The Lead Sponsor - Real Estate Investing Through Syndications and Funds $450M over 65 Projects, Flex Industrial/Medical Office, Institutional Investors vs Private Investors with Brian C. Adams | TLS242
Feb 7, 2023
Brian C. Adams, President and Founder of Excelsior Capital, shares his journey in real estate investing with a focus on industrial and medical assets. He discusses the strategic differences between syndication and fund models, while emphasizing the importance of avoiding institutional investors. Brian shares insights on a notable acquisition in Fort Myers and the challenges of capital raising for industrial flex properties. He also reflects on personal growth through failures, prioritizing meaningful relationships, and the legacy one leaves behind in business.
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Deal-By-Deal Syndication Model
- Excelsior Capital focuses on deal-by-deal syndications, raising capital for specific assets, not blind pools or funds.
- This approach serves individual and family office investors better than institutional models.
Why Syndication Beats Fund Model
- The fund model often misaligns with the needs of individual investors preferring select deal exposure.
- Brian's firm pivoted to syndications after recognizing institutional funds cater poorly to private investor preferences.
Brian's Entry via Family Office
- Brian transitioned from law to real estate through his wife's family office, gaining insider exposure to private equity.
- He partnered with a Wall Street deal expert to launch his legacy fund business before founding Excelsior.