Ep 40: Truck Stops, Opportunity Zones, & Tax Benefits with Jason Harris

Ep 40: Truck Stops, Opportunity Zones, & Tax Benefits with Jason Harris

Harris Investment Group's Founder and CEO Jason Harris is back on the HIG Podcast for a mid-year update — and there's a lot to cover. MattyP and Bronson sit down with Jason to break down a recently closed $26.5 million TA Center truck stop deal in Montgomery, Alabama, including the financing structure, cap rate strategy, and why the depreciation benefits made it especially attractive for family offices and RIA groups. Jason walks through what makes truck stops such a compelling asset class right now — from triple net lease structures and 6–7% day-one cash flow, to bonus depreciation ratios that can reach 210–250% in year one. He also shares why HIG is bullish on truck stops over multifamily in the current environment, what's in the pipeline for the back half of 2025, and what investors should know about the upcoming Cubbies and Pilot deals. The episode closes with a teaser on Opportunity Zones — and why Jason calls OZ "the mega real estate Roth." A full deep-dive episode on OZ 2.0 with Jason, MattyP, Bronson, and Matt Denning is coming soon.

Ep 39: The RIA Reinvention: Why the Best Advisors Are Ditching the Old Playbook

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.

EP 38: Boots on the Ground – Inside Gas Station & Truck Stop Operations

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!

Ep 37: The Truck Stop Advantage: A Case Study on Cap Rates, Cash Flow, & Tax Benefits

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.

Ep 36: Fly Fishing, Ford Trucks, & Financial Growth: Meet Scott Pond

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. Show notes: 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.