Episodios

  • 2025 Trends: Real Estate, Economic Shifts, and Investment Strategies
    Mar 11 2025


    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 finding value in a fluctuating economy. Join us as we provide insights to help you navigate through these trends and make informed investment decisions.


    00:00 Introduction to 2025 Trends

    00:08 Political Theatrics and Tariffs

    03:26 Impact of Tariffs on Business and Inflation

    05:15 Market Update and Recent Trends

    06:44 Commercial vs. Residential Real Estate

    07:18 Investment Strategies and Market Cycles

    11:15 New Supply and Market Dynamics

    19:52 Interest Rates and Economic Predictions

    27:18 Lessons Learned and Future Outlook

    32:06 Private Equity and Business Investing

    55:45 Conclusion and Action Plan


    Hosted on Acast. See acast.com/privacy for more information.

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    57 m
  • Revisiting My First Podcast: 9 Years Later, What’s Changed?
    Mar 4 2025

    📚 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 his transition from investing in small rental properties to larger multifamily deals and syndications, the personal changes in his life, and the evolution of his financial goals. He shares the impactful 'Fisherman's Story' to illustrate the importance of defining one's endgame and balancing achievement with enjoyment. The episode also touches on the ethical considerations in real estate, the concept of passive cash flow, and the importance of leveraging time and money efficiently. Additionally, the host announces upcoming in-person meetups and events, encouraging community interaction and further learning opportunities.


    00:00 Introduction and Reflection on the First Podcast

    00:22 Personal and Professional Growth Over Nine Years

    00:43 Shifting Goals and Community Building

    03:22 The Fisherman's Story: A Lesson in Simplicity

    04:30 Defining Your End Game and Financial Freedom

    06:40 Passive vs. Active Real Estate Investing

    09:17 The Time Money Experience Triangle

    11:27 Achieving Financial Freedom and the Crossover Point

    17:39 Future Plans and Community Engagement

    18:12 Upcoming Events and Meetups


    Hosted on Acast. See acast.com/privacy for more information.

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    20 m
  • Angel Investing 101: A Beginner’s Guide to High-Growth Investments
    Feb 25 2025

    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 of angel investing, shares his journey from stocks to real estate, and highlights the role of venture capital firms in startup funding. Key topics include the various stages of startup funding (pre-seed, seed, series A), the significance of SAFE agreements, and the importance of execution over ideas. The episode also touches on the potential returns and risks involved in angel investing and the value of relationships and networking in the investment community. Listeners can also learn about the host’s evolving investment strategy and get insights into the Hawaii Angels investment group.


    00:00 Introduction to the Mentor and Venture Capital

    00:30 Shifting Focus: From Real Estate to Venture Capital

    00:36 Challenges in Real Estate and Interest Rates

    01:54 Exploring New Investment Avenues

    02:32 Introduction to Angel Investing

    04:12 Defining Angel Investing

    06:21 The Appeal and Risks of Angel Investing

    09:44 Stages of Angel Investing: Pre-Seed to Seed

    11:59 Comparing Real Estate and Angel Investing

    22:51 Venture Capital Firms and Investment Strategies

    24:54 The Reality of Venture Capital

    25:26 Hawaii's Angel Investment Scene

    26:56 Understanding SAFE Agreements

    29:00 Valuation and Investment Strategies

    31:53 The Entrepreneur's Journey

    38:09 Exits and Returns

    41:20 Joining Hawaii Angels

    44:18 Final Thoughts on Investment Diversification


    Hosted on Acast. See acast.com/privacy for more information.

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    45 m
  • Net Present Value Method in Retirement Planning
    Feb 18 2025

    📚 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 include a detailed analysis of the barbell portfolio strategy, the balance between risky and conservative investments, and personal finance management tactics. The episode features guest Marcel, who provides expert insights on creating a financial health analysis, balancing spending, and investment strategies, and ensuring long-term wealth protection. The topic also covers the importance of understanding your financial position, long-term care insurance options, and the impact of spending and lifestyle on financial health. The episode emphasizes the value of periodic financial reviews, understanding one's risk capacity, and leveraging different types of capital to meet lifetime expenses.


    00:00 Introduction and Announcements

    00:29 Current Real Estate Market Analysis

    01:46 Guest Introduction and Financial Planning Concepts

    03:00 Understanding the Barbell Portfolio

    04:40 Retirement Planning and Financial Health Analysis

    06:02 Case Study: Real Client Financial Balance Sheet

    18:46 Long-Term Care and Insurance Strategies

    27:39 Exploring Investment Risks and Opportunities

    29:06 Tax Strategies and Pre-Planning Benefits

    30:20 Analyzing Different Family Financial Scenarios

    30:39 Understanding Different Types of Capital

    31:33 Real Estate and Financial Health Assessments

    35:21 Behavioral Finance and Spending Habits

    44:48 Withdrawal Rates and Retirement Planning

    47:57 Final Thoughts and Encouragement


    Hosted on Acast. See acast.com/privacy for more information.

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    49 m
  • Why New Investors Should Avoid 'Sexy' Investments and Focus on Real Estate
    Feb 11 2025

    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 following advice from figures like Elon Musk and Warren Buffett, and tips for leveraging partnerships and scaling in the real estate market. Don't miss the free remote investor e-course for additional insights.


    00:00 Introduction and Relationship Insights

    00:35 The Symbolism of Money in Relationships

    02:23 Valentine's Day Tips and Masterclass Promo

    02:54 Avoiding Sexy Investments: Focus on Real Estate

    03:34 The Pitfalls of Following Celebrity Investment Advice

    04:50 The Value of Real Estate Over Crypto

    05:15 Strategies of Sophisticated Investors

    07:15 Real Estate as a Stable Investment

    07:33 Personal Investment Advice and Conclusion


    Hosted on Acast. See acast.com/privacy for more information.

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    9 m
  • The Truth About 401k Fees: What Your Advisor Won’t Tell You with Chris Miles
    Feb 4 2025

    📚 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 planners. We delve into the broader investment world, discussing the current state of real estate, private equity, and the concept of sidecar investments. Chris shares his awakening story, lessons learned from traditional financial advising, and why he transitioned to alternative investments. We also explore topics like the pitfalls of mutual funds, the real rate of return from the S&P, and the importance of diversifying beyond paper assets. Pinpointing how to act now for a financially free future, this episode offers crucial insights for anyone looking to break free from traditional investment pathways.


    00:00 Introduction to Hidden Fees and Costs

    00:19 Real Estate Market Trends and Challenges

    02:27 Understanding Sidecar Investments

    03:30 The Shift to Private Equity

    05:49 Introduction to Chris Miles and Financial Planning

    07:24 Chris Miles' Journey to Financial Independence

    10:13 Critique of Traditional Financial Advice

    13:42 The Reality of Mutual Funds and Market Returns

    17:39 The Flaws in Financial Planning and Investment Strategies

    29:28 A Millionaire's Journey: Luck and Strategy

    30:09 The Harsh Reality of Retirement Savings

    31:34 Alternative Investments: A New Perspective

    32:10 The Power of Cash Flow

    35:55 Diversification Beyond Paper Assets

    37:14 Lessons from a Financial Advisor

    37:26 The Crypto Craze and Market Timing

    38:41 Real Estate: Timing and Strategy

    42:54 The Importance of Diversification

    50:54 The Value of Community and Mentorship

    53:46 Taking Action: The Path to Financial Freedom

    56:28 Final Thoughts and Personal Stories


    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.

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    58 m
  • Tax Benefits: Real Estate Syndication vs Crowdfunding vs REIT
    Jan 28 2025

    📚 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 syndications and private placements over crowdfunding websites and REITs, highlighting the importance of cutting out middlemen and working directly with the source to maximize returns. Finally, he stresses the significance of personalized financial planning and building a network of accredited investors.


    00:00 Introduction to Real Estate Investment Benefits

    00:28 Understanding Tax Benefits in Real Estate

    02:32 Maximizing Losses in Syndications and Private Placements

    04:15 Comparing REITs, Crowdfunding, and Private Placements

    06:07 The Pitfalls of Crowdfunding Websites

    07:45 Why I Don't Like REITs

    09:06 Building Your Network and Direct Investment

    09:53 Conclusion and Final Thoughts


    Hosted on Acast. See acast.com/privacy for more information.

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    11 m
  • Goal-Setting Masterclass Inspired by Tony Robbins
    Jan 21 2025

    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 relationship goals, this video offers actionable steps to achieve them. Perfect for both newcomers and long-time members, this seminar also emphasizes the importance of community and accountability in reaching your aspirations. Don't miss out on this opportunity to transform your life's trajectory.


    00:00 Introduction and Seminar Overview

    00:29 The Power of Decisions

    00:42 Goal Setting Exercise

    02:33 Getting into the Right State

    04:16 Reflecting on the Past Year

    09:32 Identifying Challenges and Emotions

    12:41 Empowering Decisions and Future Planning

    15:31 Reinforcing Past Achievements

    22:21 Dreaming Without Limits

    27:39 Leveraging AI for Goal Setting

    27:58 Focusing on One-Year Goals

    29:52 Committing to Your Goals

    32:46 Top-Down vs. Bottom-Up Approaches

    33:59 Taking Immediate Action

    37:02 Measuring and Tracking Progress

    46:01 The Importance of Community and Accountability

    49:44 Final Thoughts and Next Steps


    Hosted on Acast. See acast.com/privacy for more information.

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    56 m