How high earners can think about getting taxable income under the 24% bracket before December 31: the two colors of...
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Is the AI Boom Ending? The Signals a Former Wall Street Banker Watches
How to tell when the AI trade turns: hyperscaler returns, chip rental prices, the next supply bottleneck and cheap open...
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How Next-Gen Family Wealth Stewards Vet a Sponsor
If your family’s capital is starting to pass into your hands, you may be the person asked to evaluate sponsors....
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DST vs. Real Estate Syndication After Selling Your Business
Selling a business can create a large tax bill in the year of the sale. Some owners look at private...
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Is Real Estate Syndication Safe for Retirees Who Don’t Want Stock Market Risk?
Retirees who have watched the stock market swing often ask whether real estate syndication offers a steadier alternative. The honest...
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How Doctors Should Evaluate a Syndication Deal
Many physicians hear about real estate syndications from a colleague or a sponsor who called after a conference. The pitch...
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The CFP Logo Is a Sales Asset. Check the Person Behind It.
The CFP Logo Is a Sales Asset. Check the Person Behind It. The Certified Financial Planner Board of Standards spent...
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The Life of an Oil Well: From Mineral Lease to Plugged Hole, Stage by Stage
How a horizontal oil well goes from mineral lease to plugging, when production peaks, and why the first investor check...
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IDGT, SLAT, BDIT, GRAT, Dynasty Trust, ILIT: What Each Trust Does and Where It Breaks (2026 Rules)
What an IDGT, SLAT, BDIT, GRAT, dynasty trust and ILIT each do, who pays the income tax, and where each...
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Passive Oil and Gas Investing: 11 Technical Tax and Cash Flow Checks Most Investors Overlook
A projected deduction, a usable deduction and a profitable well are three different things. Eleven checks covering IDCs, K-1 losses,...
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Underwriting Games in Multifamily Deals: Cap Rates, IRR “Magic,” and Capital Stack Red Flags
Seven underwriting assumptions limited partners should check in a multifamily pitch deck, including exit cap rates, refinance timing, loan terms,...
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Majors vs. Mom-and-Pop Drillers: What My First Oil Investment Taught Me
What the majors are in oil and gas, why operator size matters far more underground than it does in apartments,...
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The Red Flag I Gave Redfin: A Deal That Only Works If Everything Goes Right
Redfin asked Lane Kawaoka for the biggest investment property red flag. His answer: a deal that only works if everything...
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The 1042 Rollover: The Closest Thing the Tax Code Has to a 1031 Exchange for Your Business
How business owners use Section 1042 to sell to their employees and defer, or eliminate, the capital gains tax on...
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The Ultimate Guide to Infinite Banking
The one design decision that determines whether a whole life insurance policy works like your own bank or just pays...
read moreAbout the author
Lane Kawaoka, PE, is the founder of The Wealth Elevator and the author of two Amazon bestselling books, The Wealth Elevator and Simple Passive Cashflow. He spent 12 years as an engineer, bought his first rental in 2009, and left his job in 2019. He built his base in real estate and today is a general partner, operator and fund manager working with a community of accredited investors across real estate, oil and gas, and private companies. His track record: $2.1B of past real estate acquisitions, 10,000+ units acquired, 65+ projects, and $230M+ raised.
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