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Portfolio Strategy

Plante Moran REIA works with every client to create a tailored real estate investment strategy and then ensures each asset within the portfolio is best positioned to meet its investment objectives.

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

  • Define real estate investment objectives
  • Assess risk tolerance
  • Define geographic & asset class diversification
  • Establish track investment return hurdles
  • Oversee periodic rebalancing

Up Next

Portfolio Strategy Thought Leadership

  • New Year sentiments about real estate investment

    In Plante Moran REIA's new report, investors will learn more about the market’s outlook for real estate investment, factors affecting their returns, and strategies for improving cash flow.

    John Foss Plante Moran REIA Ben Smith Plante Moran REIA
    Article January 18, 2018 4 min read
    Woman overlooking a cityscape
  • 2018 brings increased allocations for real estate investments

    New research highlights real estate investment trends for 2018. High-net-worth investors show a healthy demand for real estate, among other changes.

    John Foss Plante Moran REIA
    Article January 05, 2018 1 min read
    High-class woman with a laptop overlooks a city
  • 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.
    Article June 07, 2017 3 min read
    Image of a man with a pen

Up Next

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

Our Team

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.