The Wealth Elevator Lane Kawaoka, PE
-
- Business
-
Join our community and get access to our free ecourses - theWealthElevator.com/club
Follow 'The Wealth Elevator' as it guides you on a journey toward financial freedom. Witness our heroic 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 banking. Get insights into future-proofing your wealth with our tax strategies and gain access to unparalleled investor opportunities through our investor club. We also discuss notable changes to our platform, rebranding from Simple Passive Cashflow to The Wealth Elevator, and how our new user-friendly structure can help you accelerate your financial progress.
Hosted on Acast. See acast.com/privacy for more information.
-
CPA TAX Insights: Mitigating Depreciation Recapture, Passive Income
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 investment statuses. It also delves into the specifics of passive activity losses, real estate professional status, and the implications of investing with retirement funds. The script includes a detailed discussion on tax brackets, the impact of the Corporate Transparency Act, how depreciation and cost segregation studies work, and offers practical advice on hiring a CPA for tax optimization. Furthermore, it touches upon the Federal Reserve's plans for interest rates and how investors can adapt. The guide is designed for both seasoned and novice investors seeking to navigate the complexities of tax strategy to maximize returns and minimize liabilities.
00:00 Welcome to Tax Season: Tips and Tricks for Investors
00:22 Why Paper Tax Returns Might Be Your Best Bet
02:27 The Importance of Choosing a Professional CPA
04:43 Diving Deep into Depreciation and Tax Strategies
12:06 The Significance of Cost Segregation Studies Explained
13:32 Maximizing Your Tax Deductions: A Closer Look
18:53 Understanding Depreciation Recapture and Its Impact
23:24 Navigating Different Tax Brackets and Strategies
24:00 The Role of Passive Losses in Your Investment Strategy
33:56 Expert Insights: Navigating Audits and Aggressive Tax Planning
36:13 Unlocking Tax Benefits: Selling Property and Passive Losses
37:25 The Cost of Audits: A CPA's Perspective
38:31 Navigating Passive Losses with Multiple Rentals
39:10 Accelerated vs. Regular Depreciation: A Comparative Analysis
42:28 Leveraging Real Estate Professional Status for Tax Advantages
47:46 Practical Tips for Logging Hours as a Real Estate Professional
55:13 Understanding Passive Activity Losses and Tax Implications
57:19 Q&A Session: Addressing Common Tax Queries
Hosted on Acast. See acast.com/privacy for more information. -
IBC Loans, Inherited Taxes, Venture Capital, Non-Accredited 506B
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 sectors like retail, and strategies for both seasoned and new investors. It addresses the challenges and misconceptions around investing in syndicated deals, highlighting the differences between 506B and 506C offerings and how non-accredited investors can navigate these opportunities. Additionally, it touches on the significance of building a strong investor network, proper asset diversification, the impact of mental health on financial decisions, and the potential of venture capital investments for higher net worth individuals. Key advice includes the importance of patience in wealth building and strategic moves for investors at different stages of their financial journey.
07:04 Diving Into Infinite Banking: Loans and Taxes
12:16 Navigating Capital Gains on Inherited Property
17:09 Maximizing Tax Benefits from Your Principal Residence
27:48 Analyzing Property Tax Implications and Investment Decisions
41:52 Commercial Real Estate: Opportunities Amidst Challenges
48:09 Venture Capital: A New Frontier for Investors
51:26 Investment Strategies Across Different Life Stages
57:47 Understanding Legal Entities and Tax Considerations in Investments
Hosted on Acast. See acast.com/privacy for more information. -
Living Trusts, Irrevocable Trusts, Estate Tax Planning with Ethan Okura of Okura & Associates
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 handling of beneficiary ownership agreement forms despite legal disputes. It also touches upon the psychology of predicting economic recessions, the merits of investing in gold, real estate vs. stock investments, and the nuances of real estate's economic impact. Moreover, the episode explores complex estate planning tools, including various types of irrevocable trusts designed for tax benefits and asset protection, strategies for avoiding gift tax, and the value of generational skipping trusts. Insights on handling estate taxes, probate vs. trust benefits, and considerations for special circumstances like non-citizen spouses or disability trust provisions are also discussed. The importance of financial education, passing values along with wealth to prevent mismanagement by future generations, and the potential of a dynasty trust to maintain family wealth across generations are highlighted.
00:27 Understanding the Corporate Transparency Act
02:05 Predicting Recessions and Investment Strategies
03:10 Real Estate vs Stocks: A Comparative Analysis
04:41 The Challenges and Rewards of Being a Landlord
05:32 Exploring Commercial Real Estate Opportunities
06:16 Invitation to Connect and Learn More
06:31 Deep Dive into Estate Planning with Ethan Okura
07:52 Understanding Probate and the Importance of Trusts
13:06 The Intricacies of Irrevocable Trusts
20:59 The Role of Settlor, Trustee, and Beneficiary in Trusts
25:05 Exploring Different Types of Trusts
34:50 Understanding Different Types of Trusts
35:31 Exploring the Concept of Irrevocable Life Insurance Trust
36:45 The Role of Trusts in Estate Planning
37:13 The Importance of Grantor Trusts
38:10 Tax Implications of Trusts
39:24 Strategies for Asset Transfer and Tax Avoidance
41:12 Understanding Estate Taxes
42:12 The Impact of Changing Estate Tax Exemptions
51:06 Planning for Incapacity and Long-Term Care
57:56 The Power of Generation Skipping Trusts
01:01:38 Final Thoughts on Estate Planning and Trusts
Hosted on Acast. See acast.com/privacy for more information. -
Syndication Cram School: Part#4 - Numbers Part 1 of 2
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 favorable for new investors, emphasizing the market's correction and its probable bottom. The script delves into investment strategies, including the risks and rewards of different types of debt, the significance of the reversion cap rate in underwriting, and the detailed analysis of deal structures. Furthermore, it offers insights into how to interpret pitch decks and project returns realistically, touching upon the nuances of preferred rate of return, fee structures, and the impact of market cycles on investment outcomes. Lastly, it encourages investors to achieve diversification and maintain realistic expectations by evaluating the operational track record of investments and understanding the intricacies of market cap rates.
00:00 Introduction to Commercial Real Estate Market Trends
00:45 Understanding the Real Estate Market Correction
01:00 Investing in Real Estate Amidst Uncertainty
01:28 The Importance of Community in Real Estate Investing
02:00 The Role of Net Worth in Real Estate Investing
02:41 Strategies for Wealth Building in Real Estate
03:18 Understanding the Risks and Rewards in Real Estate Investing
04:38 The Power of Diversification in Real Estate Investing
05:07 Syndication Due Diligence for LP Investors
06:02 Understanding the Importance of Assumptions in Real Estate Investing
07:54 The Role of IRR and ROI in Real Estate Investing
09:48 Understanding the Impact of Debt Structure on Real Estate Investments
29:34 The Importance of Understanding Fee Structures in Real Estate Investing
35:00 Understanding Operator Fees and Cash Flow
35:26 The Role of Development Fees in Asset Management
36:41 The Impact of Real Estate Brokerage and Property Management Fees
37:20 The Importance of Projections and Conservative Underwriting
38:12 The Power of Networking in the Alternative Investment World
38:59 Understanding Preferred Rate of Return
42:24 The Complexities of Capital Stacks
48:16 The Role of Skin in the Game for General Partners
55:16 The Importance of Exit Cap Rate in Underwriting
59:49 Final Thoughts and Q&A
01:02:53 The Power of Diversification in Alternative Investments
Hosted on Acast. See acast.com/privacy for more information. -
Bank Restructuring + Capital Calls w/ Troy Taylor of Algon Group #424
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 further discusses the challenges for sponsors and operators and the role of diversification in minimizing risk. The podcast also explains the need to balance achieving financial freedom with enjoying life, as illustrated in the 'oil in the spoon' parable. Troy's advice largely revolves around the need to have a realistic plan, to be open to new opportunities, and to clear up existing problems for a brighter financial future.
00:00 Introduction and Guest Introduction
00:12 Weekly Newsletter Sneak Peek: Inflation and Interest Rates
01:10 Stock Market Trends and Diversification Advice
02:51 The State of Commercial Real Estate
03:55 Guest Interview: Troy Taylor on Restructuring and Real Estate
04:59 The Impact of COVID-19 on Real Estate
05:43 The Challenges of Renovating Older Buildings
06:08 The Future of Real Estate and Investment Opportunities
06:54 The Importance of Long-Term Debt and Market Timing
07:18 The Risks of Floating Rate Debt
08:41 The Importance of Realistic Financial Analysis
12:23 The Role of Lenders in Troubled Real Estate Projects
15:29 The Impact of CapEx on Real Estate Investments
24:04 The Importance of Diversification in Real Estate
27:47 The Role of Regulators in Real Estate
29:47 Understanding the Dynamics of Debt Funds
30:37 The Role of Lenders in Real Estate Projects
30:58 The Importance of Perspective in Lending Decisions
31:24 The Role of Passive Investors in Debt Management
32:42 The Importance of Having a Plan in Real Estate
33:21 The Role of Advisors in Real Estate Restructuring
33:45 The Importance of Realistic Expectations in Real Estate
34:49 Understanding the Risks and Opportunities in Real Estate
37:07 The Opportunity in Loan Modifications
37:12 The Role of Cash in Real Estate Projects
39:43 The Importance of Diversification in Real Estate Investments
42:40 The Role of Sponsors in Real Estate Investments
42:48 The Importance of Timing in Real Estate Investments
43:26 The Importance of Cleaning Up Problems in Real Estate
49:22 The Importance of Enjoying the Journey in Real Estate
Hosted on Acast. See acast.com/privacy for more information. -
2024 Q1 Quarterly Market Update: -30% in values, cap rates vs interest rates, tenant fraud
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 diversification and the importance of developing a well-rounded investment strategy to weather market uncertainties. We also dive into how something external, like interest rates, can significantly impact the market and what investors can do to navigate these changes effectively. The discussion further includes an overview of challenges faced in commercial real estate caused by things like fraudulent tenant applications and inflation. Join us as we dissect and interpret these market trends, giving an in-depth review of how this shapes various asset classes and current investment theses.
00:01 Introduction and Market Update Overview
00:16 My Investment Journey and Market Observations
01:14 The Importance of Diversification in Investments
01:45 The Impact of Market Cycles on Investments
02:15 The Evolution of My Investment Strategy
02:33 The Importance of Trust in Investment Partnerships
03:05 The Journey to Better Investment Opportunities
03:32 The Importance of Adapting to Market Changes
04:16 The Current State of the Economy and Market
04:37 The Impact of Inflation on Investments
05:48 The Importance of Understanding Market Cycles
06:25 The Impact of Interest Rates on Real Estate Investments
12:09 The Challenges of Fraudulent Tenants in Real Estate
16:09 The Future of Commercial Real Estate
37:37 The Importance of Taking Action in Investments
45:00 Conclusion and Final Thoughts
Hosted on Acast. See acast.com/privacy for more information.
Customer Reviews
A Must-Listen!
If you're a busy professional looking to achieve financial freedom through real estate investing, this 5-star podcast is your essential guide to building passive cashflow! So grateful I found this show! ⭐⭐⭐⭐⭐
Straight Talker
Lane is a very unique individual in that he is more interested in telling the truth about his journey and experiences than polishing his podcasts so that they are perfect. He tells it how he sees it and how it sees it right now. He makes no apologies for continuing to learn. It is refreshing when looking for someone to invest with when they are this straight forward and honest. Love your perspective Lane! Keep it coming!
Honesty over Pretense. Education over Sales Pitch
An example: Telling investors that the passive losses from syndications do not always result in immediate tax benefits if they don’t have enough passive income to offset them because the tax losses are suspended. Many others gloss over this. Talking about matching one’s own tax bracket and income goals to the investment offered rather than investing without regard to one’s entire portfolio is another example. Finally, talking about the mistakes that he and others have made in the past as new investors in order to help others avoid the same mistakes is genuinely helpful.