Acquisition & Disposition

Plante Moran REIA tailors a custom real estate investment strategy and ensures each transaction meets your overall investment objectives.

Maintaining a strong real estate portfolio performance

As market conditions and asset performance change, a thoughtful strategy and process for real estate acquisitions and dispositions is key to maintaining a strong portfolio performance. Plante Moran Real Estate Investment Advisors (REIA) can assist in all aspects of the acquisition and disposition processes to maintain an optimized real estate investment portfolio.

The range of real estate transaction expertise covered in this service line provides a breadth of capabilities that allow us to offer tailored and specific solutions to your real estate needs. Whether it be acquisitions, dispositions, or financing services, our dedicated professionals have the experience to serve you in any capacity:

Buy-side real estate searches
Sell-side representation
Real estate due diligence and underwriting
Financial modeling
Transaction structuring, including oversight of joint venture structuring
1031 like-kind exchange assistance
Sale-leaseback structuring
Asset positioning
Financing and capital markets

Clients have found that we provide extensive value by pairing this service with our real estate asset management services and other real estate investment consulting services.

If you would like to learn how we can help you buy or sell commercial real estate for investing purposes, contact our team to discuss your investment goals.

Tax + real estate = Superior 1031 exchange services

Taking advantage of the 1031 like-kind exchange tax strategy requires an experienced team to oversee the strict requirements of the 1031 tax code, identify suitable real estate investments with attractive risk-adjusted returns, and close within tight timelines.

Plante Moran REIA, in conjunction with Plante Moran’s tax team, can identify investment options that align with your overall strategy and objectives while considering your tax obligations, exposure, and reinvestment potential.

Unlocking the value of owned real estate with a sale-leaseback

Operating companies with owned real estate assets may find that sale-leasebacks are a sophisticated strategy to unlock capital. By selling your asset and entering into a lease with the new owner, you’re able to generate liquidity and deploy it elsewhere in your organization while retaining control over the real estate where you run your business.
Operating companies with owned real estate assets who are looking to sell their businesses can use a sale-leaseback simultaneous with the closing of the business to generate more proceeds from the sale of their business.

To reach your business and real estate objectives, the terms need to be right. Whether you’re looking for long-term stability or a flexible exit strategy, our team can help you structure the sale and lease terms to meet your needs.

Related Services & Industries

Family Office Services Private Equity Religious Institutes Wealth Management

Acquisition & disposition thought leadership

How to evaluate a real estate joint venture
Are you evaluating a prospective real estate joint venture? Understanding and evaluating the sponsor and deal structure is just as important as assessing the real estate. Here are the key points to consider.

Zach Brown Plante Moran REIA Zack Otte Plante Moran REIA

Article April 16, 2021 11 min read
Funds raise the bar on ESG strategies to attract HNWIs
Interest in ESG-friendly real estate investments is growing, but the story for individual investors is nuanced. Zack Otte discusses this trend at WealthManagement.com.

Zack Otte Plante Moran REIA

Article January 29, 2021 6 min read
Real estate investment opportunities in a market impacted by COVID-19
Disruptions in rent collections since April’s national shutdowns spotlight the importance of diversification in an investment real estate portfolio. Find out how COVID-19 has impacted each real estate property type.

Zach Brown Plante Moran REIA Erin Goss Wealth Management Zack Otte Plante Moran REIA

Article December 16, 2020 6 min read
Plante Moran Real Estate Investment Advisors expands to Colorado
Plante Moran affiliated entity Plante Moran Real Estate Investment Advisors announces its expansion to Colorado. Zack Otte has relocated from Chicago to Plante Moran's Denver Tech Center to lead the new office location.

Zack Otte Plante Moran REIA Marty West Plante Moran REIA

Article December 8, 2020 1 min read

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Working with our real estate investment consultants

Plante Moran REIA’s multidisciplinary team uses market-driven insights to help you structure a real estate investment strategy to meet your individual goals and objectives, then execute on that strategy with a proven process for acquisitions and dispositions. We focus on identifying and mitigating risk while providing unbiased and transparent counsel for ongoing decision-making.

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.

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 8, 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 1, 2016 1 min read

View more case studies