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.

How do personal passions and a professional purpose come together to build stronger investor relationships?

Join Bronson Kaufusi and MattyP in episode 36 of the HIG Podcast as we welcome Harris Investment Group’s new Director of Investor Relations, Scott Pond!

From his love of classic Ford trucks and dreams of fly fishing in Costa Rica, to his passion for helping people succeed, Scott brings both personality and purpose to his work.

With over two decades of experience at a multi-billion-dollar company managing investor communications across 50+ global markets, Scott shares valuable insights from his journey in investor relations. He also talks about what drew him to Harris Investment Group—the educational, hands-on, and relationship-driven culture inspired by Jason Harris’ leadership and passion.

Motivated by helping others achieve success, Scott is a natural fit for our Investor Relations team, and we’re excited for you all to meet him.

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.

We’ve optimized the advanced tax strategy so you don’t have to!

Your time to unlock advanced tax strategies and elevate your investment game is now. In this power-packed episode, Bronson Kaufusi and MattyP welcome returning guest and CEO of Harris Investment Group, Jason Harris, to talk about the new tax legislation and its profound impact on the current investing landscape.

Here’s what we cover.

• Strategic Real Estate Investments: Learn how specific real estate ventures, especially in gas stations and truck stops, can generate substantial write-offs through bonus depreciation.

• Offsetting Income: Understand how bonus depreciation can effectively offset W2 income or capital gains from selling a business, significantly reducing your tax liability.

• Qualified Real Estate Professional Status: Explore the criteria for becoming a qualified real estate professional and how this designation can unlock major tax advantages.

• Opportunity Zones: Get insights into the exciting potential of opportunity zones for tax-free wealth growth.

• Diversified Portfolio Benefits: Discover the advantages of a diversified portfolio and how it can contribute to long-term financial success.

This episode is a good one, packed with strategies and insights that could truly transform your financial future. Don't miss out on learning how to leverage the tax code to your advantage and accelerate your wealth!

Tax-Efficient Truck Stop Investments | Harris Investment Group, Bronson Kaufusi, Matt Pinnell, real estate investing, commercial real estate investment, passive real estate income, real estate investment opportunities, alternative real estate investments, 1031 exchange investments, real estate syndication, direct real estate ownership, income producing properties, real estate fund investment, truck stop investments, NNN travel centers, fuel station real estate, truck stop investments in Texas, commercial properties in the Southeast, investment opportunities, invest in gas stations, tax efficient investments, depreciation benefits real estate, cash flowing investments, accelerated depreciation opportunities, bonus depreciation real estate, stable cash flow investments, passive investment income.

Welcome to Episode 33 of the HIG Podcast! Tune is as Bronson Kaufusi and MattyP dive into the ever-evolving landscape of interest rates, real estate investment strategies, and market dynamics with our special guest and Harris Investment Group’s Chief Investment Officer Matt Denning.

What you can expect:

• Interest Rates Unpacked: Matt answers a burning question—Will Jerome Powell ever lower interest rates?—shedding light on the factors influencing rate changes, including inflation, economic data, and the yield curve.

• Real Estate Insights: Discover how fluctuating interest rates impact real estate investments, particularly in financing costs and asset valuations. We explore the intricacies of commercial lending, the influence of the Federal Reserve, and the significance of long-term bond rates.

• Market Dynamics & Opportunities: From the volatility in equity and bond markets to the potential game-changing effects of 401k allocations into private equity, Matt provides a sharp analysis of current trends and future opportunities in sectors like gas stations and multifamily real estate.

• Risk Management & Forward-Looking Strategies: Listen as Matt flips the script, sharing not just what excites him about the market but also what keeps him cautious. His risk management perspective offers invaluable lessons for both seasoned and aspiring investors.

Bronson Kaufusi and MattyP welcome returning guest and 1031 Exchange expert Kyle Turner to discuss the transformative impact of the new tax bill — One Big Beautiful Bill. Discover how this legislative change isn't just about taxes—it's about opportunities, especially for real estate investors.

What We Cover

• The majority of the tax code is designed to help you save money.

• The game-changing benefits of the big beautiful tax bill for real estate investors.

• Real-life experiences from MattyP, who navigated property ownership, rental challenges, and embraced the power of a 1031 exchange.

• The emotional and financial considerations of being a landlord.

• How to maximize your investments without the headaches of property management.

Knowledge isn't power—applied knowledge is. Learn how to turn tax code nuances into financial wins and reclaim your time for what matters most.

Don't miss this episode packed with actionable advice and heartfelt stories that could change the way you view investing. Hit play and start your journey toward smarter wealth-building today!

"The government doesn’t want you to pay taxes. The government wants you to invest in things that create jobs, that create wealth, that create prosperity. And one of those things is real estate. Investing in real estate isn't just about building personal wealth; it's about providing solutions to societal needs. By creating housing, revitalizing communities, and improving infrastructure, investors help solve problems the government often cannot address alone—and the tax code rewards those contributions with incentives like depreciation and deductions."

- Tom Wheelwright