Brian Adams: Real Estate Syndication Trends

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6 • 658 Ratings

🗓️ 4 June 2021

⏱️ 71 minutes

🔗️ Recording | iTunes | RSS

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Summary

Want to know where the big money is investing in real estate? This week we interview Brian Adams about how the Ultra High Net worth family offices, institutions and big money is investing in real estate syndications.

We discuss recent real estate syndication trends, some hot locations, demographic shifts, risks to look out for and more.

For more information, visit the show notes at https://moneytreepodcast.com/brian-adams-real-estate-syndication-trends

^{Today's Panelists:}

^{Kirk Chisholm | Innovative Wealth}
^{Barbara Friedberg | Barbara Friedberg Personal Finance}
^{Megan Gorman | The Wealth Intersection}

Transcript

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0:00.0	Welcome to the Money Tree Investing Podcast.
0:04.7	Stock market, wealth, personal finance, value stocks, invest in your life.
0:10.9	Hello, Smart Money Tree Podcast listeners.
0:12.9	Welcome to this week's show.
0:14.3	My name's Kirk Chisholm and I will be your host.
0:16.9	And today we are talking with Brian Adams from Excelsior Capital.
0:20.6	How's it going, Brian?
0:21.5	Hey, doing great. Thank you so much for having me. Good. So, Brian, why do you just tell the listeners
0:26.5	a little bit about yourself to start? I am a New Yorker who married a Nashville girl. We met in
0:32.3	school, lived in Northeast for a bit. We both went to grad school up in Boston. My wife, like every other
0:39.4	Nashville woman in history, wanted to move back home. So we relocated to Nashville 15 years ago.
0:46.4	And my wife's family has a single family office based here. And it was through joining the family
0:53.6	that I got exposure to private equity, venture
0:57.1	capital, commercial real estate, etc. And I practiced law for a number of years. And I started the
1:03.2	company 11 years ago now. And we are a commercial real estate syndication platform. And we raise
1:10.6	capital on a deal by deal basis
1:12.3	from a network of individuals, families, boutique wealth management firms. And we try to do three
1:18.7	things, give people access to direct co-investment opportunities, achieve a double-digit
1:24.8	cash on cash yield that we distribute monthly. And then we do everything we
1:30.8	can to leverage all the tax benefits that come from direct real estate ownership and pass those
1:35.6	benefits through to our investors themselves. So let's talk a little bit about the commercial
1:39.9	real estate market. I mean, this is, you know, we talk a lot about the show, about residential
	...

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