Resources & Blog
Tips, webinars and resources for the proactive commercial real estate investor.
Gold, Bitcoin, & Commodities: Exploring Alternative Assets with Industry Experts
In times of political and economic uncertainty, can these alternative investments serve as a hedge against broader market forces in your portfolio?
What is Private Placement Life Insurance (PPLI) and Who Is It For
Why are sophisticated investors reallocating from the public markets to grow exposure in alternative asset investment opportunities…
A Pandemic, Politics, and a Biden vs. Trump Administration’s Effect on the Market
Approaching an Uncertain Market. A Pandemic, Politics, and a Biden vs. Trump Administration’s Effect on the Market. The market…
How Families are Approaching Intergenerational Wealth Transfer in an Election Year
With a pivotal presidential election less than two weeks away, it’s crucial for families to consider and plan accordingly for the potential…
What is a SPAC and Why are They Suddenly so Popular?
Total SPAC investment has already soared past $40 billion in 2020, and it seems like they’re in the headlines every day.
The Case for Holding Alternative Investments in Retirement Accounts
Excelsior Capital’s founder, Brian Adams, recently spoke with James Bristol, Executive Comp, ERISA, ESOP and
The New Definition of “Accredited Investor”
Our economic system gradually evolved from capitalism to credit driven during the course of the 20th century. The difference between the two is that capitalism…
How to Successfully Leverage an Employee Stock Ownership Plan (ESOP)
Excelsior Capital’s founder, Brian Adams, recently spoke with James Bristol, Executive Comp, ERISA, ESOP and
Why Investors Choose to Invest in Alternatives Using Their Self-Directed IRAs
We wanted to highlight one of the lesser known investment vehicles that can be an ideal for investing in alternatives: The Self-Directed IRA.
Post-Election Family Business Planning
As many businesses have finally begun to re-stabilize after the staggering effects of COVID-19, advisors are now preparing for the upcoming election…
The 4 Most Recession-Resistant Commercial Real Estate Asset Types
Commercial Real Estate is a well-known asset class used to build wealth for centuries, defend against inflation and it is referred to…
Alternative Asset Investment Opportunities to Diversify Your Portfolio
Why are sophisticated investors reallocating from the public markets to grow exposure in alternative asset investment opportunities…
Disclaimer
Under no circumstances should any information presented on this website be construed as an offer to sell, or solicitation of an offer to purchase any securities or other investments. This website does not contain the information that an investor should consider or evaluate to make a potential investment. Other materials related to investments in entities managed by Excelsior Capital are not available to the general public.