Skip to Content

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.
Contact Us

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

Portfolio Strategy Thought Leadership

  • Welcoming new staff to Plante Moran REIA
    Two new staff have joined Plante Moran Real Estate Investment Advisors (REIA). We are pleased to welcome Ethan Vasiliauskas and Grant Bailey.
    Marty West Plante Moran REIA Ethan Vasiliauskas Plante Moran REIA
    Article March 10, 2020 1 min read
    Image of colorful balloons groups together for a celebration of a promotion or new hire
  • 4 tips to optimize your commercial real estate investing strategy
    Are you thinking about investing in commercial real estate? Especially in times of economic uncertainty, these four guidelines are imperative to building a diversified portfolio with the best risk-adjusted return profile that meets your goals.
    Zach Brown Plante Moran REIA Zack Otte Plante Moran REIA Marty West Plante Moran REIA
    Article February 28, 2020 8 min read
    Image of the New York harbor at sunset through a chain link fence
  • Insights into high-net-worth individuals’ 2020 real estate investment activity

    Commercial real estate investment advisor Zack Otte weighs in on the market as part of exclusive research into the real estate investment outlook for high-net-worth individuals. Read more at National Real Estate Investor.

    Zack Otte Plante Moran REIA
    Article January 27, 2020 11 min read
    View under a bridge bisecting the horizon; on the left a city beyond the lake with an orange sky, on the right, blue sky
  • Plante Moran REIA announces executive promotions

    We are pleased to announce that Tori Manix and Zack Otte of Plante Moran REIA, the real estate investment consulting firm affiliated with Plante Moran, have been promoted to senior vice president.

    Zack Otte Plante Moran REIA Tori Manix Plante Moran REIA Marty West Plante Moran REIA
    Article July 1, 2019 1 min read
    Image of colorful balloons groups together for a celebration of a promotion or new hire

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