by Excelsior Capital | Nov 10, 2022 | Podcasts
EXCELSIOR CAPITAL PRESENTS The Secret to Longevity Is Not What You ThinkDwayne J. Clark is the Founder and CEO of Aegis Living. With more than 37 years of senior housing experience, Dwayne is nationally known for redefining the industry. Back to all Podcasts Podcast:...
by Excelsior Capital | Nov 3, 2022 | Podcasts
EXCELSIOR CAPITAL PRESENTS Understanding Trauma as a Key to Your Financial BehaviorDiana Chambers is a highly respected Family Wealth Mentor and Philanthropic Advisor who established her business in the US in 2002 and subsequently in Switzerland, where she now...
by Excelsior Capital | Nov 3, 2022 | Podcasts
EXCELSIOR CAPITAL PRESENTS Direct & Co-Investing for Family OfficesRandy Castleman advises family offices and institutional investors on their direct investing, fund investing, and fund formation. Back to all Podcasts Podcast: Direct & Co-Investing for Family...
by Excelsior Capital | Oct 27, 2022 | Investing & Blog, Resources
An Investor’s Guide to Rent Roll A rent roll is one of the most important tools for analyzing a prospective investment. Here’s what you should look for. An Investor’s Guide to Rent Roll A rent roll is one of the most important tools for analyzing a prospective...
by Excelsior Capital | Oct 27, 2022 | Investing & Blog, Resources
What Do Rising Interest Rates Mean for Opportunity Zones? Qualified Opportunity Zones motivate investors to invest capital across designated areas throughout the country by providing a deferral on income taxes for a capital gain. But how is this investment strategy...
