by Excelsior Capital | Mar 12, 2026 | Investing & Blog, Resources
Our Morning Rotation: A Behind-the-Scenes Look at Our Favorite Podcasts At Excelsior Capital, we believe that successful investing starts with education. We enjoy sharing insights based on recent articles or blogs we have read, conversations we have had, or simply...
by Excelsior Capital | Feb 4, 2026 | Investing & Blog, Resources
Real Estate in 2026: Why We’re Moving Toward a New Value Cycle For the first time in a decade, the industry is dealing with the fact that the cost of capital has fundamentally shifted, and the assumptions made just a few years ago are being tested by today’s...
by Excelsior Capital | Jan 11, 2026 | Investing & Blog, Resources
From Outlook to Action: Capturing the 2026 Retail Reset As we move into January, the strategy is shifting from high-level observation to the active pursuit of yield. Capturing the 2026 Retail Reset In our 2026 Commercial Real Estate Outlook, we characterized the...
by Excelsior Capital | Dec 10, 2025 | Investing & Blog, Resources
2026 Commercial Real Estate Outlook: Optimistic Pressure is Building As we close out 2025 and look toward the opportunities that 2026 presents, the U.S. commercial real estate (CRE) market finds itself in a state of Recovery 2026 Commercial Real Estate Outlook As we...
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The investment community is facing a pivotal moment, recognizing that portfolio resilience requires moving beyond outdated models.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...
