In this episode, co-hosts Bob Fraser and Ben Fraser bring on guest, Brian Adams, the Founder of Excelsior Capital. Brian shares his contrarian opinions and thesis on asset classes including traditional office, medical office, and flex industrial. Additionally, drawing from his firsthand experiences, Brian shares his observations from being exposed to his wife’s Family office and how it influenced his understanding of wealth creation. The interview is packed with hidden gems and secrets of growing your net worth that you won’t want to miss. Let’s dive right into this captivating discussion!

Connect with Brian Adams on LinkedIn ⁠⁠⁠⁠⁠https://www.linkedin.com/in/brian-c-adams/⁠

Connect with Bob Fraser on LinkedIn ⁠⁠ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠⁠

Connect with Ben Fraser on LinkedIn ⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠

Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.

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Ben Fraser Podcaster

Prior to Aspen, Mr. Fraser was a commercial lender at First Business Bank specializing in government backed loan originations (SBA & USDA), for one of the top SBA lenders in the nation. Prior to that he was a commercial credit underwriter for Crossfirst Bank, personally responsible for underwriting over $125MM in C&I and CRE loans across a variety of industries.

Prior to that, he worked for Tortoise Capital Advisors, a boutique asset management firm in energy infrastructure investments, and helped grow their institutional managed accounts from ~$3BN AUM to ~$7BN AUM. Ben was responsible for responding to all institutional RFPs from interested institutional investors.

Ben completed his MBA from Azusa Pacific University, and his B.S. in Finance from the University of Kansas, graduating magna cum laude.