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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

Up Next

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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
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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.