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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.

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:

Education Family Office Services Government Healthcare Not-for-Profit Private Equity Professional Services Religious Institutes

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

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

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

View All Plante Moran REIA Case Studies

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Related events

Leadership Conference of Women Religious Assembly 2021
Join the religious institutes team at our booth during this year’s LCWR Assembly. We’re excited to share resources to help you plan for your future.

Erin George Plante Moran REIA Jerry Gumbleton Plante Moran REIA Sue Novak Sister Mary Pellegrino Plante Moran REIA

Event August 11, 2021 Upcoming

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Plante Moran REIA thought leadership

Plante Moran REIA celebrates promotions for three staff
In recognition of their accomplishments, Plante Moran Real Estate Investment Advisors (PMREIA) is excited to announce the promotions of Tori Manix, Zach Brown, and Christopher Ferrer.

Marty West Plante Moran REIA Zach Brown Plante Moran REIA Christopher Ferrer Plante Moran REIA Tori Manix Plante Moran REIA

Article July 21, 2021 2 min read
Fiduciaries and real estate assets: Key considerations

Fiduciaries entrusted with managing real estate assets must navigate a potential minefield of risks, since each property brings a unique set of needs and challenges. We share four considerations to help trustees, personal representatives, and other fiduciaries avoid common pitfalls.

Katie Szymanski Wealth Management Drew Hayes Wealth Management

Article June 22, 2021 2 min read
Zach Brown earns Chartered Alternatives Investment Analyst certification
Join us in congratulating Zach Brown for earning his CAIA® certification, a globally recognized credential for professionals managing, analyzing, distributing, or regulating alternative investments.

Zach Brown Plante Moran REIA Marty West Plante Moran REIA

Article June 8, 2021 1 min read
Plante Moran Real Estate Investment Advisors welcomes three new staff
Please join us in welcoming Brian McAllister, Maria Mastej, and Gordon Wolfe to Plante Moran REIA.

Marty West Plante Moran REIA Maria Mastej Plante Moran REIA Brian McAllister Plante Moran REIA Gordon Wolfe Plante Moran REIA

Article June 4, 2021 2 min read

View All Thought Leadership

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.