Ep 35: Bridging Wealth Management & Real Estate: How RIAs Partner with HIG
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Ep 35: Bridging Wealth Management & Real Estate: How RIAs Partner with HIG
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Jesse Yeats is back! On this episode, he joins Bronson Kaufusi and MattyP to discuss the role of Registered Investment Advisors (RIAs), what they do exactly, and how they integrate with Harris Investment Group’s investment offerings.
In this episode, we cover:
What RIAs are and how they fit into modern wealth management.
How Harris Investment Group’s approval on the Charles Schwab platform opens new opportunities for advisors and their clients.
Why HIG’s niche investments—like gas stations and truck stops—offer a unique blend of strong returns and powerful tax benefits.
The various ways RIAs and their clients can engage with HIG, from direct relationships to advisor-led communication.
How Harris Investment Group navigates the high-intensity rhythm of Q4 fundraising while aligning investments with client tax goals.
Packed with valuable insights for investors, advisors, and anyone curious about the intersection of alternative real estate, wealth management, and tax strategy—this episode breaks down how Harris Investment Group collaborates with RIAs to create smarter, more flexible investment opportunities.