186: Maximize Gains with Value-Driven Investing!

Step into the captivating realm of multi-family real estate with The Real Estate Runway Podcast, where host Chad Sutton and the astute Eunicia Perrette of Excelstra delve into the strategic intricacies of apartment investments and their community impact. Eunicia shares her aversion to oil investments, advocating for renewable energy and a personalized approach to investment choices that align with individual values and sleep-at-night comfort. The discussion also navigates the complexities of financial services, emphasizing the importance of tax strategy planning and the need to keep more of what you earn. Whether you're a seasoned investor or new to the game, this episode is a treasure trove of strategic insights, offering actionable advice to maximize wealth and amplify life. Tune in to explore how to align your investments with your personal ethos and discover tax strategies that go beyond the mainstream, all on The Real Estate Runway Podcast.

00:00:00 - Welcome to The Real Estate Runway Podcast

00:03:16 - Eunicia's Backstory and Approach to Financial Strategy

00:04:07 - The Importance of Personalized Investment Strategies

00:05:01 - Eunicia's Journey from Strategy Consulting to Financial Planning

00:06:04 - Addressing Personal Financial Challenges and Solutions

00:07:07 - The Comprehensive Approach to Financial Planning

00:08:00 - The Importance of Team Collaboration in Financial Strategy

00:09:03 - The Significance of Tax Strategy in Financial Planning

00:10:01 - Excelstra's Unique Approach to Client Financial Success

00:11:15 - The Role of Tax Strategy Beyond Investment Vehicles

00:12:08 - The Importance of Fresh Financial Strategies Each Year

00:13:01 - The Misconception of One-Size-Fits-All in Tax Strategies

00:14:00 - Personal Investment Choices and Their Impact

00:15:05 - The Process of Helping Clients Understand Their Investment Options

00:16:08 - The Importance of Investment Alignment with Personal Values

00:17:08 - The Detailed Client Intake Process at Excelstra

00:18:12 - The Necessity of Customizing Financial Strategies for Each Client

00:19:10 - The Misconception of Following the Herd in Alternative Investments

00:20:03 - Chad's Personal Investment Preferences and Decisions

00:21:17 - The Importance of Being True to One's Investment Preferences

00:22:09 - The Role of Tax Strategy Planning in Financial Success

00:23:18 - The Misconception of Investment Vehicle-Dependent Tax Strategies

00:24:01 - The Importance of Staying Current with Tax Legislation

00:25:05 - The Confidentiality of Specific Tax Strategies

00:26:09 - The Focus on Tax Strategies for the Current and Future Years

00:27:01 - The Risks of Publicized Tax Strategies and the Importance of Fresh Approaches

00:28:11 - The Importance of Strategic Partnerships in Tax Planning

00:29:04 - The Benefit of Specializing in High-Level Strategy Over Tactics

00:30:01 - The Importance of Fresh and Unique Tax Strategies

00:31:05 - The Misconception of One-Size-Fits-All Tax Strategies

00:32:08 - The Importance of Business and Personal Purpose in Tax Planning

00:33:01 - The Importance of Aligning Tax Savings with Larger Goals

00:34:06 - The Importance of Investment Strategies That Resonate with the Individual

00:35:05 - Eunicia's Superpower and Its Impact on Life and Business

00:42:32 - Closing Remarks and Contact Information

Connect with Eunicia!

http://www.excelstra.com

Learn more about ALTERNATIVE BUSINESS and INVESTMENT STRATEGIES through QUATTRO CAPITAL!

LinkedIn: /TeamQuattroCapital

Instagram: @TeamQuattroCapital

Facebook: @TeamQuattroCapital

Website: www.TheQuattroWay.com

TikTok:@realestaterunwaypod