The REtipster Podcast | Land Investing & Real Estate Strategies · Seth Williams

Why Your Financial Advisor Ignores Real Estate w/ Henry Yoshida

·54 min·3 clips

ERISA mainly excludes life insurance and collectibles from IRAs.

The guest is described as a certified financial planner, a licensed real estate agent, and an MBA from Cornell University. That background gives the episode a useful frame for why financial advisors so often default to public markets and why private investments have been underused in real estate investing. The episode uses college endowments, state pension systems, and billionaire family offices as the reference points for investors who have long held real private exposure. Yale is the clearest example: David Swenson's tenure is held up as the point where a roughly 50-50 mix of private and public investments became the model, not the exception. From there, the conversation shifts to access. The episode says private investments are more familiar now and easier to reach, with firms packaging versions of their funds through intermediaries while keeping them private. The examples are private credit, real estate, and infrastructure. It also brings up the BYOD, bring-your-own-deal, route, where the investor finds the deal first and then brings it into the structure. The tone stays practical and a little skeptical, which keeps the episode grounded. It is less about selling private allocation than about figuring out who can use it and what has really changed.

As heard by us

A clear case for why private investment access matters more than many retail investors assume.

It makes a clear argument for private investments as a tool real estate investors still overlook. The strongest material is the contrast between everyday retail habits and the long-standing habits of endowments, pension funds, and family offices, which have used private markets…

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Why you'd press play

If you want a plain-English take on why sophisticated investors keep pushing into private markets, this one lays it out.

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