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We are full service real estate investment advisors who assist private and institutional clients preserve, protect, and grow their real estate portfolios by providing tailored investment and asset management solutions.
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10 mins read
Real estate & the family office
The successful management of a family office investment portfolio requires a carefully guided strategy focused on asset diversification, risk mitigation, experienced, and transparent oversight. While real estate is often considered an alternative asset class, many investors consistently recognize its importance.
Marty West Plante Moran REIA
Whitepaper August 01, 2014 10 mins read
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3 min read
The benefits of utilizing a 1031 like-kind exchange for real estate holdings and investments
Selling your property could have huge tax implications. However, reinvesting the sale proceeds into another property through a 1031 like-kind exchange can offset the tax liability associated with your sale gains.
Marty West Plante Moran REIA
Article June 27, 2015 3 min read

Real Estate Investment Advisors

Plante Moran Real Estate Investment Advisors delivers the insights and experience needed to help private and institutional clients achieve their investment real estate objectives. Our process begins by aligning each client’s unique investment objectives with a tailored real estate investment strategy. Once the strategy is implemented, you can depend on us to regularly monitor the portfolio to ensure continued alignment with investment objectives and performance expectations. Our regular reports of your real estate investments provide a clear picture of your holdings, returns and key metrics to allow you to make the the best real estate investment decisions.

Our Work

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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 08, 2017 1 min read
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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 01, 2016 1 min read

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Real Estate Investment Advisors Thought Leadership

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Our Team

Plante Moran Real Estate Investment Advisor’s leadership team provides a wealth of knowledge and expertise to the firm. Its members represent the breadth of real estate and construction advisory services found within Plante Moran and facilitate the integration of the knowledge and experience of the firm’s tax, wealth management, and industry groups.

Our professionals will work with you to create a tailored real estate investment strategy and then ensure each asset within the portfolio is best positioned to meet its investment objective.