📚 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, we talk with Scott Royal Smith, a seasoned attorney and business leader, about optimizing your financial life through smart investment, effective tax strategies, and robust asset protection. Scott shares his journey from law school to founding Royal Legal Solutions, emphasizing the importance of compartmentalizing assets and utilizing innovative legal structures like series LLCs. He provides invaluable advice on making savvy investment decisions, minimizing lawsuit risks, and planning for long-term financial freedom. This episode is filled with practical tips and deep insights into building and protecting your wealth, whether you're a business owner or an investor.

In this Wealth Elevator episode, recorded while dropping his daughter off at preschool, Lane discusses wrapping up the financial year and invites listeners to consider advanced financial strategies. The podcast introduces Scott Royal Smith, a CPA, attorney, and business leader who shares his insights on optimizing taxes, setting up LLC structures, and preparing for legal challenges. Smith also discusses his journey from a law student to managing his investments and the importance of asset compartmentalization. They delve into real estate syndications, private investments, and tax optimization strategies, giving listeners practical advice on navigating their financial journeys. To learn more or get involved, listeners are encouraged to reach out to Wealth Elevator.

00:00 Introduction and Podcast Overview

00:57 Deal Disqualification and Investment Strategies

03:27 Guest Introduction: Scott Royal Smith

04:49 Scott's Journey to Financial Freedom

06:13 Importance of Asset Protection

06:45 Insurance and Legal Structures

14:57 Compartmentalizing Assets with Series LLCs

20:23 Transitioning to Syndications and Passive Investing

25:38 Understanding Asset Compartmentalization

26:53 Common Mistakes in Asset Management

27:25 The Importance of Separate LLCs

28:37 Tax Savings and Asset Protection

32:38 Anonymity and Privacy in Asset Protection

41:58 Strategic Investment and Risk Management

44:31 Comprehensive Wealth Management Services

49:49 Conclusion and Contact Information

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📚 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, we conduct a live coaching call with Sam, a 28-year-old recruiter from LA who is embarking on his journey to financial freedom. This session is particularly valuable for individuals with a net worth under $100,000. During the call, Sam shares his background, how he got into real estate investing, and the strategic decisions he's made to accelerate his investment goals. We also discuss the risks and rewards of strategies like borrowing from retirement funds and investing in turnkey properties. This episode provides practical advice for those looking to improve their financial stability and grow their investment portfolios.

00:00 Introduction and Podcast Overview

01:24 Live Coaching Call Introduction

02:02 Sam's Background and Real Estate Journey

03:27 Financial Strategies and First Property Details

09:02 Personal Financial Sheet Analysis

11:48 Career and Income Growth Discussion

14:57 Side Gigs and Additional Income Ideas

16:17 Risks and Strategies in Real Estate Investing

19:13 Final Thoughts and Advice

25:36 Conclusion and Farewell

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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****For an academic understanding of cap rate movements, check out minute 17 from this video here: https://youtu.be/ueCl6Zyl16o

📚 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 semi-annual market report, we review the performance and trends in the commercial real estate market, particularly focusing on the gradual decrease in Cap Rates and its implications on asset prices. Key market changes include the impact of tariffs, progress on tax reforms, and fluctuations in interest rates. The discussion touches on investment opportunities in different asset classes such as private equity, multifamily housing, and newer developments versus distressed assets. It also covers anticipated movements in apartment rents, absorption rates in various markets, and the broader economic impacts of the recent Presidential election and legislative changes. Finally, the video provides insights into current investor interests based on a 2025 survey and emphasizes the importance of strategic investment during periods of market uncertainty.

00:00 Introduction and Market Overview

00:28 Upcoming Events and Opportunities

01:43 Market Recap and Tax Bill Implications

02:32 Understanding Cap Rates and Market Trends

04:25 New Tax Bill Details and Impacts

20:28 Interest Rates and Market Corrections

22:50 Supply and Demand in Real Estate

29:18 Investor Strategies and Market Predictions

33:18 Ultra High Net Worth Investor Insights

35:45 Market Recap Replay and Analysis

50:50 Market Trends and Predictions

52:19 Diversification and Market Cycles

53:12 Impact of Inflation and Interest Rates

57:10 Commercial Real Estate Insights

01:01:23 Supply and Demand Dynamics

01:11:30 Insurance and Natural Disasters

01:15:46 Election Impact on Economy

01:36:31 Investment Strategies and Survey Results

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