Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. However, a critical piece of this journey lies in building social relationships and deal flow—something you’ll find within our inner circle mastermind, FOOM. Don’t miss out—apply today! http://thewealthelevator.com/master

In this episode, we dive deep into the sixth section of our syndication e-course, focusing on essential legal documents like the Private Placement Memorandum (PPM). Topics include the importance of these documents, key terms, risk mitigation, and fiduciary responsibilities. Additionally, we touch on recent CEO optimism from the Vistage report and the current market dynamics driven by interest rates and inflation. Whether you're new to the world of syndications or a seasoned investor, this episode offers valuable insights and best practices.

00:00 Introduction to the Syndication E-Course

00:26 Upcoming HUI 7 Retreat in Hawaii

01:05 Accessing the Wealth Elevator Group

01:32 Insights from the Vistage Report

02:54 Overview of Syndication Documents

03:48 Importance of Legal Documents in Syndication

06:10 Understanding the Private Placement Memorandum (PPM)

08:49 Fee Structures and Deal Splits

10:44 Role and Responsibilities of Passive Investors

24:36 Conflicts of Interest in Syndication Deals

34:07 Market Challenges and Diversification

34:42 Understanding PPM and Legal Advice

36:18 Investor Concerns and Signing Documents

37:50 Holding Companies and Trusts

45:19 Market Trends and Investment Strategies

49:19 Diversification and Dollar Cost Averaging

57:26 Advanced Investment Strategies

01:07:59 Conclusion and Final Thoughts

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Check out our future deals, 12 Masterclass video series, and join our community: https://thewealthelevator.com/club/

In this podcast episode recorded in 2025, the host and a CPA delve into advanced tax topics, including passive activity losses, cost segregations, and how different types of income are taxed. They also discuss specific tax mitigation strategies such as the real estate professional status, the role of a management company, and the potential benefits and pitfalls of oil and gas investments and land conservation easements. The episode features a live Q&A session where they address a wide range of questions from listeners about handling capital gains, depreciation recapture, Roth conversions, and the complex interplay between passive and ordinary income. The CPA provides practical advice on utilizing tax strategies effectively while ensuring compliance with IRS regulations.

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Run a cost segregation here theWealthElevator.com/costseg

In this podcast episode, we dive into the topic of cost segregations, a valuable tool for investors to extract extra passive losses that may potentially be used on personal taxes. We discuss the impact of recent Fed rate cuts, market reactions, and why some investors prefer private equity over stocks. Later, we explore the benefits of cost segregation in real estate, including accelerated depreciation and bonus depreciation, and how they can lead to significant tax savings. Our guest AJ Alliance from DIY Cost Seg explains the fundamentals of cost segregation, who should consider it, and different levels of studies available. We also touch on the strategic implications for different property types and situations, answering common questions and providing practical advice for real estate investors.

00:00 Introduction to Cost Segregations

00:24 Market Reactions and Investment Strategies

01:26 Private Equity Opportunities

04:29 Understanding Cost Segregation

07:23 Benefits of Cost Segregation

09:15 Practical Applications and Case Studies

10:35 Advanced Cost Segregation Strategies

15:40 Cost Segregation for Different Property Types

25:21 Common Questions and Best Practices

30:45 Conclusion and Final Thoughts

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Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand.

In today's podcast episode, we dive deep into various ways to source investment capital, perfect for managing passive losses in 2024 and preparing for 2025. Learn about the current state of inflation, interest rates, and their implications for your long-term debt. We'll also explore the dynamics of the real estate market, including cap rates and investment opportunities in different property classes. Discover four significant sources of investment capital and the strategies to optimize your investments. Join us for an enriching discussion and consider participating in our upcoming retreat in Hawaii this January for more hands-on learning and networking. Don't forget to check out the additional resources and masterclasses available for our club members.

00:00 Introduction and Podcast Overview

00:33 Inflation and Investment Timing

02:15 Current Market Trends and Opportunities

06:56 Investment Strategies and Capital Sources

14:41 Lane Kawaoka's Engineering Journey

26:53 Early Financial Strategies and Credit Card Hacks

28:41 First Real Estate Investments and Lessons Learned

30:32 Transition to Real Estate and Property Management

32:55 Balancing Engineering Career and Real Estate

33:22 Pursuing Higher Education and Realizations

35:35 Mindset Shift and Financial Independence

36:57 Leaving Engineering for Full-Time Real Estate

43:57 Building a Real Estate Syndication Business

52:21 Advice for Aspiring Engineers and Final Thoughts

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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/

In today's podcast, we discuss the concept and importance of family offices with Scott, author of 'Building a Sustainable Family Office.' As the world evolves, so do wealth management strategies. We delve into the advancements in technology like unmanned taxis, self-driving trucks, AI, and their implications on wealth. We also explore the notion of building family wealth, methods to hire professional help like CPAs and fractional CFOs, and the importance of a flexible, well-structured family office. Scott shares insights from his personal journey and experiences, providing valuable advice on sustaining wealth across generations. Tune in to learn about effective wealth succession planning, the role of AI in today’s investment landscape, and the significance of tailored financial strategies.

00:00 Introduction to Family Offices

00:14 The Future of Technology and Innovation

01:37 Protecting Family Wealth

02:09 Outsourcing Financial Tasks

02:58 Year-End Tax Strategies

04:59 Podcast Introduction and Guest Speaker

07:26 Understanding Family Offices

10:41 Building a Sustainable Family Office

30:00 Wealth Succession Planning

36:52 Final Thoughts and Recommendations

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Join the Hui Deal Pipeline Club and secure a personal one-on-one call with Lane!

https://thewealthelevator.com/club

In this episode, Lane interviews David Lawson, founder of AwakeWarrior.com, to discuss the journey from chasing financial success to finding inner peace and fulfillment. The conversation covers the importance of mental and emotional health, especially for busy professionals and entrepreneurs. David shares his personal experience with burnout and the transformative power of meditation, yoga, and Ayurveda. Practical exercises like morning emotional check-ins and belly breathing are introduced to help listeners manage stress and anxiety while enhancing overall well-being.

00:00 Trading Money for Experiences

01:06 Introducing David Lawson and His Journey

01:28 David's Transformation and Wellness Journey

04:00 Understanding and Addressing Trauma

05:45 The Importance of Internal Fulfillment

08:24 Practical Steps for Emotional Awareness

16:37 Breathwork and Daily Practices

19:18 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.

Join the Hui Deal Pipeline Club and secure a personal one-on-one call with Lane!

https://thewealthelevator.com/club

In this episode, we diverge from our usual topics of taxes and real estate to focus on a crucial aspect of personal finance: healthcare. Joined by Dr. Vedat, author of 'The Roadmap to Hospital Care,' we delve into patient advocacy, navigating health emergencies, and the importance of preventative care. Learn about the intricacies of the U.S. healthcare system, the role of primary and functional medicine, and how to prepare for unexpected medical costs. Dr. Vedat shares her personal experiences and offers practical advice on how to ensure you receive the best care possible. Whether you're dealing with a health crisis now or planning for the future, this episode provides valuable insights into safeguarding your health and finances.

00:00 Introduction to Today's Unique Podcast

03:20 Meet Dr. Vedat: A Passionate Advocate for Patient Care

04:20 The Importance of Health Over Wealth

06:31 Preventative Care and Integrative Medicine

08:34 Navigating the Healthcare System

10:55 The Role of Functional Medicine

16:00 Planning and Preparing for Health Emergencies

24:51 The Importance of Patient Advocacy

29:44 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.

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/

In this week's podcast episode, we'll dive into the quarterly market update for the final quarter of 2024. We'll explore predictions for interest rates, a deep analysis of the prevailing commercial real estate trends, and how the election affected rate cuts. Announcements include upcoming webinars on private equity and a live Q&A session with a CPA. Additionally, save the dates for our Hui 7 retreat in Hawaii and our special holiday master classes. Get detailed insights into how bridges debt is impacting the market, the ongoing effects of high cap rates, and strategic advice for navigating through the volatile economic landscape. Join us at thewealthelevator.com/club to access all events and receive our newsletter for more updates!

00:00 Introduction and Announcements

01:31 Quarterly Market Update: Interest Rates and Cap Rates

01:56 Impact of Interest Rates on Commercial Real Estate

07:05 Market Trends and Predictions

08:39 Residential vs. Commercial Real Estate

14:15 Investment Strategies and Market Cycles

21:02 Trends in Apartment Construction and Rent Growth

30:17 Insurance Costs and Natural Disasters

32:53 Office Vacancies and Work-from-Home Trends

34:34 Election Impact on Economic Policies

46:17 Conclusion and Future Outlook

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