Family Office, Diversification, and Real Estate Metrics with Brian C. Adams Pt. 1

Oct 6, 2021

In this episode, I welcome Brian C. Adams! Brian is a recovering attorney hailing from a family office background dedicated to providing investors with direct access to institutional alternative investments that can generate passive income in a tax-efficient manner. Brian currently serves as Principal for Excelsior Capital in which he founded in 2019 and oversees acquisitions, operations, and capital raising efforts. In addition, he frequently participates in speaking engagements focused on providing the real estate investment community with a real and honest outlook of the commercial real estate market so intelligent investment decisions can be made.

 

Listen in on this episode and learn more about family offices, diversifying investments, and real estate metrics. Brian will talk about how a family office serves as an avenue for families to maintain a quality of life across generations. He will also talk about the metrics he focuses on when looking for locations to invest in. Join us and listen in!

 

[00:01 - 13:38] What is a Family Office?

• Welcoming Brian to the show
• Defining a family office
• The family office mindset
• Entry points to a family office 
• Why it’s important to be empathetic
• A family office is a small business

 

[13:39 - 22:00] Diversification and Real Estate Metrics

• What Brian invests in
• Brian on diversifying investments
• The metrics Brian focuses on when looking for investment locations
• Brian talks about the “CEO test”

Tweetable Quotes:

 

“It's not about the money in the bank account or the number of zeros. It's a mindset. When you are operating under a family office mindset, you're acting as a steward of a corpus of capital, and the goal is to maintain a quality of life and a certain cost of living over multiple generational time horizons, and you're hoping to not pay taxes.” - Brian C. Adams

 

“What we look for is not necessarily what the price is versus new construction, but what the price is versus replacement rents.” - Brian C. Adams

 

Connect with Brian on LinkedIn!

 

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.