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Don't Retire...Graduate!

Finding Alternatives: Using Commercial Real Estate and Private Equity to Reach Your Financial Independence Goals

Dec 2, 2021
34:49

Welcome back to Don’t Retire... Graduate! Our guest on today’s episode is not a Grammy Award-winning singer songwriter, but he is a highly experienced investor who educates others on passive and alternative investing. Brian Adams is the president of Excelsior Capital and is joining us today to talk about how he’s using commercial real estate and private equity to reach his financial independence goals and how you can, too.

In this episode we’ll talk about:

  • Getting asymmetrical returns by taking asymmetrical risks
  • What alternative investment classes are
  • Investing in things like art, NFTs, masterworks, and crypto to diversify your portfolio 
  • How access to alternative investment options are growing
  • Private equity becoming the next frontier of investing
  • The J curve 
  • Risk versus volatility 
  • Why bonds and cash are not the answer 
  • What it’s going to take to reach financial independence and retirement with inflation devaluing the dollar 
  • How COVID will change commercial real estate when it comes to office space
  • How to start investing in alternative asset classes

About Brian Adams:

Brian C. Adams is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations.

He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes since May of 2008. Since May of 2017 he has served on the Investment Committee for Solidus LP, an early-stage venture capital firm focused on investment opportunities in Healthcare and Technology.

From January of 2016 to January of 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next generation family members in preparing the following generation for the responsibility of being a steward of family wealth. He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors.

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