425 episodes

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.

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The Wealth Elevator Lane Kawaoka, PE

    • Business
    • 4.8 • 409 Ratings

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

    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

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    • 1 hr 6 min
    IBC Loans, Inherited Taxes, Venture Capital, Non-Accredited 506B

    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

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    • 1 hr 12 min
    Living Trusts, Irrevocable Trusts, Estate Tax Planning with Ethan Okura of Okura & Associates

    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

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    • 1 hr 8 min
    Syndication Cram School: Part#4 - Numbers Part 1 of 2

    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

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    • 1 hr 6 min
    Bank Restructuring + Capital Calls w/ Troy Taylor of Algon Group #424

    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

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    • 57 min
    2024 Q1 Quarterly Market Update: -30% in values, cap rates vs interest rates, tenant fraud

    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

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    • 46 min

Customer Reviews

4.8 out of 5
409 Ratings

409 Ratings

Gay&Sweaty ,

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! ⭐⭐⭐⭐⭐

Maj Investor ,

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!

IA farm ,

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.

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