"Core Capital" + Real Estate Cycles: 2024 Mirroring 2009?

"Core Capital" + Real Estate Cycles: 2024 Mirroring 2009?

Author: Lane Kawaoka, PE July 9, 2024 Duration: 16:52

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/


In this episode, we discuss key financial reminders including corporate and personal tax return deadlines. We explore the importance of understanding core capital needs as they evolve over time and how this impacts your investment strategies. Discover the concept of end game with a $3-5 million net worth target, and how to balance enjoyment of life with financial planning. We also analyze current market conditions, drawing parallels to past economic downturns, and discuss optimal investment strategies in the current landscape. Tune in for tips on navigating market corrections and achieving your financial goals efficiently.


00:00 Introduction and Tax Reminders

00:53 Current Investment Opportunities

01:46 Core Capital Concept

03:05 Financial Needs Over Life Stages

06:21 Market Trends and Predictions

10:13 Investment Strategies and Reflections



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Hosted by Lane Kawaoka, PE, The Wealth Elevator Podcast: Real Estate, Taxes, Investing is a practical conversation about building wealth beyond a traditional salary. Lane started in 2009, purchasing small rental properties while working as a W2 engineer, and has since helped manage over $2.1 billion in assets as a general partner. This journey forms the backbone of the discussions, where he breaks down a clear, three-step system for financial growth. You'll hear detailed explorations of alternative investments designed to diversify a portfolio, alongside deep dives into strategic tax planning. The focus is on actionable knowledge, moving from theory to the real-world mechanics of investing. Each episode aims to demystify complex topics, offering a path that has been personally traveled. This isn't about get-rich-quick schemes; it's a methodical look at creating lasting financial freedom through real estate and other asset classes. Tune into this podcast for straightforward advice from someone who has navigated the path from employee to investor, sharing lessons learned to help others elevate their own financial trajectory. The tone is direct and informed, rooted in Lane's professional engineering background, making complex subjects accessible for anyone ready to take control of their financial future.
Author: Language: English Episodes: 100

The Wealth Elevator Podcast: Real Estate, Taxes, Investing
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