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Real Estate

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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
34 min listen
Valerie Grunduski discusses opportunity zone fund tax considerations on the Opportunity Zones Podcast
How should you set up an opportunity zone fund — and what are the tax considerations? Listen in as Valerie discusses this and more on the Opportunity Zone Podcast.
Valerie Grunduski
In The News August 7, 2019 34 min listen
Powering investments: Opportunity zones for energy
Randy Strandberg
Article July 19, 2019 5 min read
Section 1231: The next big disruption for opportunity zones
Gordon Goldie
Article May 24, 2019 11 min read

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

Real Estate Thought Leadership

  • Buy-sell agreements: One way to ensure the successful transition of your business
    Buy-sell agreements clarify everyone’s interests when ownership in a business is being transferred. Here’s how they work and why they’re important.
    Dawn Jinsky Wealth Management Katie Redle Wealth Management
    Article January 10, 2020 4 min read
    Buy sell agreements One way to ensure the successful transition image
  • Three common mistakes made with buy-sell agreements
    Buy-sell agreements offer protection for the transfer of ownership interests in a business. Don’t get tripped up by the three most common pitfalls in these contracts.
    Dawn Jinsky Wealth Management Katie Redle Wealth Management
    Article January 10, 2020 1 min read
    Image of woman painter herself into a corner
  • Real Estate Perspectives
    Welcome to Real Estate Perspectives, your hub for insights on everything from business transitions and succession planning to factors that affect profitability, like tax reform, new accounting standards, and tax credits and financial incentives. Subscribe now.
    Laura Claeys Robert Edwards
    Newsletter November 19, 2019 4 min read
    Man at laptop
  • Maximize your tax savings with charitable donations of real estate
    Looking to achieve tax savings by donating real estate? We cover the key hurdles and considerations to maximize your savings.
    Clayton Sparks
    Article October 31, 2019 3 min read
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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

How can we help your business?

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