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CRS251 Brandon Bruckman: Can A Capital Raiser Work With An RIA (Registered Investment Advisor)?
Season 3 · Episode 39

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

The Capital Raiser Show · Ruben L Greth

February 16, 202340m 51s

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Show Notes

Brandon 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?

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