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The investment community is facing a pivotal moment, recognizing that portfolio resilience requires moving beyond outdated models.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...
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...
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...
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,...
