Tag: Investment Strategy
A Better Way to Manage Your Wealth (Ep. 104)

A Better Way to Manage Your Wealth (Ep. 104)

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How can high-net-worth families and business owners protect their wealth and maximize tax efficiency in today’s volatile markets?

This week on Live Life Liberated, Sean Clark, Partner at Centura Wealth Advisory, and Chris Osmond, Chief Investment Officer, unpack the impactful power of direct indexing. This personalized approach combines tax loss harvesting and tailored portfolios to deliver tax alpha, potentially adding 0.5%–2% annually to your returns.

Tune in as Sean and Chris explore how direct indexing could optimize taxable accounts, prepare you for significant liquidity events, and manage concentrated stock positions—all while aligning your portfolio with your unique values.

Talking points include:

  • How direct indexing allows you to own individual stocks that replicate an index, offering greater flexibility and tax optimization through Separately Managed Accounts (SMAs)
  • How tax alpha is created by leveraging tax loss harvesting to offset gains and income, particularly in volatile markets, adding a potential of 0.5%–2% annually to your portfolio returns
  • Why personalized portfolios can align with your values (e.g., excluding specific industries) while tailoring exposures to fit your unique financial goals
  • The best use cases for direct indexing include maximizing tax benefits in taxable accounts, preparing for liquidity events, and managing concentrated stock positions for executives
  • Why Centura Wealth Advisory partnered with Aperio, a BlackRock-backed leader, to provide institutional-grade customization, monthly tax harvesting, and cutting-edge algorithms
  • How direct indexing offers cost-efficiency, with fees comparable to ETFs (20 basis points), ensuring all added tax efficiency goes directly to you
  • And much more!

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Investing in Multifamily Real Estate with Rob Ireland (Ep. 98)

Investing in Multifamily Real Estate with Rob Ireland (Ep. 98)

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Curious about why multifamily real estate stands out as a resilient and potentially lucrative investment?

Join Chris Osmond, CFA, CAIA®, CFP®, Chief Investment Officer at Centura Wealth Advisory, as he sits down with Rob Ireland, Managing Director at Continental Realty Assets (CRA). Together, they explore the impact of multifamily real estate, uncovering its multitude of benefits, strategic approaches, and current market trends. 

Learn how Centura’s strategic partnership with CRA is designed to deliver exceptional investment outcomes and redefine your wealth management strategy!

Talking points include: 

  • Reducing or deferring taxes through strategic investments
  • The consistency and tax advantages of multifamily real estate
  • The impact of the housing crisis and high financing costs on new housing
  • Long-term demand for multifamily housing due to supply constraints
  • The importance of alignment between Centura and investment partners
  • And more!

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Connect with Robert Ireland:

Connect with Centura Wealth Advisory:

About Our Guest:

Robert Ireland joined CRA in 2007 and served in various acquisition, research, and asset management roles until 2014 when he was appointed as CRA’s Director of Acquisitions. During his tenure at CRA, Robert has played a key role in identifying, negotiating, and closing more than $600MM in multifamily acquisitions across the country. As Director of Acquisitions, Robert is responsible for leading CRA’s acquisitions, due diligence, and research teams to identify markets that meet CRA’s investment criteria, uncover dislocations of value, conduct financial analysis, set accretive business plans, and negotiate and close transactions. Robert is also focused on building and fostering relationships with CRA’s various family offices and individual and institutional capital partners.

After graduating from Colorado State University in 2006 with a degree in Finance and Real Estate, Robert’s career has been focused on the multifamily industry, with experience in both brokerage and acquisitions. He resides in Denver with his wife and two sons and is an avid fly fisherman.

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