Join me in my journey as I build my own portfolio with large syndications in multi-family apartments, mobile home parks, self storage, assisted-living, and buy-hold turn-key rental real estate. We build passive streams of cashflow with each rental so we can have the freedom to quit our jobs to do what we truly want.
Check out our future deals, 12 Masterclass video series, and join our community: https://thewealthelevator.com/club/
In this comprehensive episode, we delve into the intricacies of how different generations, from Baby Boomers to Gen Z, intersect and interact in the workplace. Hosted by a senior millennial, this presentation brings on seasoned business advisor and Vistage Chair, Tomas Tomasevic, who offers an in-depth analysis of generational dynamics, workplace expectations, and future economic trends. The discussion covers the challenges and opportunities in managing a multi-generational workforce, the impact of technology, the importance of psychometrics, and how economic conditions shape generational behaviors. Filled with valuable insights for managers, leaders, and entrepreneurs, this episode also examines the evolving definition of success and practical strategies for integrating younger generations into the workforce. Tune in to gain a holistic understanding of these critical trends that will shape the next decade of business.
00:00 Introduction and Overview
01:39 Guest Introduction: Thomas Tomasevic
06:11 Understanding Generations
10:13 Generational Characteristics and Impacts
14:52 Generational Knowledge and Skill Transfer
21:30 Economic Cycles and Generational Beliefs
35:08 Generational Gaps in the Workforce
44:28 Re-engaging Baby Boomers in the Workforce
45:15 Generation X: The Current Leaders
45:50 Millennials and the Workforce Gap
47:07 The Future of College Education
50:59 AI's Impact on the Job Market
56:53 Generational Differences in the Workplace
01:04:00 Generation Z and the Workforce
01:15:33 Global Demographic Trends
01:25:45 The Importance of Hard Work and Specialized Skills
01:26:35 Challenges in Bridging Knowledge Gaps
01:26:49 Young Entrepreneurs Academy: A Case Study
01:28:35 The Struggles of Generation Z
01:35:16 The Impact of COVID on Different Generations
01:53:12 Millennials and Leadership Challenges
01:56:05 Economic Future and Workforce Challenges
02:06:42 Closing Thoughts and Contact Information
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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. 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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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/
In this episode, we delve into the implications of the recent election on various investment opportunities, including real estate and digital assets. Our host shares insights on the potential return of bonus depreciation and other tax changes, as well as the advantages of investing in real estate and emerging digital assets. We highlight an upcoming CPA webinar for year-end tax strategies and discuss the intersection of politics with market dynamics. Special guest Kyle Kuderewski from Webstreet joins the conversation, sharing his journey from corporate America to digital asset investments and offering an in-depth look at how to conduct thorough due diligence and identify promising online businesses. Tune in for a comprehensive guide to diversifying your portfolio and expanding your investment horizons.
00:00 Introduction and Upcoming Webinars
00:57 Election Insights and Market Reactions
02:52 Economic Policies and Predictions
04:00 Real Estate and Investment Strategies
07:28 Retreats and Networking Events
08:51 Private Equity and Online Business Investments
10:03 Guest Interview: Kyle Kuderewski Journey
15:29 Understanding Digital Asset Brokerages
23:21 Exploring Abum: A Unique Marketplace
23:44 Real Estate Analogies and Marketplaces
24:05 Case Study: OnSched Acquisition
26:18 Importance of Diversification in Clientele
28:57 Vetting and Acquiring Operators
34:52 Challenges in Deal Flow and Operator Matching
39:45 Final Thoughts and Future Vision
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/
In this podcast episode, we interview Bill Snow, seasoned mergers and acquisitions professional and author of 'Mergers and Acquisitions for Dummies'. Discussing the intersection of M&A and private equity, we delve into the intricacies of buying and selling businesses, what it entails for business owners, and the investment strategies surrounding such deals. Additionally, we cover the implications of potential political outcomes on investment strategies, tax changes, and economic conditions. Bill shares his journey into investment banking, insights into navigating the M&A process, and his approach to conservative investment, providing listeners with valuable advice for long-term financial success. Join us for an informative session filled with practical knowledge and investment wisdom.
00:00 Introduction to Today's Podcast
00:16 Election Day and Investment Strategies
02:09 Guest Introduction: Bill Snow
04:01 Bill Snow's Career Journey
06:40 Understanding Investment Banking
12:12 Finding and Acquiring Businesses
16:07 Structuring Deals and Seller Considerations
25:28 Investment Strategies and Personal Insights
31:41 Conclusion and Contact Information
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