by Excelsior Capital | Sep 22, 2026 | Investing & Blog, Resources
The last six years have not been a series of unrelated events. Any one of these events could be called an aberration. Six years of them, arriving one after another with barely a pause in between, are not an aberration. They are the operating environment. The Business...
by Excelsior Capital | Aug 21, 2026 | Investing & Blog, Resources
When the Fed Says Less Something worth paying attention to has taken shape at the Fed over the last several weeks, and it changes how sponsors should be underwriting real estate. When the Fed Says Less At the July FOMC meeting, the committee held rates steady in a...
by Excelsior Capital | Jul 20, 2026 | Investing & Blog, Resources
The Industrial Story That Isn’t Big-Box The story we find more interesting — and the one that has quietly been the stronger fundamentals story for the past several years — is the segment below 100,000 square feet. The Industrial Story That Isn’t Big-Box...
by Excelsior Capital | Jun 9, 2026 | Investing & Blog, Resources
What AI Actually Changed at Our Firm AI hasn’t changed our judgment. It’s changed our capacity to apply it. That distinction has shaped every decision we’ve made about what to build, what to abandon, and where to draw lines. The outcome of using AI...
by Excelsior Capital | May 14, 2026 | Investing & Blog, Resources
The Rate Cut Story Is Falling Apart. Here’s Why That’s Not the Risk The risk to commercial real estate right now isn’t that rates fail to fall. The risk is that a lot of strategies were built around assuming they would — and the strategies built to...
