How do I define my real estate investment objectives and assess my risk tolerance? What kind of real estate should I invest in? How do I manage my real estate investment portfolio for optimal returns?
These questions about investing in commercial real estate and managing a real estate asset or portfolio, while common, depend on many economic and personal factors. The answers are complex, which is why many investors engage a dedicated real estate asset manager like Plante Moran Real Estate Investment Advisors (REIA) as an integral part of their investment team. We work with you to determine the allocation of your real estate investment within your larger investment portfolio, choose which types of real estate to invest in, and provide ongoing management of your real estate assets to mitigate risk and optimize returns.
The advice we offer is based on proven real estate expertise, extensive market knowledge, broad resources, and a disciplined process — it is not based on the fees on a transaction. Our goal is to help you make informed decisions about when to sell, renovate, reposition, or recapitalize to optimize returns and enhance long-term value at both the asset and portfolio level.
Our real estate asset management services:
- Portfolio strategy
- Portfolio and asset management
- Portfolio rebalancing and restructuring
- Real estate due diligence and underwriting
- Risk management
- Financing and capital markets
- Acquisitions and dispositions, including 1031 like-kind exchanges and sale-leasebacks
Our proven real estate asset management process
Our proven process begins by tailoring a real estate investment strategy around your unique investment objectives.
- Define real estate investment objectives
- Assess risk tolerance
- Strive for geographic and asset class diversification
- Establish benchmarks and monitor performance
- Oversee periodic rebalancing through acquisition and disposition processes, redevelopment or capital improvements, and other real estate solutions
As we implement your strategy, our top priority is ensuring your portfolio continues to align with your investment goals and objectives. Our regular reports provide a clear picture of your holdings, returns, and key performance indicators to allow you to make the best asset management decisions. For each asset, we have the capabilities to assist with the following:
- Establish a business plan for the asset
- Oversee operations
- Oversee third-party service providers, such as property managers
- Monitor key performance indicators
- Monitor market indicators and key milestones
- Provide periodic investment reporting
- Manage risk
- Optimize returns
If you own property, or would like to start investing in real estate, contact our team to begin a conversation about your investment goals.
In serving as your trusted real estate asset manager, we believe transparency is a game-changer. Plante Moran REIA provides sound asset management solutions free from any conflicts of interest, with an emphasis on communication. Our reporting process delivers quality information on a regular basis, so you know exactly how your asset or portfolio is performing.
If you own property, or would like to start investing in real estate, contact our team to begin a conversation about your investment goals.
Our unique advantage
In serving as your trusted real estate asset manager, we believe transparency is a game-changer. Plante Moran REIA provides sound asset management solutions free from any conflicts of interest, with an emphasis on communication. Our reporting process delivers quality information on a regular basis, so you know exactly how your asset or portfolio is performing.
If you own property, or would like to start investing in real estate, contact our team to begin a conversation about your investment goals.
