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Plante Moran REIA develops a property strategy to manage a $65 million portfolio

June 3, 2014 Case Study 1 min read
The client had a diverse real estate portfolio with a beginning market value of $65 million that needed income optimization and asset repositioning.

Stairs with reflection of buildings

The challenge

The client’s $65 million institutional real estate portfolio consisting of 17 properties was not being managed professionally and needed income optimization and asset repositioning.

The solution

Plante Moran REIA assisted the client in creating a long-term portfolio and property strategy. Our team began the process of repositioning the assets to meet the client’s newly identified goals.

The benefit

The initial results include stabilizing income streams at each property and identifying assets for disposition and reinvestment. When complete, the total asset value is expected to be more than $100 million.

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