Acquisition & Disposition

You can depend on Plante Moran Real Estate Investment Advisors to manage your investments with an eye toward maximizing returns and enhancing long-term value.

As market conditions and asset performance change, a thoughtful acquisition/disposition strategy and process are key to maintaining a strong portfolio performance. The disciplined professionals of Plante Moran Real Estate Investment Advisors will assist in all aspects of the acquisition and disposition processes to ensure that value is maximized and the best assets are acquired and maintained within the portfolio. Specific services include:

Source acquisition opportunities
Conduct underwriting & due diligence
Manage building & disposition strategy
Oversee joint venture structuring
Assist through closing

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Acquisition & Disposition Thought Leadership

How colleges and universities can best utilize their real estate assets

Your college or university’s real estate assets are an untapped source of potential for unlocking capital, attracting and retaining students, and supporting your academic mission. All it takes is a new perspective.

Pat Podges Plante Moran Cresa Robert Stempien Plante Moran Cresa

Article January 16, 2019 4 min read
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.

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
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.

Laurice Szydlowski

Video July 10, 2018 8 min watch
Tax reform still allows 1031 exchanges to defer gains on real estate sales

Changes to the U.S. tax code spared a popular — and effective — strategy for tax deferral, a 1031 like-kind exchange. Real estate investors will need a strategy to take full advantage of the program.

Article March 9, 2018 5 min read

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Working With Us

You can be assured that our multidisciplinary team will Use market-driven insights to help you develop an investment strategy structured to meet your individual goals and objectives, focus on identifying and mitigating risk, and providing unbiased and transparent counsel for ongoing decision making.

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

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