When it comes to raising and managing capital, it’s all about putting the investor first. Today’s guest is Brian Adams, and he joins us to talk about all lessons he has learned about this syndication fundamental. Brian is the Principal and Founder of Excelsior Capital, and he starts out today talking about his journey into capital raising as well as his focus on buying up multi-tenant office properties in secondary markets in the Midwest and Southeast. From there, Brian gets into how he raised over $60 million of equity in three years after learning the power of listening to his investors’ needs! Brian raised so much capital that managing it brought a whole new bag of challenges, and we hear how this taught him to value things like reporting and transparency as highly as he does. For Brian, networking is key, and he weighs in on how he took the opportunity provided by some family connections initially and used it to build an ever-expanding community of investors who trust him. Brian gets into essential software tools, the value of his CFA certified staff, and of course, his superpower today, too. For all this and more, listen in!
Key Points From This Episode:
“It’s much easier to scale and you will raise much more capital if you actually take the time to sit down with your most logical network of investors. Folks that are likely to give their resources to you and just ask them what they want.”— @ExcelsiorCapit1 [0:02:37]
“We’re very focused on reporting, transparency, and actually, what that experience of the investor is beyond just what the economics over the returns are.” — @ExcelsiorCapit1 [0:04:58]
Links Mentioned in Today’s Episode:
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