Podcasts about excelsior capital

"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/

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.

Dive into this episode as we unravel the intricacies of deflation and its profound effects on economies. We'll explore why deflation is often seen as a pernicious economic phenomenon and why the Fed will always err on the side of inflation rather than deflation.From the shadows of the Great Depression to Japan's "lost generation," join us in decoding what these lessons mean for investors in today's tumultuous times.[00:00 - 05:05] Exploring Deflation and How Decreased Demand and Increased Supply Can Lead to Economic DisasterDeflation is when consumer and asset prices decrease over time, and your purchasing power increasesChina, the world's second-largest economy, has been sliding into deflationConsumers put off making big purchases, expecting to get more bang for their buck laterDeflation is associated with a negative correlation in terms of the real economyCauses of deflation include a decrease in demand or growth in supply[05:05 - 12:32] Navigating Deflationary Markets Between 1929 and 1933, the wholesale price index fell 33%, and unemployment peaked above 20%For 20 years, there was a lost generation of wealth creation within Japanese societyFed started quantitative easing policies to prevent a deflationary environmentChinese government initiating own round of quantitative easing for political reasonsPeople and businesses don't borrow, slowing economic activityJapan's experiences with deflation provide a good lesson for observersSign up for the Excelsior Capital newsletter at https://www.excelsiorgp.com/newsletter-sign-up/.Quotes:"It's challenging to restrict economic activities so severely while not bumping into recession still up in the air, whether or not we're going to be in technical recession or not." - Brian Adams"Real assets and private companies that can withstand that death spiral of debt will probably be your best play, but it's just something to be avoided." - Brian AdamsConnect with me on 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.

Brian  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 in 2010 where he provided leadership and direction for the firm in connection with capital markets, investment management, and investor relations.Main Points:The current state of the commercial real estate market and key demographic metrics driving changeSyndication platforms focused on taxable high net worth investors and family officesDirect co-investment structure for RIA's/boutique wealth management firms/multifamily officesTax advantages of direct real estate ownershipConnect with Brian  Adams:badams@excelsiorgp.comhttps://www.excelsiorgp.com/https://www.linkedin.com/in/brian-c-adams/Podcast: Capital Club

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

What does it take to leap from government work into the world of private equity and commercial real estate?  In this episode, we sit down with Brian Adams to discuss his journey to becoming a full-time entrepreneur in private equity and commercial real estate. After realizing how much money was spent on deporting people from his courtroom daily, Brian talks about his epiphany and how it sparked his desire to look for more exposure in private equity and investing. He shares what it was like to have an investor make a million-dollar commitment to their fund and how they went through due diligence to secure the investment.  Tune into this episode for an inspiring story to help you navigate your path toward success! [00:00 - 16:36] From Government Job to Pursuing the American Dream Brian Adams left a career in the DA's office and started his firm, Excelsior Capital, with hundreds of millions of dollars in assets under management He had a moment of clarity when he realized that he was processing hundreds of people a day, costing taxpayers between 75 to 100 thousand dollars per deportation Family capital, social capital, relationship capital, and human capital enabled taking a risk on a venture in partnerships How Brian realized it was a real business when they raised more money than expected for a small acquisition [16:37 - 24:33] Navigating the Founder's Exit Paradox Brian found a partner through Rotary and built a successful company together This partner had the complimentary skillset, finance background, real estate experience, and work ethic Every time there is surplus capital, it is put back into the company to grow it Exiting deals can be an exit with seven to nine figures distributed among partners Founder's exit paradox - questions about purpose and identity, not from loss but from achievement [24:34 - 39:32] A Conversation on Mental Health and Authenticity The 'Cocktail Question Test': if you respond to 'What do you do?' with your job, you have failed the test Having all the 'toys' and following the rules doesn't bring happiness  People are attracted to those who share something they don't traditionally discuss [39:33 - 41:02] Closing Segment Final words Quotes: "If you don't have a safe harbor, that's why a lot of guys end up–in a very dark and dangerous place." – Brian Adams "You must have some identity separate from the money or your job. You have to. Because I think if you assign your identity to the job or the money, then you're acquiescent control over your life." – Brian Adams "A system that is not based on meritocracy is very frustrating." – Brian Adams Connect with Brian! Website: https://www.excelsiorgp.com  LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes. Dreamcatchers is an inclusive organization that targets people's interest in being more instead of a certain demographic. We have people from all walks of life at many different ages. Find out more at www.dreamsshouldbereal.com. Find out more about Jerome at www.d3v3loping.com or www.myersmethods.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, co-hosts Bob Fraser and Ben Fraser bring on guest, Brian Adams, the Founder of Excelsior Capital. Brian shares his contrarian opinions and thesis on asset classes including traditional office, medical office, and flex industrial. Additionally, drawing from his firsthand experiences, Brian shares his observations from being exposed to his wife's family office and how it influenced his understanding of wealth creation. The interview is packed with hidden gems and secrets of growing your net worth that you won't want to miss. Let's dive right into this captivating discussion! Connect with Brian Adams on LinkedIn ⁠⁠⁠⁠⁠https://www.linkedin.com/in/brian-c-adams/⁠ Connect with Bob Fraser on LinkedIn ⁠⁠ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠⁠ Connect with Ben Fraser on LinkedIn ⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠  Join the Investor Club to get early access to exclusive deals. ⁠⁠⁠https://www.aspenfunds.us/investorclub⁠⁠⁠  Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠https://www.thebillionairepodcast.com/subscribe

Brian Adams, Founder and President of Excelsior Capital, joins the Karma School of Business podcast to discuss real estate investing and compares it to private equity investing. Brian dives into a broad scope of topics, including: 1:44 His path to real estate investing 5:55 Advantages and benefits to real estate investing 10:36 How to evaluate a good investment 17:39 How the current economic landscape is impacting the real estate investing industry 21:48 The long term outlook for real estate investing 30:29 What lessons Brian would teach his younger self       

As investors, we all know the standard questions to ask during diligence. But what about those questions that aren't always asked? In this episode, we explore the importance of asking unique and insightful questions to understand a deal better. Our host brings a unique perspective as both a general partner with pitch experience and a member of a family office who has been in the room during diligence for various investments. He emphasizes the significance of a company's technology stack and how it can impact an investor's experience. Brian encourages investors to be open-minded and willing to explore different areas when evaluating deals.Tune in now to learn more about how Excelsior Capital enhances investor experiences through cutting-edge technology and personalized communication strategies![00:01 - 03:31] Opening Segment• Introducing the new series "Questions LPs Should Ask But Don't."• Sophisticated investors ask standard diligence questions• Some essential questions often get overlooked[03:32 - 04:34] The Overlooked Question in Real Estate Deals• Why investors should ask about the tech stack of the companyHow Brian's firm leverages technology and impacts investors' experience• The real magic is in asking unique questions that nobody else does• How to open up investors' eyes to other areas they should investigate when looking at a deal[04:35 - 06:49] Top Alternative Investments• Tech platforms for communication, reporting, and transparencyJuniper Square & HubSpot• Reviewing offering materials, tracking investments, and updating financial information[06:50 - 10:50] Closing Segment• How to offer value-add components beyond just investments• CRM is crucial for connecting investors with opportunities• Text notifications provide a unique and effective way to communicate with investorsKey Quotes:"The real magic is in asking the questions that people don't often ask." - Brian AdamsDownload our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/Connect with me on 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!

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!

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.

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.

Jarrod joined Excelsior in June 2019 after spending five years in Public Accounting. He oversees financial matters (including budgeting, forecasting, and tax) as well as Marketing, Human Resources, and Investor Relations. Prior to joining the company, Jarrod was a Tax Manager at KraftCPAs in Nashville, TN focusing on medium-sized companies in a wide range of industries. He was also the Finance Director for the Susan G. Komen Race for a Cure of Middle Tennessee from 2017 to 2019.Jarrod began his career at BDO in a similar capacity and is a Certified Public Accountant in the state of Tennessee. He received both his B.S. and Master's in Accounting from the University of Mississippi.In this episode, Jarrod shares about what has happened in 2022 and what we can learn from this year's real estate investment space.Listen in!Key Highlights: [00:01 - 06:39] How has Excelsior grown? Jared Arnold shares that he is the COO of Excelsior Capital and has been with the company for three and a half yearsExcelsior has grown exponentially in the last year, acquiring 36 million dollars in equity capital and 25 propertiesHow Excelsior was able to capitalize on positive investor sentiment and opportunities in the market to make acquisitions[06:40 - 15:43] The Current Situation in a Strategic Partnership PerspectiveHow every acquisition they made has some sort of ten thirty one aspectWhy things will be more challenging in the lender and equity side in the marketHow they tried to up their game in the podcast space[15:44 - 22:21] Real Estate Sponsors Remain Stable Amidst UncertaintyThere has been an increase in 1031 investors, a reduction in retirement account investment, and a decrease in purchase price from early in the yearThe market is challenging and the value proposition for sponsors is harder to prove outThe Fed wants rates to increase slower but terminal value will be higher than anticipated earlier[22:22 - 31:30] 72 Million in Capital Raised in 2 Years, No Employees Have Left the FirmThe firm's successes and challenges over the past two years, including their ability to keep clients and employees happy.The biggest challenge for the firm in 2022 is managing the influx of new assetsThe market is challenging and the value proposition for sponsors is harder to prove out[31:31 - 47:51] The Growth of the EconomyHow the economy has grown dramatically, and international markets have grown even more dramaticallyThe United Nations, NATO, World Bank, and IMF have all functioned well in the past - but this is changing. A world where the US puts boots on the ground to do nation-building is goneThere is no political will to do this on either side of the aisle, and so investors need to recalibrate their thesis around these assumptions[47:51 - 51:24] Closing Segment Key Quotes: “Some assets are gonna have challenges, right? Especially if we do go into a proper recess. But the way that we conduct ourselves, I think will be a real testament to the firm.” - Jarrod Arnold “Communication, transparency, investor relations, reporting, the soft touch things that we do. We didn't sacrifice any of that just to get those deals done, which is a trap that I've fallen into before.“ - Jarrod ArnoldConnect with me on

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

On this week's show, I interview Brian Adams, who is the President and founder of Excelsior Capital. He has 10+ years of experience in real estate private equity previously co-founding Priam Properties. According to his firm's website, Excelsior Capital now has $200m of assets under management for a total of 1.1M SF, but Brian was quick to say its not about the statistics. He is more passionate about their track record of serving their 200+ active investors. We spent the majority of our time discussing his fund-raising process as they do not operate as a fund. They raise capital for every transaction. He talks about how he cultivated this investor base and even admits to scaling too quickly by going into too many markets as once.  He also talks about bringing a lot of their operations in house including bookkeeping and accounting. By listening, you'll learn about what worked, and what didn't. What I find most impressive about Brian is his continued dedication to continually expanding his investor base. This means 5 meetings and 10 cold calls per day for him, which has now led to a database of 6,000 potential investors. He believes that most sponsors are really great at finding and repositioning deals, but very poor with this equally important component – raising capital. I know that you'll get a ton out of this episode! You can check out excelisorgp.com to learn more about Brian and his platform.

Ricky Novak is the Co-founder of the Strategic Group. He has spent his career working at the intersection of real estate, tax, and private equity. He works directly with high-net-worth investors & family offices and is the trusted advisor to these clients. His expertise focuses on real estate private equity, tax-deferred 1031 exchanges, Delaware statutory trust (DSTS), tax-deferred opportunity zone funds, and numerous federal and state-sponsored tax mitigation strategies. Joining us today as Co-host is Jarrod Arnold, CPA, Jarrod is the COO at Excelsior Capital, where he oversees financial matters (including budgeting, forecasting, and tax) as well as Marketing, Human Resources, and Investor Relations. Before joining the company, Jarrod was a Tax Manager at KraftCPAs in Nashville, TN focusing on medium-sized companies in a wide range of industries. Jarrod began his career at BDO in a similar capacity and is a Certified Public Accountant in the state of Tennessee.  Key Highlights: [00:01 -06:47] What is 1031 Exchange It's a strategy that has minimal risk If you own a property,  you can sell that asset and execute an exchange into one or more replacement assets.  If you do everything correctly, you are deferring your tax liability and allocating it to a new investment .[08:50 - 12:21] How to Find a Qualified Intermediary You Can Trust Find someone who has your best interest and will show you the right way to go about things Be wary of QIs who cut corners. This might put you in a difficult situation where you have to deal with IRS Questions to ask to qualify for a QI Figure out how sophisticated the QI is. You want someone knowledgeable and could help you make decisions Make sure they have the right insurance Make sure you have a dedicated advisor  [12:22 - 26:34] 1031 Exchange: Know The Rules Who should be at the table when pursuing 1031 CPA Tax/Real Estate Attorney Real Estate Professionals Be involved in the conversation and make sure you understand the real-life implications The reason for  the uptick in 1031 investments How you could take advantage of deferring taxes  as a property owner Entering 1031? Make sure you have the following: A clear understanding of the math of the transaction Avoid the misconception that you only have to roll the equity to the next property Be proactive in identifying issues Here's what to ask your sponsor when vetting Do your investment match up Structure and timing Opportunities on legislation are materially different than 1031 [30:37 - 31:24] Closing Segment Connect with https://www.linkedin.com/in/ricky-novak-6269138 (Ricky) and https://www.linkedin.com/in/jarrod-arnold-cpa-a3904a40 (Jarrod) on LinkedIn and visit Ricky's website at www.strategicgroup.com Key Quote: “When you look at it, the good news is while there are plenty of strategies out there that have, higher degrees of risk, 1031 happens to be a strategy that really has minimal risk. It's been around in the code for quite some time. The code and the treasure registry are very detailed on this matter, and there's a good bit of case law out there on 1031-related issues.” - Ricky Novak 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!

Our guest, Brian Adams, is the president and founder of Excelsior Capital. He spearheads investor relations in the capital markets arm of the firm. Brian realized that he needed to develop a strong investor relations strategy because investor relations is the vehicle that enables an operator or syndicator to make investments. In this episode, he'll share how he developed strong investor relations in their business that helped him succeed in raising capital.Today, we also speak to Michael Episcope of Origin Investments. Michael shares how creating a strong investor relations department helped them scale up their business. They raised a $100 million fund in just over four and a half months because of their excellent investor relations strategy, aside from effective communication and marketing. Michael also emphasizes being transparent is crucial because it means being open, honest, and authentic to your investor. Listen now and find out why you must take care of your investors well.

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      

In this episode, Edward Marshall is joined by Brian Adams, president and founder of Excelsior Capital. Brian leads investor relations and capital markets arms of the Excelsior. Brian has extensive experience in real estate private equity. Prior to forming Excelsior Capital, Brian co-founded Priam Properties, an institutional real estate private equity sponsor.  Brian and Edward discuss the current state of the family office ecosystem on a global level, including tips for the NextGen to successfully maintain the family office structure, how to choose family office solutions and advisors, and how to develop the requisite culture needed to ensure that the family office attains its goals.

Today's guest 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. He has also served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes since May of 2008. And 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. Brian Adams 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. Watch now and learn how you can summon your superpower and how to use it to your advantage. Love the show? Subscribe, rate, review & share! https://therealjasonduncan.com/podcast Learn more about your ad choices. Visit megaphone.fm/adchoices

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/

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/

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!  

In this episode of Cash Flow Pro, we talk with Brian Adams, Principal at Excelsior Capital. Brian began his career path as an attorney and eventually got into real estate through family members. His experience in legal, private equity, and real estate industries allow him to assess the alternative investment landscape and deliver strategic, reliable investment opportunities to his partners. Today, he shares how he grew his real estate business.  Excelsior Capital owns and operates high-quality, multi-tenant commercial real estate in developing markets. They focus on cash flow-producing assets that allow capital preservation and investor yield.  In this episode, we discuss: • The idea that you must spend money to make money and how it applies to real estate investing  • Finding solutions for your investor's problems and the importance of “pivoting” as a new business  • Retail investments vs. Institutional investments  • The art of selling and leaving your ego at the door Make sure to tune in on this episode to find out more! Find your flow, Casey Brown Resources mentioned in this podcast: 1.  www.excelsiorgp.com 2. https://www.linkedin.com/in/brian-c-adams/

Episode 18: Show Notes.We are honored to have as our guest, Brian Adams. Brian is currently serving as Principal for Excelsior Capital, founded in 2019, and oversees acquisitions, operations, and capital raising efforts. In this episode, he'll speak on how to raise capital as a first-time sponsor or entrepreneur.You might have the best deal of all, but no one will care if you can't raise capital. So, listen now and learn how to do it most efficiently!  Key Points from This Episode:Commercial real estate is a capital-intensive business.Often, people spend energy finding a deal and fail to premarket the opportunity or idea to the prospective investor.When it comes to raising money, the standard advice is to find a great deal, and then the investors will come.For Brian, it's the reverse. Talk to prospective investors first, find out what they want in a deal, and then look for the perfect deal.People fail because they don't establish a good relationship with prospective investors.Brian elaborates on his process of raising capital.It's not good enough that the deals work. You need to provide value beyond the investments. Providing value beyond investments is about access, education, and pure networking.Brian gives a shout-out to people that gave him a leg up along the way. Tweetables:“If you have a wonderful deal, if it's a beautiful, bright, shiny object but you can't raise capital around it, that bright, shiny object is art, it's not a business.” [00:06:55]“You might have the best deal in the world, but if you can't raise capital, if you can't raise equity, if you can't source debt on it, you can't acquire it and close it, nobody cares.” [00:07:11]“I think the big takeaway is, for limited partners, the question that they don't ask that I think should be the first thing they ask is not about the deal but about the investor journey and the investor experience.” [00:18:11]“The investment side is getting smoother because of technology and so much more efficient. That also means that GPs and sponsors need to do more than just show up a deal.” [00:21:43] Links Mentioned:Brian Adams on LinkedInExelsior Capital website About Brian AdamsBrian currently serves as Principal for Excelsior Capital 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.

Welcome to the Managing CRE Risk podcast, where we believe that if you can identify, understand, and manage risk, you can take huge leaps in your CRE journey and find more success along the way. Our guest today is Brian Adams, a syndicator, operator, investor, and former attorney. In this episode, we talk about the importance of contractual relationships, how to set clear expectations with your partners, and build strong teams to mitigate your CRE risk. Listening to Brian will change your thinking around contracts, the relationships you have with your partners, and the people you work with on your CRE investments. Learn more about Brian and his journey at shineinsurance.com/managing-commercial-real-estate-risk! “When we talk about risk, it's not volatility. When I think about risk, I think about the permanent loss of capital.”    5:23 At the beginning of the conversation, Brian explains what the word risk means to him. He started his career as a lawyer, so he sees “death, disability, and divorce” as the biggest issues that you need to front-run in your personal and business life. That is why he suggests people always have clear contracts when entering a partnership.   The most important things to consider when establishing a partner relationship are the roles and responsibilities. The biggest risk is not establishing a good business plan and losing capital permanently.   Brian recommends having independent third-party counsel representing each partner's interests in the contract negotiation and not just one general corporate counsel. “When you go into partnerships, you're working with a human. And people are irrational, unpredictable, and they change.”   22:53 Brian shares his advice on how to adjust the structure if you are in an already established partnership. Review your real estate documents and contracts every few years. Create a clear plan for the next quarter, year, and 5 years. Do regular check-ins with your business partners to see if you're still aligned on the same goals. Be open and transparent about your goals. “Just hoping for time to solve the issue never works.”   29:57 At the end of the conversation, Brian talks about how to address your business partners if you want to end the partnership. In case you don't have the proper documents or contracts in place, hire a third-party counselor to mitigate the situation. Don't wait for the partnership to change because time won't solve this issue. About Our 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. 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.   Mentioned in the show: www.excelsiorgp.com His LinkedIn Colloquium Podcast Shineinsurance.com www.shineinsurance.com/managing-commercial-real-estate-risk Jeremy's LinkedIn Need an instant insurance ballpark for your next Multifamily deal?! Answer 9 simple questions and we'll give you a sense of what insurance should be. Visit us here for everything you need to know: https://www.shineinsurance.com/ballpark/    Special thanks to Brian Adams for taking the time to share so many great insights with us   If you enjoyed this podcast, there's a couple of things we need you to do right now:    SUBSCRIBE to Managing Commercial Real Estate Risk on Apple Podcast, Spotify, or wherever you listen to podcasts    While you there, please RATE & REVIEW the show    SHARE with friends   Finally, please, JOIN the Managing Commercial Real Estate Risk Facebook Group Then, please share the show with whoever you think it will inspire. Until the next time, We truly appreciate you listening. Need the CRE Insurance Guy? More great stories & information at: Youtube – Blog – Podcast  

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!

"If you want something done right, do it yourself." Does that sound familiar? If you have found yourself saying that, then you might want to stick around for this one.Welcome back to The Frame of Mind Coaching™ Podcast with today's guest, Brian Adams. He is the Founder of Excelsior Capital, a commercial real estate investment platform that offers direct co-investment opportunities to a network of high net-worth individuals.Brian comes to the show with a great question: what is the best use of my time? He has been micro-managing many aspects of his business because he's afraid he'll make the same mistakes he did in the past. This is causing him to feel overwhelmed.I suggest to him to focus on what's really important and start replacing himself. If he can delegate efficiently, he will grow and thrive as much as his company.Click here to listen to this episode!https://www.frameofmindcoaching.com/podcastRead the episode's transcript here:https://www.buzzsprout.com/1252997/episodes/10070129Do you constantly feel like this? Do you have a challenge you'd like to discuss? Let's talk! If you'd like to be on the show or have a private coaching session with me, please reach out:kim@frameofmindcoaching.com

Secondary Growth Markets and Key Demographic Metrics with Special Guest: Bryan 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 private equity and has advanced knowledge in best practices for strategic real estate investing. ------------------------------------------------ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 4700 units amounting to over $600 million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/investor/ Apply for Mentorship: https://vinneychopra.com/mentorship/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ ------------------------------------------------

with Special Guest: Bryan 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 private equity and has advanced knowledge in best practices for strategic real estate investing. ------------------------------------------------ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 4700 units amounting to over $600 million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/investor/ Apply for Mentorship: https://vinneychopra.com/mentorship/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ ------------------------------------------------

Secondary Growth Markets and Key Demographic Metrics with Special Guest: Bryan 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 private equity and has advanced knowledge in best practices for strategic real estate investing. ------------------------------------------------ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 4700 units amounting to over $600 million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/investor/ Apply for Mentorship: https://vinneychopra.com/mentorship/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ ------------------------------------------------

Jarrod is currently COO at Excelsior Capital, joining the team in June 2019 after spending five years in Public Accounting. He oversees all operational aspects of the business including Finance & Accounting, Marketing, Human Resources, Acquisitions, and Investor Relations. Prior to his current role he was the VP of Finance and Accounting at the company. Immediately prior to Excelsior, Jarrod was a Tax Manager at KraftCPAs in Nashville, TN focusing on medium-sized companies in a wide range of industries. He was also the Finance Director for the Susan G. Komen Race for a Cure of Middle Tennessee from 2017 to 2019. He began his career at BDO and is a Certified Public Accountant in the state of Tennessee, and has received both his B.S. and Master's in Accounting from the University of Mississippi. In this episode, Jarrod will be sitting down with us and share his experience with career transitions and how it has turned out for him. We also talked about the growth, progress, and expansion of Excelsior in the midst of the pandemic and where we see the business in the coming years.  Listen in! [00:01 – 05:46] Opening Segment Welcoming Jarrod to the show Jarrod shares his background Being open to new opportunities [05:47 – 14:38] Career Transitions  How changing careers looked like  Growing with the company  Taking the company from point A to point B  Investor relations and the investor journey  [14:38 – 46:24] Growth, Progress, and Expansion  Excelsior's key improvements  Scaling the business  Improving on utilizing tools to reach more people Business in the middle of COVID Priorities for the coming year  [46:25 – 49:21] Closing Segment More insights and learning How you can connect with Jarrod  Closing words Tweetable Quotes “Our goal since day one is if you invest with us, that's great, we want to take care of you, and we're going to do so. But more than that, we want to kind of break the noise and be that resource for people.” - Jarrod Arnold  ------------------------------------------------------------------------------------------ Connect with Jarrod: LinkedIn: https://www.linkedin.com/in/jarrod-arnold-cpa-a3904a40/ (https://www.linkedin.com/in/jarrod-arnold-cpa-a3904a40/) 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!

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

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

Title: Scaling your Business more Efficiently with 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.   Let's tune in to his story! [00:01 - 11:14] Opening Segment Let's welcome my guest for today's show, Brian Adams Brian shares how he got into the Real Estate space The things Brian has been through and the lessons he learned What Brian decided to do differently  Taking feedbacks   [11:15 - 24:04] We learn Interesting Investment Asset Classes from Brian Why Brian made a change in his investment asset class A better investment product  Fund value vs. deal by deal A trend towards doing more fund managing A commitment to excellence The asset classes Brian is focused on and where these are headed The future of Office asset class Rebelling against the lifestyle of our parents Demographics speaks for themselves What other asset classes Brian is interested in   [24:05 - 25:46] Closing Segment  Final Words Connect with my guest, Brian, in the links below Tweetable Quotes   “Early on in my career, I was very eager-driven.” - Brian Adams   "Instead of just focusing on yourself and what you think your shiny object is, actually learn what your investor base wants. Once you start having that empathetic approach to building your business, and bringing a solution set to your investors and understanding their problems and appreciating them, you'll be able to scale your business much more efficiently.” - Brian Adams   “I like having to prove every deal to my investor base. I like them asking me hard questions. I like them forcing me to sharpen my pencil.” - Brian Adams    ------------------------------------------------------------------------   Connect to Brian through his website https://www.excelsiorgp.com/ Follow his LinkedIn, and email him at adams@excelsiorgp.com WANT TO LEARN MORE?   Connect with me through LinkedIn   Or send me an email sujata@luxe-cap.com    Visit my website www.luxe-cap.com or my Youtube channel Thanks for tuning in!     If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

In this episode, your host Carol Schultz talks to Brian Adams, Founder & President of Excelsior Capital, a real estate private equity firm primarily focusing on stabilized income and capital preservation. Brian began his career as an attorney in criminal law before moving into the real estate market and founding Excelsior in 2019. Hear about his journey, as a young entrepreneur, the mistakes he made, rapid growth, and the changes he made to get to where he is today. Brian is not shy about discussing his mistakes and failures, which is a common denominator among the most successful, authentic entrepreneurs. You can learn more about them at https://www.excelsiorgp.com/ (excelsiorgrp.com) You can find more information for all our episodes at https://my.captivate.fm/verticalelevation.com/podcasts, (verticalelevation.com/podcasts,) and you can find Carol on Twitter https://twitter.com/CarolBSchultz (@carolbschultz )or LinkedIn: https://www.linkedin.com/in/carolbschultz/ (https://www.linkedin.com/in/carolbschultz/).

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.

Today on The Brand Called You, we bring you a professional from the investment and finance field. He has abundant experience and a strong but unique transition from law to real estate. We are pleased to welcome Brian Adams. Brian is the President and Founder of Excelsior Capital. He spearheads capital markets and investor relations and is a former practicing attorney. Brian has served on several boards. In a very interesting conversation with our host, Brian shares his journey of working in two very different fields. And how private equity and real estate investments have changed over the years. --- Support this podcast: https://anchor.fm/tbcy/support

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.

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.

Brian Adams, 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, advanced knowledge, and 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. This episode talks about: The difference between the single-family office and multi-family office and what they do. Set of solutions that Brian's offers to investors when it comes to direct deals, cash returns, and tax benefits. Two ways of passively investing in private real estate? Private Real Estate Funds -vs- Property Syndication? What are the pros and cons of private real estate funds and property syndication? What is a double-digit cash return? What are the tax advantages of investing in property syndications? How much capital is typically needed to invest passively in commercial real estate? How cash value in a life insurance policy grows tax-deferred while still being accessible for real estate deals? Connect with Brian Adams: LinkedIn: https://www.linkedin.com/in/brian-c-adams/ Website: https://www.excelsiorgp.com/ To learn more about Infinite Banking, please reach out to us at https://finassetprotection.com/ You can also schedule a free call with us here: https://calendly.com/financialservicesins

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.

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/

Most real estate businesses and investment groups follow the trajectory of starting with syndication and transitioning to funds. Our guest today has taken the opposite route, with excellent results. Brian Adams is the President and founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. In today's episode, we get together with Brian to discuss what prompted him to choose syndication over funds and what he has learned and gained from it. Tuning in you'll hear Brian discuss the pros and cons of this model and why he is dedicated to raising capital in a way that fosters positive relationships with his clients. We unpack the effect that the COVID 19 pandemic has had on his client needs as well as where people are investing.

Welcome back to the Creative Capital Podcast with Josh Ferrari! In this episode, we have Brian 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. 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. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors.   In this episode, Brian talks about secondary markets, what they are and where we can find them. He also talks about some key metrics that are driving change in the real estate market. He also shares his thoughts on what the future looks like for real estate investors and private equity individuals. Join us and listen in! [00:01 - 13:03] Introduction     Welcoming Brian to the show Introducing today's topic Secondary markets and key metrics Brain shares his background Being exposed to investments and real estate Syndications and commercial real estate He talks about his company, Excelsior Capital His company's real estate portfolio    [13:04 - 23:26] Here's Where We Can Find Secondary Markets   What is a secondary market? Examples of secondary markets Comparing it with primary and tertiary markets Metrics to look at to determine a secondary market Population and job growth Affordability Brian shares some good secondary markets Orlando's current market How the government plays a role in secondary markets Brian shares a surprising statistic on US dollar circulation   [23:27 - 35:12] What the Future Looks Like for Investors   How should syndicators regard private equity? What makes a market ‘secondary' What investors should look for in the future Going back to fundamentals   [35:13 - 38:56] The Pod Decks Segment     What device will replace smartphones? Have you ever been bitten or attacked by an animal? And if so, what and why?   [38:57 - 47:27] The Core Four    What is your favorite real estate-related book? A particular law school book  What do you think your unique skill is that helped you become successful? Pitching  Telling and listening to stories Tell me something that's true about real estate that almost nobody agrees with you on Brian on raising capital What one piece of advice would you give the listeners wanting to succeed in real estate investing? Brian on asking for advice Connect with Brian! A summary of the episode Key Quotes:    “I don't care how good the deal is, if you can't raise capital on it, it's art. And there's a place in society for art, but it's not a business.” - Brian Adams   “If you want money, ask for advice. If you want advice, ask for money.” - Brian Adams Connect with Brian on LinkedIn!   Check out Excelsior Capital on their website! You can reach and connect with me on Facebook, LinkedIn, Instagram, and Youtube  For more information about Ferrari Capital visit us on our website https://www.ferraricapital.com   SUBSCRIBE to this podcast for more episodes on how to create your own future through smart and lucrative investments.  LEAVE A 5-STAR REVIEW and share this podcast with someone you know who wants to experience massive growth and success in their business.   Listen to our previous episodes here 

The Multifamily Millionaire: Real Income From Real Estate with Jason Lee Episode 01 With 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.   Listen to this fantastic episode of The Multifamily Millionaire: Real Income From Real Estate with Brian Adams about how Brian got into real estate and a breakdown of his viewpoints on the industry right now. Here is what to expect on this week's show: Why Brian chose to get into real estate, and how he got his foot in the door. How & why he acted humbly and asked questions to get ahead. What Brian's 1st investment deal looked like. Which markets in America are seeing the most growth and why Brian is interested in them. Difference between right now and 10 years ago in Real Estate. The biggest mistakes Brian has made in his career.   Links Mentioned: https://www.excelsiorgp.com/ Connect with Brian: Twitter: https://twitter.com/ExcelsiorCapit1 LinkedIn: https://www.linkedin.com/in/brian-c-adams/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

Aaron Iler brings on wonderful guest Brian Adams, Principal of Excelsior Capital, to talk about how to ask for advice from professionals and build meaningful relationships with them by giving rather than taking.In this episode, Aaron and Brian discuss:How to Recognize a Gap in Your MarketHow to Build Your Network and Improve Relationships at a Young AgeHow to Build Legitimate Relationships by Being a Giver Not a TakerHow to Differentiate Yourself in BusinessHow to Ask for Advice from ProfessionalsAaron would like to give a huge thank you to Brian for coming onto the Dream Chasers: Ground Zero Platform to share his knowledge about networking like a true professional, differentiating yourself in the world of business, and how to set goals to maximize your efficiency.Watch the YouTube replay here:https://youtu.be/fUMtWpbWbYUContact Brian Adams:https://www.linkedin.com/in/brian-c-adams/https://www.excelsiorgp.com/Timestamped Shownotes:0:20 - What Was Ground Zero Like for You?2:20 - What Lessons Did You Learn Along the Way?3:41 - How Were You Able to Recognize a Gap in the Market?5:35 - How to Find Your Customers' Pain Points7:45 - How to Build Rapport with Your Customers8:48 - How to Differentiate Yourself in Business10:54 - What Advice Would You Give Someone Looking to Get into Real Estate?13:45 - How to Be the Blue Man Group Not Siegfried and Roy15:24 - How to Set Goals That Maximize Your Efficiency16:46 - How to Build Your Network and Improve Relationships at a Young Age22:22 - The People Running the Show Don't Have Great Networks by Accident23:40 - How to Establish Meaningful Connections in Your Network27:52 - How to Ask for Advice from Professionals31:21 - How to Build Legitimate Relationships by Being a Giver Not a TakerFor more of Dream Chasers:SPOTIFYAPPLE PODCASTSSTITCHERGOOGLE PODCASTSSupport the show (https://www.patreon.com/dreamchasers_ix)

Brian Adams is the president and founder of Excelsior Capital, based in Nashville, TN. He spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity. Matt and Brian talk about the differences in real estate syndication vs real estate fund, tips for young entrepreneurs starting out, and more. Learn more about Excelsior here: https://www.excelsiorgp.com/ Connect with Brian: https://www.linkedin.com/in/brian-c-adams/ Wanting to be a guest? https://forms.gle/MMESAYfck8y7pnbC6 Shoutout to our Sponsors: https://www.doyenneinspections.com/ https://glynnleblanc.supremelendinglo.com/ https://housemaxfunding.com/ =========================================== Investor Coaching Program: https://forms.gle/23LkcXmxjzWoWYG96 Teifke Real Estate is a locally owned real estate brokerage in Round Rock, Texas focused on teaching others how to make money IN and ON real estate. We believe that opportunity is for everyone and working WITH, not for people. Looking for a brokerage? Click here: https://www.teifkerealestate.com/agent-app Be sure to like, comment, and subscribe! Thanks! We love you! YOUTUBE: https://www.youtube.com/watch?v=yhJ7U... INSTAGRAM: https://www.instagram.com/teifkereale... FACEBOOK: https://www.facebook.com/teifkereales... TWITTER: https://www.twitter.com/TRE_ATX

Your host, Ry Russel, talks with Brian Adams of Excelsior Capital on what it is like being a fund manager and a syndicator and all of the investment knowledge he has to share.

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/.

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

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.  

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 ®.

It can take a lot of ‘no’s before you can get your first ‘yes’. Brian Adams is someone who is well aware of this, and in this episode, he shares with us some valuable insight on how you can get that ‘yes’ faster by perfecting your pitch—plus how you can keep those investors once you gain their trust. Brian Adams is a recovering attorney from a family office background with vast experience in law, real estate, and private equity. Today, he is the president founder of Excelsior Capital, a Nashville-based real estate private equity sponsor that focuses on undervalued assets in secondary markets. With the knowledge and experience he has amassed in the industry, Brian is one of the best people to offer advice on how you can get into the real estate or private equity business without making the same mistakes he did. In this informative interview, we talk about how you can build your as you’re trying to start your business with OPM (Other People’s Money). Despite receiving a lot of ‘no’s at the start of his career, Brian has learned the best strategy to perfect your pitch with an empathetic standpoint, and he shares just how you can do this yourself to finally get that highly coveted ‘yes’. Besides that, we also talk about how he maintains good communication with his investors (and how he messed that up as well), which can help you gain their trust and create a stronger relationship outside of that particular deal. KEY TAKEAWAYS 1. Pitch first to the people who are the most unlikely to give you money, then ask for honest criticism; work on your pitch before you pitch to your best prospects. 2. Find out what people’s problems are, then pitch what you can do to solve them. 3. No one cares about your resume; stop telling potential investors where you went to college, they don’t care. 4. One of the biggest mistakes you can make is not having an internal controller. 5. To establish good relationships with your investors, you need trust, communication, and transparency. LINKS https://www.excelsiorgp.com/brian-adams/ https://www.linkedin.com/in/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 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

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)

With the critical thinking skills of a lawyer and the business savvy mindset of a real estate investor, Brian Adams joins us on today's show to discuss his personal experiences in the real estate industry, and some of the main trends he is seeing in the broader real estate world as a whole. Brian's private equity firm, Excelsior Capital, works with non-institutional accredited investors. Brian explains how they have built up a reputable name for themselves, the roles that he fulfills in the company, and the three core provisions that they offer to their clients. If you are new to the real estate field, you'll learn about cap rates, the impacts of inflation, and the difference between a fund and a syndication. Furthermore, Brian shares his thoughts on why the US real estate market is so secure, why secondary growth markets are booming, his expectations for interest rates in the coming months, and how the COVID-19 pandemic has affected real estate. Key Points From This Episode:Factors that led Brian to leave law and open a private equity firm.How Brian's law background helps him in his current work.What Brian's job entails for the most part.Mistakes Brian made early on in his investment career, and what he learned from them.The three things that Brian's company does for their clients. Differences between a fund and a syndication.Types of investors that Brian's company works with, and why they avoid institutional investors.A comparison between a $10 million deal and a $100 million deal. Brian's strategy for sourcing deals.An example of how Brian's company likes to “pay it forward” to their brokers. Why Brian believes that the US commercial real estate market will continue to thrive.Parts of the US that are becoming more and more popular for investors, and why.What is currently happening to interest rates, and what Brian expects to see in the future.Conditions that Brian's company looks for when investing in a deal.The types of investors that Brian's company works with. Inflation and its impacts on the real estate industry. Changes that have been brought about by the COVID-19 pandemic. Links Mentioned in Today's Episode:Excelsior CapitalBrian Adams on LinkedInCBRE GroupCushman and WakefieldMaple LeafsNashville PredatorsJennifer Merchant PitchBoard

Brian 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 and leverages his knowledge to source strategic, commercial real estate investments guaranteed to deliver strong yields and returns for his partners. He is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University.

Brian Adams, President at Excelsior Capital discusses the tax advantages of direct real estate investment as well as the top three things he has learned during his successful career raising over $100M in equity.

Brian is the President and Founder of Excelsior Capital, where he leads and oversees his firm's portfolio of over 740k sq ft of office space throughout 6 secondary markets. Topics Covered The benefits of secondary markets Understanding the weighted average lease term and what it means for your investment How Covid-19 has reshaped the commercial real estate market Understanding CMBS loans Thinking about office space and commercial real estate as a long-term game Nuggets of Wealth What is a good tool, source, or platform that you use almost daIly that can also help others? LinkedIn Which book are you currently reading and which one has had the biggest impact on your life? Biggest Impact: Property of Law Right now: No Rules: Netflix and the Cultural Revolution by Reed Hastings Do you have any rules for success that you live by? Don't take out personal debt. Never Say No. What is the biggest lessons you learned as an attorney that has been useful for your business? If you don't come into a partnership with a pessimistic outlook that prepares for the worst, you're probably not mature enough and you shouldn't be in business with them. At the end of your life, how do you want to be remembered? Someone who values their relationships and appreciates their life What's the best way my audience can reach out to you? Excelsiorgp.com Brian Adams on LinkedIn

Our third and final segment with Brian Adams, Founder of Excelsior Capital and self-professed ‘recovering attorney' Catch these highlights below: 0:40 Common themes from Brian's podcast chats 3:35 Direct advice to younger professionals 7:00 Exciting things ahead 10:20 Closing thoughts Connect with Brian Adams LinkedIn: https://www.linkedin.com/in/brian-c-adams/ Website: https://www.excelsiorgp.com Connect with KATALYST LinkedIn: https://www.linkedin.com/company/64504377 On socials: @BEAKATALYST BE YOU! BE CONFIDENT! BE A KATALYST! #beakatalyst #leadership #podcast #againstallodds #perseverance #grit #success #careerjourney #leadingchange #changemanagement #influence #leadershipdevelopment #realestate #realestateinvesting #lawyer

We accelerate into the AGAINST ALL ODDS series with Brian Adams, Founder of Excelsior Capital and self-professed ‘recovering attorney'. Brian brings an inspiring story going from a family law practice to real estate investing. 3:50 Brian's early career in law 7:00 Informational interviews 9:45 Transition to current day 12:50 Expectations for 2021 Connect with Brian Adams LinkedIn: https://www.linkedin.com/in/brian-c-adams/ Website: https://www.excelsiorgp.com Connect with KATALYST LinkedIn: https://www.linkedin.com/company/64504377 On socials: @BEAKATALYST BE YOU! BE CONFIDENT! BE A KATALYST! #newseries #beakatalyst #leadership #podcast #againstallodds #perseverance #grit #success #careerjourney #leadingchange #changemanagement #influence #leadershipdevelopment #realestate #realestateinvesting #lawyer

We continue the discussion with Brian Adams, Founder of Excelsior Capital and self-professed ‘recovering attorney'. In this second segment we bust some of the entrepreneurial myths in real estate and Brian gets vulnerable in sharing how the Against All Odds theme weaves into his journey. Catch these highlights below: 0:34 Odds Brian was up against 3:35 Takeaways from the struggles 7:40 Launching into real estate deals thoughtfully 10:50 Direct advice on communicating with stakeholders Connect with Brian Adams LinkedIn: https://www.linkedin.com/in/brian-c-adams/ Website: https://www.excelsiorgp.com Connect with KATALYST LinkedIn: https://www.linkedin.com/company/64504377 On socials: @BEAKATALYST BE YOU! BE CONFIDENT! BE A KATALYST! #beakatalyst #leadership #podcast #againstallodds #perseverance #grit #success #careerjourney #leadingchange #changemanagement #influence #leadershipdevelopment #realestate #realestateinvesting #lawyer

Brian Adams -The Lockbox Podcast with Jeffrey Brogger Episode 006 Brian Adams Listen to the insightful Lockbox episode w/ Brian about his recent experiences in owning his company, Excelsior Capital, and the steps of running a start-up.  In this episode, we discuss:  The startup of a capital company and how of works.  The challenges and responsibilities of starting your own company.   His art of selling his business and what he does to in order to be successful in selling.  I hope you will find this episode as exciting and informative as I have. 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. Please let me know your thoughts! Connect with Brian Website https://www.excelsiorgp.com/ Connect with Brian LinkedIn: https://www.linkedin.com/in/brian-c-adams/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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!

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!

What are your thoughts on investing passively in the office space? If you thought like me, that offices were falling out of favor due to COVID? We are mistaken, offices in the right demographic and area are thriving and ripe for the picking. Brian Adams is going to let us know the details on why Excelsior Capital is investing in offices. 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. 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. Find complete show notes and more information at therichergeek.com/podcast  

Brian 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.[00:01 – 0:0] Opening SegmentLet's get to know Brian AdamsBrian talks to us about his backgroundPracticed law for a couple of yearsHis time as a real estate private equity sponsor[02:49 – 10:58] Investor Relations and Capital MarketsLessons Adam learned in terms of the Capital side of the businessDealing with institutional investorsEstablishing a business to generate enough return to maintain a quality of life, cost of living across an exponentially growing family baseFundless sponsors[10:59 – 17:09] Investment plans for 2021Investing in suburban officesPost-covid potential of the office space marketThe state of asset prices in the office space[17:10 – 19:38] Closing SegmentBrian's advice to aspiring investorsYou're not only taking a risk on the real estate deals, but you're also taking a small business risk. Starting a company and infrastructure around those deals. How Brian stays on top of his gameHis way to make the world a better placeHow to reach out to Brian – links belowFinal wordsTweetable Quotes:“85 percent of all the institutional investment capital that has been raised for private equity real estate has gone to five firms.” - Brian Adams“I've seen pricing be more competitive in the office space post-covid instead of pre-covid.” - Brian Adams“If you're worried about inflation, real assets are still your best options against inflation.” - Brian Adams“People who are getting into the real estate business have to understand that, they're not only taking a risk on the real estate deals, but they're also taking a small business risk. Starting a company and infrastructure around those deals.” - Brian AdamsResources Mentioned: Excelsior CapitalPriam Properties------------------------------------------------------------------------------------------Connect with Brian on LinkedIn. To know more about their investments, visit their website https://www.excelsiorgp.com/ Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com

Brian 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.[00:01 – 0:0] Opening SegmentLet's get to know Brian AdamsBrian talks to us about his backgroundPracticed law for a couple of yearsHis time as a real estate private equity sponsor[02:49 – 10:58] Investor Relations and Capital MarketsLessons Adam learned in terms of the Capital side of the businessDealing with institutional investorsEstablishing a business to generate enough return to maintain a quality of life, cost of living across an exponentially growing family baseFundless sponsors[10:59 – 17:09] Investment plans for 2021Investing in suburban officesPost-covid potential of the office space marketThe state of asset prices in the office space[17:10 – 19:38] Closing SegmentBrian's advice to aspiring investorsYou're not only taking a risk on the real estate deals, but you're also taking a small business risk. Starting a company and infrastructure around those deals. How Brian stays on top of his gameHis way to make the world a better placeHow to reach out to Brian – links belowFinal wordsTweetable Quotes:“85 percent of all the institutional investment capital that has been raised for private equity real estate has gone to five firms.” - Brian Adams“I've seen pricing be more competitive in the office space post-covid instead of pre-covid.” - Brian Adams“If you're worried about inflation, real assets are still your best options against inflation.” - Brian Adams“People who are getting into the real estate business have to understand that, they're not only taking a risk on the real estate deals, but they're also taking a small business risk. Starting a company and infrastructure around those deals.” - Brian AdamsResources Mentioned: Excelsior CapitalPriam Properties------------------------------------------------------------------------------------------Connect with Brian on LinkedIn. To know more about their investments, visit their website https://www.excelsiorgp.com/ Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com

When it comes to raising and managing capital, it's all about putting the investor first. Today's guest is Brian Adams, and he joins us to talk about all lessons he has learned about this syndication fundamental. Brian is the Principal and Founder of Excelsior Capital, and he starts out today talking about his journey into capital raising as well as his focus on buying up multi-tenant office properties in secondary markets in the Midwest and Southeast. From there, Brian gets into how he raised over $60 million of equity in three years after learning the power of listening to his investors' needs! Brian raised so much capital that managing it brought a whole new bag of challenges, and we hear how this taught him to value things like reporting and transparency as highly as he does. For Brian, networking is key, and he weighs in on how he took the opportunity provided by some family connections initially and used it to build an ever-expanding community of investors who trust him. Brian gets into essential software tools, the value of his CFA certified staff, and of course, his superpower today, too. For all this and more, listen in!Key Points From This Episode:Brian's journey into capital raising, the assets he buys, and his portfolio size.How Brian learned it's easier to raise capital by asking key investors what they want to buy.Lessons learned about effective management after raising more capital than Brian could manage.The role of family networks in gaining momentum for raising capital initially.How Brian scooped up his second phase of investors by offering a unique opportunity in the office space.Indispensable software for Brian including Juniper Square, ETS, and Slack.The use of Brian's CFA certified team and why his gift for networking his is superpower.Tweetables:“It's much easier to scale and you will raise much more capital if you actually take the time to sit down with your most logical network of investors. Folks that are likely to give their resources to you and just ask them what they want.”— @ExcelsiorCapit1 [0:02:37] “We're very focused on reporting, transparency, and actually, what that experience of the investor is beyond just what the economics over the returns are.” — @ExcelsiorCapit1 [0:04:58]Links Mentioned in Today's Episode:Brian Adams on LinkedInExcelsior CapitalJuniper SquareKKRBlackstoneETSSlackredIQAPT Capital GroupThe Garzella GroupPassive Income through Multi-family Real Estate group on FacebookGary LipskyKyle Mitchell

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.

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.

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.

Our guest today is Brian Adams, the President and founder of Excelsior Capital, where he deals with investor relations, capital markets, and brings people together for great deals. In this episode, we talk about the 3 phases of his investor journey, how to successfully raise capital, and how the market will look like in the next 12-24months. If you want to become a GP, a sponsor, an investor, or have bigger multifamily deals, and want to know how to create your strategy, this episode is for you! Learn more about Brian and his journey at reiclarity.com! “You can't really create wealth through salary”   04:43 Brian started his career as a prosecutor. He married into a real estate investor family and got interested in REI. He searched for a way to build long-term wealth.   According to Brian, there are 4 types of truly wealthy people: People who were born or married into wealth People who worked for a corporation and acquired shares of the company over a long period of time People who started a company and then had some kind of liquidity exit People with real assets like commodities, commercial real estate, oil, gas, etc.   Brian decided to go with the 4th route and became a real estate investor.   Within the first 5 years of business, he acquired $250M worth of real estate and raised around $75-80M of equity. 09:38 3 phases of an investor's journey   Departure/adventure: This is the start of the journey, where everything is new and exciting. You have the ideas and expectations about your business and it feels like an adventure.  Initiation/setback: This phase comes with a lot of realization. You start to understand how everything works and see the setbacks in your processes.  Return/redemption: This is the settling phase. You put down the right strategy and now all you have to do is keep the journey going.    Brian is now in the 3rd phase of his journey but talked about all the parts in the episode. “I have fully embraced and I take full agency over the concept that I'm a salesperson”   11:28 Brian admits that he had shiny object syndrome at the beginning of his journey and the way he raised money was not about the client, but about himself. Eventually, he learned that he had to focus on the investors' needs in order to successfully raise capital.   In the beginning, Brian didn't have systems in place. Even though he already had 350 investors, he had poor communication and a lack of transparency. Eventually, he took the feedback and learned from his mistakes, and created a strong and reliable team.    Now, Brian is clear on the 3 key things his investors really want: capital preservation, yield, and the benefits that come from direct real estate ownership from a tax perspective.   Brian's advice for business owners is to set clear client expectations and boundaries and don't be afraid to talk about your limitations. “Ultimately, commercial real estate comes down to population growth”   34:36 At the end of the interview, Adam talks about his insights on REI in the next 12-24 months. He's been seeing a demographic shift as the millennial generation is moving out of big cities like New York or San Fransisco for a better quality of life. This makes secondary markets along the Sun Belt more popular.    Adam sees an acceleration of this shift due to the current pandemic, so he continues to invest in those upcoming markets. Mentioned in the show: https://www.excelsiorgp.com/ His LinkedIn Joseph Campbell - The Hero's Journey www.shineinsurance.com/reiclarity Learn how to grow your portfolio and reach incredible success the right way! Visit us here for everything you need to know: www.shineinsurance.com/reiclarity.    Special thanks to Brian Adams for taking the time to share so many great insights with us   If you enjoyed this podcast, there's a couple of things we need you to do right now:    SUBSCRIBE to REI Clarity on Apple Podcast, Spotify, or wherever you listen to podcasts    While your there, please RATE & REVIEW the show    SHARE with friends   Finally, please, JOIN the REI Clarity Facebook Group Then, please share the show with whoever you think it will inspire. Until the next time, We truly appreciate you listening. Need the REI Insurance Guy? More great stories & information at: Youtube - Blog - Podcast Facebook - Twitter

Everyone needs more strategies for raising money, right? Well, very successful fundless sponsor Brian Adams drops by this week to take us through his wealth of experience in raising capital and growing a real estate business. We take a deep dive into the process of acquiring investors who are the right fit for your business style and how to keep them happy and informed in real time with modern tech. We also discuss the key strategies needed in order to grow a business by hiring the right people and which areas to invest in. If you are growing a business or looking for ways to get more investors onboard then this episode is a must.  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. 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.Join the community by subscribing and drop a comment below to get involved in the conversation… we would love to hear from you! KEY TAKEAWAYS1. It's not just about the deals and investments. If you don't have a solid team and infrastructure in place then your business will never grow into what it could be.2. Stay in touch with your investors. There are technology platforms that can provide information to your investors in real time and... it's 100% worth the investment.3. Be upfront and set expectations for your investors.4. Have a strict "no jerk" policy so you know who the right type of investors for you are.5. Don't push unrealistic goals to investors. It's better to under promise and over deliver! 6. Focus on three things: capital preservation, cash on cash yield and the tax benefits of real estate ownership.7. Provide transparent communication and build a solid honest partnership.8. The average attention span of a person is 12 minutes... so don't waste it with spiel!9. Know what YOU are best at and then bring in people that will compliment your skills and fill the holes that are in your skillset. LINKShttps://www.excelsiorgp.com/https://www.linkedin.com/in/brian-c-adams/

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

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!"

Working in a office setting is going to have to evolve with the new changes in society. Is it dead or does it have the capability to change and thrive? Brian Adams is the founder and president of Excelsior Capital located in Tennessee. He is an experienced investor in office buildings and spaces. He believes the office setting is not dead in fact it will be back and better than ever! Find out why Brian believes this and what he imagines it will look like. Brian is a well known investor and has a lot of information to share with you to help you on your journey. Brian shares his tips for successful investing and why their is no such thing as a perfect deal.  Brian Adams Can be reached at https://www.excelsiorgp.com/ Or you can find him on LinkedIn Connect with Joe Robert: Joe@robertventures.com Twitter LinkedIn Facebook Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.

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/

The pandemic has brought about many shifts across all real estate asset classes, but which of these changes are likely to last? Joining us again today to discuss this is Brian Adams of Excelsior Capital. We kick off our conversation by exploring the millennial demographic shifts and how this generation's delayed family formation is driving housing trends. Brian alerts us to the fact that the exodus out of big cities to secondary ones has only been accelerated by COVID. We then learn about how Excelsior finds new markets.Our gracious sponsor: Gene Trowbridge and Jonathan Nieh, founding partners of the top syndication firm Trowbridge Law Group LLP have a legal team with over 50 years of combined experience in real estate syndication and the practice of real estate securities law. Over this time Gene and his partners, in several past firms and currently,  have helped clients raise close to $5.0 billion dollars in offerings by empowering entrepreneurs to raise capital legally. To learn more about Trowbridge Law Group LLP, visit our website at www.trowbridgelawgroup.com or follow us on Facebook, Instagram, or Twitter.

Even if it is the best deal in the world, unless you're transparent and communicative and addressing the actual needs of your investors, it doesn't really matter. Today's guest is Brian Adams, who is the president and founder of Excelsior Capital, where he spearheads the investor relations in capital markets arm 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.Our gracious sponsor:Lionshare Bookkeeping believes the key to generating wealth is understanding where it comes from, and where it needs to go. They provide bookkeeping and financial coaching exclusively to Real Estate Investors - focusing on cash flow, strategy, and action. Go to http://bit.ly/LionshareBookkeeping to connect with them now.

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)

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