Real Estate in The Plan
Where real estate meets the financial plan.
One thesis per edition: what the real estate is actually doing to the financial picture
Written by
Ali Moallem
Connect
Oct 1, 2025
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6 min read
How Advisors Can Close It Before Clients Look Elsewhere
Jul 3, 2025
11 min read
The $5.2T infrastructure boom reshaping real estate portfolios
Apr 1, 2025
9 min read
Winning Strategies for a Broken Real Estate Market
Jun 9, 2026
4 min read
Every plan captures the rent a property collects. Almost none capture what it actually keeps.
May 26, 2026
The asset is there. The planning infrastructure is not.
May 13, 2026
3 min read
Here is an uncomfortable truth about the real estate planning conversation most advisors are having: it doesn't exist.
Nov 7, 2025
Why smart advisors prune client portfolios before the frost hits.
Sep 2, 2025
7 min read
How to turn real estate paralysis into planning opportunities
Aug 5, 2025
8 min read
Why smart clients are self-sabotaging — and what to do about it
Jun 4, 2025
Your Clients Are Getting Advice. Just Not From You.
