Skip to Content

Financing & Capital Markets

Plante Moran REIA seeks to maintain strong portfolio performance through optimal capital structure.
Contact Us

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

  • 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
    Bullseye or dart board has dart arrow throw hitting the center of a shooting target
  • 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
    antique welcome sign against textured white wall
  • 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
    Real estate asset manager working with investor/owner to improve cash flow and NOI at a table wearing masks.
  • 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
    Real estate investors reviewing joint venture real estate agreement on digital tablet in office with large windows overlooking commercial real estate

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