The Tokenization of Commercial Real Estate with Brian Adams of Excelsior Capital

In this episode, the yWhales team speak with Brian Adams, Principal and Founder of Excelsior Capital, a boutique private equity firm. Excelsior Capital was founded to solve a recurring problem in the commercial real estate space: high net worth individuals, families and boutique wealth management firms oftentimes only had exposure or access to commercial real estate opportunities through complex funds, large institutional-oriented asset managers, or through the REIT market. Brian discusses how this firm provides access to direct co-investment opportunities on a deal by deal basis, focusing on quality yield preservation and leveraging the tax advantages that come with direct real estate ownership.

 

About Guests

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. 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.

 

You’ll learn about:

• How Excelsior Capital was founded to solve a recurring problem in the commercial real estate space
• How Excelsior provides access to direct co-investment opportunities on a deal by deal basis
• The advantages and challenges with the tokenization of real estate

 

Resources: 

Connect with Brian Adams: LinkedIn

Connect with yWhales: Website | BitClout | Twitter | LinkedIn

Excelsior Capital: Website | LinkedIn | Twitter | Instagram | YouTube | Podcast

 

Timestamps

[01:45] Intro to Brian

[03:21] Real estate

[07:45] Excelsior Capital 

[11:00] Challenges of tokenization with real estate

[19:14] Blockchain tokenization

[26:13] Accessibility and accreditation

[30:09] On chain 

[37:02] Growth potential within real estate sector

[39:11] Taxes

[45:18] Allocations

[47:42] Solutions

[51:01] How to Contact Brian

DISCLAIMER: yWhales is not affiliated with YPO but at this time only allow for YPO, YPO Gold, and YNG members due to privacy & confidentiality. Support and production for today’s episode was done by Truth Work Media. Nothing in the podcast constitutes professional and/or financial advice, nor does any information on the podcast constitute a comprehensive or complete statement of the matters discussed or the law relating thereto.