequalified months in advance to optimize credit and terms. Finally, they touch on high-net-worth purchase behavior in Houston (cash purchases, leveraging investment lines, recasts, ARM usage), personal views on leverage, and how to contact Jen via loanwithjen.com, noting she can lend in 42 states and can refer trusted contacts elsewhere.00:00 Mortgage Market Snapshot00:49 Rates After 202002:22 Tracking Rates Like Pros04:12 Fed vs Treasury Explained08:22 Buy Now or Wait12:19 DSCR Loans and Down Payments16:50 Appraisals and Rent Data19:15 Direct Lenders vs Brokers23:31 Reserves and Credit Prep27:38 How Wealthy Buyers Finance30:44 Wrap Up and Contact Info520. Tax-Free Gains: QSBS for Startup Investments
37:14||Ep. 520📚 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, we dive deep into the strategy of investing tax-free into startups and operating businesses using Qualified Small Business Stock (QSBS). Joined by CPA Thomas Jones from Sweeney Conrad, we explore the intricacies behind QSBS, part of tax section 1202, that offers potential tax-free gains up to $15 million on eligible stock held for a minimum period. We discuss the eligibility criteria, the types of businesses that can benefit, different investor scenarios, and potential pitfalls to watch out for. Learn how to effectively leverage QSBS for significant tax savings and make informed investment decisions, whether you're an angel investor or a business owner.00:00 Introduction to Tax-Free Investing in Startups00:28 Meet the Expert: CPA Thomas Jones01:04 Understanding QSBS: Qualified Small Business Stock03:15 Industries and Use Cases for QSBS06:34 Asset vs. Stock Sales: Key Differences12:09 Investor Considerations and Tax Benefits25:00 Advanced Strategies and Pitfalls35:24 Conclusion 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.519. Multifamily Market Trends & Predictions for 2026 | Podcast Update
11:54||Ep. 519📚 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/clubJoin us in today's podcast as we provide a comprehensive update on the multifamily real estate market. We'll cover the market's recent history and predict where it's headed, focusing on key changes in prices, demand, rental growth, and supply. We'll also discuss the importance of long-term fundamentals and interest rate expectations. If you're interested in gaining more insights, attending private events, or participating in live webinars, visit wwealthelevator.com/club. Don't miss our live webinar on February 18th, 2026, for goal-setting strategies. Additionally, mark your calendars for our in-person event in Denver, Colorado, in March 2026.00:00 Introduction and Podcast Overview00:10 Upcoming Events and Webinars01:18 Multifamily Market Update01:52 Key Takeaways on Prices and Demand03:11 Rent Growth and Market Dynamics05:00 Supply Pipeline and Construction Challenges06:34 Long-term Fundamentals and Interest Rates09:24 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.
518. Tax Savings for 2026 with Tony Hong, CPA
44:25||Ep. 518📚 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/clubJoin Tony Hong, a licensed CPA with over a decade of experience, as he walks you through essential tax planning strategies in this comprehensive masterclass. Discover the importance of having a tax strategy versus just filing taxes, and learn how to save money and stay compliant. Tony delves into common tax misconceptions, the pitfalls of using TurboTax for complex tax situations, and the levels of tax management from basic to advanced. Learn about various tax-saving opportunities, including the benefits and drawbacks of different business structures, investment tax credits, income shifting, and the importance of real estate professional status. Tony also discusses practical scenarios, such as the real-world struggles of W2 employees to optimize their taxes and how certain tax strategies can significantly reduce your tax liability. This session is packed with valuable insights to help you create an effective tax strategy for the new year. Don’t miss out on tips that could save you thousands of dollars annually.00:00 Introduction and Welcome00:26 Meet Your CPA: Tony Hong00:58 The Importance of Tax Planning01:24 TurboTax vs. Professional CPA03:12 Tax Strategies for Real Estate Investors08:04 Advanced Tax Planning Techniques09:42 Entity Structures: LLCs, S Corps, and C Corps14:10 Tax Benefits for Passive Investors19:16 Income Shifting and Investment Tax Credits21:22 Introduction to Capital Gains and Depreciation Recapture21:36 Unlocking Passive Losses from Syndication Deals23:37 Grouping Elections and Their Implications26:51 Charity and Tax Deductions29:38 Real Estate Professional Status and Tax Strategies33:51 Investment Tax Credits and Passive Investing43:24 Final Thoughts and Tax Planning AdviceConnect 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.
517. Buffett’s 2-Step Formula REVEALED (And the New 4-Step Strategy to Beat the Market)
40:40||Ep. 517📚 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, we delve into the world of investing in individual stocks with expert Daniel Jiwani, author of 'Pick Stocks That Go Up' and 'Buffet's Two-Step Stock Market Strategy.' Daniel shares his journey from his first investment at 16 to becoming an accomplished investor by studying Warren Buffett's methodologies. We discuss the key aspects of successful investing, including identifying wonderful companies, buying at a wonderful price using discounted cash flow, maximizing upside by choosing growth industries, and essential risk management strategies. Whether you're interested in stocks, real estate, or other financial assets, this discussion offers valuable insights to enhance your investment strategy and make more informed financial decisions.00:00 Introduction to Stock Investing00:15 Guest Expert: Daniel Jiwani01:13 The Importance of Discounted Cash Flow02:14 Stock Market Realities04:49 Avoiding Investment Losers13:57 The Four-Step Investment Strategy20:49 The WorldCom Scandal: Earnings vs. Cash Flow21:44 Netflix's Accounting Practices22:32 Warren Buffet's Investment Philosophy23:01 Maximizing Upside Potential23:11 The Coca-Cola Case Study25:14 Angel Investors and Upside Potential26:26 Managing Investment Risk31:14 Economic Profits and Industry Attractiveness32:54 The Flipping Mindset vs. Cash Flow Mindset36:27 Investment Strategies and Portfolio Management38:33 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.