Real Estate

Our Expertise

Develop a relationship and build a future

Rising construction costs. Complex financing requirements and uncertain interest rates. A shifting regulatory environment. Evolving market expectations. Persistent challenges continue to arise for the real estate industry, making it daunting to address any of them individually, let alone all at once. Navigating them effectively demands a strong foundation of foresight, adaptability, and innovation.

With over 100 years of experience serving the real estate industry, we have the build-to-suit strategies and solutions you need. Our diverse client base of more than 2,000 real estate organizations includes developers, operators, investors, brokers, property management companies, investment funds, REITs, and lenders. We’re ready to use the multidisciplinary approach and deep industry knowledge we’ve gained from this experience to help you align financial practices with business objectives.

In the face of change, you’ll have easy access to proactive, comprehensive solutions that cover tax planning, audit, financial accounting outsourcing, business transition planning, IT consulting, and more. We’re also committed to helping you, your staff, and your stakeholders stay ahead of market trends, industry pressures, and regulatory changes — on time and under budget. Experience the difference that expertise, dedication, and productive relationships can make in achieving your real estate goals.


    Our Offerings

    Explore our comprehensive service capabilities customized for the real estate industry.

    Tax strategy, planning, & compliance

    Optimize your tax position with proactive problem-solving for complex tax issues.
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    Tax credits, incentives, & deductions

    Maximize savings and take full advantage of all available tax credits, incentives, and deductions.
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    Audit

    Verify financial accuracy and reporting transparency with our comprehensive audit services.
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    Financial accounting outsourcing

    Streamline your accounting processes and enhance accounting functions.
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    Succession planning

    Plan for future leadership transitions with strategic succession planning.
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    Cybersecurity

    Protect your assets and maintain stakeholder confidence with advanced cybersecurity measures.
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    Wealth management

    Find peace of mind with customized financial planning, investment advisory, and more. 
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    Real estate consulting & investment advisory

    Access commercial real estate and development consulting from our affiliate, Plante Moran Realpoint.
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    Client Experience

    Creating a blueprint for a successful relationship

    Working with our team translates to long-term strategic value. Our professionals have chosen the real estate industry as their career focus, which means you’ll never have to provide training on industry nuances — we’ve already seen them up close. You can expect timeliness, proactivity, and creativity in all of the ideas and solutions you receive from us. As a go-to advisor for a broad range of customized professional services, we offer a better approach to reaching organizational goals efficiently and effectively.

    According to Robert Edwards, our real estate practice leader, a relationship with Plante Moran gives our clients confidence and peace of mind. “We focus on building and maintaining long-term client relationships, and the reason why is simple: the better we know you, the better we can serve you. We work with all types of real estate clients, but we know effective services are built on more than expertise. It takes personalized attention and dedication to deliver solutions that are truly innovative and impactful. That’s what our clients count on when they work with us, and it’s what we’re passionate about.”