Property & Real Estate Consulting for Religious Institutes

Our Expertise

Real estate as a resource for member care and mission

As your community contemplates its future, consider your property and real estate as resources to serve your members and mission. These resources embody opportunities to support your community’s social and environmental objectives and communal life in ways not yet discovered.

The process of discovering the highest and best use for your properties can be complex — and wrought with emotion. You want to make strategic decisions that honor your history, safeguard the long-term care of your members, support your vision for the future, and use your properties as instruments of positive change. Our real estate consultants will uncover the possibilities and develop a plan to align your owned and leased properties, including land and buildings, with your broader goals.

Our real estate consultants have unmatched experience serving religious institutes and their ministries with comprehensive, end-to-end real estate consulting services tailored to your specific needs. Together, we can transform your real estate assets into powerful tools for positive change and lasting impact. Let's start a conversation today.

Questions We Help Answer

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How can real estate most effectively support our mission?
How do we sell real estate we no longer use?
How do we evaluate alternative uses for our property, such as land trust, conservation easement, etc.?
Should we consider leasing property that we don’t use?
What is the value of our real estate?

Are we spending too much on utilities and upkeep?
How do we improve the environmental sustainability of our property?
What is master planning and what does it entail?
When should we hire an architect?
Should we work with a developer?
How can we help our members discern, understand, and accept decisions about properties?

Solutions

Property & building evaluations

We help you understand the condition, cost, utilization, and potential of your properties.

Property planning

We uncover the mission-aligned highest and best uses for your owned and leased real estate.

Real estate portfolio management

We support your commitment to effective stewardship of your diverse real estate portfolio.

Real estate transition & disposition

We offer compassionate, strategic guidance for repurposing or transitioning properties for sale.

Sustainability planning

We help you explore how your property can further your goals of environmental and social justice.

Senior living & healthcare facilities operations & transition

From operational improvements to thoughtful transitions, we help you simplify senior care planning.

Client Experience

Guiding your real estate decisions with integrity and compassion

Your properties are more than just buildings and land; they’re your history, your home, and your legacy. The future use of your property is centered around member care and your mission — whether conservation, social justice, healthcare, education, poverty alleviation, or another cause.

Navigating the complexities of property and real estate requires a partner who understands your unique needs and values. We take a mission- and values-based approach to help you make informed decisions about the optimal use of your land and buildings.

According to Doug Smith, principal at Plante Moran Realpoint, this deep respect and understanding for the unique needs of religious institutes complements our decades of experience and sets us apart from other real estate consultants. “Our commitment to integrity and compassion means we don’t just help with your real estate; we honor the mission and values that make each community unique. It’s about creating a partnership that truly supports your vision for the future.”

Sr. Julie Sewell, OSB

Prioress, Our Lady of Grace Monastery

We never could have made it through this process if we had attempted to do it on our own without the expertise of Plante Moran. We would not have had the resources to devote to the sale that Plante Moran was able to bring to the table. Plante Moran experts were trusted advisors guiding us through each step of the process. They understood our intentions and aims in selling the property. It was clear from start to finish that Plante Moran advocated on our behalf and always had our best interest in mind.