The Wealth Elevator Podcast: Real Estate, Taxes, Investing

Lane Kawaoka, PE
  • 4.9 (445)
  • INVESTING
  • UPDATED BIWEEKLY

🎓 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. Buffett’s 2-Step Formula REVEALED (And the New 4-Step Strategy to Beat the Market)

    5D AGO

    Buffett’s 2-Step Formula REVEALED (And the New 4-Step Strategy to Beat the Market)

    📚 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 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 Investing 00:15 Guest Expert: Daniel Jiwani 01:13 The Importance of Discounted Cash Flow 02:14 Stock Market Realities 04:49 Avoiding Investment Losers 13:57 The Four-Step Investment Strategy 20:49 The WorldCom Scandal: Earnings vs. Cash Flow 21:44 Netflix's Accounting Practices 22:32 Warren Buffet's Investment Philosophy 23:01 Maximizing Upside Potential 23:11 The Coca-Cola Case Study 25:14 Angel Investors and Upside Potential 26:26 Managing Investment Risk 31:14 Economic Profits and Industry Attractiveness 32:54 The Flipping Mindset vs. Cash Flow Mindset 36:27 Investment Strategies and Portfolio Management 38:33 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. Hosted on Acast. See acast.com/privacy for more information.

    41 min
  2. 2026 Market Predictions: Real Estate, AI, Interest Rates, Private Equity, Energy

    JAN 6

    2026 Market Predictions: Real Estate, AI, Interest Rates, Private Equity, Energy

    📚 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 2026 market preview, we offer key predictions and insights into public and private investments, with a focus on AI, real estate, and key macroeconomic trends. We'll discuss recent Fed rate cuts, the concentration risk in public markets, and the implications for real estate investors. The video also covers the impact of interest rates on various asset classes, including multifamily housing, single-family homes, and the retail sector. Additionally, we delve into the increasing trend of retail capital flowing into private markets, the significance of business acquisitions by baby boomers, and the growing influence of AI and technology on investment strategies. Stay tuned for practical advice on asset allocation, the benefits of involvement in private equity, and the importance of understanding market cycles to make informed investment decisions for 2026 and beyond. 00:00 2026 Market Preview Introduction 00:24 Current Market Conditions and Predictions 01:42 Understanding Public vs. Private Markets 03:44 Valuation-Led Correction Cycle 06:05 Real Estate Market Insights 18:49 Retail Capital and Private Markets 20:44 Baby Boomers and Business Transfers 23:12 Interest Rates and Real Estate Strategies 24:08 Inflation and Investment Predictions 25:02 Single Family Homes and AI Impact 26:17 Hospitality and Private Credit Funds 28:48 Multifamily and Long-Term Investments 31:44 Community and Investor Goals 33:46 Transition to Macroeconomics 34:00 Emerging Investment Trends: AI, Crypto, and Bioscience 34:54 Manufacturing and Defense: Shifting Landscapes 35:55 AI's Impact on Investment Strategies 38:39 Energy Sector Insights: Clean Energy vs. Fossil Fuels 42:31 Commercial Real Estate: Current Trends and Future Outlook 52:27 Single Family Homes and Market Dynamics 55:49 Investment Strategies and Market Cycles 59:56 Multifamily Sector and Institutional Investments 01:06:47 Final Thoughts and Future Predictions 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. This message is for informational purposes, assessing potential investor interest, and isn’t an offer to sell securities or investment products. Investors must review and sign all offering documents, including the Private Placement Memorandum, which supersedes previous communications. While we aim for reliability, investors should conduct due diligence. Stated objectives are illustrative; past performance doesn’t guarantee future results. Tax implications of investments can vary; we don’t offer tax/legal advice. Investors should consult certified tax professionals/legal advisors for tax outcomes based on individual circumstances. Hosted on Acast. See acast.com/privacy for more information.

    1h 10m
  3. Decumulation Tactics in 50s: Preparing for Financial Independence & Retirement

    12/29/2025

    Decumulation Tactics in 50s: Preparing for Financial Independence & Retirement

    📚 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 dive into 'Decumulation Tactics,' an essential topic for those nearing retirement. Aimed at individuals in their fifties on the second or third floor of the 'wealth elevator,' we explore strategies for drawing down your wealth effectively as you approach the last quarter of your life. We discuss everything from creating a spending plan, the importance of trading money for experiences, to avoiding common mistakes like overly conservative drawdown strategies. We also touch on the emotional and psychological aspects of this phase, informed by real-world examples and insights from the Bill Perkins book 'Die With Zero.' Additionally, we announce upcoming retreats and community events, emphasizing the importance of interaction and shared learning. Tune in to gain valuable insights on how to enjoy your nest egg while preserving your financial security. 00:00 Introduction to Decumulation Tactics 00:50 Reflecting on a Decade of Podcasting 02:24 Upcoming Events and Community Announcements 03:14 Understanding Decumulation and Its Importance 05:13 Strategies for Smart Decumulation 07:37 Real-World Examples and Mistakes to Avoid 12:38 Setting Goals and Planning for the Future 19:21 Conclusion and Final Thoughts Hosted on Acast. See acast.com/privacy for more information.

    21 min
  4. Lines of Credit with Business Owner Andrew Amann from ninetwothree.co

    12/23/2025

    Lines of Credit with Business Owner Andrew Amann from ninetwothree.co

    📚 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 Lane chats with his friend Andrew, an accomplished entrepreneur who transitioned from being a mechanical engineer working on government defense projects to running a successful AI consulting business. Andrew shares his journey, insights on entrepreneurship, the importance of cash management, and how he leverages different financial strategies to maintain and grow his business. They also discuss the ups and downs of entrepreneurship, the significance of having a solid support system, and Andrew's experiences working with big names like SimpliSafe and FanDuel. This conversation offers invaluable lessons for current and aspiring business owners looking to navigate the complexities of starting and scaling a company. 00:40 Infinite Banking and Business Owners 02:15 Podcast Introduction with Andrew Amen 03:42 Andrew's Journey from Engineer to Entrepreneur 06:40 Financial Struggles and Lessons Learned 13:55 Consulting Business and Financial Strategies 26:20 Understanding Brokerage Accounts 27:12 Leveraging HELOCs for Business and Personal Finance 29:05 Navigating Financial Challenges 31:14 The Importance of Good Debt 36:07 AI Studio Success Stories 37:13 Future Plans and Exit Strategies 41:51 Financial Planning and Monte Carlo Simulations 44:17 Personal Finance Advice for Entrepreneurs 46:24 AI Studio Services and Client Acquisition 48:18 Mascot Memories and 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.

    50 min

  5. 12/16/2025

    Ask an Estate Attorney: Values & Planning with Andrew Howell

    📚 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 Lane interviews Andrew Howell, an experienced lawyer specializing in tax and estate planning. Andrew shares his expertise on the importance of proactive estate planning and the generational transfer of wealth. He emphasizes the need for crafting plans based on clients' core values and family dynamics, rather than a one-size-fits-all approach. Topics covered include the pitfalls of traditional estate planning methods, the impact of generational shifts in thinking about wealth, and the benefits of keeping assets concentrated within the family. Andrew also introduces the concept of purpose trusts and offers insights into how families can successfully navigate the transfer of assets across generations while maintaining cohesion and avoiding common pitfalls. 00:56 Common Pitfalls in Deal Flow 03:39 Estate Planning Insights with Andrew Howell 12:59 Core Values in Estate Planning 16:27 Practical Implementation of Estate Plans 26:43 Final Thoughts and Contact Information 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.

    29 min

  6. 12/09/2025

    Rethink Your 401(k) Strategy Now: Important Tax Implications

    In this episode, we delve into why many investors over 55 regret heavily contributing to deferred 401(k)s and other retirement plans, primarily due to future high tax brackets. We discuss alternative investment strategies like real estate, which offer immediate tax benefits, and caution against the long-term tax implications of deferred retirement plans. Tune in for insights on whether to keep money in qualified retirement plans or invest it elsewhere, and learn about our upcoming Hawaii retreat for deeper financial discussions. 00:00 Introduction: The Pitfalls of Deferred Retirement Plans 00:42 Upcoming Hawaii Workshop Details 01:53 Podcast Introduction: Rethinking 401Ks and IRAs 02:01 Key Points on Retirement Plans and Taxes 03:38 The Importance of Tax Benefits Today 05:34 Conclusion and Final Thoughts 06:29 Join Our Annual Hawaii Retreat Hosted on Acast. See acast.com/privacy for more information.

    7 min
  7. Networking with Accredited investors is Critical

    12/02/2025

    Networking with Accredited investors is Critical

    📚 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 dive into a podcast replay where Lane Kawaoka, founder of Wealth Elevator, shares the inner workings of his investment retreats and the importance of building real relationships with other accredited investors. He discusses the need for curiosity, the value of mentorship, and the significance of community in personal and financial growth. Lane also highlights his journey from an engineer to a full-time investor, the importance of alternative investments, and how his events foster meaningful connections among high net worth individuals. The episode wraps up with insights on how to prepare for major life transitions and the future plans for Wealth Elevator. 00:00 Introduction and Podcast Replay Announcement 00:40 Guest Introduction and Initial Thoughts on Growth 01:14 The Importance of Curiosity and Coaching 02:26 Building Confidence and the Role of Peer Groups 05:10 Adapting Strategies for Changing Environments 07:15 Lane's Real Estate Journey and Investment Strategies 12:38 Transitioning from Engineering to Full-Time Business 17:10 Creating Effective and Curated Community Events 29:01 The Future of Community and Human Connection 33:11 Closing Thoughts and Final 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.

    35 min
  8. Taxes Before Year-End: Using Oil & Gas Investments to Lower Ordinary Income

    11/25/2025

    Taxes Before Year-End: Using Oil & Gas Investments to Lower Ordinary Income

    In this episode, Lane and guest tax expert Jack Hollander dive into strategies for offsetting ordinary income through oil and gas investments. They discuss the unique tax benefits, including intangible drilling costs and depletion allowances, and how these can provide significant deductions for high-income earners. The conversation addresses common mistakes with passive losses and real estate professional status, provides insights into how to properly utilize oil and gas investments, and answers questions on minimizing tax liabilities and optimizing portfolio strategies. 00:00 Introduction to Tax Deductions in Oil and Gas Investments 00:39 Understanding Passive and Ordinary Income 01:11 Limitations of Passive Losses 02:09 Real Estate Professional Status and Short-Term Rentals 02:48 Introduction to Oil and Gas Investments 03:02 Misconceptions About Bonus Depreciation 06:08 Importance of Consulting Professional Advisors 07:42 Basics of Tax Law and Income Buckets 12:07 Financial Planning and Investment Considerations 13:24 How Oil and Gas Investments Fit into a Portfolio 15:23 Tax Benefits of Oil and Gas Investments 23:53 Intangible Drilling Costs (IDCs) Explained 35:16 Understanding Passive Losses and Tax Benefits 35:53 Investment Strategies for Self-Employed Individuals 36:33 Navigating Tax Forms and Returns 37:27 Managing Investment Expectations 38:37 Cash Flow and Tax Savings 39:49 Evaluating Oil and Gas Investments 41:15 Portfolio Diversification and Tax Planning 43:15 Risk Management in Oil and Gas Investments 53:09 Using IRAs and Roth Conversions 01:03:01 Final Thoughts and Upcoming Events Hosted on Acast. See acast.com/privacy for more information.

    1h 4m
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4.9
out of 5
445 Ratings

About

🎓 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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