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"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/
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
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.
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.
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.
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!
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
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!
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.
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.
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.
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 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
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
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
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)