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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

Up Next

Asset Management Thought Leadership

  • 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 Jake Austermann Plante Moran REIA
    Article August 9, 2018 1 min read
    Business people clapping and smiling about good news, two women in the foreground and two men in the background
  • 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.

    Cameron McCausland Plante Moran REIA Laurice Szydlowski
    Video July 10, 2018 8 min watch
    Business man looking out over corporate real estate
  • Is real estate a good investment for 2018?

    In Plante Moran REIA's new report, investors will learn more about the market’s outlook for real estate investment, factors affecting their returns, and strategies for improving cash flow.

    John Foss Plante Moran REIA
    Article January 18, 2018 4 min read
    Woman overlooking a cityscape
  • 2018 brings increased allocations for real estate investments

    New research highlights real estate investment trends for 2018. High-net-worth investors show a healthy demand for real estate, among other changes.

    John Foss Plante Moran REIA
    Article January 5, 2018 1 min read
    High-class woman with a laptop overlooks a city

Up Next

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

Image of people in a meeting
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
Image of someone looking at a document
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