Rethinking Resilience: Why the 60/40 Portfolio is Ceding Ground to Alternatives

by Excelsior Capital | Nov 4, 2025 | Investing & Blog, Resources

Rethinking Resilience: Why the 60/40 Portfolio is Ceding Ground to Alternatives The investment community is facing a pivotal moment, recognizing that portfolio resilience requires moving beyond outdated models. Why the 60/40 Portfolio is Ceding Ground to Alternatives...

Navigating the Debasement Trade: Is Commercial Real Estate included?

by Excelsior Capital | Oct 15, 2025 | Investing & Blog, Resources

Navigating the Debasement Trade: Is Commercial Real Estate included? Investors are exploring the debasement trade more closely which emphasizes owning assets such as gold and bitcoin that benefit from eroding fiat currencies and inflation. Navigating the Debasement...

Fed Balances Inflation and Labor Market Data, Cuts 25 Bps

by Excelsior Capital | Sep 18, 2025 | Investing & Blog, Resources

Fed Balances Inflation and Labor Market Data, Cuts 25 Bps What It Means Fed Balances Inflation and Labor Market Data, Cuts 25 Bps September’s PPI and CPI readings came in below and at expectations (respectively), giving the Fed confidence to resume easing with a 25...

One Big Beautiful Bill – What It Means for Your Real Estate Portfolio

by Excelsior Capital | Jul 16, 2025 | Investing & Blog, Resources

One Big Beautiful Bill – What It Means for Your Real Estate Portfolio One Big Beautiful Bill – What It Means for Your Real Estate Portfolio Earlier this month, Congress passed H.R. 1—the “One Big Beautiful Bill (OBBB)”—and President Trump signed it into law on July 4,...

Secondary Market Momentum: Industrial Assets as Institutional Goldmines

by Excelsior Capital | Jun 16, 2025 | Investing & Blog, Resources

Secondary Market Momentum: Industrial Assets as Institutional Goldmines Insights from the Excelsior Capital Acquisitions Team Secondary Market Momentum: Industrial Assets as Institutional Goldmines As institutional investors search for alpha in an increasingly...