The Wealth Elevator

Join the Club https://SimplePassiveCashflow.com/club to get access to our deal flow and book a free strategy call with Lane.

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In today’s podcast, we had another coaching call with a doctor (Derek) who thought traditional investment like retirement funds, stocks and bonds are the way to go.

Investing in syndication and getting used to the IBC strategy takes time and Derek accepts the challenge to figure them out.

4:55   Introduction | Financial Background

13:44 About Retirement Accounts

28:32 Timeline Deployment Plans

35:53 Where can you park your money (lazy equity)

41:39 Why you need to network with other investors

46:30 Simple living to have more time

In this week's investor news, we review the week's top news article and watch out for the investor question about what deals we will get ourselves into (pref equity vs. common equity deals).

00:22  Six Takeaways from the NMHC Apartment Conference

1:25    Are Manufactured Homes a Good Investment in 2023?

2:45    How to Defend Against Tax Jurisdictions’ Attacks on Market Value

5:20    2023's Best State Capitals for Safety & More

6:18    Extreme Weather’s Influence on Multifamily Insurance Costs

9:00    January’s Strong Jobs Report Could Spell Trouble For The Housing Market

11:04  The Rise of the Millionaire Renters

12:44   Investors’ Question

Wondering about the changes that might occur on your mortgage loans this 2023?

We got you covered!

If you want to stay updated about the mortgage loan changes (for your rental properties, turnkey, primary residence), this podcast is very informative, so don’t skip a beat.

To stay updated together with other passive investors, don’t forget to join our club at https://simplepassivecashflow.com/club.

Will the talks about interest rates ever leave the news?

Not for now, as the Fed will have their meeting set in March 2023.

So in this week's Investor News, there's a glimpse of hope and some good news! First, as inflation cools, there will be a minor rate increase. Plus, an update on the status of renters, tenant eviction, and the possible outperforming of different apartment markets.

Learn more about what’s happening and meet other passive investors.

Join our club https://simplepassivecashflow.com/club.

00:20  Smaller Rate Increase by Federal Reserve Is Likely as Inflation Cools

2:28    The Federal Reserve is likely to hike interest rates again

5:14    Jobs report: U.S. economy adds 517,000 jobs in January, unemployment rate falls to

            3.4% as labor market stuns

6:28    Number of Renters Burdened by Housing Costs Reached a Record High in 2021

9:27    Blackstone steps up tenant evictions in US with eye on boosting returns

11:30   Three Types of Apartment Markets That Could Outperform in 2023

13:08  REI Question: Are there vanilla/ swirl/ chocolate equivalents in the fund?

Are you determined to pay lower taxes legally?

As a passive investor, you need to know how you can have LEGAL tax deductibles that will lower the tax you'll be paying. Focus on the 'big balls' like passive activity losses (PALs) that can reduce your adjusted gross income (AGI).

When a taxpayer has a loss from a passive activity, they can use that loss to offset income from other passive activities, as well as income from non-passive activities, up to the amount of their taxable income from all sources. This can lower the taxpayer's AGI and reduce their overall tax liability.

Learn other tax strategies by joining our mastermind group at https://simplepassivecashflow.com/club.

In this week's Investor News, Freddie Mac and Fannie Mae are more attractive lending options than institutional banks, high-poverty neighborhoods have been experiencing rental distress, and despite the looming recession, there’s still GDP growth for the U.S. economy.

Hear the latest investment news and be with other passive investors.

Join our club https://simplepassivecashflow.com/club.

00:18 Renter Financial Distress Has Been Concentrated in High- Poverty Neighborhoods and Communities of Color

1:50  Rents slide for third month in a row to close out 2022 (December 2022 Rental Report)

3:48  GDP: US economy grows at 2.9% rate to cap 2022, heading off recession worries

6:02  SPECIAL REPORT: Navigating a Corrective Environment

18:20  At a Time of Uncertainty, Investors in CRE Are Paying More Attention to Portfolio Diversification

23:27  Fannie, Freddie Are Still Providing Attractive Terms But Demand from Borrowers Has Fallen

27:28  Coffee Hack | Lesson Learned

It’s the first time I’ve done this.

This isn’t an ordinary podcast.

As passive investors, we’ll get to a point wherein we’ll get desensitized to the amount of money coming into our bank accounts (coming from our deals).

But we must go back to our core and why we’re all doing this.

So, go ahead and reach your goal towards financial freedom but don’t forget 𝐰𝐡𝐚𝐭 𝐛𝐫𝐢𝐧𝐠𝐬 𝐲𝐨𝐮 𝐠𝐞𝐧𝐮𝐢𝐧𝐞 𝐣𝐨𝐲.

Meet people and other passive investors in our family office ohana mastermind. Join us at https://simplepassivecashflow.com/club.

As we all know, inflation and recession can greatly impact the economy and your investments.

However, it's important to remember that inflation is also a sign of economic growth.

Some analysts are warning of a potential recession in the near future.

It's important to keep in mind that recessions are a normal part of the economic cycle and not a cause for panic.

Stay informed and be strategic in your investments.

Keep an eye on these key indicators and adjust your investment strategy accordingly.

Don’t forget to stay on top of the latest market trends by keeping an eye on US inflation, recession news and what’s going to happen in the real estate setting. Join our club https://simplepassivecashflow.com/club

00:19 Powell Defends Fed Taking ‘Measures That Are Not Popular’ to Rein In Inflation

1:20   Survey Results: Will Global Stock Markets Crash in 2023?

4:21   Inflation’s pace eased again. What does that mean for Fed’s interest rates?

9:29   Consumer Price Index – December 2022

10:46 Mall Redevelopment Projects Have Unique Property Tax Implications

12:10 Institutions May Deploy Dry Powder for Real Estate Heading into 2023

15:22 Lesson Learned

As a doctor/physician, do you have other ideas on how your money can earn passively?

In this podcast, Brian is a doctor/physician and an accredited investor heavily invested in private placements. He was taught the traditional path when he was starting. But when he had a vacation in Asia, he realized that he didn’t want to work forever and had an epiphany that he wanted to retire at 55.

He then left the equities/bonds portfolio mindset and got into real estate and private placements.

Watch and learn how he got to where he’s now!

Meet people and other passive investors in our family office ohana mastermind. Join us at https://simplepassivecashflow.com/club.

Are you already thinking of retiring?

Sit back and enjoy as we learn from Dorian Mintzer, a Retirement Coach, and TEDx Speaker. She talks about the revolutionized concept of retirement and how to remain alive and joyous in dealing with retirement.

Money may not be the answer to everything, including happiness, but it makes life less complicated.

Learn more from other passive investors. Visit https://simplepassivecashflow.com/club.