Mar 17 2025 54 mins 8
📚 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 such as evaluating home equity, handling rental properties, effective strategies for tax efficiency, infinite banking, and the importance of sophisticated investing. Jasmine shares her experiences of owning a variety of rental properties, managing a full-time job, and achieving a balanced lifestyle with her family. Lane provides guidance on deploying capital, addressing tax implications, and staying focused on long-term financial goals.
00:00 Introduction to the Coaching Call
00:58 Jasmine's Real Estate Journey
02:28 Understanding Investor Levels
04:30 Financial Snapshot and Savings
05:46 Balancing Work and Family
07:40 Income and Lifestyle Choices
17:15 Deployment Plan and Investment Strategies
28:43 The Real Issue with Taxes
29:04 Wealth Building: A Game of Inches
29:47 Scaling Your Portfolio: Buy More Rentals?
31:05 The Reality of Rental Property Management
35:11 Investment Strategies and Market Cycles
36:42 Navigating Investor Groups and Relationships
43:12 Tax Implications and Deployment Plans
47:50 Final Thoughts and Action Steps
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.
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