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 commercial real estate funds, and much more. “Nashville Business Radio” is produced virtually from the Nashville studio of Business RadioX®.
Excelsior Capital is a real estate private equity sponsor based in Nashville, Tennessee that specializes in yield generation by primarily focusing on stabilized income and capital preservation.
Their strategy centers around their belief that real estate assets are undervalued in secondary markets that possess strong underlying economic fundamentals. Within these MSA’s, they target stable assets located in healthy submarkets and have a strong history of occupancy. To capitalize on this strategy, they focus on assets in the $10M-$25M range, which are often overlooked by institutional investors.
Brian C. Adams, President and Founder, Excelsior Capital
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.
Questions and Topics in this Interview
- Secondary growth markets and key demographic metrics driving change
- Syndication platforms focused on taxable high net worth investors and family offices
- Direct Co-Investment structure for RIA’s/boutique wealth management firms/ multifamily offices
- Rebirth of the suburban office
- Tax advantages of direct real estate ownership
“Nashville Business Radio” is hosted by John Ray and produced virtually from the Nashville studio of Business RadioX®. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.