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

Plante Moran Real Estate Investment Advisors announces 2020 promotions

In recognition of their accomplishments, Plante Moran Real Estate Investment Advisors is excited to announce the promotions of Joe Perez, Samantha Campau, and Ryan Kulhanek.

Marty West Plante Moran REIA Samantha Campau Plante Moran REIA Ryan Kulhanek Plante Moran REIA Joe Perez Plante Moran REIA

Article July 1, 2020 1 min read
Real estate due diligence: What to know before you acquire a property

Acquiring commercial real estate is a big decision. How can you know whether you’re inheriting unknown risks with the purchase? These due diligence tasks can help give you confidence in your investment and mitigate potential risks down the road.

Zach Brown Plante Moran REIA Zack Otte Plante Moran REIA Joe Perez Plante Moran REIA

Article June 22, 2020 8 min read
Tori Manix wins excellence award from Georgetown University
Please join us in congratulating Tori Manix of Plante Moran Real Estate Investment Advisors for receiving the 2020 Tropaia Award from Georgetown University. This award celebrates her impressive academic performance and extraordinary contributions to her community.

Tori Manix Plante Moran REIA

Article June 5, 2020 1 min read
Hidden savings amid revenue woes: Leveraging your healthcare real estate

Real estate can account for 8% to 12% of a hospital’s overhead. Don’t overlook these ways to find savings in your current or ongoing construction project and revenue in your owned real estate.

Joe Siekirk Plante Moran Cresa Tony Colarossi

Article June 2, 2020 4 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

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