The Wealth Elevator Masterclass Channel

Lane Kawaoka

Welcome to The Wealth Elevator Masterclass: Real Estate Syndications, Advanced Tax Strategy, Infinite Banking. In today’s session, we dive deep into the strategies that help high-net-worth professionals and business owners—those above the $4M threshold—expand and protect their wealth with precision. These episodes covers advanced topics including passive real estate investing through syndications, how to unlock hidden cash flow using infinite banking, and tax-efficient structures the ultra-wealthy use but rarely talk about. It’s designed for those who want more than just diversification—they want control, leverage, and lasting impact. This is the audio version of one of our most popular webinars. For the full visual experience with slides, charts, and bonus breakdowns, head to theWealthElevator.com/video Hosted on Acast. See acast.com/privacy for more information.

  1. ВЫПУСК 1

    The Wealth Elevator Masterclass: Part 1 - From Paycheck to Financially Free with Lane Kawaoka

    This is the audio version of one of our most popular webinars. For the full visual experience with slides, charts, and bonus breakdowns, head to theWealthElevator.com/video Lane Kawaoka shares his inspiring journey from living paycheck to paycheck to becoming a successful real estate investor and wealth builder. Lane discusses the importance of saving, compound interest, and paying less in taxes, alongside his transition from various engineering roles to full-time real estate syndicator. He reveals strategies for prudent wealth building, including investing in alternative assets, utilizing tax benefits, and the significance of building a network of passive investors. Lane also introduces his Wealth Elevator concept and emphasizes the value of education, community, and intergenerational wealth building. 00:00 Introduction and Personal Motivation 00:42 Welcome to the Masterclass 02:07 Lane Kawaoka's Background and Professional Journey 05:20 First Steps in Real Estate Investing 08:52 Transition to Full-Time Real Estate 12:15 The Genesis of Wealth Building 26:57 Challenges and Lessons in Property Management 30:08 The Wealth Elevator Concept 32:58 Rethinking Traditional Investments 37:51 The Hidden Costs of Institutional Investments 38:35 The Hedonic Treadmill and Financial Growth 39:25 Work Expectations and Motivation 40:30 The Journey to Financial Independence 43:08 Building Generational Wealth 44:27 The Trifecta Strategy for Wealth Building 47:59 The Importance of Community and Networking 56:38 Creating a Financial Plan and Deployment Strategy 01:03:43 Core Capital and Legacy Planning 01:06:46 Maximizing Experiences Over Time To get the full visual experience with slides, charts, fun animated gifs head to theWealthElevator.com/video. The preceding is not tax, legal, or investment advice, nor an offer to sell securities or investment products. Always make informed decisions with professional guidance. Hosted on Acast. See acast.com/privacy for more information.

    1 ч. 10 мин.
  2. ВЫПУСК 1

    The Journey to Simple Passive Cashflow Audiobook - Introduction

    All too often hard working people with good jobs are struggling to get by. These are the same people who are forced to take stressful promotions at work and spend a couple hours commuting each day. They come home to the house they think they own, but they are really just a slave to the mortgage company. These “good citizens” are victims of an engineered system to keep them investing in 401Ks, mutual funds, and stocks. This financial system is setup where the insiders are stealing the majority of your returns (and you take all the risk). The truth is the wealth who are investing in alternative assets and operating off a different financial framework and not using these traditional options from a financial planner, commission-based broker, or the retail 401k/mutual fund/stock route. Lane Kawaoka has been investing in real estate for over a decade and now controls 7,500+ units (1$ Billion plus in assets). Lane is responsible for finding, analyzing, and marketing real estate investment opportunities. It's likely not the journey you’d expect, and it's also more simple than you’d expect. Welcome to the Journey to Simple Passive Cashflow! To get the full visual experience with slides, charts, fun animated gifs head to theWealthElevator.com/video. The preceding is not tax, legal, or investment advice, nor an offer to sell securities or investment products. Always make informed decisions with professional guidance. Hosted on Acast. See acast.com/privacy for more information.

    7 мин.
  3. ВЫПУСК 2

    The Wealth Elevator Masterclass: Part 2 - Why Cashflowing Real Estate

    This is the audio version of one of our most popular webinars. For the full visual experience with slides, charts, and bonus breakdowns, head to theWealthElevator.com/video We delve into the four key ways to make money through cash-flowing real estate: equity buildup, tax benefits, property depreciation, and cash flow from rental income. By leveraging real estate, you can build wealth efficiently, take advantage of significant tax benefits, and maximize returns through strategic investments. We also discuss the importance of thinking differently about traditional financial advice and considering alternative investments for higher returns and long-term wealth growth. Whether you're a beginner or experienced investor, this module provides valuable insights to guide your investment strategy. 00:00 Introduction to Cash Flowing Real Estate 00:02 Four Ways to Make Money in Real Estate 01:26 Equity Buildup Explained 02:11 Tax Benefits of Real Estate 03:41 Common Financial Misconceptions 05:41 Personal Experiences and Strategies 06:47 Cash Flow vs. Equity Growth 09:22 Alternative Investments vs. Traditional Investments 14:21 Conclusion and Final Thoughts 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. To get the full visual experience with slides, charts, fun animated gifs head to theWealthElevator.com/video. The preceding is not tax, legal, or investment advice, nor an offer to sell securities or investment products. Always make informed decisions with professional guidance. Hosted on Acast. See acast.com/privacy for more information.

    15 мин.
  4. ВЫПУСК 2

    The Journey to Simple Passive Cashflow Audiobook - Engineer to Investor

    All too often hard working people with good jobs are struggling to get by. These are the same people who are forced to take stressful promotions at work and spend a couple hours commuting each day. They come home to the house they think they own, but they are really just a slave to the mortgage company. These “good citizens” are victims of an engineered system to keep them investing in 401Ks, mutual funds, and stocks. This financial system is setup where the insiders are stealing the majority of your returns (and you take all the risk). The truth is the wealth who are investing in alternative assets and operating off a different financial framework and not using these traditional options from a financial planner, commission-based broker, or the retail 401k/mutual fund/stock route. Lane Kawaoka has been investing in real estate for over a decade and now controls 7,500+ units (1$ Billion plus in assets). Lane is responsible for finding, analyzing, and marketing real estate investment opportunities. It's likely not the journey you’d expect, and it's also more simple than you’d expect. Welcome to the Journey to Simple Passive Cashflow! To get the full visual experience with slides, charts, fun animated gifs head to theWealthElevator.com/video. The preceding is not tax, legal, or investment advice, nor an offer to sell securities or investment products. Always make informed decisions with professional guidance. Hosted on Acast. See acast.com/privacy for more information.

    31 мин.
  5. ВЫПУСК 3

    The Wealth Elevator Masterclass: Part 3 - REI Fundamentals + Why Apartments

    This is the audio version of one of our most popular webinars. For the full visual experience with slides, charts, and bonus breakdowns, head to theWealthElevator.com/video We dive into the fundamentals of real estate investing, focusing on the basics needed to buy and manage rental properties. This module provides essential insights for investors, particularly those transitioning to syndicated deals, and covers key concepts such as property classes (A, B, C, D), capital expenditures (CapEx), vacancy turnover, and neighborhood classifications. Explore the various investment strategies, from value-add projects to workforce housing, and understand the importance of location, tenant profiles, and leveraging. Learn about the nuances of different property types, market dynamics, and the practical aspects of managing multifamily assets. Whether you're a beginner or looking to deepen your knowledge, this episode equips you with the foundation needed for successful real estate investing. 00:00 Introduction to Real Estate Investing Fundamentals 04:47 Understanding Property Classes and Neighborhoods 08:14 Challenges and Strategies in Property Management 13:53 Value-Add Strategies and Renovations 18:32 Market Trends and Investment Strategies 24:41 Multifamily Apartments and Investment Insights 44:04 Conclusion and Next Steps 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. To get the full visual experience with slides, charts, fun animated gifs head to theWealthElevator.com/video. The preceding is not tax, legal, or investment advice, nor an offer to sell securities or investment products. Always make informed decisions with professional guidance. Hosted on Acast. See acast.com/privacy for more information.

    45 мин.
  6. ВЫПУСК 3

    The Journey to Simple Passive Cashflow Audiobook - Why Cashflowing Real Estate?

    All too often hard working people with good jobs are struggling to get by. These are the same people who are forced to take stressful promotions at work and spend a couple hours commuting each day. They come home to the house they think they own, but they are really just a slave to the mortgage company. These “good citizens” are victims of an engineered system to keep them investing in 401Ks, mutual funds, and stocks. This financial system is setup where the insiders are stealing the majority of your returns (and you take all the risk). The truth is the wealth who are investing in alternative assets and operating off a different financial framework and not using these traditional options from a financial planner, commission-based broker, or the retail 401k/mutual fund/stock route. Lane Kawaoka has been investing in real estate for over a decade and now controls 7,500+ units (1$ Billion plus in assets). Lane is responsible for finding, analyzing, and marketing real estate investment opportunities. It's likely not the journey you’d expect, and it's also more simple than you’d expect. Welcome to the Journey to Simple Passive Cashflow! To get the full visual experience with slides, charts, fun animated gifs head to theWealthElevator.com/video. The preceding is not tax, legal, or investment advice, nor an offer to sell securities or investment products. Always make informed decisions with professional guidance. Hosted on Acast. See acast.com/privacy for more information.

    8 мин.
  7. ВЫПУСК 4

    The Wealth Elevator Masterclass: Part 4 - Understanding Syndications and Accredited Investors

    This is the audio version of one of our most popular webinars. For the full visual experience with slides, charts, and bonus breakdowns, head to theWealthElevator.com/video In this module, we dive deep into the world of syndications and accredited investors. We'll break down what it means to be an accredited investor, including the criteria of having a net worth of over $1 million excluding your primary residence or earning an income of $200,000 individually or $300,000 as a couple. We'll explore the different types of syndication deals: 506B, which allows up to 35 non-accredited investors but cannot be mass-marketed, and 506C, which can be marketed but only accepts accredited investors. We'll discuss the importance of certifications and letters from CPAs or lawyers for validation. You'll learn about the evolution of the wealth elevator, transitioning from single-family homes to syndications, and strategies to optimize your investments. We also highlight the significance of being part of a community for better deal flow and shared insights. Whether you're new to investing or a seasoned investor, this module offers valuable information to help you navigate and succeed in the world of syndications. 00:00 Introduction to Syndications 00:03 Understanding Accredited Investors 02:01 506B and 506C Offerings Explained 03:43 Legal and Financial Considerations 06:56 Challenges with Non-Accredited Investors 22:55 Evolution of the Wealth Elevator 33:49 Understanding the New Investor Mindset 35:13 The Importance of Cash Flow vs. Equity Growth 37:20 The Role of Community in Investment Success 41:22 The Pitfalls of Traditional Investments 48:52 Maximizing Returns Through Syndications 53:34 The Value of Diversification and Networking 01:04:22 Final Thoughts and Investment Strategies 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. To get the full visual experience with slides, charts, fun animated gifs head to theWealthElevator.com/video. The preceding is not tax, legal, or investment advice, nor an offer to sell securities or investment products. Always make informed decisions with professional guidance. Hosted on Acast. See acast.com/privacy for more information.

    1 ч. 9 мин.
  8. ВЫПУСК 4

    The Journey to Simple Passive Cashflow Audiobook - Becoming an Accredited Investor

    All too often hard working people with good jobs are struggling to get by. These are the same people who are forced to take stressful promotions at work and spend a couple hours commuting each day. They come home to the house they think they own, but they are really just a slave to the mortgage company. These “good citizens” are victims of an engineered system to keep them investing in 401Ks, mutual funds, and stocks. This financial system is setup where the insiders are stealing the majority of your returns (and you take all the risk). The truth is the wealth who are investing in alternative assets and operating off a different financial framework and not using these traditional options from a financial planner, commission-based broker, or the retail 401k/mutual fund/stock route. Lane Kawaoka has been investing in real estate for over a decade and now controls 7,500+ units (1$ Billion plus in assets). Lane is responsible for finding, analyzing, and marketing real estate investment opportunities. It's likely not the journey you’d expect, and it's also more simple than you’d expect. Welcome to the Journey to Simple Passive Cashflow! To get the full visual experience with slides, charts, fun animated gifs head to theWealthElevator.com/video. The preceding is not tax, legal, or investment advice, nor an offer to sell securities or investment products. Always make informed decisions with professional guidance. Hosted on Acast. See acast.com/privacy for more information.

    25 мин.

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Welcome to The Wealth Elevator Masterclass: Real Estate Syndications, Advanced Tax Strategy, Infinite Banking. In today’s session, we dive deep into the strategies that help high-net-worth professionals and business owners—those above the $4M threshold—expand and protect their wealth with precision. These episodes covers advanced topics including passive real estate investing through syndications, how to unlock hidden cash flow using infinite banking, and tax-efficient structures the ultra-wealthy use but rarely talk about. It’s designed for those who want more than just diversification—they want control, leverage, and lasting impact. This is the audio version of one of our most popular webinars. For the full visual experience with slides, charts, and bonus breakdowns, head to theWealthElevator.com/video Hosted on Acast. See acast.com/privacy for more information.