This is the audio version of one of our most popular webinars. For the full visual experience with slides, charts, and bonus breakdowns, head to theWealthElevator.com/video
In this module, we dive deep into the world of syndications and accredited investors. We'll break down what it means to be an accredited investor, including the criteria of having a net worth of over $1 million excluding your primary residence or earning an income of $200,000 individually or $300,000 as a couple. We'll explore the different types of syndication deals: 506B, which allows up to 35 non-accredited investors but cannot be mass-marketed, and 506C, which can be marketed but only accepts accredited investors. We'll discuss the importance of certifications and letters from CPAs or lawyers for validation. You'll learn about the evolution of the wealth elevator, transitioning from single-family homes to syndications, and strategies to optimize your investments. We also highlight the significance of being part of a community for better deal flow and shared insights. Whether you're new to investing or a seasoned investor, this module offers valuable information to help you navigate and succeed in the world of syndications.
00:00 Introduction to Syndications
00:03 Understanding Accredited Investors
02:01 506B and 506C Offerings Explained
03:43 Legal and Financial Considerations
06:56 Challenges with Non-Accredited Investors
22:55 Evolution of the Wealth Elevator
33:49 Understanding the New Investor Mindset
35:13 The Importance of Cash Flow vs. Equity Growth
37:20 The Role of Community in Investment Success
41:22 The Pitfalls of Traditional Investments
48:52 Maximizing Returns Through Syndications
53:34 The Value of Diversification and Networking
01:04:22 Final Thoughts and Investment Strategies
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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.
To get the full visual experience with slides, charts, fun animated gifs head to theWealthElevator.com/video. The preceding is not tax, legal, or investment advice, nor an offer to sell securities or investment products. Always make informed decisions with professional guidance.
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