Real Estate Syndications in 2024 for New Investors: Strategy, Roles, Taxes, Due-diligence #416

Real Estate Syndications in 2024 for New Investors: Strategy, Roles, Taxes, Due-diligence #416

Author: Lane Kawaoka, PE January 2, 2024 Duration: 1:15:56

We are diving into a syndication webinar that would be beneficial for novice investors. Subscribers of our club can join the monthly office hours to ask personal financial questions or learn further about open offerings. Besides, we also hold educational sessions about syndication deals and due diligence every third Saturday of the month. We share reports from institutional investment firms such as BlackRock, Barclays, Fidelity, Morgan Stanley in our weekly newsletter. For those attending our meetup in Las Vegas from January 12th to 13th, prepare to get a grand exposure and learning experience. Check your emails for the invitation to our 'Ask the CPA' tax questions session on January 9th. It's a good time to be interviewing CPAs and attorneys to prepare for the tax season. Looking forward to meeting you all in Las Vegas, especially those of you who are first-generation seven-figure net worth individuals!

00:00 Introduction and Welcome

00:10 Joining the Wealth Elevator Club

00:16 Monthly Office Hours and Syndication E-Course

00:39 Weekly Newsletter and Institutional Reports

00:53 Upcoming Las Vegas Event

01:10 2024: A Big Year Ahead

01:16 Tax Planning and CPA Interviews

01:36 Looking Forward to Las Vegas Meetup

01:51 Changing Mindsets and Creating Memories

02:36 Podcast Conclusion and Final Call to Action



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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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