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Top Real Asset Advisor

Come to Compete

Empowering the real asset investment community to elevate best practices.

Align your interests

At Alliance, we build long-term relationships with real estate and real asset investors looking to take their organization to the next level. We work closely with you to identify and unlock opportunities across each platform to identify growth solutions and attract new sources of capital.

Alliance Scope of Service

We believe the services you receive should be as unique as your business. That’s why we tailor every offering to fit your goals, allowing us to constantly deliver impactful guidance and results. While each engagement is unique, our approach consistently revolves around six essential pillars.

Organizational Assessment & Strategic Planning

Evaluating long-term business plans

Assessing organizational structure

Understanding the competitive landscape

Unlocking opportunities for future growth

Advising on vehicle structuring, terms and conditions

New Product Development

Refining strategy for first-time and existing vehicles

Improving messaging to the target capital

Developing a critical path to fundraising 

Marketing & Brand Elevation

Reviewing and refining all Investor facing marketing collateral 

Providing pitch practice with real-time feedback

Elevating brand recognition on the institutional circuit

Investor & Consultant Universe Analysis

Educating on the evolving needs of the Investors and Consultants

Providing feedback and real-time market sentiment 

Defining global mapping process to improve distribution and understanding capital sources

Thought Leadership & Professional Development

Providing best practice guidance on over 140 industry topics

Providing organizational and professional development training through Alliance Masterclasses 

Responsible Investment Advisory

Serving as a resource for ESG, DEI and impact initiatives

Establishing and reviewing ESG and DEI policies

Creating an ESG implementation plan and roadmap for future

Integrating ESG functions across the organization

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Client Testimonials

Client Testimonials

“I have known the founders of Alliance for over 15 years and have always thought highly of them as professionals in our industry.  I was an early client at launch, am a client today, and have witnessed the firm’s impressive growth and ever-expanding expertise.  In my opinion, they have a unique consulting model with the depth and knowledge needed to consistently provide clear, direct advice on key aspects of a growing real estate asset management business.  I also leverage their deep industry connections and professional histories to help my team get up to speed quickly on a myriad of topics and, more importantly, to properly position our firm in the market.”

— Michael Chen | Senior Managing Director, Head of Capital Raising, GEM Realty Capital

“Jen, Heather, Masha and the team were wonderful to work with, they understand both the GP and LP perspective and helped to provide insight into how our clients viewed our organization. This has provided valuable information that will allow us to emphasize strengths our clients feel we possess and to work on areas that need additional focus.”

— David Olney | CEO, Berkshire Residential Investments

“I’ve worked with the co-founding partners of Alliance beginning with our first institutional fund. Over nearly 15 years, we’ve established a deep partnership and friendship, discussing some of our most important business decisions before execution and ensuring we continue to implement best practices that provide value to our LPs.”

— Mit Shah | CEO, NOBLE INVESTMENT GROUP

“For Elion Partners, Alliance offers a comprehensive, third-party perspective and is committed to understanding investor and consultant expectations. Our relationship with the founders is an investment in our future success. Their combined knowledge and experience benefit our professional development and, ultimately, our LPs as we set out to exceed investor expectations in the future. The conversations we have with Heather and Jen are uplifting and reflect the true spirit of partnership.”

— Shlomo Khoudari | Managing Partner – Elion Partners

"Heather and Jen bring an incredible amount of experience and knowledge about what it takes to accelerate the scaling of an investment management platform — from developing and refining investment and marketing strategies to streamlining operations and enhancing accounting, fund management, fund administration and investor reporting processes and systems. They know how to fill strategic gaps across leadership, business development, client service and marketing teams and dramatically improve relationships with both investors and consultants. In other words, whether you’re an emerging manager looking to shorten your time to scale, or a well-established firm seeking guidance on how to reach the next level, Heather, Jen and the team at Alliance Global Advisors can help you get there faster and more cost-effectively."

— Geoff Dohrmann | Chairman, CEO & Editor-in-Chief, Institutional Real Estate, Inc.

“The team at Alliance Global Advisors provided us with timely and valuable advice on a variety of issues. They benchmarked our existing offerings and practices with the market and gave us in-depth recommendations for improvements. In addition, they offered insight into new sectors of the market.”

— John Flynn | Senior Managing Director, Kennedy Wilson

“Alliance does a great job tailoring their business to client needs. Our ad-hoc request was executed with a clear opinion which is just what we needed. The Alliance team was able to pivot quickly with new information, address our questions and additional requests, and deliver a concise memo. We are very pleased with the outcome and would definitely recommend Alliance.”

— Cindy Chen | Portfolio Manager, Nuveen Real Estate

“It was an extremely positive relationship, from both a professional and personal perspective. Heather's strategic and tactical advice was highly valued by the Mosser Senior Management Team.”

— Peter Finley | Managing Director – Investor Relations, Mosser Capital

“I appreciate Alliance always acting as our fiduciary. They’ve introduced new concepts to our business that we hadn’t yet explored.”

— Jim Farris | CEO, MOSSER CAPITAL

“The quality of your team’s collective work is exceptional and helped turbocharge the direction of our firm. It’s so nice to see the passion you are putting into your work - you can’t buy passion!”

— G. Andrews Smith | CEO, L&B Realty Advisors, LLP

“Alliance has a caring and engaged team. We enjoyed working with everyone on the long-term deliverables and especially appreciate the quick support on items that came up. Having Alliance in our corner was valuable over the last year.”

— Alexis Lewis | Vice President of Investments, Brasa Capital Management