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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

  • Rent disruptions highlight need for real estate portfolio diversification
    Disruptions in rent collections since April’s national shutdowns spotlight the importance of diversification in an investment real estate portfolio. Find out how COVID-19 has impacted each real estate property type.
    Zach Brown Plante Moran REIA Zack Otte Plante Moran REIA Marty West Plante Moran REIA
    Article September 16, 2020 4 min read
    Two real estate consulting professionals at a table reviewing tables and graphs showing rent collections for their client
  • Plante Moran Real Estate Investment Advisors announces 2020 promotions

    In recognition of their accomplishments, Plante Moran Real Estate Investment Advisors is excited to announce the promotions of Joe Perez, Samantha Campau, and Ryan Kulhanek.

    Marty West Plante Moran REIA Samantha Campau Plante Moran REIA Ryan Kulhanek Plante Moran REIA Joe Perez Plante Moran REIA
    Article July 1, 2020 1 min read
    Image of colorful balloons groups together for a celebration of a promotion or new hire
  • New Markets Tax Credits can fill the gap in your capital campaign caused by COVID-19

    Many nonprofits are struggling to determine how to make up lost funding amid COVID-19. Consider New Markets Tax Credits. Read more to understand what the NMTC program is, if you can qualify, and how to access the funds.  

    Gordon Goldie Terri Salas
    Article June 22, 2020 2 min read
    Young businesswoman using a handheld tablet device.
  • Real estate due diligence: What to know before you acquire a property

    Acquiring commercial real estate is a big decision. How can you know whether you’re inheriting unknown risks with the purchase? These due diligence tasks can help give you confidence in your investment and mitigate potential risks down the road.

    Zach Brown Plante Moran REIA Zack Otte Plante Moran REIA Joe Perez Plante Moran REIA
    Article June 22, 2020 8 min read
    Photo of skyscrapers against blue sky, looking up from the ground

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