Investment

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…

Medical Debt Forgiveness… Is it Bad for MOBs?

Investment May 4, 2023/Investment Healthcare costs continue to rise in America.   The amount America spends per person on healthcare is dramatically more than other…