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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.
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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

  • 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
  • Plante Moran REIA welcomes two new staff
    Plante Moran Real Estate Investment Advisors (REIA) is pleased to announce that Christopher Ferrer and Ryan Kulhanek have joined the firm.
    Marty West Plante Moran REIA
    Article June 19, 2019 1 min read
    professionals celebrating in an office
  • To catch the baby-boomer wave, elder-care investors need to think differently
    As social and technological changes enable baby boomers to live independently for longer, investors are shifting their focus from assisted living to more immediate opportunities in independent living. Read more in PE Hub.
    Patrick McCormick
    Article May 16, 2019 3 min read
    Doctor and patient
  • How colleges and universities can best utilize their real estate assets

    Your college or university’s real estate assets are an untapped source of potential for unlocking capital, attracting and retaining students, and supporting your academic mission. All it takes is a new perspective.

    Pat Podges Plante Moran Cresa Robert Stempien Plante Moran Cresa
    Article January 16, 2019 4 min read
    Student sitting in open college library

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