Join our community and get access to our free Masterclass - theWealthElevator.com/club Follow 'The Wealth Elevator' as it guides you on a journey toward financial freedom. Witness our transformation from humble beginnings, buying small rental properties, to becoming a general partner with over 2.1 billion in assets. Learn about our three-step system to wealth-building, including stepping into the world of alternative investments, unlocking passive income and mastering the art of infinite ban ...
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Guide to Infinite Banking with Whole Life Insurance
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ Concept of Infinite Banking and how leveraging life insurance policies can maximize your financial growth and stability. Learn sophisticated strategies used by affluent individuals and major corporations to enhance wealth, including tax-free loans, wi…
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ Join us for an insightful episode with Ethan Okura from Okura Associates Estate Planning Attorneys as we explore the critical components of estate planning. Learn about living trusts, advanced healthcare directives, and durable power of attorney, esse…
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Engineer to Financially Free: Lane's Journey
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this episode, Lane walks us through his transformation from a W2 engineer to a financially free entrepreneur in real estate. He shares insights on alternative investment strategies, including leveraging rental properties and syndications, while off…
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Coaching Call: Avoiding Costly 1031 Exchange Mistakes in Real Estate Investing
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ Coaching Call: Avoiding Costly 1031 Exchange Mistakes in Real Estate Investing In this episode, we dive into a one-on-one coaching call where we discuss alternatives to the 1031 exchange, recounting personal experiences and valuable lessons. Join us a…
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Online Business Investments in depth on Couch.com
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28:37
Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ Welcome back to the Wealth Elevator Podcast! In this episode, we venture beyond traditional real estate investments into the realm of online business acquisitions. Recorded on the go, our host, Lane, highlights the importance of relationships, numbers…
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Invest my Retirement Accounts? SDIRA, Solo401K, Roth IRA
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In today's podcast, we dive into utilizing qualified retirement plans, such as self-directed IRAs and solo 401ks, for business owners and side hustlers. We discuss the recent Fed rate cut and its impact on the economy and interest rates. The importanc…
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RSUs to ISOs: Stock Options for Techies and Start Ups
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ Understanding RSUs and ISOs: Expert Insights for Tech Startup Employees In today's podcast, we bring on an expert to discuss Restricted Stock Units (RSUs) and Incentive Stock Options (ISOs) for those in tech startups. We delve into the impact of the S…
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Harry Dent: Predicting Economic Cycles
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this week's podcast episode, we sit down with market analyst and author Harry Dent to discuss his predictions for a significant market crash and the role demographics, such as baby boomers and millennials, play in economic cycles. Harry delves into…
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Syndication Cram School #5 - LP Checklist
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ Unlocking Syndication Investment: LP Checklist, Market Insights, and Wealth Strategies In this week's podcast episode, we dive into the fifth section of the syndication e-course, focusing on the LP checklist. We'll integrate previous content on vettin…
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27-Year Depreciation Cycle, Renting to Yourself, Annual Retirement Income, and Lane's Take on Dave Ramsey's 'Baby Steps
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Maximizing Your Investment Strategy: Advanced Tips Beyond Dave Ramsey's Baby Steps This week's episode breaks down listener questions on tax strategies, the significance of the 27-year depreciation cycle for rental properties, renting a property to oneself using an LLC, and understanding annual retirement income. In addition, Lane critiques Dave Ra…
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Private Equity & Financial Models with Oren Klaff
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52:42
Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ Oren Klaff, author of 'Pitch Anything', to discuss the intricacies of the private equity world. Oren opens up about how deals that are typically beyond the reach of major firms like Morgan Stanley are made and evaluated. The episode explores the role …
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Q3 2024 Investment Outlook: Navigating Interest Rates, Real Estate Trends, and Key Market Insights
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this week's podcast, we dissect the Q3 2024 report, exploring key changes and maintaining cautious optimism about the anticipated interest rate cuts come September. We delve into the recent shake-up in the solo 401k provider landscape, highlighting…
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Peter Linneman - Fed, Real Estate, Trends Part 2
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this episode, we delve into part two of our podcast with Peter Linneman, exploring the upcoming impacts on the investment landscape as interest rates are poised to fall, possibly by September. We discuss various alternative investments beyond the n…
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ Navigating the Current Real Estate Market: Insights on Institutional Investments and Opportunities In this week's podcast, we discuss the state of the U.S. commercial multifamily market, particularly focusing on institutional investments and opportuni…
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Coaching Call: Chad Daniel + Mastermind
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In this week's episode, host Lane interviews long-time investor Chad Daniel, discussing their journey in real estate since meeting in 2017. They explore themes common among seasoned investors, including the transition from single-family homes to forming mastermind groups. The episode also touches on President Biden's proposed national rent control …
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From Engineering to Real Estate: Lane Kawaoka's Journey
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this episode of 'The Engineering Project Management Podcast', we feature a replay of Lane Kawaoka's guest appearance on another podcast. Lane, a former professional engineer, shares invaluable insights into his transition from engineering and const…
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"Core Capital" + Real Estate Cycles: 2024 Mirroring 2009?
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this episode, we discuss key financial reminders including corporate and personal tax return deadlines. We explore the importance of understanding core capital needs as they evolve over time and how this impacts your investment strategies. Discover…
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Guide to Due Diligence on Syndications and Private Placements: 19+ Ways to Spot a Bad Investment
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45:40
Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ A comprehensive presentation given to an investor group, covering nearly 20 crucial factors to consider in investment deals. Learn about the nuances of diversification, the importance of assessing proforma projections, and the implications of cap rate…
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Peter Linneman Part 1: Exposing the Flaw in Inflation Calculation
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28:45
Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this week's podcast, we are joined by repeat guest Peter Linneman to discuss the flaws in the inflation calculation, specifically focusing on the role of housing and apartment rents in the CPI. We delve into the delayed impact of rental rates on in…
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ We explore the differences between Self-Directed IRAs and Solo 401ks to help you decide which is better for your investment needs. We delve into the specifics of Qualified Retirement Plans (QRPs), including their tax advantages and suitability for var…
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HELOCs + New "HE Loans" from Primary Residences [Access Your Liquidity]
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29:42
Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In today's podcast episode, we dive into the foundational concepts of wealth-building as covered in the first floor of the 'Wealth Elevator.' We discuss strategies for accredited investors aiming to enhance their net worth and navigate from smaller re…
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Doctor to Real Estate Mogul w/ Buck Joffrey: % income to invest?
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ Speaks with Buck Joffrey about recent shifts in the real estate market and the pitfalls many new investors encounter. Lane offers a cautionary tale of 'lazy investing' and emphasizes the importance of vetting operators with significant assets under ma…
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2024 Quarter 2 Preview: Real Estate Market & Economic Analysis
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this podcast episode, we dive deep into the latest quarterly report, reviewing past quarters and predicting the upcoming one. Key topics include rising bankruptcy filings, the state of commercial real estate, and the significant distress in the hea…
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Suicide: Navigating Mental Health Challenges
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Introducing "The Rich Life Podcast" This podcast episode takes a different angle from the usual financial discussions on the Wealth Elevator podcast by focusing on mental health, particularly the impact of suicide and the importance of seeking professional support during tough times. The host announces a new spinoff podcast, The Rich Life, dedicate…
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$1.5M Net Worth Coaching Call - Post-Business Sale
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Investment Strategies Post-Business Sale: A Comprehensive Guide Release of his new book 'The Wealth Elevator', and touches upon current investment trends, including Blackstone's market moves and luxury item sales resilience despite economic downturns. He then transitions into a detailed coaching call with Glenn, a 36-year-old who successfully sold …
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What are Reversion Caps? Real Estate Syndication due-diligence Part 4.5 (Numbers section part 2)
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This podcast episode offers a comprehensive exploration into the pivotal aspects of real estate syndication, focusing on the detailed financial metrics and market analysis essential for passive investors. The host dives into reversing cap rates, occupancy metrics, underwriting basics, and more, all tailored for those without specialist knowledge. K…
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How Buying Websites Can Outperform Real Estate?
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Exploring New Investment Horizons Beyond Real Estate In this podcast episode, the host discusses venturing into different types of investments beyond traditional real estate, such as buying businesses and online ventures, including content websites, e-commerce, and SaaS models. The host shares experiences with local angel investing groups and analy…
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Invest with Us Orientation: Investor FAQs
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Hosted on Acast. See acast.com/privacy for more information.
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7 Money Arch-Types: Happy Money with Ken Honda
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Interview with Ken Honda, a renowned Japanese financial author who has sold over 9 million copies of his books. The discussion covers the mindset of money, happiness with one's financial situation, and identifying money personality archetypes. Additionally, the speaker talks about examining family dynamics around money, especially when raising chil…
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Office Hours: April 2024 - Real Estate to Private Equity
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Mastering Investment Strategies: From Real Estate to Private Equity This comprehensive discussion covers a multitude of investment topics including real estate, private equity, economic trends like the US wholesale trade report, consumer price index, interest rate predictions, and housing market insights. It dives into cap rates, explaining their i…
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Big Trends for 2050 with Geography with Geoff
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ This video explores current trends in investment, focusing on the experiences of investors with rental properties encountering issues and considering the transition to syndications and private placements. Highlighting the challenges in acquiring new p…
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CPA TAX Insights: Mitigating Depreciation Recapture, Passive Income
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ This comprehensive guide covers advanced tax strategies for investors, focusing on the benefits and mechanisms of various tax scenarios including 100% bonus depreciation, paper vs. electronic tax filing, and the intricacies of filing with different in…
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IBC Loans, Inherited Taxes, Venture Capital, Non-Accredited 506B
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Decoding Investment Strategies for Non-Accredited and Accredited Investors This detailed dialogue covers a broad range of investment topics, focusing on the transition from non-accredited to accredited investor status. It discusses inflation rates, Fed's targets, real estate investments, market corrections, investment opportunities in various secto…
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Living Trusts, Irrevocable Trusts, Estate Tax Planning with Ethan Okura of Okura & Associates
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This podcast episode delves into advanced estate planning and asset protection strategies for individuals with a net worth of several million dollars, exceeding the basic approaches like LLCs. The discussion features attorney Ethan Okura from Hawaii, covering topics like irrevocable trusts, the implications of the Corporate Transparency Act, and ha…
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Syndication Cram School: Part#4 - Numbers Part 1 of 2
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ This comprehensive guide discusses the future refinancing needs of commercial real estate, highlighting the $1.5 trillion required by 2025, and its potential impact on investors. It critically examines the current market conditions that might be favor…
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Bank Restructuring + Capital Calls w/ Troy Taylor of Algon Group #424
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This video podcast features Troy Taylor, a restructuring advisor who provides some insightful discussion about the current state of the economy and how it's impacting real estate investments. Troy speaks about the 'tidal wave of debt' and inflation rates, while emphasizing the importance of understanding economic trends in planning investments. He …
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2024 Q1 Quarterly Market Update: -30% in values, cap rates vs interest rates, tenant fraud
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In this podcast, we discuss the current economic climate, providing insights into investment strategies while leveraging a decade of experience in real estate investing. We touch base on the market downturn of 2021 to 2023, the possibility of a market bottom, and how these market cycles affect our future predictions. We underscore the value of dive…
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Ask Lane: Blackstone, China, diversification, saving taxes, market shifts, solo401k
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51:57
Join me as we explore some interesting topics during this month's office hours Q&A session. We discuss the state of real estate, taking into account a report from Blackstone, where it revealed $200 billion of undeployed capital waiting for investment opportunities, marking a potential recovery in the real estate market. We also address the method o…
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Understanding Student Loan Debt and Home Loan Approval w/Jan Miller #421
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this podcast, the host discusses potential changes to investment laws and how they might impact commercial real estate investors and others. The host interviews a student loan expert who describes the challenges of seeking a home loan when you have…
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Passive Investing in Syndication: Vetting People and Operators #420
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In this podcast episode, we discuss how to vet people who are doing syndication deals for passive investors. We provide resources to predict where interest rates are heading, with a focus on CMEgroup.com that provides chart-based predictions. This episode also examines the concept of risk, especially among novice investors transitioning from tradit…
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Tax Planning Q&A with CPAs - C-Corp vs S-Corp, deducting HELOC, and REPS #419
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Get the latest insights on 2023 financial reports for consumer and business finances. This script covers discussions on the impact of tighter monetary policies, the recession phase of the wholesale trade in the U.S., and predictions for an economic rebound in 2025. Discover why certain markets will flourish despite financial hardships, the effect o…
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Office Hours: Jan 2024 - Picking CPA, Accredited Investor Tips, Q&A #418
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In this week's episode, we discuss the current financial climate, future investment strategies, and share tips on diversifying your investment portfolio. We delve into the Federal Reserve's actions, possible interest rate cuts, and the impact on property investment. An interesting comparison between commercial and residential real estate markets is…
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Coaching Call 1.5M Net Worth - Sell my California Home? Maximizing Equity
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49:10
Join the Hui Deal Pipeline Club and secure a personal one-on-one call with Lane! https://thewealthelevator.com/club Learn valuable investment strategies with financial expert Lane Kawaoka where he talks about seven different ways to increase income through investments. Focusing on the importance of leveraging equity, Kawaoka guides you towards fina…
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Real Estate Syndications in 2024 for New Investors: Strategy, Roles, Taxes, Due-diligence #416
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We are diving into a syndication webinar that would be beneficial for novice investors. Subscribers of our club can join the monthly office hours to ask personal financial questions or learn further about open offerings. Besides, we also hold educational sessions about syndication deals and due diligence every third Saturday of the month. We share …
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Investing in the Future w/ Dr. Roger Blackwell: Insights on Real Estate, AI, and the Workforce
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In this engaging conversation, we take a deep dive into diverse topics like real estate trends, the influence of AI on job displacement, and the evolving structure of the workforce. Our guest, Dr. Roger Blackwell, a former marketing professor and acclaimed author, shares valuable insights on macroeconomic trends and their impact on the real estate …
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Live Office Hours: 1031 Exchanges, Syndications, and Strategic Networking #414
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Join our club - theWealthElevator.com/club We discuss various topics related to end-of-year tax strategies and investment techniques many investors employ. We address queries about the utilization of 10 31 exchanges in a syndication, the status of land conservation easements after the omnibus bill, real estate professional status, and using ATM mac…
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2023 Q3 Recap - How Cap Rates Impact Values #413
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This series explores the current financial landscape, focusing on interest rates, real estate markets, and the Federal Reserve's plans. It provides insights into defensive strategies in real estate and discusses the importance of group financial decision-making. The series also dives into alternative investments such as ATM operations and real esta…
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Financial Forecast with Peter Linneman for 2024 #412
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In this comprehensive talk, prominent investor Peter Linneman sheds light on the shifts in the investment and economic landscape. He shares his experiences and insights from the 2008 collapse, the impact of the Federal Reserve's policies, and the effect of interest rates on the economy. Peter emphasizes the need for investors to adapt their strateg…
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The Wealth Elevator: Penthouse and Beyond #05
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In this podcast, we dive deeper into the wealth elevator concept, discussing how you can build your wealth through astute property investments. After launching our podcast in 2016 from the first floor of the wealth elevator (small rental properties), we discuss the journey to becoming a passive investor, advancing through the floors and entering th…
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The Wealth Elevator: Floor Two - Syndications + Taxes #04
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This episode of the "Wealth Elevator Podcast" guides listeners through the journey from owning rental properties to achieving multi-millionaire status. It focuses on transitioning from labor-intensive earning to smart investing in syndications and private placements. The host, a former engineer and now an accredited investor, shares his personal ex…
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