Capital Raiser Show

CRS251 Brandon Bruckman: Can A Capital Raiser Work With An RIA (Registered Investment Advisor)?

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: 

  •  What Is an RIA Registered Investment Advisor?

  • When do RIA’s discuss Real Estate Syndications

  • Helping clients invest in passive investments from 1031 exchanges

  • How do RIA’s get compensated?

  • How do you get designated as an RIA?

  • Training your investors to expect a reasonable return

  • Vetting Sponsors

  • Emotional vs logical responses from investors

  • Should Sponsor’s seek RIA’s as a source of capital?

  • Do RIA’s look for impact or charitable sponsors?

investwithinsight.com

 

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