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Real Estate Advisory Services
Whether you need a larger headquarters or a new branch office, our real estate advisors can help you find the right location to best serve your current members and increase your opportunities to grow. They can help you through all stages from design and construction to move in.

Real Estate Advisory Services for Credit Unions

Real estate advisors to help save time, money, and headaches

When a credit union wanted to expand its member base, update its image, and improve its competitive position, our real estate advisors helped the management team find a highly visible location in a high-growth community and build a branch office well positioning the credit union within the emerging market. 

To better serve its members, another credit union had to grow to meet the needs of its booming community and therefore needed a larger headquarters and a new branch office. Again, the Plante Moran real estate advisors helped them find a site in a highly visible area and build an impressive 60,000-square-foot facility that included a five-lane drive-through. 

Real estate strategies

Our real estate advisors are accustomed to helping credit unions with their real estate strategies. Each comes with a unique and complicated set of objectives and challenges. Whether it’s a corporate headquarters or branch location, our real estate advisors have the comprehensive expertise necessary to help you manage the entire project. 

Our credit union clients appreciate that our real estate advisors understand their business requirements and can address their real estate needs at the same time. 

The real estate advisory team includes architects, engineers, strategic business planners, project managers, and real estate professionals. They bring comprehensive expertise working with credit unions from site selection through design, construction, and move in. 

You will appreciate their independence

Our real estate advisory team will come to your project free from conflicting interests and relationships. You will appreciate their independence as they help you evaluate your business goals and guide you in making the right strategic, financial, and service-driven decisions as they relate to your real estate needs. 

Results are predictable

Talk is cheap. Results count. And that is exactly what our real estate advisory team provides. From concept through completion, our real estate consultants assist in defining clear project parameters, negotiating the best transaction, identifying and securing key locations, selecting the most qualified team of professionals, creating and enforcing strong contracts, and overseeing every project detail to ensure successful project completion.​

“We’ve enjoyed a great working relationship with Plante Moran for more than 15 years. Their proactive business advise had benefited us in a variety of areas, but I think what ‘s most impressive is their commitment to understanding our needs and tailoring specific solutions to them. It’s that personal attention that separates Plante Moran from other firms., You can tell they really care.”

Allan Kemp McMorris, President & CEO
Oakland County Credit Union