The Wealth Elevator Podcast: Real Estate, Taxes, Investing

Lane Kawaoka, PE
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  • 两周一更

🎓 Get free access to our 12-module Masterclass and start your journey today at TheWealthElevator.com/master. The Wealth Elevator is your ultimate guide to financial freedom. From my humble beginnings buying small rental properties in 2009 as an W2 working engineer to becoming a general partner in over $2.1 billion in assets, we reveal the three-step wealth-building system, covering: 🚀 Alternative investments to diversify your portfolio 💰 Tax income strategies for financial independence 🏦 Infinite banking to maximize your wealth Join our community and get access to our free Masterclass - theWealthElevator.com/club Welcome to those who found us through the new book! Welcome to our Ohana! Hosted on Acast. See acast.com/privacy for more information.

  1. 8月26日

    Live Coaching Call 28-year-old net worth under $100,000

    📚 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/club In this episode, we conduct a live coaching call with Sam, a 28-year-old recruiter from LA who is embarking on his journey to financial freedom. This session is particularly valuable for individuals with a net worth under $100,000. During the call, Sam shares his background, how he got into real estate investing, and the strategic decisions he's made to accelerate his investment goals. We also discuss the risks and rewards of strategies like borrowing from retirement funds and investing in turnkey properties. This episode provides practical advice for those looking to improve their financial stability and grow their investment portfolios. 00:00 Introduction and Podcast Overview 01:24 Live Coaching Call Introduction 02:02 Sam's Background and Real Estate Journey 03:27 Financial Strategies and First Property Details 09:02 Personal Financial Sheet Analysis 11:48 Career and Income Growth Discussion 14:57 Side Gigs and Additional Income Ideas 16:17 Risks and Strategies in Real Estate Investing 19:13 Final Thoughts and Advice 25:36 Conclusion and Farewell Connect with me: LinkedIn: https://www.linkedin.com/in/lanekawaoka/ Facebook: https://www.facebook.com/TheWealthElevator Instagram: https://www.instagram.com/TheWealthElevator Lane 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. Hosted on Acast. See acast.com/privacy for more information.

    26 分钟

  2. 8月12日

    Mid-Year 2025 Market Recap: 100% Bonus Depreciation, supply/demand

    ****For an academic understanding of cap rate movements, check out minute 17 from this video here: https://youtu.be/ueCl6Zyl16o 📚 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/club In this semi-annual market report, we review the performance and trends in the commercial real estate market, particularly focusing on the gradual decrease in Cap Rates and its implications on asset prices. Key market changes include the impact of tariffs, progress on tax reforms, and fluctuations in interest rates. The discussion touches on investment opportunities in different asset classes such as private equity, multifamily housing, and newer developments versus distressed assets. It also covers anticipated movements in apartment rents, absorption rates in various markets, and the broader economic impacts of the recent Presidential election and legislative changes. Finally, the video provides insights into current investor interests based on a 2025 survey and emphasizes the importance of strategic investment during periods of market uncertainty. 00:00 Introduction and Market Overview 00:28 Upcoming Events and Opportunities 01:43 Market Recap and Tax Bill Implications 02:32 Understanding Cap Rates and Market Trends 04:25 New Tax Bill Details and Impacts 20:28 Interest Rates and Market Corrections 22:50 Supply and Demand in Real Estate 29:18 Investor Strategies and Market Predictions 33:18 Ultra High Net Worth Investor Insights 35:45 Market Recap Replay and Analysis 50:50 Market Trends and Predictions 52:19 Diversification and Market Cycles 53:12 Impact of Inflation and Interest Rates 57:10 Commercial Real Estate Insights 01:01:23 Supply and Demand Dynamics 01:11:30 Insurance and Natural Disasters 01:15:46 Election Impact on Economy 01:36:31 Investment Strategies and Survey Results Hosted on Acast. See acast.com/privacy for more information.

    1 小时 42 分钟
  3. Bitcoin = Digital Gold? With Pierre Rochard

    7月29日

    Bitcoin = Digital Gold? With Pierre Rochard

    📚 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/club In today's podcast episode, our host is joined by Pierre, an expert in the Bitcoin and cryptocurrency space, to delve into the intricacies of Bitcoin, its technology, and its investment potential. The host begins by expressing a personal viewpoint on Bitcoin, including its decentralized nature, technological aspects, and scarcity compared to traditional currencies like the US Dollar. The conversation then transitions to Pierre's extensive background, discussing his early interest in sound money, precious metals, and his journey into the Bitcoin space from grad school to various roles at significant firms like BitPay, Kraken, and Riot. Pierre elaborates on the technological and financial aspects of Bitcoin, comparing it to traditional hard assets such as real estate and gold. They debate on Bitcoin's potential role during economic instability, its unique features like decentralized custody and audit transparency, and the implications of Bitcoin bonds for institutional investors. The episode wraps up with discussions on inflation, investment strategies, the historical performance of Bitcoin through its halving events, and practical steps for newcomers to get started with Bitcoin. Pierre also provides his perspectives on the future of Bitcoin and its place in a diversified investment portfolio. Engage in this comprehensive discussion to gain insights into Bitcoin's market dynamics, investment strategies, and advanced technological framework. 00:00 Introduction to Today's Podcast 00:04 Personal Views on Bitcoin 01:03 Family Office and Estate Planning 02:17 Diverse Investment Strategies 02:51 Bitcoin and Cryptocurrency Insights 03:37 Interview with Bitcoin Expert Pierre 03:42 Pierre's Background and Bitcoin Journey 07:55 Bitcoin's Technical Aspects and Utility 11:56 Bitcoin as an Investment 17:32 Bitcoin Bonds and Investment Strategies 28:53 Inflation and Bitcoin 34:56 Learning Resources and Final Thoughts 38:22 Host's Closing Remarks Connect with me: LinkedIn: https://www.linkedin.com/in/lanekawaoka/ Facebook: https://www.facebook.com/TheWealthElevator Instagram: https://www.instagram.com/TheWealthElevator Lane 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. Hosted on Acast. See acast.com/privacy for more information.

    44 分钟

  4. 7月15日

    Mastering Due Diligence on Multifamily Syndication Deals - Webinar Replay

    📚 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/club In this episode, we delve into the intricacies of performing due diligence on multifamily real estate deals. The video starts with an introduction to a comprehensive e-course on syndication due diligence, followed by a replay of a webinar covering key aspects like deal assumptions, market trends, and supply impacts. Discussion includes the effects of high interest rates, significant property price drops, and factors affecting decision-making in recent times. The video also touches upon assessing deals through P&L and rent rolls, and provides an example of evaluating a specific 300-unit property. Essential elements such as recognizing rental market softness, new supply impacts, and discrepancies in projected rent growth are also examined. The latter part of the webinar breaks down key concepts like asset classes, loan terms, risk mitigation, and strategies to optimize returns. Practical insights on pro forma analysis, counterparty risk, and networking in the syndication space are shared, rounding out with some advanced investment strategies and financial planning tips. 00:00 Introduction and Course Overview 00:31 Current Market Conditions and Challenges 01:21 Case Study: Analyzing a 300-Unit Property 02:52 Insurance and Debt Structure Considerations 03:57 Engaging with Operators and Personal Updates 04:41 Introduction to Due Diligence Webinar 05:17 Understanding Syndication Deals 07:14 Evaluating Deal Structures and Returns 17:14 Asset Classes and Market Trends 22:31 Due Diligence and Forced Appreciation 24:38 Understanding Other Income in Real Estate 25:39 Private Placement Memorandum (PPM) Essentials 27:01 Navigating Deal Structures and Risks 28:55 Counterparty Risk and Syndication Tips 33:05 Evaluating Reversion Cap Rates 37:18 Importance of Loan Terms in Real Estate 40:57 Core Capital and Legacy Planning 43:56 Maximizing Experiences with Wealth Connect with me: LinkedIn: https://www.linkedin.com/in/lanekawaoka/ Facebook: https://www.facebook.com/TheWealthElevator Instagram: https://www.instagram.com/TheWealthElevator Lane 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. Hosted on Acast. See acast.com/privacy for more information.

    47 分钟

  5. 7月1日

    Is Buying a Home to Live In a Smart Investment Strategy?

    If you’d like a free copy of the book, just email us at team@thewealthelevator.com and tell us how you found us. In today's podcast, we delve into the financial implications of buying a home to live in versus renting and investing. The host introduces the concept of the 'wealth elevator' as described in their book, which categorizes different financial stages and offers tailored advice. They discuss why individuals in high-priced areas or early stages of wealth building might benefit more from renting and investing in rental properties instead of purchasing a home. Practical insights from personal experience are shared, including saving strategies and the impact of leveraging rental income. The discussion also touches on the pros and cons of homeownership, while advising listeners to consider their individual financial situations before making a decision. Listeners are encouraged to join the Wealth Elevator community for personalized advice and strategies for financial independence. 00:00 Introduction to Home Buying Discussion 00:06 The Wealth Elevator Concept 00:51 Personal Experience with Home Buying 01:46 Financial Advice and Wealth Building 02:41 When to Buy a House 04:03 Renting vs. Buying Debate 04:48 Investment Strategies and Returns 09:33 Flexibility and Mobility Considerations 13:56 Disadvantages of Home Ownership 15:44 Conclusion and Final Thoughts Hosted on Acast. See acast.com/privacy for more information.

    17 分钟

  6. 6月6日

    Advanced Tax Strategies for Business Owners | Home Office Deductions, Augusta Rule, and More

    If you’d like a free copy of the book, just email us at team@thewealthelevator.com and tell us how you found us. In this episode, we dive deep into various tax strategies tailored specifically for business owners. We cover essential topics such as home office deductions, the Augusta Rule, paying your kids on payroll, Solo 401(k)s, and advanced strategies like captive insurance. The first half of the podcast is dedicated to potential tax changes currently under review by the Senate. We discuss extensions of the Tax Cuts and Jobs Act, increases in qualified business income deductions, and more. In the second half, we bring on guest Patrick Lonergan to discuss specific strategies for business owners and how to optimize personal taxes linked with business operations. 00:00 Introduction to Today's Podcast 00:18 Overview of Potential Tax Changes 00:41 Extension of Tax Cuts and Jobs Act 01:26 Bonus Depreciation and Section 179 03:13 Qualified Opportunity Zone Program 03:57 State and Local Tax Cap Increase 04:33 Lifetime Estate and Gift Tax Exemption 06:19 Additional Tax Changes and Implications 08:03 Infomercial: Family Office Ohana Mastermind 08:35 FOOM and Real Estate Professional Status 11:33 Tax Strategies for Business Owners 14:00 Home Office Deduction 17:09 The Augusta Rule 21:28 Family on Payroll 24:37 Qualified Business Income Deduction 29:18 Level Two Tax Strategies 37:27 Setting Up Retirement Plans for Solopreneurs 38:46 Navigating IRS Audits and Employee Classifications 39:17 Overview of Level Two Tax Strategies 39:37 Understanding ROBS and Roth Conversions 41:08 Introduction to Level Three Tax Planning 41:22 Captive Insurance: Benefits and Risks 46:38 Investing Through Captive Insurance 55:31 Level Four: Tax Fraud and Evasion 57:30 Common Pitfalls and CPA Involvement 01:05:39 Final Thoughts and Contact Information Hosted on Acast. See acast.com/privacy for more information.

    1 小时 6 分钟

  7. 6月3日

    The Hidden Downsides of Real Estate Syndications

    We explore the downsides of investing passively in real estate syndications and why you might instead consider investing in smaller rental properties on your own. We discuss limited control, investment illiquidity, high minimum investments, and operational challenges. Despite these cons, we also briefly touch upon the advantages of syndications such as diversification and tax benefits. We highlight the importance of due diligence, building trust and relationships within investor networks, and understanding the tax efficiencies offered by syndications through cost segregation. Join us to uncover if passive real estate syndication is right for you and learn about strategies for successful investment. 08:48 Cons of Real Estate Syndications 09:45 Investment Illiquidity and Portfolio Management 10:54 High Minimum Investments 12:12 Crowdfunding Websites: Pros and Cons 13:06 Differences from Rental Property Investments 13:44 Building Trust and Network in Syndications 15:02 Limited Control in Syndications 16:13 Prerequisites for Participation 19:21 Tax Benefits of Syndications 21:26 Conclusion and Additional Resources Hosted on Acast. See acast.com/privacy for more information.

    22 分钟
  8. They Can Sue You… How the Wealthy Protect Assets: Bridge Trusts & Offshore Entities

    5月20日

    They Can Sue You… How the Wealthy Protect Assets: Bridge Trusts & Offshore Entities

    📚 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/club Understanding Asset Protection and Trusts with Brian Bradley | Managing Wealth and Legal Risks In this episode, we dive into the complexities of asset protection and trusts with experienced attorney Brian Bradley. We explore various strategies for shielding your assets from lawsuits and creditors, including offshore trusts, bridge trusts, limited partnerships, and the pitfalls of domestic options. Ideal for high-net-worth individuals or those in high-risk professions, this episode offers valuable insights into legally safeguarding your wealth. Brian also answers audience questions about structuring entities for real estate investments, managing legal risks, and the implications of fraudulent conveyance. Created by Doug Lodmell - The Bridge Trust® combines the protection of a fully offshore asset protection trust with the simplicity of a domestic trust 37:29 Introduction to Asset Protection 37:54 The Cost and Value of Setting Up Trusts 38:22 Understanding Irrevocable Trusts 38:51 The Bridge Trust Explained 39:38 Legal and Practical Considerations 42:40 Fraudulent Conveyance and Legal Risks 50:49 Different Types of Trusts and Their Uses 56:10 Cost and Process of Setting Up a Bridge Trust 57:45 Alternatives to Bridge Trusts 01:01:45 Future of Asset Protection 01:01:50 Challenges in Asset Protection 01:02:10 Specialization in Law Firms 01:02:36 Asset Protection Strategies 01:02:57 Offshore Trusts and Hybrid Options 01:05:46 Domestic Asset Protection Trusts 01:06:54 Insurance Limitations 01:08:18 Real-Life Legal Scenarios 01:09:36 Integrating Existing LLC Structures 01:10:07 Benefits of Limited Partnerships 01:12:09 Breaking the Bridge in Asset Protection 01:14:20 Role of Offshore Trustees 01:21:42 Importance of Pre-Litigation Planning 01:23:37 Final Thoughts and Q&A Connect with me: LinkedIn: https://www.linkedin.com/in/lanekawaoka/ Facebook: https://www.facebook.com/TheWealthElevator Instagram: https://www.instagram.com/TheWealthElevator Lane 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. Hosted on Acast. See acast.com/privacy for more information.

    1 小时 27 分钟
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🎓 Get free access to our 12-module Masterclass and start your journey today at TheWealthElevator.com/master. The Wealth Elevator is your ultimate guide to financial freedom. From my humble beginnings buying small rental properties in 2009 as an W2 working engineer to becoming a general partner in over $2.1 billion in assets, we reveal the three-step wealth-building system, covering: 🚀 Alternative investments to diversify your portfolio 💰 Tax income strategies for financial independence 🏦 Infinite banking to maximize your wealth Join our community and get access to our free Masterclass - theWealthElevator.com/club Welcome to those who found us through the new book! Welcome to our Ohana! Hosted on Acast. See acast.com/privacy for more information.

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