CONTINUOUS IMPROVEMENT

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Aug 8, 2022

As 2023 comes to a close, it’s time to reflect. This has been a year of intentionality and building, for both Alliance and for me personally.

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Alliance has successfully moved our financing model from syndicated deals to a fund. Our new fund is off to a great start. We’ve landed some great deals and are poised to make more great deals in 2024.

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While transactions have been down for a while, the stabilization of interest rates is now thawing the commercial real estate market and we’re ready to pounce. More than ever, I believe that commercial real estate is a valuable asset class to add to a diversified investment portfolio.

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The company’s main thesis, that the Medical Office Building (MOB) sector of commercial real estate was unusually attractive, has proven itself again and again.

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Even as wide swaths of the real estate industry have suffered from COVID and then rising interest rates, MOB has continued to deliver both safety and excellent returns.

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To keep our investors informed, we started holding monthly webinars to provide updates on the portfolio, the pipeline, and what we’re seeing in the market.

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We’re also supporting the growth of the company by publishing whitepapers and industry reports on healthcare, real estate, MOB investing, interest rate changes, and other market insights.

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On the personal side, my meditation and journaling practices continue to help me grow as a leader. I’ve also been fortunate to find some tremendously valuable mentors who have encouraged me to continue pushing myself into and past new challenges.

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My podcast, I Own It has now passed 100 episodes. This project has led me into conversations with a wide range of talented and fascinating people. I feel humbled by the experience and proud of the exposure and brand growth the project is bringing to Alliance.

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Little by little, everything is progressing and gaining traction. The company is growing. I am growing as a leader and a person.

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The commercial real estate market is likely to be far more lively in the coming year. I am excited about the future. May 2024 be a profitable year for us all!

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