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Acquisition & Disposition

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


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
    Real estate investors reviewing joint venture real estate agreement on digital tablet in office with large windows overlooking commercial real estate
  • 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
    Zack Otte Plante Moran REIA
    Article January 29, 2021 6 min read
    Portrait of smiling businessman resting chin on hand in office conference room during meeting about ESG real estate investments
  • 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
    Two real estate consulting professionals at a table reviewing tables and graphs showing rent collections for their client's owned commercial real estate properties.
  • 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
    Drone view of Denver, Colorado, at sunset

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

Image of people in a meeting
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
Image of someone looking at a document
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