Real Estate Investment Advisors
Real Estate Investment Advisors Thought Leadership
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.
Client defers tax obligation by executing a $75 million 1031 like-kind exchangeSelling an operating business with a substantial amount of real estate generated a meaningful tax obligation for this client, but unusual reinvestment opportunities existed.
Real estate investment strategy results in optimal investment performance of $200+ million portfolioWhen 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.
Plante Moran REIA repositions $100 million family office portfolio to improve cash flowThe client had a multi-state portfolio comprised of 14 properties that was cash flow negative.
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.