Private real estate has a due diligence problem. LPs evaluating fund sponsors are largely working from pitch decks, GP-provided track records, and whoever they happen to know who's invested with that manager before.

Pat Zingarella is building the infrastructure to fix that. Invest Clearly is a verified review platform for investment sponsors — a third-party layer where LPs who have actually invested with a GP can leave reviews. Not projections. Not marketing materials. The real investor experience: reporting quality, communication, whether the returns held. Pat came to the idea after nearly getting defrauded by someone influential in the real estate space and struggling himself to vet sponsors as an LP.

Matt sat down with Pat on the Value Add Strategy podcast to talk through what he built, why transparency in this space is so hard to find, and what serious investors should be asking before they commit capital.

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: hhenderson@enigneeredtaxsservices.com

Website: engineeredtaxservices.com

Social: @slashtax

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In this episode of the Value Add Strategy Podcast, Matt sits down with investor and Marine Corps veteran Grant Lejonvarn. Grant shares how nearly three decades in the military shaped his leadership style, resilience, and ability to make decisions under pressure. He walks through his transition into medical sales and entrepreneurship, explaining how responsiveness, persistence, and problem-solving helped him outpace competitors and grow a side business into a full-time venture. The conversation explores the parallels between combat, business, and investing—highlighting the importance of accountability, relationships, and execution. Grant also discusses his work with Denver Angels and why he backs people over projections, trusting his instincts over flashy spreadsheets. Matt and Grant close with insights on grit, trust, and long-term value creation in both business and investing.