Real estate is cyclical… so timing is key
Investment April 19, 2024/Investment Anybody who’s been investing for a while has probably noticed that the economy is highly cyclical. Interest rates rise and fall….
What’s the exit strategy?
Investment April 12, 2024/Investment Buy low and sell high is such an obvious recipe for investing success, you would think anybody could do it. In…
Comfort is an enemy of growth
Investment March 17, 2024/Investment For years, I built Alliance incrementally. Deal by deal. I was “successful”, but also playing it small. While I was…
Cash is king for closing deals
Investment March 14, 2024/Investment Everybody knows that real estate gets financed with debt, right? Not so fast. Recently, Alliance has started using cash purchases…
Labor costs won’t impact MOB investors
Investment March 4, 2024/Investment Alliance keeps a close eye on the healthcare industry, to understand our tenants and assess what changes might impact our investment…
Lender relationships help drive better returns
Investment February 29, 2024/Investment In business as well as life, nothing matters more than trust. This is particularly important when it comes to lenders,…
The market is shaking loose
Investment February 9, 2024/Investment Real estate can be a little like hunting. Seasoned investors stay patient and disciplined, then strike when the moment is right….
The power of leverage
Investment February 2, 2024/Investment I’m always thinking about how to increase profits and returns for Alliance’s investors. How can we get more output from the…
Retirement friendly investments
Investment January 5, 2024/Investment Now more than ever, investors care deeply about protecting their capital. I love talking to these investors because they’re such…
Continuous improvement
Investment December 22, 2023/Investment As 2023 comes to a close, it’s time to reflect. This has been a year of intentionality and building, for both…
Safety and financial upside
Investment November 27, 2023/Investment Options traders and other financial professionals might say that if you want downside protection, you have to sacrifice upside rewards. That’s…
Boost returns by adding value
Investment November 2, 2023/Investment To make profitable deals, we first need to find the right properties. Our broad industry network helps clue us…
Preserving investors’ capital
Investment October 12, 2023/Investment Recently, a lot of investors have been asking me about capital preservation. In these uncertain times, people are rightfully concerned about…
Case Study: Supply vs Demand Sensitivity
Investment October 6, 2023/Investment Anybody can buy market exposure and rise with the tide. But the best investors make a heck of a lot more…
The Art and Science of Valuation
Investment September 29, 2023/Investment I am frequently asked how Alliance approaches valuation. We recently published a longer explanation of real estate valuation methods. But…
Interest rate stability will be good for dealmaking
Investment September 21, 2023/Investment For more than a year, we’ve seen interest rates rising. Now that they seem likely to stabilize, what does that mean…
How might China’s wobble affect MOBs
Investment August 31, 2023/Investment The news recently has been full of stories about China’s mounting troubles. Youth unemployment is skyrocketing. At least one very large…
Investing in great partners
Investment August 24, 2023/Investment In recent years, I’ve heard more people saying some version of your network is your net worth. I don’t entirely agree,…
The Fed… and MOB implications
Investment August 18, 2023/Investment After more than a year of steadily increasing interest rates, the Federal Reserve (the Fed) announced another slight rate increase in…
Why MOB Conversions are Rare
Investment August 3, 2023/Investment A few months ago I wrote about real estate conversions. That piece prompted several questions from investors that I wanted to…
Retail Healthcare Trend Benefits MOBs
Investment July 19, 2023/Investment Over the last few years, the healthcare industry has started taking cues from retail. This is a win-win for consumers (i.e….
Case Study: Lease Renewal… And Win-Win
Investment July 13, 2023/Investment Fear of vacancy runs deep for many commercial property owners. A looming lease termination date means uncertainty, and often difficult…
Succeeding In All Market Conditions
Investment July 7, 2023/Investment Investors must track and manage risk. This has been a key part of Alliance’s 25 year track record of winning in…
The Power of Demographics
Investment October 7, 2022/Investment Many people find demographics boring – just another kind of statistics. I’m not going to bore you with math or…
MOB Continues to Outperform
Investment June 9, 2023/Investment Medical Office Buildings (MOB) are a key part of Alliance’s investing portfolio, and this sector continues to outperform other kinds of…