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Real Estate Investment Advisors
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REIA

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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.

Image of colorful balloons groups together for a celebration of a promotion or new hire
1 min read
Plante Moran REIA announces executive promotions

We are pleased to announce that Tori Manix and Zack Otte of Plante Moran REIA, the real estate investment consulting firm affiliated with Plante Moran, have been promoted to senior vice president.

Zack Otte Plante Moran REIA
Article July 1, 2019 1 min read
Interview between a senior living owner and potential senior living management company in a modern office
4 min read
How to choose a senior living property management structure

Although we don’t have a one-size-fits-all answer for how to choose a property management structure for a senior living facility, here are few guidelines to help owners decide.

Joe Perez Plante Moran REIA
Article March 1, 2019 4 min read
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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

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Family Office Services Private Equity Wealth Management

Our Work

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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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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 1, 2016 1 min read
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Plante Moran REIA Thought Leadership

  • Independence and objectivity: What incents your investment advisor to act in your best interest?
    When it comes to choosing an investment advisor, independence and objectivity are crucial. Is your “independent” advisor fully aligned with your best interests? These five factors can reveal the answer.
    John Lesser Wealth Management Mark Corombos Wealth Management
    Article November 6, 2019 4 min read
    Three people greeting one another with man and woman shaking hands.
  • Plante Moran REIA announces executive promotions

    We are pleased to announce that Tori Manix and Zack Otte of Plante Moran REIA, the real estate investment consulting firm affiliated with Plante Moran, have been promoted to senior vice president.

    Zack Otte Plante Moran REIA Tori Manix Plante Moran REIA Marty West Plante Moran REIA
    Article July 1, 2019 1 min read
    Image of colorful balloons groups together for a celebration of a promotion or new hire
  • Plante Moran REIA welcomes two new staff
    Plante Moran Real Estate Investment Advisors (REIA) is pleased to announce that Christopher Ferrer and Ryan Kulhanek have joined the firm.
    Marty West Plante Moran REIA
    Article June 19, 2019 1 min read
    professionals celebrating in an office
  • To catch the baby-boomer wave, elder-care investors need to think differently
    As social and technological changes enable baby boomers to live independently for longer, investors are shifting their focus from assisted living to more immediate opportunities in independent living. Read more in PE Hub.
    Patrick McCormick
    Article May 16, 2019 3 min read
    Doctor and patient
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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

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Marty West

President

248-603-5294
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