Asset Management

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.

Plante Moran REIA provides in-depth property analysis from financial and market perspectives so our clients can make informed decisions about the investment lifecycle of an asset or a portfolio of properties. Our highly collaborative and communicative approach is aimed at determining when to sell, renovate, reposition, or recapitalize assets.

We believe in a disciplined and research-guided approach to serving our clients in order to determine a real estate investment strategy that meets our clients' goals. We then provide the services necessary to successfully manage each real estate investment, including:

Establish business plan for property
Oversee operations
Oversee third party service providers
Monitor key performance indicators
Monitor market indicators and key milestones
Provide periodic investment reporting
Manage risk/optimize return

Related Services & Industries

Family Office Services Private Equity Wealth Management

Asset Management Thought Leadership

Plante Moran REIA announces executive promotions

We are pleased to announce that Tori Manix and Zack Otte of Plante Moran REIA, the real estate investment consulting firm affiliated with Plante Moran, have been promoted to senior vice president.

Zack Otte Plante Moran REIA Tori Manix Plante Moran REIA Marty West Plante Moran REIA

Article July 1, 2019 1 min read
Plante Moran REIA welcomes two new staff
Plante Moran Real Estate Investment Advisors (REIA) is pleased to announce that Christopher Ferrer and Ryan Kulhanek have joined the firm.

Marty West Plante Moran REIA

Article June 19, 2019 1 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.

Marty West Plante Moran REIA Joe Perez Plante Moran REIA Doug Smith Plante Moran REIA Nick Gurica 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

View More Thought Leadership

Working With Us

To make the best decisions possible, you need quality information brought to you on a regular basis. Plante Moran Real Estate Investment Advisors puts great emphasis on communications and the reporting process. You can depend on our professionals to deliver regular updates so you understand the key components of every asset within your portfolio and know exactly how your portfolio and its assets are performing.

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