Skip to Content
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.
exterior of shopping center at night with cart in the foreground
2 min read
3 ways the Amazon-Whole Foods merger could impact real estate

Retail real estate investors should stay alert for real estate investment opportunities — and fallouts — as Amazon leverages its strong market positioning and newly acquired real estate to rapidly evolve the grocery retail business.

John Foss Plante Moran REIA
Article July 31, 2017 2 min read
REIA Maximizing Benefits Image
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

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 08, 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 01, 2016 1 min read

Up Next

Real Estate Investment Advisors Thought Leadership

  • Three Plante Moran REIA staff celebrate promotions

    Please join me in congratulating John Foss, Tori Manix, and Ashley Pisczak on their promotions. We're honored to have these outstanding professionals at the firm.

    Article August 03, 2017 1 min read
    professionals celebrating in an office
  • 3 ways the Amazon-Whole Foods merger could impact real estate

    Retail real estate investors should stay alert for real estate investment opportunities — and fallouts — as Amazon leverages its strong market positioning and newly acquired real estate to rapidly evolve the grocery retail business.

    John Foss Plante Moran REIA
    Article July 31, 2017 2 min read
    exterior of shopping center at night with cart in the foreground
  • Big-box retail investing: Is there a way to win?
    No one disputes the so-called "Amazon effect" on big-box retail centers. But shrewd investors can find value in existing or future retail investments despite the hit the brick-and-mortar retail industry is taking from e-commerce.
    Ashley Pisczak Plante Moran REIA
    Article June 07, 2017 3 min read
    Image of a man with a pen
  • 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
    Image of people in a meeting

Up Next

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.