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Brian Adams

43 Podcast Episodes

Latest 6 Nov 2021 | Updated Daily

Weekly hand curated podcast episodes for learning

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JF2608: Lessons Learned from $25M to $250M AUM in 2 Years with Brian Adams #SituationSaturday

Best Real Estate Investing Advice Ever

When Brian Adams went from $25M assets under management to $250M in 2 years, his biggest challenge was managing that growth. What fell through the cracks was his investor experience, and he ended up with some not-so-happy investors. Today, Brian is sharing his biggest mistake with his investor communication and his business model, what his investor journey looks like now, and what you should be doing today to scale efficiently.  Brian Adams Real Estate Background:   Full-time in commercial real estate 11 years of experience  Portfolio consist of 2.7M square feet; $400M gross asset value; 14 markets Based in Nashville, TN Say hi to him at: www.excelsiorgp.com Click here to know more about our sponsors: ThinkMultifamily.com/coaching | Rentify | Deal Maker Mentoring

25mins

23 Oct 2021

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How has the Investment field changed over the years? | Brian Adams, President and Founder, Excelsior Capital

The Brand Called You

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

24mins

18 Oct 2021

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JF2588: How to Reverse Engineer Your Pitch to Accelerate Your Funding with Brian Adams #SkillsetSunday

Best Real Estate Investing Advice Ever

On today’s #SkillsetSunday, we’re talking to Brian Adams about reverse engineering your pitch in order to accelerate funding. Brian is discussing the 3 problems he’s focused on solving for investors, blindfold, commingled funds vs. syndications, and what you need to do before even making your pitch.  Brian Adams Real Estate Background:  Full-time in commercial real estate 11 years of experience  Portfolio consist of 2.7M Sq Ft; $400M gross asset value; 14 markets Based in Nashville, TN Say hi to him at: www.excelsiorgp.com Click here to know more about our sponsors: ThinkMultifamily.com/coaching | Rentify | Deal Maker Mentoring

32mins

3 Oct 2021

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Episode 29: Solutions for Taxable Investors with Brian Adams

Thinking Like a Bank

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

23mins

29 Sep 2021

Most Popular

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905 – Strategic Commercial Real Estate Investing with Exelsior Capital’s Brian Adams

The Thoughtful Entrepreneur

Strategic real estate.On the show today is Brian Adams, President and Founder of Excelsior Capital. Based in Nashville, Excelsior offers real estate investments. They raise capital on deal-by-deal basis and work well with high net worth individuals, family offices, and boutique firms of the sort. These are syndicated deals designed to bring cash to cash yield to the investor.In our current world, finding yield in real estate is increasingly difficult. In this episode we delve a bit into how the market has changed and what is in store for the future of investing. Listen in on this episode and find out more about how you could invest in your future.Learn more about Brian Adams and his work at Excelsior on this episode of The Thoughtful Entrepreneur.More from UpMyInfluence✅ We are actively booking guests for our DAILY Entrepreneur Success Podcast. Schedule HERE.✅ Are you a 6-figure consultant? Let us fill your sales schedule and move you to 7-figures. Learn more here.✅ Check out our free Authority Transformation Masterclass.

21mins

24 Sep 2021

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Interview with Brian Adams, Founder & President, Excelsior Capital

ATLalts

Brian Adams 01:43Brian shares his professional journey and backgroundBrian Adams 02:57Brian discusses his aha moment Brian Adams 06:36Stopping full press to pursue Excelsior CapitalAndres Sandate 06:57Background of alternative investment population in the U.S.Brian Adams 08:45Getting started Brian Adams 12:35How I got meetings initially and built a networkBrian Adams 13:09Key skills to success in deal making and real estate Brian Adams 14:05Asking the right questions Brian Adams 15:40Raising capital efficientlyBrian Adams 15:53Identifying your logical investor baseBrian Adams 20:02What you need to know about institutional investors Brian Adams 22:27Taxes, inflation, and educating investors Brian Adams 26:44REIT discussionBrian Adams 28:29Non-correlated investmentsBrian Adams 31:12The different types of real estate exposureBrian Adams 34:50Investment philosophy and process and Excelsior's target marketsBrian Adams 40:46When to redeem and what are the red flags with certain fund managersBrian Adams 41:16Common traps and mistakes managers fall into Brian Adams 45:07Building Excelsior Capital for the long term and for scale Brian Adams 46:17Learning from mistakesBrian Adams 47:29What kind of firm I want to buildBrian Adams 48:52Investor educationBrian Adams 51:36Recharging and daily routines Andres Sandate 53:38Wrapping up Brian Adams 55:08Final commentsAndres Sandate 55:16End

55mins

20 Sep 2021

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Ep 159: From Fund to Syndication with Brian Adams

The Real Estate Investing Experience

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.

42mins

12 Aug 2021

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Brian Adams - Linear thinking will get you linear results

Wiley on Business

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.

55mins

5 Jul 2021

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DCGZ 12: Brian Adams - How to Build Your Network & Legitimate Relationships at a Young Age

DREAM CHASERS | Interviews with the Future

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)

35mins

21 Jun 2021

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Brian Adams: Real Estate Syndication Trends

Money Tree Investing

Want to know where the big money is investing in real estate? This week we interview Brian Adams about how the Ultra High Net worth family offices, institutions and big money is investing in real estate syndications. We discuss recent real estate syndication trends, some hot locations, demographic shifts, risks to look out for and more. For more information, visit the show notes at https://moneytreepodcast.com/brian-adams-real-estate-syndication-trends Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

1hr 11mins

4 Jun 2021

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