As market conditions and asset performance change, a thoughtful acquisition/disposition strategy and process are key to maintaining a strong portfolio performance. The disciplined professionals of Plante Moran Real Estate Investment Advisors will assist in all aspects of the acquisition and disposition processes to ensure that value is maximized and the best assets are acquired and maintained within the portfolio. Specific services include:
- Source acquisition opportunities
- Conduct underwriting & due diligence
- Manage building & disposition strategy
- Oversee joint venture structuring
- Assist through closing
Acquisition and Disposition Thought Leadership
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 REIA assists client in the acquisition of $8.5 million office assetA client required a knowledgeable partner to perform a thorough due diligence into the acquisition of an office asset in the Troy, Michigan, market.
You can be assured that our multidisciplinary team will Use market-driven insights to help you develop an investment strategy structured to meet your individual goals and objectives, focus on identifying and mitigating risk, and providing unbiased and transparent counsel for ongoing decision making.