📚 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 boxes, and what to look for in deals. The episode also covers practical tax extension tips, how to break up with your CPA, and navigating taxes smartly with passive losses and depreciation recapture. Additionally, the discussion delves into formulating a personalized investment strategy, understanding risk vs. reward, types of value add, diversifying portfolios, and handling economic fluctuations such as inflation. For accredited investors, we emphasize the importance of building a network of like-minded individuals and negotiating better deal terms. Finally, we discuss the pitfalls of mainstream investment advice and the benefits of joining curated investor groups for better insights and opportunities.

00:27 Tax Season Tips and CPA Advice

01:20 Breaking Up with Your CPA: A Guide

03:33 Investment Philosophy and Syndication Course Overview

04:54 Developing Your Investment Strategy

17:50 Value Add Strategies in Real Estate

21:45 Risk Management and Capital Calls

25:25 Networking and Community Building

28:07 1031 Exchanges and Diversification

33:22 Inflation and Investment Opportunities

44:20 Conclusion and Final Thoughts

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.

📚 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.

📚 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 guest, Madeline Mann, author of 'Reverse the Search,' shares insights on landing career-defining roles, optimizing LinkedIn profiles, the importance of building relationships, and securing career stability. Tune in for practical advice on job searching and enhancing your professional presence.

00:00 Introduction to Resume Building

00:36 Importance of Networking and Relationships

01:09 Investing in Syndications and Private Placements

02:00 Avoiding Common Investment Pitfalls

03:52 Empowering Yourself Through FOOM

05:46 Interview with Author Madeline Mann

07:46 Job Search Strategies for Experienced Professionals

13:13 Optimizing Your LinkedIn Profile

14:26 Effective Job Application Techniques

27:48 Building Career Security

29:28 Final Thoughts and Call to Action

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