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Real Estate Investment Advisors

REIA

As full-service real estate investment advisors, we provide tailored investment and asset management solutions to help private and institutional clients preserve, protect, and grow their real estate portfolios.

Capitol Building Seen Through Columns of the Unites States Supreme Court Building

5 min read

Tax reform still allows 1031 exchanges to defer gains on real estate sales

Changes to the U.S. tax code spared a popular — and effective — strategy for tax deferral, a 1031 like-kind exchange. Real estate investors will need a strategy to take full advantage of the program.

Ben Smith Plante Moran REIA

Article March 09, 2018 5 min read

4 min read

New Year sentiments about real estate investment

In Plante Moran REIA's new report, investors will learn more about the market’s outlook for real estate investment, factors affecting their returns, and strategies for improving cash flow.

John Foss Plante Moran REIA

Article January 18, 2018 4 min read

Real Estate Investment Advisors

Plante Moran Real Estate Investment Advisors (REIA) delivers the insights and experience needed to help private and institutional clients achieve their investment real estate objectives.

Our process begins by aligning each client’s unique investment objectives with a tailored real estate investment strategy. Once the strategy is implemented, you can depend on us to regularly monitor the portfolio to ensure continued alignment with investment objectives and performance expectations. Our regular reports of your real estate investments provide a clear picture of your holdings, returns, and key metrics to allow you to make the best real estate investment decisions.

Our Services

Portfolio Strategy

Asset Management

Capital Markets

Acquisition & Disposition

Related Services & Industries

Family Office Services

Private Equity

Wealth Management

Our Work

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 08, 2017 1 min read

1 min read

Real estate investment strategy results in optimal investment performance of $200+ million portfolio

When a family office sold a successful business, it sought an advisor to help develop a successful real estate investment strategy as it deployed the investible equity.

Case Study December 01, 2016 1 min read

View All Plante Moran REIA Case Studies

Up Next

Related Events

InterGrowth 2018
We are excited to be a Growth Champion sponsor at this year’s ACG Global InterGrowth in San Diego, Calif.

Event May 02, 2018 Upcoming

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Plante Moran REIA Thought Leadership

Seven techniques to reduce costs and help make difficult decisions
In a time of slow growth, improving profitability often requires cost reductions. These seven techniques can help you make hard decisions in an objective, thoughtful, methodical way.

Jason Winters

Article March 15, 2018 2 min read
Tax reform still allows 1031 exchanges to defer gains on real estate sales

Changes to the U.S. tax code spared a popular — and effective — strategy for tax deferral, a 1031 like-kind exchange. Real estate investors will need a strategy to take full advantage of the program.

Ben Smith Plante Moran REIA

Article March 09, 2018 5 min read
2018 brings positive outlook for senior living real estate investments

In a recent national survey, senior housing is considered the best prospect for investment and development.

Dana Wollschlager Plante Moran Living Forward

Article January 24, 2018 1 min read
New Year sentiments about real estate investment

In Plante Moran REIA's new report, investors will learn more about the market’s outlook for real estate investment, factors affecting their returns, and strategies for improving cash flow.

John Foss Plante Moran REIA Ben Smith Plante Moran REIA

Article January 18, 2018 4 min read

View All Thought Leadership

Up Next

Our Team

Plante Moran Real Estate Investment Advisor’s leadership team provides a wealth of knowledge and expertise to the firm. Its members represent the breadth of real estate and construction advisory services found within Plante Moran and facilitate the integration of the knowledge and experience of the firm’s tax, wealth management, and industry groups.

Our professionals will work with you to create a tailored real estate investment strategy and then ensure each asset within the portfolio is best positioned to meet its investment objective.

Contact

Marty West President

marty.west@plantemoran.com 248-603-5294

Ben Smith Partner

benjamin.smith@plantemoran.com 248-223-3275

Cameron McCausland Partner

cameron.mccausland@plantemoran.com 248-603-5291

View our team