The Wealth Elevator Podcast: Real Estate, Taxes, Investing - podcast cover

The Wealth Elevator Podcast: Real Estate, Taxes, Investing

Lane Kawaoka, PEwww.thewealthelevator.com

🎓 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

🏦 Infinite banking to maximize your wealth


Join our community and get access to our free Masterclass - theWealthElevator.com/club


Welcome to those who found us through the new book! Welcome to our Ohana!

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Episodes

Mid-Year 2025 Market Recap: 100% Bonus Depreciation, supply/demand

****For an academic understanding of cap rate movements, check out minute 17 from this video here: https://youtu.be/ueCl6Zyl16o 📚 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 In this...

Aug 12, 20251 hr 42 minEp. 502

Bitcoin = Digital Gold? With Pierre Rochard

📚 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 In today's podcast episode, our host is joined by Pierre, an expert in the Bitcoin and cryptocurrency space, to delve into the intricac...

Jul 29, 202544 minEp. 501

Mastering Due Diligence on Multifamily Syndication Deals - Webinar Replay

📚 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 In this episode, we delve into the intricacies of performing due diligence on multifamily real estate deals. The video starts with an i...

Jul 15, 202547 minEp. 500

Is Buying a Home to Live In a Smart Investment Strategy?

If you’d like a free copy of the book, just email us at team@thewealthelevator.com and tell us how you found us. In today's podcast, we delve into the financial implications of buying a home to live in versus renting and investing. The host introduces the concept of the 'wealth elevator' as described in their book, which categorizes different financial stages and offers tailored advice. They discuss why individuals in high-priced areas or early stages of wealth building might benefit more from r...

Jul 01, 202517 minEp. 499

Advanced Tax Strategies for Business Owners | Home Office Deductions, Augusta Rule, and More

If you’d like a free copy of the book, just email us at team@thewealthelevator.com and tell us how you found us. In this episode, we dive deep into various tax strategies tailored specifically for business owners. We cover essential topics such as home office deductions, the Augusta Rule, paying your kids on payroll, Solo 401(k)s, and advanced strategies like captive insurance. The first half of the podcast is dedicated to potential tax changes currently under review by the Senate. We discuss ex...

Jun 06, 20251 hr 6 minEp. 498

The Hidden Downsides of Real Estate Syndications

We explore the downsides of investing passively in real estate syndications and why you might instead consider investing in smaller rental properties on your own. We discuss limited control, investment illiquidity, high minimum investments, and operational challenges. Despite these cons, we also briefly touch upon the advantages of syndications such as diversification and tax benefits. We highlight the importance of due diligence, building trust and relationships within investor networks, and un...

Jun 03, 202522 minEp. 497

They Can Sue You… How the Wealthy Protect Assets: Bridge Trusts & Offshore Entities

📚 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 Understanding Asset Protection and Trusts with Brian Bradley | Managing Wealth and Legal Risks In this episode, we dive into the comple...

May 20, 20251 hr 27 minEp. 496

Why You Shouldn't Rescue Old Deals, Tariff Impacts, REIT Platform Risks, What If the GP Dies?

📚 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 [Wealth Elevator Office Hours] In this episode of Wealth Elevator's monthly office hours podcast, the host answers questions from membe...

May 06, 202553 minEp. 495

Syndication Cram School Part 8: Investor Philosophy

📚 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 In this podcast episode, we replay the eighth section of the syndication LP course, focusing on investment philosophy, customizing buy ...

Apr 22, 202545 minEp. 494

Maximizing Retirement Plans and LP tips

📚 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 app...

Apr 15, 202538 minEp. 493

Mastering Your Career and Securing Job Opportunities | Interview with Madeline Mann

📚 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 In this episode of Wealth Elevator, we discuss how to navigate the challenging job market and effectively spruce up your resume. Our gu...

Apr 08, 202531 minEp. 492

The 4 Ways Real Estate Makes You Money (30% ROI With Real Numbers!)

📚 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 In today's podcast, we break down the math behind the four essential ways to make money with rental real estate. Our host shares person...

Apr 01, 202521 minEp. 491

New Deal Desk: Vetting Deals and Operators

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 how the Deal Desk can assist you in scrutinizing opportunities, leveraging industry tools, and evaluating property management teams. This informative s...

Mar 25, 20259 minEp. 490

2.5M Net Worth Coaching Call: Sell the rentals?

📚 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 In this coaching session, Lane advises Jasmine on managing her real estate portfolio and personal finances. Discussion spans topics suc...

Mar 17, 202554 minEp. 489

2025 Trends: Real Estate, Economic Shifts, and Investment Strategies

In 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. We also discuss strategies for investors in an ever-evolving market, touching on topics such as loan types, the importance of diversification, and fi...

Mar 11, 202557 minEp. 488

Revisiting My First Podcast: 9 Years Later, What’s Changed?

📚 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 In this sentimental episode, the very first podcast episode from 2016, reflecting on his journey over the past nine years. He discusses...

Mar 04, 202520 minEp. 487

Angel Investing 101: A Beginner’s Guide to High-Growth Investments

Everything 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 investments beyond real estate into private equity and venture capital, especially in light of recent high interest rates. Cliff provides an overview ...

Feb 25, 202545 minEp. 486

Net Present Value Method in Retirement Planning

📚 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 In this podcast episode, the host discusses key aspects of retirement planning theory and financial health analysis. Key topics covered...

Feb 18, 202549 minEp. 485

Why New Investors Should Avoid 'Sexy' Investments and Focus on Real Estate

Everything 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 the value of stable and reliable investments such as rental real estate. Featured topics include the importance of cash flow, the drawbacks of followin...

Feb 11, 20259 minEp. 484

The Truth About 401k Fees: What Your Advisor Won’t Tell You with Chris Miles

📚 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 In this episode, ex-financial planner Chris Miles joins us to uncover the hidden fees and costs of working with certified financial pla...

Feb 04, 202558 minEp. 483

Tax Benefits: Real Estate Syndication vs Crowdfunding vs REIT

📚 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 Deduct property improvements over 27 years and the advantages of Passive Activity Losses (PALs). Lane also discusses why he prefers syn...

Jan 28, 202511 minEp. 482

Goal-Setting Masterclass Inspired by Tony Robbins

Everything 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 get clear, focused, and committed to your goals, and utilize exercises to gain clarity and momentum. Whether you're setting financial, personal, or re...

Jan 21, 202556 minEp. 481

Generations at Work: How Demographics Shape Business Success

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 ...

Jan 14, 20252 hr 9 minEp. 480

PPM Syndication Documents: Section 6 of the Syndication E-Course

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). T...

Jan 07, 20251 hr 12 minEp. 479

Capital Gains, Depreciation, and Loopholes: Winning Strategies for 2025!

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 inve...

Dec 28, 20241 hr 27 minEp. 478

Extra Real Estate Tax Benefits: Cost Segregations & Bonus Depreciation

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 ...

Dec 24, 202437 minEp. 477

4 Ways to Source Investment Capital

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 pr...

Dec 17, 202455 minEp. 476

Building a Sustainable Family Office

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 profession...

Dec 10, 202440 minEp. 475

Beat the Blues: The Holiday Mask with David Lawson of AwakeWarrior.com

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 meditati...

Dec 03, 202431 minEp. 474

Healthcare: Saving Money and Ensuring Quality Care

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 a...

Nov 26, 202432 minEp. 473
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