Branson is an RIA and he broke down what that means and how he works with Real Estate Syndicators.Some of the topics we went over include:
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What Is an RIA Registered Investment Advisor?
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When do RIA’s discuss Real Estate Syndications
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Helping clients invest in passive investments from 1031 exchanges
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How do RIA’s get compensated?
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How do you get designated as an RIA?
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Training your investors to expect a reasonable return
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Vetting Sponsors
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Emotional vs logical responses from investors
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Should Sponsor’s seek RIA’s as a source of capital?
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Do RIA’s look for impact or charitable sponsors?
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