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Content provided by The Wealth Elevator Podcast, Lane Kawaoka, and PE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Wealth Elevator Podcast, Lane Kawaoka, and PE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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Maximizing Retirement Plans and LP tips

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Manage episode 477168058 series 2486728
Content provided by The Wealth Elevator Podcast, Lane Kawaoka, and PE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Wealth Elevator Podcast, Lane Kawaoka, and PE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

📚 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


Managing qualified retirement plans (QRPs). The host offers insights on the importance of diversifying assets and taking a cautious approach to market trends. Viewers' questions are addressed on topics such as self-directed IRAs, checkbook IRAs, investing in alternatives, and finding suitable vendors for investment management. The episode emphasizes the importance of aligning investment choices with long-term financial goals, particularly for those approaching or in retirement.


01:09 Understanding Qualified Retirement Plans (QRP)

01:35 The Bucket Theory Explained

03:16 Investing in Alternatives with QRP Funds

07:09 Self-Directed IRAs and Checkbook IRAs

09:02 Investor Profiles and Minimum Investment Requirements

15:43 Navigating the Commercial Real Estate Market

17:13 Institutional vs. Retail Investors

19:05 Understanding Institutional Investors

19:27 The Role of Due Diligence

20:23 Crowdfunding and Capital Raising

20:48 Accredited vs. Non-Accredited Deals

22:40 Investor Behavior and Challenges

24:03 Self-Directed IRAs and HSAs

27:58 Choosing the Right Vendors

31:02 Evaluating General Partners

35:40 Current Real Estate Market Trends

37:38 Concluding Remarks and Q&A


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.

  continue reading

483 episodes

Artwork
iconShare
 
Manage episode 477168058 series 2486728
Content provided by The Wealth Elevator Podcast, Lane Kawaoka, and PE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Wealth Elevator Podcast, Lane Kawaoka, and PE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

📚 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


Managing qualified retirement plans (QRPs). The host offers insights on the importance of diversifying assets and taking a cautious approach to market trends. Viewers' questions are addressed on topics such as self-directed IRAs, checkbook IRAs, investing in alternatives, and finding suitable vendors for investment management. The episode emphasizes the importance of aligning investment choices with long-term financial goals, particularly for those approaching or in retirement.


01:09 Understanding Qualified Retirement Plans (QRP)

01:35 The Bucket Theory Explained

03:16 Investing in Alternatives with QRP Funds

07:09 Self-Directed IRAs and Checkbook IRAs

09:02 Investor Profiles and Minimum Investment Requirements

15:43 Navigating the Commercial Real Estate Market

17:13 Institutional vs. Retail Investors

19:05 Understanding Institutional Investors

19:27 The Role of Due Diligence

20:23 Crowdfunding and Capital Raising

20:48 Accredited vs. Non-Accredited Deals

22:40 Investor Behavior and Challenges

24:03 Self-Directed IRAs and HSAs

27:58 Choosing the Right Vendors

31:02 Evaluating General Partners

35:40 Current Real Estate Market Trends

37:38 Concluding Remarks and Q&A


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.

  continue reading

483 episodes

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