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Financing & Capital Markets

Plante Moran REIA seeks to maintain strong portfolio performance through optimal capital structure.
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Finding the right real estate financing structure

A key aspect of any successful investment strategy is identifying the appropriate financial structure and capital stack for each asset within your portfolio. Plante Moran Real Estate Investment Advisors (REIA) can help you identify and unlock the capital you need.

With your goals at the center, we use our extensive network of real estate financing and capital market contacts to ensure you have a wide array of competitive financing options to consider.

Our services include:

  • Debt placement and mortgage banking assistance
  • Capital stack structuring and restructuring
  • Recapitalization strategies

Our approach is efficient and effective, accounting for your overall objectives, fluctuating market trends, and subtle economic indicators that might affect your financing decision. We help you evaluate the advantages and risks associated with the capital structures available to you. Best of all, our efficient management throughout the financing process minimizes surprises and enables a timely close.

Whether you need to finance a new real estate development, source debt for your next real estate acquisition, or refinance an existing loan, Plante Moran REIA can help. Contact our team.

Financing & capital markets 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
    Potted conifers in size order, representing increasing costs of goods due to inflation or increasing returns on real estate over time
  • 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
    Image of the New York harbor at sunset through a chain link fence
  • 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
    Photo of skyscrapers against blue sky, looking up from the ground
  • 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
    Image of colorful balloons groups together for a celebration of a promotion or new hire

Working with our real estate financing experts

Our real estate investment advisors utilize an extensive network of real estate capital markets contacts, including commercial lenders, mortgage brokers, investment banks, conduit lenders, pension funds, and life insurance companies, to ensure that you have a wide array of real estate financing options to consider.

Whether you need to finance a new real estate development, source debt for your next real estate acquisition, or refinance an existing loan, Plante Moran REIA can help. Contact our team to start the conversation.

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