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
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.
May 5, 2025
Cash deals are rising. Rates aren’t falling. Strategy is your edge.
Mar 4, 2025
5 min read
Real Estate Risks, Trump’s Crypto Play, and Mortgage Mayhem
