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Portfolio Strategy

Plante Moran REIA works with every client to create a tailored real estate investment strategy and then ensures each asset within the portfolio is best positioned to meet its investment objectives.

Plante Moran REIA provides in-depth property analysis from financial and market perspectives so our clients can make informed decisions about the investment life cycle 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.

  • Define real estate investment objectives
  • Assess risk tolerance
  • Define geographic & asset class diversification
  • Establish track investment return hurdles
  • Oversee periodic rebalancing

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Portfolio Strategy 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
  • Tax reform still allows 1031 exchanges to defer gains on real estate sales

    Changes to the U.S. tax code spared a popular — and effective — strategy for tax deferral, a 1031 like-kind exchange. Real estate investors will need a strategy to take full advantage of the program.

    Article March 9, 2018 5 min read
    Capitol Building Seen Through Columns of the Unites States Supreme Court Building
  • 2018 brings positive outlook for senior living real estate investments

    In a recent national survey, senior housing is considered the best prospect for investment and development.

    Dana Wollschlager Plante Moran Living Forward
    Article January 24, 2018 1 min read
    Happy older couple

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Working With Us

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.

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