The SPC Community is the #1 group for quality individuals that are focused on 1) Investing in alternative cashflowing assets which 2) Unlocked Tax advantage maneuvers 3) Infinite banking to create lifelong connections and family alliances for generations to come. The reason we open up the community (typically closed and exclusive group) is for you to get to know us and us to get to know you as a possible candidate into our Family Office Ohana Mastermind. If you are tired of the groups out there without the caliber of Accredited investors and quality people who exhibit a pay it forward attitude, hard-work ethic, and deep personal relationships that go beyond money we invite you to check us out.
Tracy, Retired with Simple Passive Cashflow
“Most of your people seem to be working professionals. Where as I’m an “old fart” that just retired. So my focus now is how to juggle retirement income into investments (I just started up my IBC, and plan to fund it with retirement accounts, and syndications that exit ) and building legacy wealth.
My story (situation/scope): I was up to 10 SFH when I met you in 2018? or was it 2019? 3 properties were in Honolulu, 7 on the mainland, and 4 of those 7 were in an SDIRA. Similar to you, I was frustrated with how much hassle it was managing the out of state property managers, and I was still working full time and a single mom of 2. In pre-retirement we took over management of our rentals. This was more hassle than I wanted to have in my retirement so we started researching alternatives and found out about syndications. Once we started investing in Syndications (by selling my stocks, getting a HELOC at 0.5% interest from a local bank, increasing an RMD from my bene IRA. selling a property) We were able to get us to where my investments equalled my w-2 income in 2020. So with the pandemic starting……I retired!
Next March, I’ll be 59 1/2 and able to draw on my IRAs without penalty (and no tax on the Roths) so I recently started up an IBC thanks to your team. This will be my “holding tank” as I sell off my SDIRA SFHs and wait for a syndication to come up. I’ll also be eligible to start drawing on my OR state pension and since I’m no longer dependent on that monthly income, I’m planning to take out chunks so I can invest my pension income. In 4 years, I’ll be eligible to draw on my state pension.
At the last Hawaii Retreat we were able to sit at the same table with your legal team for lunch found that we did not inherit our parents property the right way to qualify for the step up in basis, so I had to deal with huge capital gains taxes when I sell. Luckily, your Rockerfeller deal came about at that time (And you other realitor contact just helped us sell one Honolulu property) so we invested in opportunity zones.
So that’s 4 people I’ve met through your networking opportunities that have helped me along! And countless other contacts just by showing up at mixers. Your net work is truly your net worth!”
LIVE Ask Lane - Every Fourth Friday of the Month
Physician Wellness & Financial Literacy Virtual Conference
March 4, 2021—March 6, 2021
Lane will be speaking on “Syndications and using passive losses (PALs) to pay less taxes.” There are many investors still living in the stone age of non-scalable rentals and private money lending which is ordinary income (BOOO) without PALs. Other topics covered by others is wellness and basic finance.
2021 Annual Mastermind - Jan 16-17, 2021
Rockefeller Investors (Cleveland, OH)
Hui Investors (Houston, TX)
Los Angeles Real Estate Association
Lane Guest speaker – How to invest passively in Real Estate
Multi-Family Global Summit
Aug 1, 2020: Beginners Workshop - Money Myths & How to Buy a Remote Rental
Apartment Tours & Dinner - July 2020
APRIL 15 230PM LLC/Covid19 stimulus call with CPA
San Diego - Meet & Greet
700-930 PM – March 13th – San Diego
2020 Annual Mastermind - Feb 14-17, 2020
Jan 8 7-8PM PST - GOALS & Monthly Market Update - Jan 2020
Q&A Lending for Rentals with Graham Parham
October 25-27, 2019 - Financial Freedom w/ RE Summit @ San Francisco
July 28, 2019 - Greenville, TX Apartment Tour
A check in tour with investors of our Class-A Apartment in Greenville, TX
July 24, 2019 - Huntsville Apartment Tour
A check in tour with investors of three investments we have in Huntsville, AL
July 22, 2019 - Atlanta Apartment Tour
A check in tour with investors our 114-unit Class-C apartment we have in Atlanta, GA
June 15, 2019 - Happy Hour @ Los Angeles
Dropping in on a layover to meet investors.
March 2019 - Apartment Hunting @ El Paso, TX
dirt dust in El Paso.