Understanding Economic Decoupling and Market Response

EXCELSIOR CAPITAL PRESENTS

Understanding Economic Decoupling and Market Response

This will be the first solo episode, where we’ll go more in depth on the geopolitical macro financial trends.

Back to all Podcasts

Go Beyond Marketing and Create a Better Customer Experience

Podcast: Understanding Economic Decoupling and Market Response

This will be the first solo episode, where we’ll go more in depth on the geopolitical macro financial trends.

Key Highlights

[00:01 – 05:15] Why Geopolitical Macro Financial Trends Matter for Investors

Why they are labeled as the killer Ds: Decoupling, De-globalization, Deindustrialization, Depopulation
How the geopolitical macro financial trends are affecting the US
How real estate investors need to have a broader perspective in order to be successful

[05:16 – 09:40] Why the US is the World’s Police Officer

The US has been losing ground in various regions around the world, with Afghanistan being a particularly troublesome example
The UN and other large international organizations have been less relevant in the current global landscape, as countries such as Russia and China are not afraid of itIan Bremer, a leader in global political risk research, gave a speech discussing the decoupling of the world into multipolar factions

[09:41 – 17:53] Developing Countries Face Massive Blowups

The US and China are trying to disentangle themselves economically in order to avoid conflictRussia has realigned itself with China and Iran, and the US is retaliating with financial and economic penalties
How the US will see massive capital flight from these areas due to political instability and economic instability

Additional Links:

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/

The Ultimate Guide to Commercial Real Estate Investing

Learn everything you need to know to assess the benefits of a commercial real estate investment and make the best decisions to get started.

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.

Understanding the Waterfall Structure in Real Estate Private Equity Investments

Learn about this distribution framework used in real estate private equity investments. Understand the components of a waterfall structure…

How Much Money Do I Need to Start Investing in Commercial Real Estate?

We frequently have conversations where people tell us, “I want to start investing in commercial real estate, but I’m not sure if I have the capital.”

Benefits of Owning Commercial Property over Residential

While both types of real estate investments have their benefits, investing in CRE can be more advantageous for several reasons.

The Revolution That Wasn’t

How has technology impacted modern finance and created an asymmetrical relationship between Wall Street and individual investors? In this episode, we speak with Spencer Jakab, the author of The Revolution That Wasn’t and editor of the Wall Street Journal’s Heard on the Street column.

Tax Savings Secrets: How Cost Segregation Analysis Can Save You Money

How can cost segregation analysis help real estate investors maximize their returns? In this episode, John Hanning explores the potential benefits of cost recovery studies and depreciation.

What is a Family Owner’s Manual and Do I Need One?

It’s time to make sure you and your family are set up to continue success for generations to come. Today, Josh Kanter shares his journey transitioning from practice as a transactional attorney to reorganizing his family’s activities under a single-family office.

Key Characteristics of High-Performing Family Offices

Are family offices becoming more popular? In this episode, Robert Daugherty dives into the importance of having a functional family office, and the role of the Chief Learning Officer in it.

Excelsior Capital Blogs, Webinars & News

Excelsior Capital

A real estate private equity firm that owns and operates high quality multi-tenant office assets in emerging secondary markets.

Excelsior Capital

104 Woodmont Blvd, Suite 120
Nashville, TN 37205



investors@excelsiorgp.com

Livechat

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.