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PMRIA repositions $100 million family office portfolio to improve cash flow

The challenge

A family office client had a multi-state real estate portfolio overseen by second-generation family members. The portfolio, consisting of 14 properties, was cash flow negative after debt service and fees. 

The solution

Plante Moran Realpoint Investment Advisors (PMRIA), formerly Plante Moran REIA, developed a strategy to reposition the portfolio for growth and align it with the family's wealth preservation strategy and risk tolerance level.

PMRIA assisted in identifying and extending key leases, developed accurate valuations and reporting for decision-making, and assisted with divestiture of high risk, non-strategic assets.

The benefit

As a result, the portfolio is expected to achieve positive cash flow and new investments are being made that better align with the client's investment strategy.


Our Work

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City of Royal Oak

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The City of Royal Oak engaged Plante Moran Realpoint as a knowledgeable development advisor to help move forward a $100 million public-private partnership (P3) redevelopment of the City Center Complex.

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The KONG Company, LLC

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During the process of refinancing a commercial loan on its West Coast distribution facility, The KONG Company received two unsolicited offers to purchase the building. Plante Moran Realpoint (PMR) helped KONG evaluate the best path forward for outstanding results.

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Allied Plastics Exterior Entrance with Signage

Allied Plastics, Inc.

Twin Lakes, WI

Upon the sale of their business, the owners of Allied Plastics, Inc., engaged Plante Moran Realpoint to facilitate a sale-leaseback of the manufacturing headquarters’ facility.

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Benedictine Sisters of Chicago Image

Benedictine Sisters of Chicago

Chicago, IL

The Benedictine Sisters of Chicago needed expert guidance to assist them in community financial and ministry planning, determining options for healthcare and residential needs, and identifying reuse opportunities for their land given their land use preferences, financial realities, and residential needs.

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View of Pious Society of St. Paul school building through tree branches.

Society of St. Paul

Dearborn, MI

The Society of St. Paul needed help in determining the best course of action for the deteriorating 1920s former school building used as a residence and publishing center.

Case Study / 1 min read

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