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Start a relationship and build a future

No one needs to tell you how fast the real estate industry is evolving. When you tackle one challenge, another takes its place. Whether you’re grappling with tax reform, digital disruption, or entities with complex ownership structures, your best-laid plans are constantly shifting. Our team is focused on the future and driving innovation. We’ll help you strategically align financial practices with your business goals.

For more than 90 years, we’ve been entrenched in the real estate industry, serving over 2000 clients. Our multidisciplinary team of specialists work seamlessly with developers, real estate investors, contractors, private equity funds, property owners, portfolio managers, and lenders, and has vast experience with the industry’s most complex business and tax issues.

Whether you need to maximize value on a single transaction or develop a more tax-efficient strategy for your entire portfolio, we have the experience, perspective, and capabilities to help you manage your interests.

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Opportunity zones

People meeting with city skyline in the background
20 min watch
Opportunity zones and 1031 like kind exchanges
Are you interested in the tax benefits offered by Opportunity Zones and 1031 like-kind exchanges, but aren’t sure of which to use?
Webinar 20 min watch
Opportunity zones: What you need to know
Webinar Tuesday, December 11, 2018 20 min watch
New Opportunity Zones regulations released: Understand the impact
Webinar Monday, October 29, 2018; 10 - 11 a.m. EST 58 min watch

A new era for lease accounting
Your balance sheet may never look the same

Real Estate Thought Leadership

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The better we know you, the better we serve you

Our real estate team includes niche specialists. From real estate funds and real estate investment trusts (REITs) to affordable housing and community development, we’ve seen it all. For-profit and not-for-profit developers, brokers, managers, and investors are all part of our client list. That’s because they recognize our expertise and value the relationship they’ve built with us.

According to Robert Edwards, real estate practice leader, a relationship with us should give you confidence and peace of mind. “We build and maintain relationships with professionals all across the industry and work with all types of clients. This diverse expertise helps us provide unique and innovative solutions for you. We take a personal approach to each engagement, getting to know your goals and objectives. By focusing on your goals, we’ll help your business thrive.”

Our clients say

I’ve been a client of Plante Moran’s for more than 18 years. During that time, they’ve helped me with a variety of projects from audit work, tax returns, and New Markets Tax Credits. The team is knowledgeable, helpful, and can shape a deal that works for all parties involved. I also appreciate the continuity of staff – some of the Plante Moran partners I work with today were interns when I was first introduced to the firm. During my career, I’ve had the opportunity to work with the Big Four firms and can honestly say I prefer my experience with Plante Moran. The firm is large enough to bring all the knowledge and experience you’d ever need, but more accessible and committed to serving the client.

Steve Bentley Chief Financial Officer, Bedrock Real Estate Services