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As independent real estate investment advisors, Plante Moran REIA provides tailored investment and asset management solutions to help private and institutional clients preserve, protect, and grow their real estate portfolios.
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Preserve, protect, and grow your real estate investments

Investing in commercial real estate is a sophisticated way to diversify your investment portfolio, hedge against inflation, generate income, and preserve capital. If you invest in real estate, or want to start investing in real estate, Plante Moran Real Estate Investment Advisors (REIA) can help you get the best results from your real estate portfolio — and mitigate risk along the way.

Our unbiased real estate investment consultants are experts at navigating the nuanced decisions you face as you develop a strategy and manage your portfolio, from buying and selling existing real estate assets to planning a new development. We deliver the insights and experience needed to help private and institutional clients preserve, protect, and grow their commercial real estate portfolios.

Interested in learning more about investing in real estate? Contact our team.

Related industries

We specialize in serving clients in many industries with their real estate needs:

Our unique advantage

Plante Moran Real Estate Investment Advisors (REIA) provides a deep array of knowledge and expertise to clients who want custom real estate investing advice supported by Plante Moran’s industry leaders in wealth management, audit, tax, management consulting, and owner’s representation.

Working with us means you receive a range of experts that looks at your investment holistically and offers the best solutions every step of the way. To our advisors, you are more than just a transaction — we put your interests first.

If you own property, or would like to start investing in real estate, contact our team to begin a conversation about your investment goals.

Our work

Benedictine Sisters of Chicago Image
3 min read
Community & real estate master planning helps religious community support needs of aging Sisters

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.

Thomas Zimmer III Plante Moran REIA
Case Study 2011 - present 3 min read
Image of people in a meeting
1 min read
Client defers tax obligation by executing a $75 million 1031 like-kind exchange
Selling an operating business with a substantial amount of real estate generated a meaningful tax obligation for this client, but unusual reinvestment opportunities existed.
Case Study January 8, 2017 1 min read

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Plante Moran REIA thought leadership

  • Return metrics explained: What is a cap rate in commercial real estate?
    Real estate investing newbies and veterans alike get confused by the many return metrics used to evaluate an asset. Our experts explain what a cap rate is, how to calculate it, and how it compares to other return metrics.
    Zach Brown Plante Moran REIA Zack Otte Plante Moran REIA Joe Perez Plante Moran REIA
    Article November 11, 2021 4 min read
    Real estate investor with a beard and glasses in a stairwell, looking slightly over his shoulder
  • Real estate & the family office
    Successful management of a family office investment portfolio requires a carefully guided strategy focused on asset diversification, risk mitigation, experience, and transparent oversight. Real estate, as an alternative asset class, is consistently recognized for its importance in family office portfolios.
    Marty West Plante Moran REIA Zach Brown Plante Moran REIA Zack Otte Plante Moran REIA
    White Paper October 25, 2021 10 min read
    real estate investing and the family office
  • New staff joins Plante Moran REIA & celebrates induction into Goldie Scholars
    Please join us in welcoming Kristin Mixon to Plante Moran REIA and congratulating her on being selected as a 2020-21 Goldie Scholar, a program that honors women in the commercial real estate industry with extraordinary academic and leadership potential.
    Tori Manix Plante Moran REIA Kristin Mixon Plante Moran REIA
    Article September 24, 2021 2 min read
    Image of colorful balloons groups together for a celebration of a promotion or new hire
  • Real estate as an inflation hedge in an investment portfolio
    Inflation risk looms large in the wake of the COVID-19 pandemic, but for many investors, real estate may be an option to help hedge against inflation’s long-term impact on their portfolio.
    Zach Brown Plante Moran REIA
    Article August 30, 2021 3 min read
    Potted conifers in size order, representing increasing costs of goods due to inflation or increasing returns on real estate over time

Working with our real estate investment consultants

We put your goals first and foremost by providing sound investment and real estate asset management solutions free from any conflicts of interest. Our fee structure is designed to ensure that we remain independent in our responsibility to our clients. As such, the strategy drives the transactions; the transactions do not drive the strategy.

If you invest in commercial real estate, or would like to start investing in real estate, contact our team to begin a conversation about your investment goals.