Real Estate Asset Management

Plante Moran REIA manages your real estate investments with an eye toward maximizing returns and enhancing long-term value.

A trusted advisor for your real estate investment portfolio

How do I define my real estate investment objectives and assess my risk tolerance? What kind of real estate should I invest in? How do I manage my real estate investment portfolio for optimal returns?

These questions about investing in commercial real estate and managing a real estate asset or portfolio, while common, depend on many economic and personal factors. The answers are complex, which is why many investors engage a dedicated real estate asset manager like Plante Moran Real Estate Investment Advisors (REIA) as an integral part of their investment team. We work with you to determine the allocation of your real estate investment within your larger investment portfolio, choose which types of real estate to invest in, and provide ongoing management of your real estate assets to mitigate risk and optimize returns.

The advice we offer is based on proven real estate expertise, extensive market knowledge, broad resources, and a disciplined process — it is not based on the fees on a transaction. Our goal is to help you make informed decisions about when to sell, renovate, reposition, or recapitalize to optimize returns and enhance long-term value at both the asset and portfolio level.

Our real estate asset management services include expertise in:

Portfolio strategy
Portfolio and asset management
Portfolio rebalancing and restructuring
Real estate due diligence and underwriting
Risk management
Financing and capital markets
Acquisitions and dispositions, including 1031 like-kind exchanges and sale-leasebacks

Our proven real estate asset management process

Our proven process begins by tailoring a real estate investment strategy around your unique investment objectives.

Define real estate investment objectives
Assess risk tolerance
Strive for geographic and asset class diversification
Establish benchmarks and monitor performance
Oversee periodic rebalancing through acquisition and disposition processes, redevelopment or capital improvements, and other real estate solutions

As we implement your strategy, our top priority is ensuring your portfolio continues to align with your investment goals and objectives. Our regular reports provide a clear picture of your holdings, returns, and key performance indicators to allow you to make the best asset management decisions. For each asset, we have the capabilities to assist with the following:

Test 1

Establish a business plan for the asset
Oversee operations
Oversee third-party service providers, such as property managers
Monitor key performance indicators
Monitor market indicators and key milestones
Provide periodic investment reporting
Manage risk
Optimize returns

If you own property, or would like to start investing in real estate, contact our team to begin a conversation about your investment goals.

Our unique advantage

In serving as your trusted real estate asset manager, we believe transparency is a game-changer. Plante Moran REIA provides sound asset management solutions free from any conflicts of interest, with an emphasis on communication. Our reporting process delivers quality information on a regular basis, so you know exactly how your asset or portfolio is performing.

If you own property, or would like to start investing in real estate, contact our team to begin a conversation about your investment goals.

Related Services & Industries

Family Office Services Private Equity Religious Institutes Wealth Management

Real estate asset management thought leadership

Real estate as an inflation hedge in an investment portfolio
Inflation risk looms large in the wake of the COVID-19 pandemic, but for many investors, real estate may be an option to help hedge against inflation’s long-term impact on their portfolio.

Zach Brown Plante Moran REIA

Article August 30, 2021 3 min read
Four basic strategies for successful commercial real estate investing
Especially in times of economic uncertainty, these four guidelines are imperative to building a diversified commercial real estate investment portfolio with the best risk-adjusted return profile.

Zach Brown Plante Moran REIA Zack Otte Plante Moran REIA Marty West Plante Moran REIA

Article August 24, 2021 9 min read
Real estate due diligence: What to know before you acquire a property

Buying commercial real estate is a big decision. How can you know it’s a sound investment? Use our real estate due diligence checklist to help give you confidence in your acquisition and mitigate potential risks down the road.

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

Article August 13, 2021 8 min read
Plante Moran REIA celebrates promotions for three staff
In recognition of their accomplishments, Plante Moran Real Estate Investment Advisors (PMREIA) is excited to announce the promotions of Tori Manix, Zach Brown, and Christopher Ferrer.

Marty West Plante Moran REIA Zach Brown Plante Moran REIA Christopher Ferrer Plante Moran REIA Tori Manix Plante Moran REIA

Article July 21, 2021 2 min read

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Working with our real estate asset managers

Plante Moran Real Estate Investment Advisors (REIA) offers strategy-driven real estate asset management best practices supported by broad resources of Plante Moran. Working with us means you receive a range of expertise that looks at your real estate investment portfolio holistically and offers the best solutions every step of the way. To our advisors, you are more than just a transaction — we put your interests first.

If you own property, 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

View more case studies