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The Great Wealth Transfer: Strategic Planning, Family Values & Emerging Decision Makers

The Great Wealth Transfer: Strategic Planning, Family Values & Emerging Decision Makers

by Excelsior Capital | Jun 27, 2023 | Podcasts

EXCELSIOR CAPITAL PRESENTS The Great Wealth Transfer: Strategic Planning, Family Values & Emerging Decision MakersTom Geddes and Alice Paik join the Capital Club Podcast to discuss their work at Brown Advisory, a financial advisory firm with an institutional and...
Raising Capital, Investment Structures, and Partnering with $1B+ Balance Sheet Partners

Raising Capital, Investment Structures, and Partnering with $1B+ Balance Sheet Partners

by Excelsior Capital | Jun 27, 2023 | Podcasts

EXCELSIOR CAPITAL PRESENTS Raising Capital, Investment Structures, and Partnering with $1B+ Balance Sheet PartnersRichard Wilson, CEO and founder of the Family Office Club, shares his experience and insights into high-net-worth family wealth management. Back to all...
The Top 5 Cities to Buy Commercial Real Estate in 2023

The Top 5 Cities to Buy Commercial Real Estate in 2023

by Excelsior Capital | Jun 23, 2023 | Investing & Blog, Resources

The Top 5 Cities to Buy Commercial Real Estate in 2023 The real estate market is constantly evolving, and with Q2 under our belt, we’ve identified five cities that have emerged as prime markets for commercial real estate investments in 2023. The Top 5 Cities to Buy...
What is the SEC Accredited Investor Exam?

What is the SEC Accredited Investor Exam?

by Excelsior Capital | Jun 23, 2023 | Investing & Blog, Resources

What is the SEC Accredited Investor Exam? In a significant development for the investment landscape, the House of Representatives has recently passed a bill that paves the way for the creation of a Securities and Exchange Commission (SEC) accredited investor exam....
Questions That Commercial Real Estate Investors Should Ask but Never Do

Questions That Commercial Real Estate Investors Should Ask but Never Do

by Excelsior Capital | Jun 15, 2023 | Investing & Blog, Resources

Questions That Commercial Real Estate Investors Should Ask but Never Do This is a topic that I have been noodling on with our marketing folks for some time and, given the turbulent market conditions and general craziness of the world we live in today, I thought now...
Q1 2023 Commercial Real Estate Investment Update

Q1 2023 Commercial Real Estate Investment Update

by Excelsior Capital | May 30, 2023 | Investing & Blog, Resources

Q1 2023 Commercial Real Estate Investment Update The commercial real estate industry has seen significant shifts and challenges over the past year, and the first quarter of 2023 was no exception. Q1 2023 Commercial Real Estate Investment Update The commercial real...
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