📚 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 delve into the world of investing in individual stocks with expert Daniel Jiwani, author of 'Pick Stocks That Go Up' and 'Buffet's Two-Step Stock Market Strategy.' Daniel shares his journey from his first investment at 16 to becoming an accomplished investor by studying Warren Buffett's methodologies. We discuss the key aspects of successful investing, including identifying wonderful companies, buying at a wonderful price using discounted cash flow, maximizing upside by choosing growth industries, and essential risk management strategies. Whether you're interested in stocks, real estate, or other financial assets, this discussion offers valuable insights to enhance your investment strategy and make more informed financial decisions.

00:00 Introduction to Stock Investing

00:15 Guest Expert: Daniel Jiwani

01:13 The Importance of Discounted Cash Flow

02:14 Stock Market Realities

04:49 Avoiding Investment Losers

13:57 The Four-Step Investment Strategy

20:49 The WorldCom Scandal: Earnings vs. Cash Flow

21:44 Netflix's Accounting Practices

22:32 Warren Buffet's Investment Philosophy

23:01 Maximizing Upside Potential

23:11 The Coca-Cola Case Study

25:14 Angel Investors and Upside Potential

26:26 Managing Investment Risk

31:14 Economic Profits and Industry Attractiveness

32:54 The Flipping Mindset vs. Cash Flow Mindset

36:27 Investment Strategies and Portfolio Management

38:33 Conclusion and Final Thoughts

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.

Hosted on Acast. See acast.com/privacy for more information.

📚 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 2026 market preview, we offer key predictions and insights into public and private investments, with a focus on AI, real estate, and key macroeconomic trends. We'll discuss recent Fed rate cuts, the concentration risk in public markets, and the implications for real estate investors. The video also covers the impact of interest rates on various asset classes, including multifamily housing, single-family homes, and the retail sector. Additionally, we delve into the increasing trend of retail capital flowing into private markets, the significance of business acquisitions by baby boomers, and the growing influence of AI and technology on investment strategies. Stay tuned for practical advice on asset allocation, the benefits of involvement in private equity, and the importance of understanding market cycles to make informed investment decisions for 2026 and beyond.

00:00 2026 Market Preview Introduction

00:24 Current Market Conditions and Predictions

01:42 Understanding Public vs. Private Markets

03:44 Valuation-Led Correction Cycle

06:05 Real Estate Market Insights

18:49 Retail Capital and Private Markets

20:44 Baby Boomers and Business Transfers

23:12 Interest Rates and Real Estate Strategies

24:08 Inflation and Investment Predictions

25:02 Single Family Homes and AI Impact

26:17 Hospitality and Private Credit Funds

28:48 Multifamily and Long-Term Investments

31:44 Community and Investor Goals

33:46 Transition to Macroeconomics

34:00 Emerging Investment Trends: AI, Crypto, and Bioscience

34:54 Manufacturing and Defense: Shifting Landscapes

35:55 AI's Impact on Investment Strategies

38:39 Energy Sector Insights: Clean Energy vs. Fossil Fuels

42:31 Commercial Real Estate: Current Trends and Future Outlook

52:27 Single Family Homes and Market Dynamics

55:49 Investment Strategies and Market Cycles

59:56 Multifamily Sector and Institutional Investments

01:06:47 Final Thoughts and Future Predictions

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.

This message is for informational purposes, assessing potential investor interest, and isn’t an offer to sell securities or investment products. Investors must review and sign all offering documents, including the Private Placement Memorandum, which supersedes previous communications. While we aim for reliability, investors should conduct due diligence. Stated objectives are illustrative; past performance doesn’t guarantee future results. Tax implications of investments can vary; we don’t offer tax/legal advice. Investors should consult certified tax professionals/legal advisors for tax outcomes based on individual circumstances.

Hosted on Acast. See acast.com/privacy for more information.

📚 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 dive into 'Decumulation Tactics,' an essential topic for those nearing retirement. Aimed at individuals in their fifties on the second or third floor of the 'wealth elevator,' we explore strategies for drawing down your wealth effectively as you approach the last quarter of your life. We discuss everything from creating a spending plan, the importance of trading money for experiences, to avoiding common mistakes like overly conservative drawdown strategies. We also touch on the emotional and psychological aspects of this phase, informed by real-world examples and insights from the Bill Perkins book 'Die With Zero.' Additionally, we announce upcoming retreats and community events, emphasizing the importance of interaction and shared learning. Tune in to gain valuable insights on how to enjoy your nest egg while preserving your financial security.

00:00 Introduction to Decumulation Tactics

00:50 Reflecting on a Decade of Podcasting

02:24 Upcoming Events and Community Announcements

03:14 Understanding Decumulation and Its Importance

05:13 Strategies for Smart Decumulation

07:37 Real-World Examples and Mistakes to Avoid

12:38 Setting Goals and Planning for the Future

19:21 Conclusion and Final Thoughts

Hosted on Acast. See acast.com/privacy for more information.