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...
by Excelsior Capital | Apr 15, 2026 | Investing & Blog, Resources
The AI Reckoning: What It Means for Commercial Real Estate — and Why We’re Positioned for What’s Coming Every decade or so, a technological shift arrives that investors can see coming — and yet the full weight of it still catches most of them off-guard. The internet....
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...
