Excelsior Capital

As equity market projections for the next decade fall below historical norms, investors are exploring new ways to maintain strong, risk-adjusted returns. Goldman Sachs forecasts annualized S&P 500 returns of just 3%—a far cry from the 13% we’ve seen over the last decade. With rising uncertainty, the time may be right to rethink your portfolio strategy. With market dynamics rapidly evolving, now might be the time to rethink how you diversify your portfolio for the years ahead. Check out our latest blog post below for more! https://lnkd.in/ezUhYZjB

Great podcast episode from our Partner Jarrod Arnold and guest John W. Hanning from Specialty Tax Group, LLC (STG).

Syndications are a powerful way for accredited investors to access institutional-grade properties without the day-to-day management hassles. At Excelsior Capital, we specialize in guiding groups of investors through these structured opportunities.?

For those diving into the world of real estate investing, understanding the structure of your investments is crucial. Check out our latest blog, A Guide for Accredited Investors: Understanding Common Real Estate Investment Structures, as we discuss some popular nuances. ? Here’s a sneak peek: ?? Syndications: Ideal for passive investors, syndications allow a group to pool their funds under the guidance of a sponsor. Enjoy access to institutional-grade properties, potential tax advantages, and a share of the profits and/or depreciation. ?? Joint Ventures (JV): Perfect for those looking for strategic partnerships. JVs bring together different expertise—one may provide capital, while the other offers operational know-how. ?? TIC & DST Structures: A go-to for those using 1031 Exchanges. While TICs provide more control with equal voting rights, DSTs are all about the passive approach with a trustee at the helm. ?? Real Estate Funds: If diversification is your goal, real estate funds provide exposure to a portfolio of properties, managed by seasoned professionals. Learn the difference between open-end and closed-end funds, and how they can align with your investment strategy. ? Check out the full blog post below! #RealEstateInvesting #AccreditedInvestors #Syndications #InvestmentStrategies #ExcelsiorCapital #PassiveIncome #CommercialRealEstate https://lnkd.in/ev23Sj5W

Identifying a lucrative investment often hinges on understanding the nuances of performance metrics. These indicators are crucial for predicting future returns, but deciphering them can be challenging. That's why many new investors in commercial real estate choose to partner with experienced sponsors, like Excelsior, to handle the sourcing and evaluation of new opportunities. While partnering with experts can alleviate the initial due diligence, it’s still essential to familiarize yourself with key components and the language of real estate investing. This knowledge will sharpen your skills and boost your confidence as an investor. In our latest guide, we break down some of the most common terms you need to know. Equip yourself with the right knowledge and feel confident going into your next investment. Be sure to check it out for info. https://lnkd.in/eszE_TMW

Medical Office Buildings have become a top choice for real estate investors, and it's easy to see why. With the increasing demand for accessible healthcare services, these properties are attracting significant attention. If you're considering entering commercial real estate or exploring new investment opportunities, MOBs offer compelling advantages: Resilient Sector:?The healthcare industry is one of the most resilient, with in-person services continuing to grow despite technological advancements. Low Vacancy & Strong Rental Rates:?MOBs maintain low vacancy rates and strong rental growth, providing stable and predictable income streams. Steady Investment Returns:?The relentless demand for healthcare services ensures a lucrative opportunity for investors, with MOBs offering reliable returns. Discover why MOBs are rapidly growing in popularity and how they can enhance your investment portfolio in our latest blog post. Read more here: https://lnkd.in/d8rSSQDm #RealEstate #Investment #Healthcare #MedicalOfficeBuildings #CommercialRealEstate #InvestSmart #MOBs #PropertyInvestment #RealEstateInvesting

Check out the latest episode of the Ever Upward Podcast with our Partner Jarrod Arnold and his special guest Joe Edmonds for more insights on navigating the blockchain!

Be sure to check out this week's new episode of the Ever Upward Podcast by our Principal Jarrod Arnold now live on all streaming platforms!

In this conversation, Jarrod Arnold and Sean Casey discuss Sean's background and journey in the tech industry. They touch on topics such as introversion, building teams, imposter syndrome, and the importance of being adaptable. Sean shares his experiences with imposter syndrome and how he has learned to embrace it and be open about it. He emphasizes the value of diverse teams and the importance of caring about the mission of the organization. The conversation concludes with a discussion about the uncertainty of what's next for Sean and the importance of being open to new opportunities. Be sure to follow along for more weekly episodes and let me know what you think of this episode! https://lnkd.in/eKrBds4i

This was a great episode recorded by Excelsior Principal Jarrod Arnold and Paul Steele. Be sure to check it out and follow for more episodes on the Ever Upward Podcast!