by Excelsior Capital | Sep 22, 2026 | Investing & Blog, Resources
The last six years have not been a series of unrelated events. Any one of these events could be called an aberration. Six years of them, arriving one after another with barely a pause in between, are not an aberration. They are the operating environment. The Business...
by Excelsior Capital | Jun 9, 2026 | Investing & Blog, Resources
What AI Actually Changed at Our Firm AI hasn’t changed our judgment. It’s changed our capacity to apply it. That distinction has shaped every decision we’ve made about what to build, what to abandon, and where to draw lines. The outcome of using AI...
by Excelsior Capital | May 14, 2026 | Investing & Blog, Resources
The Rate Cut Story Is Falling Apart. Here’s Why That’s Not the Risk The risk to commercial real estate right now isn’t that rates fail to fall. The risk is that a lot of strategies were built around assuming they would — and the strategies built to...
by Excelsior Capital | Apr 15, 2026 | Investing & Blog, Resources
The AI Reckoning: What It Means for Commercial Real Estate — and Why We’re Positioned for What’s Coming Every decade or so, a technological shift arrives that investors can see coming — and yet the full weight of it still catches most of them off-guard. The internet....
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...
