Skip to main content

The Wealth Elevator

reviews and testimonials

from club members

Testimonials

“Lane challenges the status quo… what we all grew up learning about money and investing… and teaches how to build cashflow to leave the “rat-race”. Over the past 2-years, Lane’s leadership, advice, and friendship has been integral on my path to building a real estate and note portfolio beyond my imagination. I’ve also hit the elusive accredited investor status with 1 financial maneuver I learned on listening to Lane’s show. And the crazy thing… I’m just getting started! Thank you, Lane!”

— club member

“It continues to amaze me how many physicians refuse to open their mind and invest in other things other than the career. I’ve recently cut back eight shifts per month and my partners are like how can you afford that but, considering I am on my 27th multi family deal and just recently sold all my single family rentals Im not retirement ready but definitely cut back the stress of ER. Keep pushing, refreshing your energy and well put together deals!”

— club member

“We lost $100k with another pop-up syndicator. Unfortunately the SEC has been investigating them for over a year, now. We recently got an email saying they were going bankrupt. We never got the kind of monthly reports from them like you give us. So glad we found you Lane.”

— club member

“My wife is officially is quitting her job at the end of this year. Thanks for helping us be able to do that. One of her friends had to go back to work 10-weeks after having their second kid because they need her income to pay the mortgage. It makes me cringe just thinking about that.”

— club member

about our mastermind

Testimonials

“Most of your people seem to be working professionals. Where as I’m an “old fart” that just retired. So my focus now is how to juggle retirement income into investments (I just started up my IBC, and plan to fund it with retirement accounts, and syndications that exit) and building legacy wealth.

My story (situation/scope): I was up to 10 SFH when I met you in 2018? or was it 2019? 3 properties were in Honolulu, 7 on the mainland, and 4 of those 7 were in an SDIRA. Similar to you, I was frustrated with how much hassle it was managing the out of state property managers, and I was still working full time and a single mom of 2. In pre-retirement we took over management of our rentals. This was more hassle than I wanted to have in my retirement so we started researching alternatives and found out about syndications. Once we started investing in Syndications (by selling my stocks, getting a HELOC at 0.5% interest from a local bank, increasing an RMD from my bene IRA. selling a property) We were able to get us to where my investments equalled my w-2 income in 2020. So with the pandemic starting…… I retired!

Next March, I’ll be 59 1/2 and able to draw on my IRAs without penalty (and no tax on the Roths) so I recently started up an IBC thanks to your team. This will be my “holding tank” as I sell off my SDIRA SFHs and wait for a syndication to come up. I’ll also be eligible to start drawing on my OR state pension and since I’m no longer dependent on that monthly income, I’m planning to take out chunks so I can invest my pension income. In 4 years, I’ll be eligible to draw on my state pension.

At the last Hawaii Retreat we were able to sit at the same table with your legal team for lunch found that we did not inherit our parents property the right way to qualify for the step up in basis, so I had to deal with huge capital gains taxes when I sell. Luckily, your Rockerfeller deal came about at that time (And you other realitor contact just helped us sell one Honolulu property) so we invested in opportunity zones.

So that’s 4 people I’ve met through your networking opportunities that have helped me along! And countless other contacts just by showing up at mixers. Your net work is truly your net worth!”

— Tracy, retired club member

About 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.

This site is free education for accredited investors and high-income professionals whose net worth sits mostly in stocks, a 401(k) and a salary. Start with the guides, the podcast or an event.

This is educational content, not tax, legal, or investment advice. We are not attorneys, CPAs, or financial planners. Please let us know if you need a referral to a CPA, lawyer, or other vendor here.