📚 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
Managing qualified retirement plans (QRPs). The host offers insights on the importance of diversifying assets and taking a cautious approach to market trends. Viewers' questions are addressed on topics such as self-directed IRAs, checkbook IRAs, investing in alternatives, and finding suitable vendors for investment management. The episode emphasizes the importance of aligning investment choices with long-term financial goals, particularly for those approaching or in retirement.
01:09 Understanding Qualified Retirement Plans (QRP)
01:35 The Bucket Theory Explained
03:16 Investing in Alternatives with QRP Funds
07:09 Self-Directed IRAs and Checkbook IRAs
09:02 Investor Profiles and Minimum Investment Requirements
15:43 Navigating the Commercial Real Estate Market
17:13 Institutional vs. Retail Investors
19:05 Understanding Institutional Investors
19:27 The Role of Due Diligence
20:23 Crowdfunding and Capital Raising
20:48 Accredited vs. Non-Accredited Deals
22:40 Investor Behavior and Challenges
24:03 Self-Directed IRAs and HSAs
27:58 Choosing the Right Vendors
31:02 Evaluating General Partners
35:40 Current Real Estate Market Trends
37:38 Concluding Remarks and Q&A
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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