Episode 29: Solutions for Taxable Investors with Brian Adams

Brian Adams, 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, advanced knowledge, and best practices for strategic real estate investing.  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. This episode talks about: The difference between the single-family office and multi-family office and what they do. Set of solutions that Brian’s offers to investors when it comes to direct deals, cash returns, and tax benefits. Two ways of passively investing in private real estate? Private Real Estate Funds -vs- Property Syndication? What are the pros and cons of private real estate funds and property syndication? What is a double-digit cash return? What are the tax advantages of investing in property syndications? How much capital is typically needed to invest passively in commercial real estate? How cash value in a life insurance policy grows tax-deferred while still being accessible for real estate deals? Connect with Brian Adams: LinkedIn: https://www.linkedin.com/in/brian-c-adams/ Website: https://www.excelsiorgp.com/ To learn more about Infinite Banking, please reach out to us at https://finassetprotection.com/ You can also schedule a free call with us here: https://calendly.com/financialservicesins