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Real Estate Investing

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Plante Moran Realpoint Investment Advisors

Our Expertise

Aligning your real estate with your investment objectives

If you own real estate, you need a tailored real estate investment strategy. One that considers the performance of each individual asset in the portfolio. Reduces overall risk. Accounts for complex real estate markets with ever-changing variables. And most importantly, meets your investment objectives.

By providing insights at both the asset and portfolio levels, Plante Moran Realpoint Investment Advisors can help you make informed decisions about when to rebalance, renovate, reposition, or recapitalize to maximize your portfolio returns.

Make sophisticated investing decisions. Optimize your real estate investments. Contact our team today.

Plante Moran REIA services

Asset management & portfolio strategy

As your asset manager, we aim to maximize performance and enhance long-term value at both the asset and portfolio level.

Financing & capital markets

A key aspect of any successful real estate investment strategy is identifying the appropriate financial structure and capital stack for each asset within your portfolio. We use our extensive network to ensure you have a wide array of competitive financing options to consider.

Real estate acquisitions & dispositions

Adjustments to portfolio composition are an important consideration in ongoing asset management. We add value throughout the acquisition and disposition process, focused on identifying and mitigating risk while providing unbiased and transparent counsel for ongoing decision-making.

Risk management

Our risk management process establishes a business plan for your property, which we keep on track through ongoing monitoring and periodic investment reporting.

Plante Moran Cresa and REIA have joined together as Plante Moran Realpoint

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Our Team

Working with our real estate asset managers

Plante Moran Realpoint Investment Advisors offers strategy-driven real estate investment oversight supported by the broad resources of Plante Moran’s tax, audit, business advisory, and wealth management practices.

Our real estate asset managers assist individuals and organizations in developing a customized real estate investment strategy and positioning assets to meet intended goals amidst complex real estate markets with ever-changing variables. Contact us to begin a conversation about your investment goals.