🎓 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 🏦 Inf ...
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Why You Shouldn't Rescue Old Deals, Tariff Impacts, REIT Platform Risks, What If the GP Dies?
52:59
52:59
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52:59📚 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://thewealtheleva…
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Syndication Cram School Part 8: Investor Philosophy
45:02
45:02
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45:02📚 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://thewealtheleva…
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📚 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://thewealtheleva…
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Mastering Your Career and Securing Job Opportunities | Interview with Madeline Mann
30:46
30:46
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30:46📚 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://thewealtheleva…
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The 4 Ways Real Estate Makes You Money (30% ROI With Real Numbers!)
21:24
21:24
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21:24📚 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://thewealtheleva…
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In this episode, we delve into the challenges of transitioning from owning rental properties to investing in syndications, private placements, and private funds. Our host discusses common pitfalls, the importance of due diligence, and introduces the Deal Desk offering – a service designed to help investors vet potential deals and operators. Learn h…
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2.5M Net Worth Coaching Call: Sell the rentals?
53:36
53:36
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53:36📚 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://thewealtheleva…
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2025 Trends: Real Estate, Economic Shifts, and Investment Strategies
56:39
56:39
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56:39In this episode, we delve deep into the anticipated trends for 2025 and beyond, focusing on various economic shifts, commercial and residential real estate dynamics, and macroeconomic factors. We explore the impact of Trump's tariffs, inflation, interest rates, and the resulting effects on different asset classes like Class A, B, and C real estate.…
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Revisiting My First Podcast: 9 Years Later, What’s Changed?
20:14
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20:14📚 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://thewealtheleva…
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Angel Investing 101: A Beginner’s Guide to High-Growth Investments
44:52
44:52
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44:52Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. To get free access go here. In this episode, the host speaks with his mentor Cliff, an experienced investor in the venture capital, tech, and angel investing spaces. They discuss the importance of having multiple mentors and diversifying i…
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Net Present Value Method in Retirement Planning
49:07
49:07
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49:07📚 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://thewealtheleva…
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Why New Investors Should Avoid 'Sexy' Investments and Focus on Real Estate
9:02
9:02
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9:02Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. To get free access go here. Differing symbolic meanings of money in relationships, influenced by Gary Chapman and Dr. John Gottman. The episode also strongly advises new investors against high-risk 'sexy' investments like crypto, citing th…
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The Truth About 401k Fees: What Your Advisor Won’t Tell You with Chris Miles
57:30
57:30
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57:30📚 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://thewealtheleva…
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Tax Benefits: Real Estate Syndication vs Crowdfunding vs REIT
10:37
10:37
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10:37📚 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://thewealtheleva…
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Goal-Setting Masterclass Inspired by Tony Robbins
56:02
56:02
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56:02Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. Join us live from the Annual Goals Seminar at the Wealth Elevator retreat. In this comprehensive video, we delve into practical strategies for goal-setting, drawing inspiration from Tony Robbins and other successful coaches. Learn how to g…
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Generations at Work: How Demographics Shape Business Success
2:09:27
2:09:27
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2:09:27Check 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 busin…
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PPM Syndication Documents: Section 6 of the Syndication E-Course
1:12:11
1:12:11
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1:12:11Everything 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, …
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Capital Gains, Depreciation, and Loopholes: Winning Strategies for 2025!
1:27:21
1:27:21
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1:27:21Check 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…
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Extra Real Estate Tax Benefits: Cost Segregations & Bonus Depreciation
36:38
36:38
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36:38Run 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 ov…
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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…
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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 unman…
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Beat the Blues: The Holiday Mask with David Lawson of AwakeWarrior.com
31:29
31:29
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31:29Join 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 h…
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Healthcare: Saving Money and Ensuring Quality Care
32:14
32:14
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32:14Join 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, na…
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Quarterly Market Update 2024: Interest Rates and Economic Trends
50:02
50:02
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50:02Check 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 rat…
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Buying Websites as Digital Asset Investments Webstreet.co
42:36
42:36
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42:36Check 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…
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Mergers and Acquisitions for Dummies with Bill Snow
32:18
32:18
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32:18Check 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 se…
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Guide to Infinite Banking with Whole Life Insurance
56:29
56:29
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56:29Check 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
46:44
46:44
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46:44Check 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
14:04
14:04
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14:04Check 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
28:37
28:37
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28:37Check 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
17:41
17:41
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17:41Check 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
32:09
32:09
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32:09Check 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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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
58:00
58:00
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58:00Check 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
46:35
46:35
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46:35Maximizing 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
52:42
52:42
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52:42Check 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
1:03:47
1:03:47
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1:03:47Check 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
25:26
25:26
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25:26Check 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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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
35:19
35:19
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35:19Check 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?
16:52
16:52
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16:52Check 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
45:40
45:40
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45:40Check 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
28:45
28:45
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28:45Check 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]
29:42
29:42
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29:42Check 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?
36:15
36:15
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36:15Check 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
51:50
51:50
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51:50Check 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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18:01Introducing "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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