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Taylor Cox, Koelbel and Company

August 16, 2022 by John Ray

Koelbel and Company
North Fulton Business Radio
Taylor Cox, Koelbel and Company
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Koelbel and Company

Taylor Cox, Koelbel and Company (North Fulton Business Radio, Episode 493)

Taylor Cox, Director of Acquisition for Denver-based Koelbel and Company, joined host John Ray to share the news of his firm’s first commercial property investment in the North Fulton market, Northridge Center. Taylor talked about his family-owned firm’s investment history, why Atlanta and the North Fulton market specifically offer compelling opportunities, where they see value in the office building segment, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Koelbel and Company

Nothing is stronger than family—especially when it comes to business.

The notion of creating a legacy that was built upon the right ideals forges a firm foundation that endures. A lasting dynamic that attracts business partners that care about more than the bottom line. And a relationship-driven entity that always puts community first.

In 1952, Walt Koelbel founded just such a family business holding up those exact aspirations. Every day since then, Koelbel and Company has been seeing the possibilities and realizing the potential for Colorado real estate. The vision to try new things. And the willingness to think differently. All in an effort to create developments that people are proud to call home.

Company Website | LinkedIn | Facebook  | Instagram

Taylor Cox, Director of Acquisition, Koelbel and Company

Taylor Cox, Director of Acquisition, Koelbel and Company

Taylor Cox is Director of Acquisition for Koelbel and Company. He is based here in North Fulton and spearheading Koebel’s expansion into the Atlanta market.

Throughout his career, Taylor Cox has developed a skilled approach to analyzing deals and finding value-add opportunities. He religiously tracks market conditions by staying educated on political, economic, and social trends.

He is well-aligned with Koelbel in his vision to venture into unknown territories and he possesses the measured discipline to quickly establish a network of key local contacts and build business from the ground up in any market.

Taylor’s success in assembling and leading fully integrated teams, persisting through unforeseen complications, and securing key partners and investors has enabled him to not only protect but enhance investor capital.

LinkedIn

Questions and Topics in this Interview:

  • Who is Koelbel and Company?
  • Why are they now investing in North Fulton?
  • What is Koebel’s acquisition strategy?
  •  What are the benefits of the commercial property you’ve purchased?

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. 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.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: A&S Culinary Concepts, Commercial Office Space, commercial property, commercial real estate, commercial real estate investing, Koelbel and Company, North Fulton, office space, renasant bank, Taylor Cox

John Herbert, Herbert Legal Group

September 21, 2021 by John Ray

Business Beat
Business Beat
John Herbert, Herbert Legal Group
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Herbert Legal Group

Frazier & Deeter’s Business Beat:  John Herbert, Herbert Legal Group

John Herbert of Herbert Legal Group joined this edition of Business Beat with host Roger Lusby to discuss his legal and strategic advisory practice, both domestic and international. John shared what he sees with commercial real estate activity in North Fulton, his work on various investment projects in Africa, assisting international investors in buying U.S. real estate, and much more. Business Beat is presented by Alpharetta CPA firm Frazier & Deeter.

Herbert Legal Group

From the smallest start-up to the industry giant, legal solutions are no longer a luxury. Whether it is that one incident that requires intense legal representation or simply issues that arise naturally in the day-to-day business context, companies need a law firm that is on their side.Herbert Legal Group

Herbert Legal Group wants to be an integral member of your business team. Nothing splits up a team more than that unexplained, surprise invoice for services clients were not expecting, did not approve of, or did not understand. Time-based billing creates a wall of separation between team members which can hamper even the best working relationship. So Herbert Legal Group delivers solutions, not minutes.

Company website | LinkedIn

John Herbert, Principal, Herbert Legal Group

John Herbert, Principal, Herbert Legal Group

John Herbert has been practicing law since 1994. In 2013 he decided to transform my practice and the way legal services are delivered to small and medium-sized businesses.

He realized that he was missing out on opportunities because people were afraid to call out of fear that the clock would be running, and they would be hit with a huge bill for his time. At the same time, companies were missing critical legal services out of fear.

Herbert Legal Group’s biggest competition is not other law firms. Their biggest competition is business owners doing nothing. Herbert Legal will take that call. They will take that meeting. If they cannot offer you a solution during that time, then that time is on them. At least you will trust them enough to call them next time.

They are business owners just like you and understand the opportunities and challenges of building something lasting and important. HLG cannot commit to open-ended invoicing from their service providers either. They measure their resources and employ them in a way that creates value for the clients first and the company second. Sound familiar? They treat you the way you want to be treated.

LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

 

Tagged With: Africa, business attorney, commercial real estate, commercial real estate investing, economic development africa, foreign investment in the U.S., foreign investors, Frazier & Deeter's Business Beat, Frazier and Deeter, Herbert Legal Group, investing in Africa, John Herbert, Roger Lusby

Michael Bull, Bull Realty

June 18, 2021 by John Ray

Michael-Bull-Bull-Realty
North Fulton Studio
Michael Bull, Bull Realty
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Bull Realty

Michael Bull, Bull Realty (The Exit Exchange, Episode 6)

Michael Bull of Bull Realty and host of America’s Commercial Real Estate Show surveys the current health of the commercial real estate market, the advantages of being open to all options regarding selling or leasing a property, how the details in a lease agreement can impair the value of a business, his thoughts on the Atlanta market, and much more. This edition of “The Exit Exchange” is co-hosted by David Shavzin and Bob Tankesley and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Bull Realty

Michael Bull founded Bull Realty in 1998 initially with two primary missions: to provide a company of brokers known for integrity and to provide the best disposition marketing in the nation.

Now Michael and his brokers provide disposition, acquisition, project leasing, tenant representation, and advisory services in all major property sectors. Michael personally leads a team focused on office investment sales.

Company website | LinkedIn | Facebook | Twitter | YouTube

Michael Bull, President, Bull Realty

Bull Realty
Michael Bull, President, Bull Realty

Michael Bull, CCIM, founder and CEO of Bull Realty, is an active commercial real estate advisor. He is a licensed broker in nine southeast states and has assisted clients with over 6 billion dollars of transactions over his 35-year career. You may know Michael as host of America’s Commercial Real Estate Show. The popular weekly show began broadcasting in 2010 and today is heard by millions of people around the country. Michael and other respected industry analysts, economists and leading market participants share market intelligence, forecasts, and success strategies.

LinkedIn

 

The Exit Planning Exchange Atlanta (XPX) is a diverse group of professionals with a common goal: working collaboratively to assist business owners with a sale or business transition. XPX Atlanta is an association of advisors who provide professionalism, principles and education to the heart of the middle market. Our members work with business owners through all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy. Our Vision: To fundamentally changing the trajectory of exit planning services in the Southeast United States. XPX Atlanta delivers a collaborative-based networking exchange with broad representation of exit planning competencies. Learn more about XPX Atlanta and why you should consider joining our community: https://exitplanningexchange.com/atlanta.

“The Exit Exchange” is produced by John Ray in the North Fulton studio of Business RadioX® in Alpharetta. The show archive can be found at xpxatlantaradio.com. John Ray and Business RadioX are Platinum Sponsors of XPX Atlanta.

Tagged With: America's Commercial Real Estate Show, Bob Tankesley, Bull Realty, commercial real estate, commercial real estate investing, David Shavzin, Exit Planning Exchange, Michael Bull, XPX Atlanta

Brian C. Adams, Excelsior Capital

May 27, 2021 by John Ray

Excelsior Capital
Nashville Business Radio
Brian C. Adams, Excelsior Capital
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Excelsior Capital

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

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.

Company website | LinkedIn

Brian C. Adams, President and Founder, Excelsior Capital

Excelsior Capital
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.

LinkedIn

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.

Tagged With: Brian C Adams, commercial real estate, commercial real estate investing, Excelsior Capital, family offices, secondary growth market, syndication platforms

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