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

Zach Brown earns Chartered Alternatives Investment Analyst certification
Join us in congratulating Zach Brown for earning his CAIA® certification, a globally recognized credential for professionals managing, analyzing, distributing, or regulating alternative investments.

Zach Brown Plante Moran REIA Marty West Plante Moran REIA

Article June 8, 2021 1 min read
Plante Moran Real Estate Investment Advisors welcomes three new staff
Please join us in welcoming Brian McAllister, Maria Mastej, and Gordon Wolfe to Plante Moran REIA.

Marty West Plante Moran REIA Maria Mastaj Plante Moran REIA Brian McAllister Plante Moran REIA Gordon Wolfe Plante Moran REIA

Article June 4, 2021 2 min read
Three ways asset managers can improve real estate investment cash flow
Investing in commercial real estate comes with nuances that make an asset manager a key part of your investment team. Here are three ways asset managers help investors improve NOI and cash flow on a real estate investment.

Grant Bailey Plante Moran REIA Joe Perez Plante Moran REIA

Article May 25, 2021 6 min read
How to evaluate a real estate joint venture
Are you evaluating a prospective real estate joint venture? Understanding and evaluating the sponsor and deal structure is just as important as assessing the real estate. Here are the key points to consider.

Zach Brown Plante Moran REIA Zack Otte Plante Moran REIA

Article April 16, 2021 11 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