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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

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Asset Management Thought Leadership

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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

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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 08, 2017 1 min read
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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 01, 2016 1 min read