What to Expect When You Invest with Excelsior Capital

What to Expect When You Invest with Excelsior Capital

Have you wondered what it’s like to invest with Excelsior Capital? In this blog post, hear from a few of our investors on their experience.

What to Expect When You Invest with Excelsior Capital

Have you wondered what it’s like to invest with Excelsior Capital? In this blog post, hear from a few of our investors on their experience.

At Excelsior, we pride ourselves on providing a personalized, high-quality investor experience from the start to finish of our process. Our team strives to always be on the forefront, focusing on a “white glove” type approach to direct co-investment opportunities. We ensure that each and every investor within our Active Investment Community feels comfortable and confident going into a new opportunity.

Below you will find authentic testimonials from current Excelsior investors on their investment experience with us.

Leveraging Technology for Efficient Investments

Our investment process has been digitally optimized to provide a quick, seamless experience for both the tech-savvy and the more traditionally-minded investor. Without compromising on our commitment to effective communication, we are able to remove friction for an efficient investment.

This is what one investor had to say about our digital process: “Your document process (and portal access) is simply outstanding compared to the old-fashioned print out the doc, sign it, scan it and return. And, what a breeze to not have to provide the same info over and over again for each investment.”

Another investor agreed, commenting “I want to give you all props for the ease of the process. The preview video and couple supporting docs were all we needed for a 5 min review and decision and then the electronic subscription process was great because it already had most of the address and ACH type info completed. Great work on a great process. I greatly appreciate the ease, it helps me get back to my day job.

Commitment to Core Values

At Excelsior, we focus on the core values of transparency, empowerment, and authenticity. Ultimately, we are real people and investors ourselves, so we understand the importance of trust when making an investment decision. Although our investments may be done at scale, the relationships cultivated with each of our investors is not.

Since Excelsior’s inception, our Founder, Brian Adams, has remained committed to maintaining genuine, trustworthy relationships with each new investor that joins our network. Hear from one client whose review confirms both his authenticity and character:

“I’ve been a client of Brian since 2018 when I first invested in a deal with him. I’ve invested in 2 deals with him, and find him to be very meticulous, honest and sharp. He always calls me whenever I have questions. His team keeps me abreast of any updates on the properties. The best thing about him is that if he finds a deal to be too risky after due diligence, he is not afraid to let it go and protect his investors.

Learn More

If you are seeking premium private real estate investment opportunities that have been highly vetted and digitally optimized by a transparent firm, we invite you to apply to join our Active Investment Community here. (We work with accredited investors.) Or, if you have additional questions about our investment process, you may contact a member of our team here.

Previous Articles

the-ultimate-guide-to-commercial-real-estate-investing

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.

Navigating Interest Rate Uncertainty Strategies for Institutional Real Estate Joint Ventures JVs

Navigating Interest Rate Uncertainty: Strategies for Institutional Real Estate Joint Ventures (JVs)

The Federal Reserve’s 2025 policy will balance economic growth and inflation control. Factors influencing policy include tariff-driven inflation…

Trumps Tariffs in 2025 A Game Changer for Industrial and Shallow Bay Real Estate

Trump’s Tariffs in 2025: A Game Changer for Industrial and Shallow Bay Real Estate?

As the U.S. economy adapts to a broad round of tariffs under the Trump administration in 2025, industrial (bulk and shallow bay) real estate are poised for significant changes.

Emerging Trends in Real Estate Investment for Institutional Portfolios

Emerging Trends in Real Estate Investment for Institutional Portfolios

As the first few months of 2025 have shown, the real estate investment landscape for institutional portfolios is undergoing significant transformation.

Tax Season Preparation for Real Estate Investors

Tax Season Preparation for Real Estate Investors

Whether you’re an individual filer, a business owner, or managing investments like real estate, proper preparation can help you maximize deductions and stay ahead of key deadlines.

From Challenge to Opportunity 2025 Commercial Real Estate Outlook

From Challenge to Opportunity: 2025 Commercial Real Estate Outlook

As we move into 2025, investors are entering the new year with cautious optimism. While the last two years have presented challenges, there’s a growing sense…

Why Industrial Outdoor Storage IOS Is the Next Big Trend in Commercial Real Estate

Why Industrial Outdoor Storage (IOS) Is the Next Big Trend in Commercial Real Estate

The Industrial Outdoor Storage (IOS) asset class has rapidly emerged as a key player in 2024. With a market valuation of $200 billion…

Does Real Estate Deserve a Larger Role in the Ideal Future Portfolio

Does Real Estate Deserve a Larger Role in the Ideal Future Portfolio?

Investors should be prepared for equity returns during the next decade that are towards the lower end of their typical performance distribution relative to bonds and inflation.

Understanding Common Real Estate Investment Structures

Understanding Common Real Estate Investment Structures

A Guide for Accredited Investors. Explore some of the most common real estate investment structures and how they work.

Excelsior Capital

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

Interested in learning more about Excelsior's investment opportunities?

Excelsior Capital

104 Woodmont Blvd, Suite 120
Nashville, TN 37205

investors@excelsiorgp.com

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.

Share This