Real estate investment strategy results in optimal investment performance of $200+ million portfolio

Plante Moran Real Estate Investment Advisors aided the client in developing an investment strategy that resulted in acquiring $200+ million of new industrial, multifamily, and retail real estate assets.

The challenge

Plante Moran Real Estate Investment Advisors (REIA) was engaged to advise a client who had sold a successful business, resulting in a substantial amount of investible equity becoming available for deployment. The client sought to diversify its investments across real estate, private equity, and securities.

The solution

Plante Moran REIA assisted in developing and implementing a real estate investment strategy that determined an appropriate allocation for the real estate based upon risk tolerance, return objectives, and asset allocation strategy.

Through identifying, vetting, and underwriting the client ultimately acquired $200+ million of new industrial, multifamily, and retail real estate assets located in the Southwest and Midwest.

The benefit

Plante Moran REIA continues to pursue new investments for the client while providing asset management services for the new portfolio. Our team now ensures optimal investment performance through the following services:

  • Investment monitoring and reporting
  • Oversight of third-party service providers
  • Development, implementation, and oversight of asset-level business plans
  • Ongoing monitoring and realignment of the portfolio strategy

Our Work

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Royal Oak City Hall

City of Royal Oak

Royal Oak, MI

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

Case Study / 1 min read

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Aerial photo of Little Caesars Arena, the new home of the Detroit Red Wings and the Detroit Pistons, and Detroit, Michigan, skyline

Olympia Development of Michigan

Detroit, MI

The District Detroit is a vibrant mixed-use development in the heart of Detroit, Mich. Anchored by the Little Caesars Arena, the 50-blocks encompass new construction dedicated to office, retail, residential, hospitality, and entertainment.

Case Study / 2 min read

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The KONG Company Long Beach Facility Exterior

The KONG Company, LLC

Long Beach, CA

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 Real Estate Investment Advisors (REIA) helped KONG evaluate the best path forward for outstanding results.

Case Study / 2 min read

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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 REIA to facilitate a sale-leaseback of the manufacturing headquarters’ facility.

Case Study / 1 min read

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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.

Case Study / 3 min read

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Pious Society of St Paul Image

Pious Society of St. Paul

New York, NY

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

Case Study / 1 min read

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