Plante Moran REIA provides in-depth property analysis from financial and market perspectives so our clients can make informed decisions about the investment lifecycle 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.
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, including:
- Establish business plan for property
- Oversee operations
- Oversee third party service providers
- Monitor key performance indicators
- Monitor market indicators and key milestones
- Provide periodic investment reporting
- Manage risk/optimize return
Asset Management 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.
Family office real estate investingListen in as Partner Ben Smith discusses some of the mistakes to avoid when investing into real estate, what type of real estate opportunities there are for family offices, and how Plante Moran helps family offices.
To make the best decisions possible, you need quality information brought to you on a regular basis. Plante Moran Real Estate Investment Advisors puts great emphasis on communications and the reporting process. You can depend on our professionals to deliver regular updates so you understand the key components of every asset within your portfolio and know exactly how your portfolio and its assets are performing.