Syndication Cram School Part 8: Investor Philosophy

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In this podcast episode, we replay the eighth section of the syndication LP course, focusing on investment philosophy, customizing buy boxes, and what to look for in deals. The episode also covers practical tax extension tips, how to break up with your CPA, and navigating taxes smartly with passive losses and depreciation recapture. Additionally, the discussion delves into formulating a personalized investment strategy, understanding risk vs. reward, types of value add, diversifying portfolios, and handling economic fluctuations such as inflation. For accredited investors, we emphasize the importance of building a network of like-minded individuals and negotiating better deal terms. Finally, we discuss the pitfalls of mainstream investment advice and the benefits of joining curated investor groups for better insights and opportunities.

00:27 Tax Season Tips and CPA Advice

01:20 Breaking Up with Your CPA: A Guide

03:33 Investment Philosophy and Syndication Course Overview

04:54 Developing Your Investment Strategy

17:50 Value Add Strategies in Real Estate

21:45 Risk Management and Capital Calls

25:25 Networking and Community Building

28:07 1031 Exchanges and Diversification

33:22 Inflation and Investment Opportunities

44:20 Conclusion and Final Thoughts

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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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