The Wealth Elevator Podcast: Real Estate, Taxes, Investing · Lane Kawaoka, PE

Why You Shouldn't Rescue Old Deals, Tariff Impacts, REIT Platform Risks, What If the GP Dies?

·53 min·1 clip
2021 peak deals face 5-6 year recovery with returns that don't justify fresh capital
Real estate investment office hours discussing why investors should avoid injecting capital into 2021-era peak-basis deals facing 5-6 year recovery windows. Host covers capital stack mechanics, deal viability testing, tariff-driven inflation impacts on construction, and inflation as wealth transfer mechanism. Argues this is beginning of market recovery cycle with opportunity in fresh deals.

As heard by us

Practical office-hours Q&A on taxes, insurance, inflation, and the costs that can reshape a property's P&L.

This replay of office hours stays grounded in the numbers that shape real estate deals: taxes, insurance, inflation, salaries, raw materials, and what they do to a property's P&L.

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Why you'd press play

You want the blunt version of how rising taxes, insurance, and inflation pressure can squeeze a real estate deal.

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