Podcast appearances and mentions of Brian C Adams

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Best podcasts about Brian C Adams

Latest podcast episodes about Brian C Adams

Wealth, Actually
FAMILY OFFICE RECRUITING

Wealth, Actually

Play Episode Listen Later Jul 31, 2024 34:50 Transcription Available


"Family Office" recruiting is one of the most difficult subsets of wealth management. Loaded with mystery and allure, many wealthy families want to "have" a family office. It's a different story when the family has to determine the ROI of the project, lay out the costs and, ultimately, staff one. This is actual work. Family offices are expensive and require deep strategic thought and long term purpose and budgeting by the family. As we will learn here, family offices call for the identification, acquisition, and support of talent that is not readily available. This new talent can also be risky. A new structure with new people subjects large amounts of personal wealth to the domain of outsiders and public risk. Failure is often embarrassing (and expensive). https://open.spotify.com/episode/5IBc5iTzMNHHSoQqp8Ufhe?si=PUFi51DIR361WrnlEoJyRQ I went to a source with a unique viewpoint. BRIAN C. ADAMS is a Principal at Mack International, a leading executivesearch, and human capital consulting firm that serves the familyoffice/wealth management markets. Along with his background in family office, Brian has co-founded two real estate private equity firms, Excelsior Capital and Priam Properties, and has assembled a portfolio of over $600 million in real estate assets. Brian's Background and Unique Path into Family Office Recruiting The Nuts and Bolts SUCCESSION PLANNING AND NEXT GENERATION DEVELOPMENT TALENT IDENTIFICATION AND ACQUISITION/ STRATEGIES FOR RETAINING KEY TALENT COMPETITIVE COMPENSATION PACKAGES AND HOLISTIC COMPENSATION APPROACHES GLOBAL TRENDS THAT IMPACT THE FUTURE OF FAMILY ENTERPRISES How "fully formed" is the vision for the office by the time they begin actually recruiting? Is this coming from the lawyer? The tax professional? The banker? Or from family office consultants? What is the ROI on a family office? Should it be a profit center? A "break-even" cost of doing business? A loss-leading accomodation? Is the family driving the search or a consultant? Do they often hire a CEO and they run the lower level searches?  How do you get a family to think about a family office's linkage with (or separation from) a family business?  Should it be funded out of liquidity or operating cash? Complications with Family Office Recruiting What happens if the job mandate doesn't feel right? How much are you dealing with the family and how much is it the consultant? Are the structures already built? Eddie Marshall's 3 x 3 rule "problem" for Family Offices: 3 years / Over 3M and you still don't know what you have? LEARN MORE HERE What are the real costs? Do families understand the expense? Who is developing the budget? Threading a needle- Identifying the talent and skills Cultural Fit Compensation terms - Salary vs Upside The accounting spine VS "the guy to analyze deals" VS a large, full service situation What happens if the fit is bad after 6 months? Searches for new (de novo) family offices Turnover due to retirement vs, turnover due to cultural problems Searches for executives vs. technicians Do searches for positions ever include family members to engender competition Private or Public Company Board experience - is a lack of it a red flag? Technology building and security experience Any major best practices (or worst) for families exploring which functions to internalize and which to outsource? Family offices and the trends toward outsourcing and MFO's How does one deal with "scope creep"? What if the family gets sick of the expense?  Do you look for other families to use services and share in the expense? https://youtu.be/O3qFi0YhuFI?si=nu5iQJ_Hnuno0zjX How To Find Brian Adams BRIAN ADAMS LINKEDIN BRIAN ADAMS MACK INTERNATIONAL https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/

Colloquium
The Intersection of Wealth and Communication — And Why It Matters

Colloquium

Play Episode Listen Later Dec 12, 2023 42:52


In this episode, Brian C. Adams is joined by Emily Bouchard, head of PNC Private Bank Hawthorn's Institute for Family Success. They discuss topics involving blended families, multi-generational dynamics, family meetings, next-generation engagement, and resilience-building. Emily draws on over 20 years of experience coaching affluent families to provide insights and best practices around the intersection of wealth and communication.[00:00 - 08:50] - Emily's BackgroundEmily has a Master's in social work and specializes in family systemsGot into the field by working at a therapeutic camp and children's hospitalsRecruited by a family office services firm 20 years ago[08:51 - 15:52] - Working with Blended FamiliesBlended families face complex step-family dynamicsCreating a "family code of arms" can help define values when togetherBringing people together and supporting each other through shared experience and challengesRegular, open conversations about finances is key[15:53 - 28:09] - Holding Productive Multi-Generational MeetingsMix strategic talks with enjoyable activitiesNeed an agenda but also a "cooler" for parking issues to address laterAddress unexpected topics using a "yes and" approach.A professional facilitator aids effective communication[28:10 - 42:52] - Building Resilience and Engaging Next GensRising generations tend to have higher emotional intelligenceUse curiosity, not judgment, when they share vulnerable perspectivesGive them responsibility matched with empathy and supportKey Quote:"When you have an agenda, you want to have an agenda ahead of time, and you want to look for input from everybody who's attending and give everybody a chance to put their input in." - Emily BouchardConnect with Emily Bouchard!Website: https://www.pnc.com/en/personal-banking/private-bank/hawthorn.htmlLinkedIn: https://www.linkedin.com/in/emily-bouchard-5a9a049/This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/Connect with me:https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Colloquium
Why to Consider Investing in Alternatives, Opportunities in Latin America, and Challenges Investors Face with Adam Jason

Colloquium

Play Episode Listen Later Nov 9, 2023 30:45


In this episode, Brian C. Adams is joined by Adam Jason, a partner at Legacy Group, an alternative investment firm with over $50 million in assets under management. They discuss investing in Latin America, specifically Colombia, and the opportunities and challenges of allocating capital in the region. Adam shares his personal journey of relocating from the U.S. to Colombia to pursue entrepreneurial ventures, and provides an inside look at Legacy Group's flagship investment in Colombian coffee production.[00:00 - 07:55] - Adam's Journey to Investing in ColombiaAdam's background as a capital markets attorney in the U.S.Taking a trip to Colombia and seeing investment opportunitiesDeciding to relocate and pursue entrepreneurial ventures[07:55 - 13:35] - Why Colombia Represents the Next FrontierLatin America gets a fraction of the investment that China doesCapital restraints limit productivity currentlyRecord foreign direct investment flowing into Colombia[13:35 - 18:48] - Providing Access for U.S. InvestorsLegacy Group fills the gap for overseas deal accessStarted with the Green Coffee Company and coffee productionNow have over 450 U.S. investors and $65M raised[18:48 - 30:45] - Legacy Group's Coffee Production BusinessFragmented industry ripe for consolidation and upgradesNow the largest coffee producer in ColombiaGoal to take the business public within a few yearsKey Quote:"95 percent of all the coffee farmland here in the country is owned by farmers that have five acres or less." - Adam JasonConnect with Adam Jason!Website: https://legacy-group.co/ and https://gcc-coffee.com/LinkedIn: https://www.linkedin.com/in/adam-jason-98a22612/This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/Connect with me:https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Colloquium
A Break Down of the China-U.S. Rare Metal Wars

Colloquium

Play Episode Listen Later Nov 7, 2023 33:43


In this episode, Brian C. Adams is joined again by Louis O'Connor to provide an update on the strategic metals and rare earth elements market. They discuss how China has cornered the market for many rare earths and is now using that dominance for geopolitical leverage. Louis provides background on how China came to control rare earth production and processing, the challenges for the West to build out alternate supply chains, and how current tensions are impacting prices and stockpiling. He shares thoughts on investment opportunities during the supply gap period and key trends for investors to watch in this critical market.[00:00 - 07:17] - Understanding Rare Earths and China's DominanceDefining strategic metals and their uses in everyday techHow China came to control rare earth production and processing since the 1980sChina has restricted exports of some rare earths recently for geopolitical leverageThe challenges for Western nations to build alternate supply chains[07:18 - 14:52] - Challenges in Mining and Processing Outside ChinaThe environmental and regulatory hurdles around mining and processing rare earthsThe current lack of expertise in rare earth engineering and processing in the WestInitiatives like the Inflation Reduction Act to promote domestic capabilitiesBut building alternate supply chains likely to take 10-20 years[14:53 - 23:26] - Geopolitical Tensions Impacting Rare Earths MarketHow China's export restrictions are impacting prices and stockpilingPotential for more Chinese export limits this yearThe race to reshore semiconductor manufacturing as part of the supply chain battleEurope's Critical Minerals Act to reduce dependence on China[23:27 - 33:43] - Investment Opportunities and OutlookThe investment thesis and opportunities around strategic metalsSigns to watch for growing momentum and demand in this marketPossible downside scenarios that could hurt rare earth investmentsKey takeaways for investors looking at this spaceKey Quote:"China pretty much has won the war when it comes to rare earths. We in the West now wait in line for what China will release after they satisfy their own domestic quotas." - Louis O'ConnorConnect with Louis O'Connor!Website: www.strategicmetalsinvest.comLinkedIn: https://www.linkedin.com/in/louis-o-connor-a583341b8/This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/Connect with me:https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Colloquium
Security Threats of AI and How to Prepare Yourself

Colloquium

Play Episode Listen Later Oct 31, 2023 44:42


In this episode, Brian C. Adams interviews cybersecurity expert Roger Grimes about the current state of cyber threats, including social engineering, phishing, ransomware, AI, and quantum computing. Roger shares his insights on where organizations often misallocate resources when it comes to cybersecurity. He emphasizes the importance of training employees to recognize phishing attempts, patching vulnerable software, and using multi-factor authentication. Roger also discusses how AI can be used for both defense and attacks, and stresses the need to prepare now for the coming quantum computing revolution which will break much of today's encryption.Roger is a 34-year computer security veteran, author of 13 books and over 1300 articles on computer security. He is often quoted in national media including WSJ, Newsweek, and is keynote speaker at national computer security conferences.[00:00 - 07:51] - Biggest Cyber Threats TodaySocial engineering, phishing, and unpatched software cause most successful attacksAI allowing less sophisticated hackers to appear more professionalDefining social engineering, phishing, and software vulnerability exploits[07:52 - 10:25] - Cyber Threats Getting WorseNo digital Geneva Convention and poor nation state relationshipsBlurred lines on what hacking is allowed between countriesNeed a digital Geneva Convention but hard to get global agreementRansomware already very damaging without AI[12:41 - 22:51] - Nation State Hacking and Critical InfrastructureNation states often turn blind eye to hacking that benefits themMost US hacking focuses on traditional espionage but some gray areas existNearly all critical infrastructure is hackable but progress being madeOrganizations like CISA doing great work against threats[22:52 - 33:11] - Security Spending and DefenseMoney often misallocated compared to actual threatsNeed focus on social engineering training and patching known vulnerabilitiesUse phishing-resistant multi-factor authenticationKey questions to ask vendors about social engineering and patching[33:12 - 44:42] - AI and Quantum Computing SecurityAI being used by attackers and defendersUnlikely to increase social engineering much from already high baselineAI driven tools will recognize criminal AI toolsQuantum computing will break current encryption in next couple yearsMassive coordinated effort needed to upgrade systems and softwareConnect with Roger Grimes!Website: https://www.knowbe4.com/Email: rogerg@knowbe4.com Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/Connect with me:https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

The Source of Commercial Real Estate
$250m+ in Medical and Flex Warehouse with Brian. C Adams

The Source of Commercial Real Estate

Play Episode Listen Later Oct 10, 2023 39:16


In this episode, we discuss Brian's top advice for real estate private equity firms and syndications that want to to raise capital from family offices. Brian describes his ideal buy box for buying medical office properties, including leases that are below market in off-campus locations. We finish it off with a discussion on the opportunity in flex warehouse space and the biggest challenges Brian is facing in his business right now. Brian C. Adams is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing.Connect with Brian. C Adams and Excelsior Capitalhttps://www.excelsiorgp.com/https://www.linkedin.com/in/brian-c-adams/Support the podcast by making a monthly donation through Patreon. When you contribute, you'll get access to bonus content not available anywhere else. If you enjoyed this episode, you would probably enjoy reading my weekly newsletter. Every Friday, you'll get a behind the scenes look at my investing, including current events in commercial real estate, deals I'm working on, and random personal things going on in my life. It's a super quick read and you can unsubscribe anytime. - Jonathan Subscribe to the newsletter here: www.thesourcecre.com/newsletterEmail Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

Best Real Estate Investing Advice Ever
JF3231: Questions You Should Be Asking Your GPs ft. Brian C. Adams

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jul 10, 2023 27:14


Brian C. Adams is the president and founder of Excelsior Capital, an owner-operator sponsor of commercial light industrial, flex space, and medical office properties. In this episode, Brian discusses the struggles he's faced building a $275 million portfolio, why he prefers flex, light industrial, and medical properties, and how LPs can do next-level due diligence on GPs before committing to a deal.   Brian C. Adams | Real Estate Background President and Founder of Excelsior Capital Portfolio: $275 million gross AUM Based in: Nashville Tennessee Say hi to him at:  LinkedIn Best Ever Book: Outlive by Peter Attia Greatest Lesson: Put substantial resources into investor relations, and ask the right questions of your GP so you know who you're going into business with.   Click here to learn more about our sponsors: CASKX Techvestor Innago BAM Capital

Apartment Investing Journey
$450M over 65 Projects, Flex Industrial/Medical Office, Institutional Investors vs Private Investors with Brian C. Adams | TLS242

Apartment Investing Journey

Play Episode Play 29 sec Highlight Listen Later Feb 7, 2023 51:30


Brian C. Adams is the President and Founder of Excelsior Capital, Based out of Nashville TN. Excelsior is a private equity firm that has acquired over 65 Total Projects worth over $450M in Acquisition ValueShow Highlights:Business OverviewSyndication Model versus Fund Model Type of assets they focus on. How his leadership team is structuredMarkets they focus on and why. 260M in AUMManagement StrategyJourneyHis BackgroundWife's family officeHow he found his business partnerFund business and winding that downSimple, Ugly deals. Avoiding institutional investors. Staying intentionally lean and efficient. Case Study - Fort Myers Flex Industrial AssetAsset OverviewSourcing the dealAcquisition PriceDebt and Equity StructureBusiness planCurrent StatusConnect with our Guest:https://www.linkedin.com/in/brian-c-adams/WATCH THE SHOW ON YOUTUBE: https://www.youtube.com/c/TheLeadSponsorSUPPORT OUR SPONSORS:Canovo Capital - Hassle-Free Commercial Real Estate InvestingDealCheck.io - Analyze Any Investment Property in Seconds ( Use "CANOVO25" for 25% off)SyndicationPro - Investor Portal - Raise More Capital in Less Time FREE RESOURCES:Download Our Passive Investor Guide to Multifamily Syndications CONNECT WITH US!YouTube | Linkedin | Instagram | Website | Facebook | Twitter LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!

Heroes in Business
Carter Wilcoxson, Brian Adams, CEO, Founder Excelsior Capital

Heroes in Business

Play Episode Listen Later Jan 17, 2023 50:04


Brian C. Adams is the President and founder of @excelsior_gp, where he spearheads the firm's investor relations and capital markets arm. On this episode of the Health and Wealth Podcast Show.

Health and Wealth Podcast with Carter & Tim
Brian Adams, CEO | Founder Excelsior Capital Bringing Direct Access To Private Equity

Health and Wealth Podcast with Carter & Tim

Play Episode Listen Later Jan 11, 2023 50:04


Episode 83 - Brian C. Adams is the President and founder of Excelsior Capital, where he spearheads the firm's investor relations and capital markets arms. He has 10 years of experience in real estate private equity. Before forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010. He provided leadership and direction for the firm in capital markets, investment management, and investor relations.He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes since May 2008. Since May 2017, he has served on the Investment Committee for Solidus LP, an early-stage venture capital firm focused on healthcare and technology investment opportunities. From January 2016 to January 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next-generation family members in preparing the following generation for the responsibility of being a steward of family wealth. He has also served on the Advisory Committee for the Southeastern Family Office Forum since December 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors.Learn more about Brian here: https://www.excelsiorgp.com/brian-adams/ WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. HEALTH: Low on energy or overweight? Go to  www.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.See omnystudio.com/listener for privacy information.

Phoenix Pod
#003 | Brian C. Adams | Principal at Excelsior Capital

Phoenix Pod

Play Episode Listen Later Nov 14, 2022 59:54


Brian C. Adams is the President and founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations. He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes since May of 2008. Since May of 2017 he has served on the Investment Committee for Solidus LP, an early-stage venture capital firm focused on investment opportunities in Healthcare and Technology. From January of 2016 to January of 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next generation family members in preparing the following generation for the responsibility of being a steward of family wealth. He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors. https://www.excelsiorgp.com The Phoenix Club of Nashville is a 100% volunteer-led 501(c)(3) organization of young men with a dual mission to benefit under-served youth in Middle Tennessee and to develop our members into leaders in their community and in business. Members of the Phoenix Club are actively looking for ways to make a positive and permanent impact on the lives of under-served youth and their community. https://phoenixclubofnashville.org https://https://www.linkedin.com/company/the-phoenix-club-of-nashville/ @phoenixclub_nashville

CIOs and Bow Ties
CIOs and Bowties interview with Real Estate Pro - Brian C. Adams

CIOs and Bow Ties

Play Episode Listen Later Sep 5, 2022 38:09


[Frame - 00:35] Brian C. Adams – Introduction[Frame - 01:51] Affinity for Real Estate?[Frame - 03:48] Current State of Commercial Real Estate market[Frame - 13:15] Key changes (demographics, interest rates etc.)[Frame - 16:55] Taxable HNW and family offices (talk a bit about the tax benefits)[Frame - 19:52] Syndication platforms[Frame - 26:00] Co-investment structures for RIAs[Frame - 29:05] Driver of future returns?[Frame - 35:28] Closing – tips for younger peopleThis communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle. Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund's offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc. ACG Wealth Inc. is an affiliate of ACG Investment.

Purpose-Driven Wealth
Episode 38 - The Inner Workings of Family Offices

Purpose-Driven Wealth

Play Episode Listen Later Aug 18, 2022 43:46


In this episode of Purpose-Driven Wealth, your host, Mo Bina, and Brian C. Adams talk about the inner workings of family offices. To give an analogy of how multi-family offices work, Brian illustrates the typical situation when two families work together to prepare a party. It's a unique setting and is very dynamic. Here, Brian, founder and president of Excelsior Capital, shares how he started investing in commercial real estate, his thoughts on alternative assets and crypto, and why you should work towards being an asset owner. In this episode, Brian talks about: Who is Excelsior's client? Why everyone should get into cash-flowing assets People are getting more disillusioned with the stock market We're moving towards the digitalization of assets The misidentification of family offices and so much more! About Brian C. Adams:   Brian C. Adams is the President and founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate and private equity. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management, and investor relations.   He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes, since May of 2008. Since May of 2017, he has served on the Investment Committee for Solidus LP, an early-stage venture capital firm focused on investment opportunities in Healthcare and Technology.   From January 2016 to January 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next-generation family members in preparing the following generation for the responsibility of being a steward of family wealth.   He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors.   Follow Brian C. Adams on:   Website:          https://www.excelsiorgp.com/ LinkedIn:         https://www.linkedin.com/in/brian-c-adams/ Twitter:            @briancadams2   Connect with Mo Bina on:   Website:          https://www.high-risecapital.com/ Medium:          https://mobina.medium.com/   For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index      

The Passive Income Attorney Podcast
EP 95 | How to Escape the Office by Owning the Office Building with Brian C. Adams (Encore)

The Passive Income Attorney Podcast

Play Episode Listen Later Jun 30, 2022 40:54


In this encore episode of The Passive Income Attorney Podcast, Seth discusses with former attorney and founder of Excelsior Capital, Brian C. Adams, about the best practices for strategic real estate investing, particularly in the commercial office space. If you feel reservations about the office asset class, check out this show to see how Brian eases those concerns through his explanation of the “hybrid model,” the “hub and spoke model” and suburban migration. Enjoy!   “Most of our sorrow comes from the difference between where we think our reality should be and what our reality actually is. If you can narrow that down, you'll have more happiness and less sorrow in your life.”   CONNECT | SETH BRADLEY: Get Started | Download The Freedom Blueprint: http://www.attorneybydesign.com Subscribe and Leave a Rating and Review: Apple: https://podcasts.apple.com/us/podcast/the-passive-income-attorney-podcast/id1543049208 Spotify: https://open.spotify.com/show/5a0Qp9G2x337nZCDWoVgoO?si=MKn01_t8Tfu0JBZCnagrCw Join EPIC | The Esquire Passive Investor Club: https://passiveincomeattorney.com/join-the-passive-income/ Join | The Passive Income Attorneys Facebook Group: https://www.facebook.com/groups/passiveincomeattorneys Follow Us: Website:  https://passiveincomeattorney.com/ LinkedIn: https://www.linkedin.com/in/sethpaulbradley/ Facebook: https://www.facebook.com/passiveincomeattorney Instagram: https://www.instagram.com/passiveincomeattorney/

The Passive Income Attorney Podcast
EP 95 | How to Escape the Office by Owning the Office Building with Brian C. Adams (Encore)

The Passive Income Attorney Podcast

Play Episode Listen Later Jun 30, 2022 40:54


In this encore episode of The Passive Income Attorney Podcast, Seth discusses with former attorney and founder of Excelsior Capital, Brian C. Adams, about the best practices for strategic real estate investing, particularly in the commercial office space. If you feel reservations about the office asset class, check out this show to see how Brian eases those concerns through his explanation of the “hybrid model,” the “hub and spoke model” and suburban migration. Enjoy!   “Most of our sorrow comes from the difference between where we think our reality should be and what our reality actually is. If you can narrow that down, you'll have more happiness and less sorrow in your life.”   CONNECT | SETH BRADLEY: Get Started | Download The Freedom Blueprint: http://www.attorneybydesign.com Subscribe and Leave a Rating and Review: Apple: https://podcasts.apple.com/us/podcast/the-passive-income-attorney-podcast/id1543049208 Spotify: https://open.spotify.com/show/5a0Qp9G2x337nZCDWoVgoO?si=MKn01_t8Tfu0JBZCnagrCw Join EPIC | The Esquire Passive Investor Club: https://passiveincomeattorney.com/join-the-passive-income/ Join | The Passive Income Attorneys Facebook Group: https://www.facebook.com/groups/passiveincomeattorneys Follow Us: Website:  https://passiveincomeattorney.com/ LinkedIn: https://www.linkedin.com/in/sethpaulbradley/ Facebook: https://www.facebook.com/passiveincomeattorney Instagram: https://www.instagram.com/passiveincomeattorney/

Building Wealth Through Commercial Real Estate
Investing in Commercial Flex and Industrial Real Estate with Brian Adams

Building Wealth Through Commercial Real Estate

Play Episode Listen Later Jun 29, 2022 14:31


Brian C. Adams is the President and founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations.From January of 2016 to January of 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next generation family members in preparing the following generation for the responsibility of being a steward of family wealth. He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. In this episode, Brian shares his background and how he got into Commerical real estate. He will also share why he likes to invest in flex/industrial real estate with triple net lease.   CONNECT WITH BRIANEmail: badams@excelsiorgp.comWebsite: https://www.excelsiorgp.com/LinkedInCONNECT WITH JONATHANTo connect with Jonathan, you can send email at info@greystonecapgroup.com or schedule a time to chat.To learn more about real estate investment opportunities, join the Greystone Capital Investor Network.Thanks for listening and until next time, keep building wealth in Commercial Real Estate!  

DREAM CHASERS | Interviews with the Future
DC 205: Brian C. Adams - Ever Upward

DREAM CHASERS | Interviews with the Future

Play Episode Listen Later Apr 19, 2022 44:30


Adam Carswell brings on special guest Brian C. Adams, Founder of Excelsior Capital, to discuss how he has scaled his company with massive success and the important lessons he learned on this journey. In this episode, Brian talks about:How he grew Excelsior Capital into a successful businessWhat a Family Office is and the misconceptions surrounding the marketHis shift in perspective on what is takes to scale his businessHow his content creation adds value to his companyStrategies he uses to meet investors, save time and leverage investor interest  Adam would like to give a huge thanks to Brian for coming on the Dream Chasers platform and sharing his knowledge and experience of growing a successful Family Office business. Contact Brian C. Adams: https://www.excelsiorgp.com/management-team/   Episode Resources: Adam J. Carswell Facebook Group | Excelsior Capital |  Timestamped Shownotes:02:09 – Host Adam Carswell introduces Brian C. Adams, Founder of Excelsior Capital04:45 – How did Brian journey into the real estate industry?09:22 – How has Brian's experience  playing Division 3 athletics shaped his mindset and business practices?11:14 – What is a Family Office?13:43 – What is the purpose behind a Family Office and what struggles does this type of business face?14:42 – How did Excelsior Capital grow into a company now with half a billion dollars of assets under management?16:51 – What trap did Brian fall into at the beginning of Excelsior's fruition and what did he learn from it?18:14 – What is some advice Brian has for those looking to get into the capital raising space?19:45 – How does Brian go about meeting with investors and polling his data?22:23 – How does Brian leverage the “No” from investors?24:30 – What big mistake did Brian make early in his career and how did he shift his perspective from this?25:18 – What hack has Brian learned to save more time while scaling his business?28:06 – How did Brian scale himself and his business into a success? 31:33 – How does content creation add value to a business?33:07 – What are Excelsior Capital's three services and how does the business achieve those?35:50 – How has Nashville, TN, transformed since Brian first started in the area?38:28 – What is so favorable about Tennessee from a real estate perspective?39:54 – What areas in Tennessee are currently ideal to move to? Sponsored by:  RaiseMasters, the #1 Mastermind for Elite Capital Raisers - Join our FREE Training now!

Real Estate Monopoly
The Power of Yes: How NOT To Pitch a Deal and Find Investors with Brian C Adams | REM #93

Real Estate Monopoly

Play Episode Listen Later Dec 24, 2021 40:55


We interviewed Brian C Adams. Brian is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. In 2010, Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) In this episode, we cover several key topics including: Brian's Top Tips For Pitching a Deal How To Approach Your Network for Passive Investors Proper Communication Between Passive Investors and Sponsors And lots more! Connect with Brian: Website - https://www.excelsiorgp.com/ Linked In - https://www.linkedin.com/in/brian-c-adams/ And if you want more tips and guidance, sign up to our weekly newsletter at www.donisinvestmentgroup.com/monopoly. Follow Us: @donisbrothers on Instagram, Twitter, Facebook @Donis Investment Group on Linkedin Website --> www.donisinvestmentgroup.com

Real Estate Monopoly
The Power of Yes: How NOT To Pitch a Deal and Find Investors with Brian C Adams | REM #93

Real Estate Monopoly

Play Episode Listen Later Dec 24, 2021 40:55


We interviewed Brian C Adams. Brian is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. In 2010, Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) In this episode, we cover several key topics including: Brian's Top Tips For Pitching a Deal How To Approach Your Network for Passive Investors Proper Communication Between Passive Investors and Sponsors And lots more! Connect with Brian: Website - https://www.excelsiorgp.com/ Linked In - https://www.linkedin.com/in/brian-c-adams/ And if you want more tips and guidance, sign up to our weekly newsletter at www.donisinvestmentgroup.com/monopoly. Follow Us: @donisbrothers on Instagram, Twitter, Facebook @Donis Investment Group on Linkedin Website --> www.donisinvestmentgroup.com

Colloquium
Tokenization Explained: Understanding How Tokenization Works with Seth Keller

Colloquium

Play Episode Listen Later Dec 22, 2021 39:07


Seth Keller is currently working as the Director of Investments & Business Development for Tokenizer, a tokenization platform that allows users to create, issue, and manage security tokens. Prior to this Seth had a career in Corporate & Investment Banking that he left in early 2021 after 5 years. In this episode, Seth goes in-depth on the Tokenization concept, how it works, and what you should watch out for when you want to get into tokenizing. Seth talks about all the possibilities of tokenizing and the risks to consider before diving into this whole new ecosystem. Listen in! [00:01 – 03:18] Opening Segment Welcoming Seth to the show Seth shares his background The act of “tokenizing”  [03:19 – 15:09] Understanding Tokenization  How ownership interests on paper differ from “Tokenization”  The major difference is liquidity  Works for any private investment  How Tokenization works The life cycle of the tokens  How the regulatory oversight looks like  Security of the tokens  [15:10 – 28:54] Motivation to Tokenize  Seth talks about getting into cryptocurrency  What makes the ecosystem exciting  The risks involved in the new ecosystem  Aspirations for tokenization  [28:55 – 39:07] Closing Segment Bigger players getting involved in cryptocurrency The questions to ask, red flags, and evaluating cryptocurrency  How you can connect with Seth Closing words Tweetable Quotes “This digitization and fractionalization of asset ownership, early innings, but it's clearly the direction the entire industry is heading.” - Brian C. Adams “Yeah, it's all about compatibility. blockchains are an accepted word. And cryptocurrencies are becoming accepted. We're now to and then once everyone is comfortable with tokenization.” - Seth Keller ------------------------------------------------------------------------------------------ Connect with Seth: LinkedIn: https://www.linkedin.com/in/seth-keller-003155b8/ (https://www.linkedin.com/in/seth-keller-003155b8/) Twitter: http://www.twitter.com/seth_keller1 (www.twitter.com/seth_keller1) Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn) LIKE, SUBSCRIBE, AND LEAVE US  A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON!

Don't Retire...Graduate Podcast
Finding Alternatives: Using Commercial Real Estate and Private Equity to Reach Your Financial Independence Goals

Don't Retire...Graduate Podcast

Play Episode Listen Later Dec 2, 2021 34:02


Welcome back to Don't Retire... Graduate! Our guest on today's episode is not a Grammy Award-winning singer songwriter, but he is a highly experienced investor who educates others on passive and alternative investing. Brian Adams is the president of Excelsior Capital and is joining us today to talk about how he's using commercial real estate and private equity to reach his financial independence goals and how you can, too. In this episode we'll talk about: Getting asymmetrical returns by taking asymmetrical risks What alternative investment classes are Investing in things like art, NFTs, masterworks, and crypto to diversify your portfolio  How access to alternative investment options are growing Private equity becoming the next frontier of investing The J curve  Risk versus volatility  Why bonds and cash are not the answer  What it's going to take to reach financial independence and retirement with inflation devaluing the dollar  How COVID will change commercial real estate when it comes to office space How to start investing in alternative asset classes About Brian Adams: Brian C. Adams is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations. He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes since May of 2008. Since May of 2017 he has served on the Investment Committee for Solidus LP, an early-stage venture capital firm focused on investment opportunities in Healthcare and Technology. From January of 2016 to January of 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next generation family members in preparing the following generation for the responsibility of being a steward of family wealth. He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors.

The Academy Presents podcast
Family Office, Diversification, and Real Estate Metrics with Brian C. Adams Pt. 2

The Academy Presents podcast

Play Episode Listen Later Oct 8, 2021 21:30


This episode is Part 2 of my conversation with Brian C. Adams. Brian is a recovering attorney hailing from a family office background dedicated to providing investors with direct access to institutional alternative investments that can generate passive income in a tax-efficient manner. Brian currently serves as Principal for Excelsior Capital in which he founded in 2019 and oversees acquisitions, operations, and capital raising efforts. In addition, he frequently participates in speaking engagements focused on providing the real estate investment community with a real and honest outlook of the commercial real estate market so intelligent investment decisions can be made.   Listen in on this episode and learn more about diversifying investments and real estate metrics. Brian will talk about how the commercial real estate space has changed during the COVID-19 pandemic and his thoughts on the status of office spaces moving forward. He also talks about venture capital and impact investing. Join us and listen in!   [00:01 - 11:55] Changes in Commercial Real Estate During the Pandemic Demographic changes in rental properties Brian on the millennial generation moving to suburban markets The suburban commercial real estate market during the COVID-19 pandemic Why office spaces are still here to stay moving forward Is training or onboarding people virtually effective?   [11:56 - 21:29] The Investing World: Real Estate, Venture Capital, and Impact Investing Brian on moving from being a lawyer to being in real estate and finance What Brian loves about real estate investing How Brian started his company Having scars is a part of an entrepreneur's journey Investing in the venture capital space Brian talks about impact investing How you can connect with Brian Tweetable Quotes:   “Demographics are destiny in commercial real estate, so going to where people are moving is going to impact commercial real estate across the spectrum, regardless if you're doing single-family homes, multifamily, self-storage, etc.” - Brian C. Adams   “We think [how] we lived the last six months is how we're going to live the next six years, but the reality is probably somewhere in the middle. We can take a lot of positives that came from working from home and incorporate them into our daily life, but I don't think this is going to be a secular decline like we've seen in retail. I think the office is still gonna be a big part of our professional life moving forward.” - Brian C. Adams   Connect with Brian on LinkedIn! Excelsior Capital: https://www.excelsiorgp.com/   LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode. Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306. Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/. To learn more about me, visit my LinkedIn profile, and connect with me.

The Academy Presents podcast
Family Office, Diversification, and Real Estate Metrics with Brian C. Adams Pt. 1

The Academy Presents podcast

Play Episode Listen Later Oct 6, 2021 22:01


In this episode, I welcome Brian C. Adams! Brian is a recovering attorney hailing from a family office background dedicated to providing investors with direct access to institutional alternative investments that can generate passive income in a tax-efficient manner. Brian currently serves as Principal for Excelsior Capital in which he founded in 2019 and oversees acquisitions, operations, and capital raising efforts. In addition, he frequently participates in speaking engagements focused on providing the real estate investment community with a real and honest outlook of the commercial real estate market so intelligent investment decisions can be made.   Listen in on this episode and learn more about family offices, diversifying investments, and real estate metrics. Brian will talk about how a family office serves as an avenue for families to maintain a quality of life across generations. He will also talk about the metrics he focuses on when looking for locations to invest in. Join us and listen in!   [00:01 - 13:38] What is a Family Office? Welcoming Brian to the show Defining a family office The family office mindset Entry points to a family office  Why it's important to be empathetic A family office is a small business   [13:39 - 22:00] Diversification and Real Estate Metrics What Brian invests in Brian on diversifying investments The metrics Brian focuses on when looking for investment locations Brian talks about the “CEO test” Tweetable Quotes:   “It's not about the money in the bank account or the number of zeros. It's a mindset. When you are operating under a family office mindset, you're acting as a steward of a corpus of capital, and the goal is to maintain a quality of life and a certain cost of living over multiple generational time horizons, and you're hoping to not pay taxes.” - Brian C. Adams   “What we look for is not necessarily what the price is versus new construction, but what the price is versus replacement rents.” - Brian C. Adams   Connect with Brian on LinkedIn!   LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode. Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306. Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/. To learn more about me, visit my LinkedIn profile, and connect with me.

Creating Wealth through Passive Apartment Investing
EP#125 Syndication vs Fund model with Brian C Adams

Creating Wealth through Passive Apartment Investing

Play Episode Listen Later Sep 9, 2021 20:14


Brian C. Adams is the President and founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management, and investor relations.

The Real Estate Mastermind
Rebirth Of Suburban Office With Brian C. Adams

The Real Estate Mastermind "Live"

Play Episode Listen Later Aug 12, 2021 53:35


In this episode, Seti Gershberg and Jay Tenenbaum are joined by Brian C. Adams to discuss the ever so changing market of the suburban office. Brian is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Brian talks about how his firm had to pivot during COVID into new markets outside of Nashville. He also shares his personal story of being a prosecution lawyer early in his career and how he finally decided pursued real estate. They also discuss the investor portfolio of high net worth individuals and the approach Brian uses to raise private capital.Love the show? Subscribe, rate, review, and share! https://www.remastermind.live/

Wiley on Business
Brian Adams - Linear thinking will get you linear results

Wiley on Business

Play Episode Listen Later Jul 5, 2021 52:19 Transcription Available


Brian talks me through some of the remarkable changes he has made to his business in the past year that have created an exponential growth in his business.    Brian C. Adams is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations.He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes since May of 2008. Since May of 2017 he has served on the Investment Committee for Solidus LP, an early-stage venture capital firm focused on investment opportunities in Healthcare and Technology. From January of 2016 to January of 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next generation family members in preparing the following generation for the responsibility of being a steward of family wealth. He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors.

Target Market Insights: Multifamily Real Estate Marketing Tips
How to Leverage Your Network and Raise Capital with Brian C Adam, Ep. 301

Target Market Insights: Multifamily Real Estate Marketing Tips

Play Episode Listen Later Jun 8, 2021 50:39


Today's guest is Brian C. Adams. He is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has ten years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing.   Let's dig in to learn more about Brian's inspiring experiences in raising capitals, leveraging networks, and the abundance mindset.   [00:01 – 12:30] Opening Segment  Brian shares the story about his background and career journey. Do's and Don'ts of capital raising for newer operators. Ego-oriented pitching approach vs. empathetic pitching approach If you ask for advice, you will get money; if you ask for money, you will get advice. Providing what people need and what they will be looking for in the investment opportunity.  The scales of people's privilege in networking.   [12:31 – 17:10] How to Leverage and Build Network to Raise Capital How to leverage whatever we have and build our network if we are starting from a place where most of the people we know are uncredited and do not have the funds to invest. Understand what people want, what else is out there, and who you are competing with.  Create content, do some co-branded and thought pieces to address the issues, and try to solve the problem. The best way to preset and presale your marketplace. Become the resource for people. Visit https://www.excelsiorgp.com/ to get your free online course download on ‘How to raise capital.   [17:11 – 27:20] The Team Mentality and Abundance Mindset The first step of educating ourselves on real estate investing. Listen and learn from other people's experiences in real estate. Vibe to certain people frequencies. Approach and start some short conversations with real estate people on platforms like LinkedIn to learn from them. The sense of community in commercial real estate. The team mentality and abundance mindset. Brian shares about the impact we make in raising other leaders. If you are interested in multifamily and want to review a sample deal, check out our special download of a sample deal package on casmoncapital.com/sampledeal, and join our mailing list to get tips on exclusive investment opportunities.   [27:21 – 44:24] The Mistakes and Lessons  Brian shares some of the biggest mistakes he has made on the operator side. Understand the two risks involved with investing in small deals. The disconnection between investing in real estate and building small syndication businesses. If you do not take your business seriously, serious investors will not take you seriously. The institutional mindset. The importance of being transparent, clear, and communicative in setting expectations with your investors. Brian shares some thoughts and tips for someone who has done a deal but is not working out and how he conveys it to his current investors.  The challenges and advice for limited partnerships in vetting deals and opportunities. Brian talks about the strict ‘No A-hole' policy.   [44:25 – 50:39] The Bull's eye round Apparent Failure: Failure to be a successful attorney. Digital Resource: Juniper Square Most Recommended Book: Atomic Habits by James Clear  No Rules Rules: Netflix and the Culture of Reinvention by Reed Hastings Daily Habit: Wake up early, do a little bit of meditation, and hit the gym. Current Curiosity: The democratization of access to alternative and the fractionalization of ownership of real assets  The ability to use blockchain and crypto to enable more people to participate in real estate investing. Everything that is happening in the tax space currently. Wish I Knew When I Was Starting: How to raise capital. Best Place to Grab a Bite in Nashville. BBQ 12 south Nashville  How to connect with Brian. See links below Final words from me Tweetable Quotes: “If you ask for advice, you will get money; if you ask for money, you will get advice..” –  Brian C. Adams.   “Oftentimes people over-complicate a simple asset class. ” –  Brian C. Adams.   “If you do not take your business seriously, serious investors will not take you seriously.” –  Brian C. Adams.   You can connect with Brian on Linkedin; you can also send him an email to badams@excelsiorgp.com and check out his website at /www.excelsiorgp.com/    Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A FIVE START RATING AND REVIEW,  and be sure to hit that subscribe button, so you do not miss an episode.   To enhance your multifamily knowledge and achieve greater success in your business, you can connect with me on LinkedIn and Facebook or check out my website www.casmoncapital.com/.

W2 Capitalist | EARN. INVEST. REPEAT.
#158 Brian Adams [ Career Transitions & Raising Capital ]

W2 Capitalist | EARN. INVEST. REPEAT.

Play Episode Listen Later Jun 3, 2021 52:05


Brian C. Adams is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations.   EPISODE SPONSOR:  Bank on Yourself - Become Your Own Source of Financing CONNECT WITH  BRIAN: LinkedIn: https://www.linkedin.com/in/brian-c-adams/ Excelsior Capital: https://www.excelsiorgp.com/ KEY TAKEAWAYS: Thoughts of a Recovering Attorney Seek Out Guidance & Listen to Industry Veterans Everything is Always for Sale Not Enough Supply Anyone Can Raise Money Less Ego, More Empathy EPISODE AFFILIATES: DealCheck - Best REI Calculator on the Planet PropStream - Big Data for Market Research LINKS MENTIONED IN THIS EPISODE: Join My Book Launch Team: w2capitalist.com/joinmyteam W2 Capitalist Community

Cash Flow Connections - Real Estate Podcast
E308 - What is the Future of Investing in Office?

Cash Flow Connections - Real Estate Podcast

Play Episode Listen Later Jun 2, 2021 42:21


Brian C. Adams is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital market arms of the firm.  He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing.  Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations. In this episode, Brian and Hunter discuss -  Which verticals within the office asset class are going gangbusters?  What are the implications of having 5-7-year lease terms, and how do we underwrite rental raises effectively?  Given the massive headwinds the office space is facing, what is the future of the sector? Brian’s LinkedIn profile: Click Here Excelsior Capital: Click Here Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register.   CFC Podcast Facebook Group Interested in getting Mentored by Hunter Thompson? Click here to apply for our CFC Mentorship Program. Interested in joining the #1 mastermind for elite capital raisers? Click here to apply.  

Nashville Business Radio
Brian C. Adams, Excelsior Capital

Nashville Business Radio

Play Episode Listen Later May 27, 2021


Brian C. Adams, Excelsior Capital (Nashville Business Radio, Episode 14) Brian Adams of Excelsior Capital joined host John Ray to discuss the commercial estate investments his firm organizes for individuals, families, and family offices. Brian assessed the investment attractiveness of Nashville and other markets, discussed why Excelsior’s approach is much more tax friendly than larger […] The post Brian C. Adams, Excelsior Capital appeared first on Business RadioX ®.

The True Wealth Project
Episode 17 - How to grow into a family office as an in-law member

The True Wealth Project

Play Episode Listen Later May 27, 2021 66:59


In this episode I have a chat with Brian C. Adams who grew into a family office as an in-law member. We talk about how hitting numbers does not provide happiness and how to find a sense of purpose by encouraging change on a larger scale. Brian also gives in depth insights into the inner workings of a G1 family office to a small family and the challenges that come along with being part of it. He explains how a governance structure can help to provide a link between the generations and be a safeguard for rainy days. He makes the case for treating a family office like a small business and for making sure that the family office can sustain a lifestyle for more than one generation of the family. Do not forget to sign up for our newsletter to be notified about new episodes and receive educational content on how to achieve a state of True Wealth and how to build your own legacy http://bit.ly/2lYPca9 How to find Brian: https://www.linkedin.com/in/brian-c-adams/ https://www.excelsiorgp.com/resources/ --- Send in a voice message: https://anchor.fm/sascha47/message

The Commercial Real Estate Investor Podcast
031. Passive Cash Flow Investing with Brian Adams

The Commercial Real Estate Investor Podcast

Play Episode Listen Later May 5, 2021 88:46


Brian C. Adams is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management, and investor relations. Show notes:www.tylercauble.com/podcast/episode031

Tech Guys Who Invest Podcast
Passive Investing For Yield Generation

Tech Guys Who Invest Podcast

Play Episode Listen Later May 3, 2021 35:26


On this episode of Tech Guys Who Invest, we talk to Brian C. Adams about investment alternatives to the stock market, such as commercial real estate, how the current economic client is changing and how investors can thrive through passive real estate investments.    For the full show notes head over to tgwipodcast.com/brian-adams

5 Talents Podcast - Commercial Real Estate, REI, Financial Freedom
Brian Adams - $400M in Real Estate; Talking with Hundreds and Raising Millions in Real Estate

5 Talents Podcast - Commercial Real Estate, REI, Financial Freedom

Play Episode Listen Later Apr 22, 2021 41:11


Brian C. Adams is the President and Founder of Excelsior Capital, leading its investor relations and capital markets arms. Already a 10-year superstar in the real estate space, Brian and his team have acquired properties worth over $400 million. You will be surprised to know that such an amount will be normal to you only if you do this business right. He will also look back on how he started his journey. Brian was not born in the real estate space, but he was able to succeed here. Listen to Brian and start raising millions in real estate![00:01 - 04:50] Opening SegmentLet’s get to know Brian AdamsA real estate superstar 10 years in real estate [04:51 - 15:06] Raising Millions of Dollars: Is It Possible? Brian breaks down the blind pool fund You don’t need to be born in real estate to invest in real estateBrian tells us howOrdinary people can raise millions of dollars Listen to our exchange[15:07 - 25:14] Talking with Prospects Brian talks about the importance of listening in this businessThe 3 main solutions that Excelsior offers Brian’s simple but creative trick to filter your prospects [25:15 - 35:16] Investing in Real Estate the Excelsior Way Operating a fund is already a businessBrian explainsBrian talks about their approach to investingOperating on the sell sideAvoiding this inefficient buyer poolHe shares the challenges they face and how they overcome them [35:17 - 41:11] Closing SegmentScale your real estate business with these tips from Brian Connect with Brian Links belowFinal words from Brian and me Tweetable Quotes: “The biggest lesson I’ve learned is to be empathetic with the needs and the problems of your logical investor base.” - Brian Adams “Instead of leading with your ego...spend time talking to the hundred people that might realistically give their time and resources to you and understand what their problems are.” - Brian AdamsResources mentioned:BlackstoneBlue Man Group------------------------------------------------------------------------------------------Connect with Brian on LinkedIn and check out Excelsior Capital to start your real estate journey!Guest email: badams@excelsiorgp.com REACH OUT to Brian to access his 30-minute presentation on real estate investing.  Connect with me:https://www.5tcre.com/FacebookLinkedInInstagramWatch 5T CRE on YouTubeLeave us a review and receive your free ebookEmail us --> abel@5tcre.comSupport the show (https://www.buymeacoffee.com/5Talents)

MinddogTV  Your Mind's Best Friend
Brian C. Adams - The future of investments in the commercial real estate space.

MinddogTV Your Mind's Best Friend

Play Episode Listen Later Mar 26, 2021 63:01


https://www.excelsiorgp.com/https://www.linkedin.com/in/brian-c-adams/PATREON: https://www.patreon.com/minddogtvSponsors:https://podmatch.com/signup/minddogtvhttps://mybookie.com Promo Code minddoghttps://record.webpartners.co/_6_DFqqtZcLQWqcfzuvZcQGNd7ZgqdRLk/1https://apply.fundwise.com/minddoghttps://myvitalc.com/minddog. promo code minddogtvhttps://skillbuilder.academy/dashboard?view_sequence=1601856764231x540742189759856640&promoCode=MINDDOG100OFFhttps://shareasale.com/r.cfm?b=599839&u=1659788&m=52971&urllink=&afftrack=https://enticeme.com/#minddog

Purchase to Profits - Real Estate Investing Podcast
From Attorney to Real Estate Genius with Brian Adams

Purchase to Profits - Real Estate Investing Podcast

Play Episode Listen Later Mar 16, 2021 27:19


Brian C. Adams is the President and founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations. He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes since May of 2008. Since May of 2017 he has served on the Investment Committee for Solidus LP, an early-stage venture capital firm focused on investment opportunities in Healthcare and Technology. From January of 2016 to January of 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next generation family members in preparing the following generation for the responsibility of being a steward of family wealth. He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors. Connect with Brian Adams: LinkedIn https://www.linkedin.com/in/brian-c-adams/ Website https://www.excelsiorgp.com/brian-adams/     Connect with Seth Ferguson: http://www.SethFerguson.org    

The Passive Income Attorney Podcast
EP 27 | HOW TO ESCAPE THE OFFICE BY OWNING THE OFFICE BUILDING WITH BRIAN C. ADAMS

The Passive Income Attorney Podcast

Play Episode Listen Later Feb 25, 2021 40:54


In this episode of The Passive Income Attorney Podcast, Seth discusses with former attorney and founder of Excelsior Capital, Brian C. Adams, about the best practices for strategic real estate investing, particularly in the commercial office space. If you feel reservations about the office asset class, check out this show to see how Brian eases those concerns through his explanation of the “hybrid model,” the “hub and spoke model” and suburban migration. Enjoy!   “Most of our sorrow comes from the difference between where we think our reality should be and what our reality actually is. If you can narrow that down, you'll have more happiness and less sorrow in your life.”   Check out www.passiveincomeattorney.com for the full show notes, more content and free passive income guide!

The Passive Income Attorney Podcast
EP 27 | HOW TO ESCAPE THE OFFICE BY OWNING THE OFFICE BUILDING WITH BRIAN C. ADAMS

The Passive Income Attorney Podcast

Play Episode Listen Later Feb 25, 2021 40:54


In this episode of The Passive Income Attorney Podcast, Seth discusses with former attorney and founder of Excelsior Capital, Brian C. Adams, about the best practices for strategic real estate investing, particularly in the commercial office space. If you feel reservations about the office asset class, check out this show to see how Brian eases those concerns through his explanation of the “hybrid model,” the “hub and spoke model” and suburban migration. Enjoy!   “Most of our sorrow comes from the difference between where we think our reality should be and what our reality actually is. If you can narrow that down, you'll have more happiness and less sorrow in your life.”   Check out www.passiveincomeattorney.com for the full show notes, more content and free passive income guide!

Two Smart Assets
Rebirth of the Suburban Office and How it’s Driving Shifts to New Markets with Brian Adams

Two Smart Assets

Play Episode Listen Later Feb 17, 2021 24:46


Join Daniel Nickles and Chris Thompson with their guest Brian Adams, the President and Founder of Excelsior Capital, as they speak about the value of understanding your demographics, the comeback of suburban offices, and the change in the relation between work culture and spaces. In this episode, Brian breaks down the specific components of demographics and how it stimulates growth for investments. For Brian, it is always about where the growth is growing. As you tune in, there will be so much more to hear from this episode, so make sure to stick with us.In this episode you will learn:The factor you need to pay attention to as an investor.How investors break down and figure out their market.On suburban offices and finding good returns.Is remote work the same as working-from-home, and what comes with WFH?A message to passive investors – a refresher.About Brian Adams:Brian C. Adams is the President and founder of Excelsior Capital, where he spearheads the firm's investor relations and capital markets arms. He has ten years of experience in real estate private equity.Before forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010. He provided leadership and direction for the firm in connection with capital markets, investment management, and investor relations.He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes, since May of 2008. Since May of 2017, he has served on the Investment Committee for Solidus LP; an early-stage venture capital firm focused on Healthcare and Technology investment opportunities.From January of 2016 to January of 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next-generation family members in preparing the following generation the responsibility of being a steward of family wealth.He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors.Connect with Brian Adams on:Website:              https://www.excelsiorgp.com/Linkedin:              https://www.linkedin.com/in/brian-c-adams/ Connect with Two Smart Assets on:Website:              https://twosmartassets.com/Facebook:           https://www.facebook.com/TwoSmartAssets/Instagram:          https://www.instagram.com/twosmartassets/YouTube:             https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw ✅Check out our free apartment syndication sample deal:https://twosmartassets.com/sample-deal-form 

The Gold Collar Investor
TGCI 100: Lawyer turned investor who is investing in secondary growth markets

The Gold Collar Investor

Play Episode Listen Later Feb 15, 2021 28:51


In today's show, Pancham interviews Brian C. Adams - lawyer-turned-real estate investor and the Principal and Founder of Excelsior GP. Brian was a district attorney in Nashville who was transferring to a corporate law firm when he realized that he doesn't want to live a life in golden handcuffs. He then saw his wife's family background in investing, connected with a business partner, founded Excelsior GP, and the rest is history! With 10 years of experience in real estate private equity, advanced knowledge in best practices for strategic real estate investing, and a $415 million growth of asset value, He is surely the guy you want to talk to when it comes to investing!  In this episode, listen as Brian will share how the maturing millennials are leading the market today, how his investment strategy works, and how diversified investments can help you in your overall portfolio. Quote: "If you want that style of life, and if you want that financial freedom, it doesn't come easy and that includes the choice to leave the corporate gig, it's not supposed to be a simple, easy decision, because if it were everybody would do it." Timestamped Shownotes: 0:40 - Pancham introduces Brian to the show 1:36 - How his wife's family background got him into investing 5:02 - How the maturing millennial generation are driving market change 6:48 - Focusing on commercial office assets amidst the pandemic 9:16 - How golden handcuffs made him leave his corporate gig 15:26 - Why you should not only focus on investing in stocks 19:24 - How sleep helped him to be more productive 21:54 - Taking the Leap Round 21:54 - His first investment outside of Wall Street 22:40 - Overcoming his fear of losing control 24:05 - Why his bar and resto investment didn't go as expected 26:04 - Why investors should have a good infrastructure in the business itself  27:18 - Brian's contact information 3 Key Points: The maturing millennial generation is growing so their geographic metrics are benefitting the enterprise.  There is no easy solution when it comes to transitioning to investing full time. The success you'll enjoy is a part of the pain that you went through. Aside from stock investments, there are other types of investments that you can consider investing in to supplement your entire portfolio. Get in Touch: Excelsior Capital Website - https://www.excelsiorgp.com/ Brian C. Adams LinkedIn - https://www.linkedin.com/in/brian-c-adams/ Listen to Brandon Hall's episode in The Gold Collar Investor here: https://thegoldcollarinvestor.com/show4/ The Gold Collar Investor Banking - https://thegoldcollarinvestor.com/banking/ Pancham Gupta Email - p@thegoldcollarinvestor.com Show notes page: www.TheGoldCollarInvestor.com/show100 Watch on youtube: https://youtu.be/WRm1c2QaWQE

Skyline Views
SV32: Cincinnati and Office Buildings w/ Brian Adams

Skyline Views

Play Episode Listen Later Jan 18, 2021 28:28


For those who are in the know, Cincinatti is a very exciting market for certain real estate asset classes. This week’s guest gives his views on the Cincinatti MSA, as well as very helpful insights into the office asset class and how the pandemic of last year has changed things going forward. We talk numbers, market dynamics, and best practices around real estate sponsors. My guest is the President and founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. Brian C. Adams has 10 years of experience in real estate private equity. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations. Key Points: Brian explains his start and his background (0:39) Why office buildings as an asset class? (3:01) Brian explains why he’s optimistic about the office sector going forward (6:24) The effects of the COVID vaccine on office investing and employer sentiment (10:25) The affects of COVID on leasing and tenant turnover (11:39) Generational dynamics and other factors changing views on real estate asset classes and locations (14:25) How Excelsior chooses MSAs and sub-markets to invest in (17:08) Resources for someone looking to pivot to the office asset class, and what to look for in a deal (20:41) Questions to ask when entering into a GP/LP relationship, and what you should expect (23:15) Resources: Brian’s LinkedIn – https://www.linkedin.com/in/brian-c-adams/ Excelsior Capital – https://www.excelsiorgp.com/ Is your real estate portfolio running like a well-oiled machine? Do you know how you stack up? Find helpful resources here – http://mrcdmills.com/resources/ Learn more about The Haney Company here – https://www.thehaneycompany.com/ Know any new parents? Order them a copy of Legacy 101 here – https://www.amazon.com/Legacy-101-Practical-Christopher-Mills/dp/0692684050 Subscribe on Spotify, Apple, Google, Stitcher, iHeart.

Millennial Manhood
#098 | Brian C Adams - Business, Ego & The World's Problems

Millennial Manhood

Play Episode Listen Later Dec 29, 2020 80:24


Brian C. Adams is the President and founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations. Connect W/ Brian: web: www.excelsiorgp.com/ LI: linkedin.com/in/brian-c-adams/ Reach out to Jovica: IG: @mmcip IG: @asap_jovi LI: linkedin.com/in/jdjurdjevic

How Did They Do It? Real Estate
SA075 | Uncovering the Future of Commercial Real Estate Through the Lens of an Investor with Brian Adams

How Did They Do It? Real Estate

Play Episode Listen Later Dec 28, 2020 28:04 Transcription Available


Brian C. Adams is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations. He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes since May of 2008. Since May of 2017 he has served on the Investment Committee for Solidus LP, an early-stage venture capital firm focused on investment opportunities in Healthcare and Technology. From January of 2016 to January of 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next generation family members in preparing the following generation for the responsibility of being a steward of family wealth. He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors.Connect:Brian's LinkedinBrian's TwitterBrian's companyBrian's podcast

Smart Money Circle
Timeless Lessons & Mistakes Investing in Commercial & Industrial Real Estate - $475M Firm

Smart Money Circle

Play Episode Listen Later Dec 15, 2020 30:35


My guest today is Brian C. Adams, President and Founder, of Excelsior Capital, with $475M in assets undermanagement. Brian spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations. He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes since May of 2008. Since May of 2017 he has served on the Investment Committee for Solidus LP, an early-stage venture capital firm focused on investment opportunities in Healthcare and Technology. From January of 2016 to January of 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next generation family members in preparing the following generation for the responsibility of being a steward of family wealth. He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors. --- Support this podcast: https://anchor.fm/smartmoneycircle/support

Weiss Advice
Private Equity, Excelsior Capital GP with Brian C. Adams

Weiss Advice

Play Episode Listen Later Dec 14, 2020 38:17


Brian Adams is the President and Founder of Excelsior Capital GP, providing high net worth individuals and family offices access to passive cash flowing institutional investment opportunities. Brian has 10 years of experience in real estate private equity.Let's dive right into this episode and talk about private Equity and Excelsior Capital GP.[00:01 – 05:37] Getting to know BrianI Introduce our guest, Brian C. AdamsBrian’s backgroundGetting into private equity and real estateBrian talks about building and growing a business through networking[06:57 – 15:13] Private EquityBrian talks about the Family office dynamicMultifamily as the best source of real estate investmentBrian’s biggest mistake in his careerThe challenges that Brian faces nowadays[15:14 – 22:15] Changes in the Office SpaceCOVID’s effect on the office space market Brian talks about how to propose a deal to a potential investor[22:16 – 30:41] THE FINAL FOURWhat’s the worst job that you ever had?Working as a road crew for one of my dad’s friendsAdam talks about the resources that have given him a paradigm shiftWhat is a skill or talent that you’d like to learn?Code and ProgrammingWhat does success mean to you?Working with people I enjoy working with. Providing for my family. Enjoying what I do every day.Connect with Mikey. See the links below.Final thoughts Tweetable Quotes:“Success is working with people I enjoy working with. Being able to provide for my family. Success is enjoying what I’m able to do every day.” - Brian C. Adams“If your idea is shiny and beautiful, and you want everyone to love it, that’s great. But if no one is willing to give you their resources to you for it, it’s art. Art has a place in the world, but it’s not a business.” - Brian C. AdamsResources Mentioned:Excelsior GPPriam PropertiesYou can connect with Brian on LinkedIn. Visit their website https://www.excelsiorgp.com/ and check out their company’s socials on LinkedInGuest Email: badams@excelsiorgp.com WHERE CAN I LEARN MORE?Be sure to follow me on the below platforms:Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.LinkedInYoutubeExclusive Facebook Groupwww.yonahweiss.comNone of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.Support the show (https://www.buymeacoffee.com/weissadvice)

The All-In Podcast with Nate Peo
Brian C. Adams - Excelsior Capital

The All-In Podcast with Nate Peo

Play Episode Listen Later Dec 10, 2020 32:11


Brian is a recovering attorney hailing from a family office background dedicated to providing investors with direct access to institutional alternative investments that can generate passive income in a tax efficient manner. He pulls on his extensive experience in the legal, private equity and real estate industries to provide a broad market view of the entire alternative investment landscape to deliver strategic and reliable investment opportunities to his partners. Brian currently serves as Principal for Excelsior Capital in which he founded in 2019 and oversees acquisitions, operations and capital raising efforts. In addition, he frequently participates in speaking engagements focused on providing the real estate investment community with a real and honest outlook of the commercial real estate market so intelligent investment decisions can be made. He is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with honors.

Launch Your Wealth
Real Estate LAUNCH Series: Open Conversation on Joint Venture + Syndication in Multifamily Real Estate

Launch Your Wealth

Play Episode Listen Later Dec 3, 2020 52:38


Presented by Launch Your Wealth This is to introduce Partnerships and Business Structures (and the many more related topics) to entering the Multifamily Syndication Business. We had the honor to have a panel discussion podcast episode, with Brian C. Adams of Excelsior Capital, Jerome Myers of Myers Methods and Chris De Celle of Cloud Capital. You can find them actively engaging in Linkedin and hosting their own Webinars + Podcasts.

Real Estate Marathon
Episode 61 Importance of Raising Capital and Making Sales with Brian C. Adams

Real Estate Marathon

Play Episode Listen Later Nov 26, 2020 39:20


Brian C. Adams is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations.       He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes since May of 2008. Since May of 2017 he has served on the Investment Committee for Solidus LP, an early-stage venture capital firm focused on investment opportunities in Healthcare and technology. From January of 2016 to January of 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next generation family members in preparing the following generation for the responsibility of being a steward of family wealth. He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors.

How To Buy Giant Apartment Buildings
Preserving Your Family's Wealth With Direct RE Ownership

How To Buy Giant Apartment Buildings

Play Episode Listen Later Nov 18, 2020 27:36


Brian C. Adams, President and Founder of Excelsior Capital, joins us today to talk about the many benefits of owning real estate. Brian spearheads the investor relations and capital markets arms of his firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing.

Who Knows Real Estate
E21 Episode 21 - Building a $350M Syndication with Brian Adams

Who Knows Real Estate

Play Episode Listen Later Nov 6, 2020 49:51


Episode Notes In today's episode, we're joined by Brian Adams (Founder & President of Excelsior Capital) who sheds a light on what he's learned in the process of building his Private Equity Firm which now commands over two and a half million square feet of office space spread across numerous different markets. Click here to listen online, read notes, and connect with our guest In This Episode We Cover: Best practice & tips for fundraising in the era of Covid-19 Brian's strategy in choosing deals Brian's thoughts on what the Election means for Real Estate Pros and cons of taking a deal-by-deal approach as opposed to using a fund Connect With Brian C. Adams https://www.excelsiorgp.com/brian-adams/ https://www.linkedin.com/in/brian-c-adams Connect with Kevin Brown & Jim Kittridge WhoKnowsRealEstate.com whoknowsrealestate@gmail.com

Break Away from the Rat Race
Brian Adams and Commercial Real Estate Opportunities - Episode 29

Break Away from the Rat Race

Play Episode Listen Later Oct 28, 2020 50:35


Brian C. Adams is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. We had a fun discussion on secondary markets and the drivers for Commercial and Rental Real Estate. Will we experience a rebirth of the suburban office? We discussed the tax advantages of owning Real Estate investments. We carefully discussed the Trump tax returns. You can contact Brian at www.excelsiorgp.com Don't forget to get a copy of my book at https://www.amazon.com/dp/B08KWM5PW1

Contrarian Cashflow
Generational Wealth Isn't Just About the Money - Brian C. Adams

Contrarian Cashflow

Play Episode Listen Later Oct 26, 2020 36:25


Brian C. Adams is the Principal and Founder of Excelsior GP. Originally from New York, Brian now lives in Nashville with his family. In today's episode, Brian walks us through what it takes to grow generational wealth. [00:01 – 07:04] Why Real Estate I introduce and welcome the guest, Brian C. Adams Brian shares how they are dealing with amidst this COVID situation Brian talks about his background and how his journey to real estate began The 3 Basic Buckets of Wealthy Individuals People who climbed up the corporate ladder Business owners and entrepreneurs Real estate investors [07:04 – 11:57] Focusing on Multi-Tenant Office Buildings Brian talks about the process of shifting his focus into the office asset class [11:58 – 21:42] Everybody Wants to be Wealthy Brian shares what it's like from his point of view, marrying into an affluent family Responsibilities and risk factors in maintaining wealth It's not just about the money. It's also about culture. [21:43 – 29:21] Work-Life Balance Growing the business while maintaining a good family relationship Living in the COVID era Brian's advice on growing generational wealth [29:22 – 36:19] The Contrarian 3-Pack What would you say is the most contrarian investment within your portfolio? “Suburban office is probably my contrarian player right now.” What's your favorite activity to do with your friends and family outside of work? “I've started being more intentional about making the weekends, weekends.” What actions, whether within work or family, offer you the most fulfillment in life? My wife and I decided to support the school our children are attending. Final thoughts Connect with Brian online! See the links below.   Tweetable Quotes: “When you ask people to tell you about themselves, they're going to talk. I mean people like to talk about themselves, it's a natural thing. And so, you start seeing themes across these multiple conversations.” – Brian C. Adams “[Rich people] are just like your family. They are crazy. They have personalities. They have problems. They have strengths and weaknesses. They just have more zeroes behind their number, but it doesn't mean that they are not real people who have real problems.” – Brian C. Adams “If it's just about the money and if it's just about the returns, I think it's very difficult to be successful for more than two generations in a family. I think it has to be more about the culture and your identity and the story and being a good steward for multiple generations of families for a higher purpose.” – Brian C. Adams   You can connect with Brian onhttps://www.linkedin.com/in/brian-c-adams/ ( LinkedIn). Visit the Excelsior Capitalhttps://www.excelsiorgp.com/ ( website) to know more. LEAVE A REVIEW + help the podcast grow by sharing it with your friends, family, or someone in need. Follow me onhttps://www.linkedin.com/in/joblanto/ ( LinkedIn) or visit ourhttp://contrariancashflow.com/ ( website) to know more.  Think Different. Earn Different. Live Fulfilled.

Real Wealth Real Health
Building Wealth Like Your Own Family Office

Real Wealth Real Health

Play Episode Listen Later Oct 23, 2020 52:31


In this week’s episode of Real Wealth, Real Health, we turn our attention back to the world of Commercial Real Estate Investing with our guest, Brian Adams, President & Founder of Excelsior Capital. Brian started his career in litigation, then transitioned to becoming an established operator of office assets in the US after identifying the vast opportunities in commercial real estate investing. Brian has developed his own unique investment philosophy, and speaks about his approach to investing, both from an individual perspective and the viewpoint of a real estate sponsor. Like any successful professional, we find that many of Brian’s most valuable lessons have been learned through experience.    Brian offers a plethora of fantastic insights, from the importance of strong infrastructure to a burgeoning business, maintaining positive investor relations, and why it’s critical to plan for scale as your business grows. Brian’s journey with Excelsior Capital has been emblematic of his approach to business, as he has pivoted his target investments to satisfy the needs of his investor base and found great success doing so, while maintaining flexibility. We talk about the reasons he finds office assets, particularly in the suburbs, to be an attractive area for future growth, and the trends he sees in the Commercial Real Estate & Private Equity landscape. Aside from his professional knowledge, we pick Brian’s brain about his personal approach to wealth building, estate planning, and work-life balance. Key Insights: The role of alternative assets in your investment portfolio Why it’s imperative be open and vulnerable about your own mistakes, accept & learn from them in order to move forward more successfully The advantages of viewing Real Estate investments through the lens of a small business What is a family office and how to plan for generational wealth and wealth transfer The value of communication and transparency in investor relations How increased access to Commercial Investment opportunity can help bridge the ever-widening gap of inequality that persists today How patience can lead to far greater flexibility (and profits!) in the long run The mindset necessary to start to use the tax code to your own advantage   Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple — Spotify — Google — TuneIn — Stitcher   Guest Bio: Brian C. Adams is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations. He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes since May of 2008. Since May of 2017 he has served on the Investment Committee for Solidus LP, an early-stage venture capital firm focused on investment opportunities in Healthcare and Technology. From January of 2016 to January of 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next generation family members in preparing the following generation for the responsibility of being a steward of family wealth. He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors.   Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com https://www.excelsiorgp.com/

Real Estate Investing Made Simple
#32 Raising Capital with Brian Adams

Real Estate Investing Made Simple

Play Episode Listen Later Oct 15, 2020 36:20


In this episode, Bailey Kramer sits down with Brian Adams to talk about Raising Capital. Guest: Brian Adams Brian C. Adams is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management, and investor relations. He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes since May of 2008. Since May of 2017 he has served on the Investment Committee for Solidus LP, an early-stage venture capital firm focused on investment opportunities in Healthcare and Technology. From January of 2016 to January of 2018, Brian served as a member of the Board of NextGen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next-generation family members in preparing the following generation for the responsibility of being a steward of family wealth. He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors. Website: www.excelsiorgp.com Connect with the Host, Bailey Kramer: Website: www.baileykramer.com LinkedIn: https://www.linkedin.com/in/bailey--kramer/ Instagram: https://www.instagram.com/the_bailey_kramer

Launch Your Wealth
Real Estate LAUNCH Series: Open Conversation with Brian C. Adams, a "Recovering Attorney" and Founder/Principal of Excelsior Capital

Launch Your Wealth

Play Episode Listen Later Sep 19, 2020 55:44


Presented by Launch Your Wealth Featured Podcast Series: The Real Estate Launch where we share open conversation on business, entrepreneurship and real estate strategies. Our purpose is to share insight, our perspectives and tips relating to investing, business frameworks and real estate in general. Amidst the Covid19 and Pandemic, real estate Investing both passively and actively is a hot topic today. Learning and understanding real estate is a way to create financial independence. It is never too early or too late to learn and take action. Stay tuned for many more episodes coming your way! Part 1 Series - Special Featured Guests on Open Conversations Part 2 Series - The Real Estate Launch with Investors and Experts Special Edition: Ground Zero Series with Co-Host Rion. Open Conversations on starting, building and thriving in life. Part 3 Series - Open Conversation on Self-Made Freedom with Women + Wealth " How they hacked life and launching their wealth!"

The DJE Podcast - Real Estate Investing with Devin Elder
DJE Podcast #079 with Brian C. Adams

The DJE Podcast - Real Estate Investing with Devin Elder

Play Episode Listen Later Sep 10, 2020 27:59


Brian C. Adams, President and Founder of Excelsior Capital, joins us to discuss commercial investing market selection, capital raising strategies, market outlook, and much more. Connect with Brian at https://www.excelsiorgp.com/

Accredited Income Property Investment Specialist (AIPIS)
344: Brian Adams - Inflation, Commercial Real Estate, Demographics

Accredited Income Property Investment Specialist (AIPIS)

Play Episode Listen Later Sep 4, 2020 34:29


Founder of Excelsior Capital, Brian Adams joins Jason Hartman today to discuss everything from millennials moving to the suburbs to the office market and how it’s changing post-pandemic. Public transportation is likely to continue its trend downward as the car will regain popularity in need for social distancing and health.  Key Takeaways: [2:30] Millennials, it’s not all Brooklynn bars and avocado toast, now they are trending towards suburban areas.  [7:00] Speaking on the logistical challenges of a vaccine for COVID-19 [9:15] What do you see for the office property market? [11:30] Suburban offices have a better chance of surviving the pandemic than high-density urban areas. [14:15] Companies moving more towards mothership and hub and spoke models.  [15:15] Are any new deals going on in the office market? [16:00] How far through this pandemic do you think we are? [17:20] The fed and congress have been flooding the capital market system with liquidity.  [21:45] Will the development of tech push non-techies into a need for UBI?  [22:25] Discussing office reuse.  [25:45] Inflation will more than likely hit back. [27:00] While the supply chain might be lacking, the price of construction seems to be substantially lower. Websites:  ExcelsiorGP.com LinkedIn: Brian C. Adams JasonHartman.com/Asset JasonHartman.com/Webinar www.JasonHartman.com www.JasonHartman.com/properties Jason Hartman Quick Start Jason Hartman PropertyCast (Libsyn) Jason Hartman PropertyCast (iTunes) 1-800-HARTMAN

The Real Estate Investing Club
Raising Capital and Real Estate Private Equity with Brian Adams | The Real Estate Investing Club #29

The Real Estate Investing Club

Play Episode Listen Later Aug 14, 2020 32:36


Enjoy the show? Share with your friends and subscribe to the channel for all our upcoming real estate investor interviews and episodes.  In this episode I interview Brain Adams. Brian is the President and founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and is a sage at the process of raising capital.Brian brings some serious wisdom on the subject of raising capital and private equity in the commercial space, so strap in, grab your pen and paper and enjoy the show. ************************************************************************  GET INVOLVED, CONNECTED & GROW YOUR REAL ESTATE INVESTING BUSINESS  LEARN -- Want to learn the ins and outs of real estate investing? Check out our course at https://www.therealestateinvestingclub.com READ -- Want real estate book recommendations? Check out our list of the best books on real estate investing: https://gabepetersen.com/2020/06/14/best-books-on-real-estate-investing/ PARTNER -- Want to partner on a deal or connect in person? Email the host Gabe Petersen at gabe@therealestateinvestingclub.com or reach out on LinkedIn at https://www.linkedin.com/in/gabe-petersen/  CONNECT -- Want to join one of the most active Facebook Groups for Real Estate Investors? Click here to join: https://www.facebook.com/groups/2940993215976264 GROW -- Want for us to bring you leads and run your real estate digital marketing? Reach out to our partner agency at https://www.getclientsquick.com WATCH -- Want to watch our YouTube channel? Click here: https://bit.ly/theREIshow LISTEN -- Want to listen to our Podcast? Go here: https://therealestateinvestingclub.buzzsprout.com/ ************************************************************************  ABOUT THE GUEST Brian C. Adams is the President and founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations.Want to connect with Brian? Reach out on LinkedIn at https://www.linkedin.com/in/excelsiorcapital/ ************************************************************************  ABOUT THE REAL ESTATE INVESTING CLUB SHOW  The Real Estate Investing Club is a podcast and YouTube show where real estate investing professionals share their best advice, greatest stories, and favorite tips in real estate. Join us as we delve into every aspect of real estate investing - from self-storage, to mobile home parks, to single family rentals, to real estate syndication!  Join us as we learn about these REI pro's career peaks and valleys and the lessons they learned along the way!Support the show (https://paypal.me/GabrielWPetersen?locale.x=en_US)

The Commercial Investing Show
249: Brian Adams - Inflation, Commercial Real Estate, Demographics

The Commercial Investing Show

Play Episode Listen Later Aug 8, 2020 34:29


Founder of Excelsior Capital, Brian Adams joins Jason Hartman today to discuss everything from millennials moving to the suburbs to the office market and how it's changing post-pandemic. Public transportation is likely to continue its trend downward as the car will regain popularity in need for social distancing and health.  Key Takeaways: [2:30] Millennials, it's not all Brooklynn bars and avocado toast, now they are trending towards suburban areas.  [7:00] Speaking on the logistical challenges of a vaccine for COVID-19 [9:15] What do you see for the office property market? [11:30] Suburban offices have a better chance of surviving the pandemic than high-density urban areas. [14:15] Companies moving more towards mothership and hub and spoke models.  [15:15] Are any new deals going on in the office market? [16:00] How far through this pandemic do you think we are? [17:20] The fed and congress have been flooding the capital market system with liquidity.  [21:45] Will the development of tech push non-techies into a need for UBI?  [22:25] Discussing office reuse.  [25:45] Inflation will more than likely hit back. [27:00] While the supply chain might be lacking, the price of construction seems to be substantially lower. Websites:  ExcelsiorGP.com LinkedIn: Brian C. Adams JasonHartman.com/Asset JasonHartman.com/Webinar www.JasonHartman.com www.JasonHartman.com/properties Jason Hartman Quick Start Jason Hartman PropertyCast (Libsyn) Jason Hartman PropertyCast (iTunes) 1-800-HARTMAN

Creating Wealth Real Estate Investing with Jason Hartman
1517: Inflation, Deflation, Commercial Real Estate, COVID-19 & UBI

Creating Wealth Real Estate Investing with Jason Hartman

Play Episode Listen Later Jul 29, 2020 37:19


Start doing! Jason Hartman speaks on a recent success, breaking away from the paralysis analysis, and diving in headfirst. This sentiment is further illustrated by a client expressing similar success. Sometimes it’s fine to have a little rational recklessness in your life. What can we learn from vintage pop culture? Brian C. Adams returns to finish his discussion about commercial and residential real estate, inflation, and deflation. The fed hates deflation, so get ready for some inflation. How will some commercial spaces get reused? Will malls have a way paved for residential reuse, office, or medical?  Meet The Masters  Virtual: July 31 – August 2 JasonHartman.com/Masters  Friday, July 31, 7 PM EDT, Saturday, August 1, 11 AM EDT, Sunday, August 2, 11 AM EDT Guests: Ken McElroy, Sharon Lechter, Harry Dent, George Gammon, Sean Carroll Key Takeaways: [2:00] Watch old movies, history in pop culture has its place. [4:15] What might have happened if..? [8:00] Hartman Philosophy; rational recklessness  [11:00] Beware of paralysis of analysis [13:00] Stop thinking so much, and start doing! You are your biggest obstacle. Brian C. Adams [20:00] How far through this pandemic do you think we are? [21:20] The fed and congress have been flooding the capital market system with liquidity.  [25:45] Will the development of tech push non-techies into a need for UBI?  [26:25] Discussing office reuse.  [29:45] Inflation will more than likely hit back. [31:00] While the supply chain might be lacking, the price of construction seems to be substantially lower. Websites:  ExcelsiorGP.com LinkedIn: Brian C. Adams YouTube Jason Hartman www.JasonHartman.com 1-800-HARTMAN

Creating Wealth Real Estate Investing with Jason Hartman
1516: Brian Adams - Millennials Moving, Commercial Real Estate, Demographics

Creating Wealth Real Estate Investing with Jason Hartman

Play Episode Listen Later Jul 28, 2020 34:28


Jason Hartman introduces Brian number one, the Hartman Media tech specialist, preparing for Meet The Masters XXII, Virtual! This new virtual version of the event will host two advanced chat rooms, to bring together the feel of an in-person event.  Founder of Excelsior Capital, Brian Adams joins Jason Hartman today to discuss everything from millennials moving to the suburbs to the office market and how it’s changing post-pandemic. Public transportation is likely to continue its trend downward as the car will regain popularity in need for social distancing and health.  Meet The Masters  Virtual: July 31 – August 2 JasonHartman.com/Masters  Friday, July 31, 7 PM EDT, Saturday, August 1, 11 AM EDT, Sunday, August 2, 11 AM EDT Guests: Ken McElroy, Sharon Lechter, Harry Dent, George Gammon, Sean Carroll Special LIVESTREAM: Tuesday Evening, 8 PM EDT “The History of Bubbles” YouTube Jason Hartman facebook.com/JasonHartman.com Key Takeaways: [2:00] Introducing Brian, the Hartman Media Tech Specialists.  [8:20] It’s 5 o’clock somewhere, especially with virtual events. Meet the Masters details. [11:00] Uhaul is an excellent source of real estate information.  [12:00] Florida, the number one destination for movers, according to Uhaul, in 2019. Texas slipped back to number 2. [19:30] Millennials, it’s not all Brooklynn bars and avocado toast, now they are trending towards suburban areas.  [24:00] Speaking on the logistical challenges of a vaccine for COVID-19 [26:15] What do you see for the office property market? [28:30] Suburban offices have a better chance of surviving the pandemic than high-density urban areas. [31:15] Companies moving more towards mothership and hub and spoke models.  [33:15] Are any new deals going on in the office market? Websites:  ExcelsiorGP.com LinkedIn: Brian C. Adams JasonHartman.com/Asset JasonHartman.com/Webinar www.JasonHartman.com www.JasonHartman.com/properties Jason Hartman Quick Start Jason Hartman PropertyCast (Libsyn) Jason Hartman PropertyCast (iTunes) 1-800-HARTMAN

Mission Matters Money
Democratizing Access to Alternative Investments with Brian C. Adams

Mission Matters Money

Play Episode Listen Later Jul 2, 2020 8:33


Access to alternative investments for accredited investors means opportunity for many. In this episode, Adam Torres and Brian C. Adams, Founder and Principal at Excelsior Capital, explore the alternative investment landscape. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podcastguest/

Wealth Through Real Estate Investing
Episode 108 - Advantages of Investing in Secondary Office Markets with Brian Adams

Wealth Through Real Estate Investing

Play Episode Listen Later Jun 22, 2020 23:38


Brian C. Adams is the President and founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations. He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes since May of 2008. Since May of 2017 he has served on the Investment Committee for Solidus LP, an early-stage venture capital firm focused on investment opportunities in Healthcare and Technology. From January of 2016 to January of 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next generation family members in preparing the following generation for the responsibility of being a steward of family wealth. He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors. https://www.linkedin.com/in/excelsiorcapital/ https://www.excelsiorgp.com/