Join Bronson Kaufusi and MattyP as they welcome Ryan Bullard, Harris Investment Group's Director of Institutional Sales, to the podcast. Ryan shares his background in tech and how a golf game with Jason Harris led him to HIG, where he was immediately struck by Jason's "trifecta" knowledge of tax strategy, real estate, and investing.

This episode is essential for advisors navigating the "Great Wealth Transfer." The conversation dives deep into the major changes reshaping the financial landscape, revealing why alternatives, real estate investing, and tax planning are rapidly becoming core allocations for high-net-worth clients. Learn why RIAs are now required to operate like multi-family offices to keep up with client demands. The RIA reinvention has arrived.

Ryan details HIG's differentiated offering in the real estate space: a niche product focused on gas stations and truck stops, not just multifamily. This unique strategy provides great cash flow and future growth potential, with the added benefit of substantial depreciation loss.

This episode of The HIG Podcast takes you behind the counter and into the operator’s seat for an inside look at gas station and truck stop operations. Hosts Bronson Kaufusi and MattyP sit down with Laura, Harris Investment Group’s gas station and truck stop operations specialist, who oversees HIG’s gas station and truck stop portfolio. Drawing from years of firsthand experience, Laura shares her journey from part-time cashier to Director of Operations and offers real-world insight into what it takes to successfully run and scale these essential roadside businesses.

Lara shares the critical “boots on the ground” factors that separate an average gas station from a top-performing one, from the importance of cleanliness (all the way down to the bathroom corners) to the psychology behind great customer service. She also breaks down the serious operational side of the gasoline business, including safety protocols, monitoring systems, and the strict regulations drivers often ignore.

Finally, you’ll hear why truck stops serve as a true “home away from home” for truckers and which essential amenities are non-negotiable for success in that space.

Be sure to listen so you can learn how Harris Investment Group is leveraging operational excellence to maximize returns in the commercial real estate sector!

Check out this episode of the HIG Podcast! MattyP and Bronson Kaufusi are joined by gas station and truck stop expert Chuck Matheny to break down the lucrative world of truck stop real estate.

The team unpacks their unique strategy behind a standout Harris Investment Group deal that achieved a 10%+ cap rate, refinanced to a 6.5% interest rate, and delivered over 10% cash-on-cash returns. You’ll also hear about how absolute triple-net leases and accelerated depreciation can significantly enhance investor cash flow and long-term wealth.

Key discussion points include:

The Atkins TA Center Case Study

• How HIG secured a 10% going-in cap rate, refinanced from a 7.5% loan to 6.5% with a 25-year amortization, and boosted cash-on-cash returns to 10%+.

The Value-Add Strategy

• Why operator quality matters, plus the site improvements that drove revenue and value—including 150 new truck parking spaces, a new repair shop, and the addition of popular and in-house food concepts like Sbarro Pizza and Miss Daisy’s.

The Tax Advantage

• How new tax laws enable 200%+ bonus depreciation, generating a $2M+ first-year passive loss on a $1M investment (for qualified Real Estate Professionals)—on top of ongoing cash flow.

*This content is for informational purposes only. Investment opportunities are available exclusively to accredited investors pursuant to applicable securities regulations.