The Value Add Strategy
The Value Add Strategy
Podcast Description
The Value Add Strategy Podcast is a dedicated series to exploring value creation in real estate, private equity, and related sectors, hosted by Matthew Ricciardella. The podcast aims to provide exclusive interviews and behind-the-scenes strategies from industry leaders, offering insights into effective value-add approaches.The initiative is brought to you by Crystal View Capital, a private equity real estate firm. All content is for informational purposes only and does not constitute investment advice.
Podcast Insights
Content Themes
The podcast's main topics include real estate investment strategies, private equity insights, and value creation in various asset classes. For example, the premiere episode features insights from Paul Moore on building recession-resistant portfolios and the importance of selecting world-class operators in investments. The show also delves into the nuances of mobile home communities and self-storage as resilient investment options, highlighting themes of purposeful investing and philanthropic leadership.
Inspiring entrepreneurs through real-life stories. The Value-Add Strategy Podcast is a dedicated series exploring value creation in real estate, private equity, and related sectors, hosted by Matthew Ricciardella. The podcast features exclusive interviews and behind-the-scenes strategies from industry leaders, offering actionable insights into effective value-add approaches.
The initiative is brought to you by Crystal View Capital, a private equity real estate firm. All content is for informational purposes only and does not constitute investment advice.
In this episode of the Value Add Strategy podcast, host Matt Ricciardella is joined by Heidi Henderson, Executive Vice President at Engineered Tax Services. Heidi shares her journey from a self-described “reformed accountant” to a high-level entrepreneur and real estate investor. Matt and Heidi dive deep into what it takes to find the right business partners, the importance of vulnerability in leadership, and how to utilize specialty tax incentives that were once only available to the ultra-wealthy.
In this episode, we discuss:
- The Power of Opposite Partnerships: Why pairing a risk-averse analytical mind with a high-tolerance risk-taker can create the perfect business guardrails.
- Overcoming Analysis Paralysis: How to move past over-analyzing every deal and take the “leap of faith” necessary for growth.
- Democratizing the Tax Code: How Engineered Tax Services is bringing elite tax strategies—like cost segregation and energy incentives—to the everyday business owner and real estate investor.
- The “Big Beautiful Bill”: A look into the tax legislation that has transformed opportunities for entrepreneurs.
About Heidi Henderson:
Heidi Henderson is a leader at Engineered Tax Services, the country’s largest specialty tax firm. With a background in accounting and a passion for real estate, she helps investors and business owners achieve their dreams by being strategic with tax incentives and alternative investments.
About the Value Add Strategy Podcast: Our goal is to inspire entrepreneurs to either get into business or stay the course. Host Matt Ricciardella talks with industry leaders to provide a clear path and a “why” for those grinding every day to achieve their goals.
Connect with Heidi:
Email: [email protected]
Website: engineeredtaxservices.com
Social: @slashtax
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