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
Jul 7, 2026
4 min read
Whether to exchange isn't a household call. It's property by property, and in one portfolio the answer went both ways.
Jun 23, 2026
Real estate is the one asset advisors can't see before they sit down with a client.
Jun 9, 2026
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
