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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.

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 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

Up Next

Plante Moran REIA Thought Leadership

  • Why planners should reconsider REITs for HNW clients
    Real estate investment trusts have historically provided a meaningful level of current income but in a relatively tax-inefficient manner. The Tax Cuts and Jobs Act contains new tax breaks for certain REITs that may make them more attractive to investors. Read more at FinancialPlanning.
    Brian Schultz
    Article August 20, 2018 2 minute read
    Image of a man looking out of large office windows, onto a misty city morning.
  • Plante Moran Real Estate Investment Advisors announces promotions

    Plante Moran REIA, an affiliate of accounting and business advisory firm Plante Moran that specializes in investment real estate consulting, is pleased to announce the promotions of Joe Perez, Doug Smith, Nick Gurica, and Jake Austermann.

    Marty West Plante Moran REIA Joe Perez Plante Moran REIA Doug Smith Plante Moran REIA Nick Gurica Plante Moran REIA Jake Austermann Plante Moran REIA
    Article August 9, 2018 1 min read
    Business people clapping and smiling about good news, two women in the foreground and two men in the background
  • Seven fundamental principles of a 1031 exchange

    A 1031 like-kind exchange allows business owners and investors to defer taxes on the sale of their real estate investments. Learn the seven fundamental principles of a 1031 exchange in this short video.

    Cameron McCausland Plante Moran REIA Laurice Szydlowski
    Video July 10, 2018 8 min watch
    Business man looking out over corporate real estate
  • 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 May 29, 2018 4 min read
    Three people greeting one another with man and woman shaking hands.

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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.