Real Estate Asset Management

Our Expertise

A trusted advisor for your real estate investment portfolio

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?

Both economic and personal factors affect the answers to these questions. Our real estate asset managers 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 help mitigate risk, optimize returns, and enhance long-term value.

Our real estate asset management services:

Asset optimization

Our top priority is ensuring each of your assets are optimized. We establish a business plan for each asset, oversee operations and service providers, manage risk, and seek to optimize returns. Our regular reports provide a clear picture of your holdings, returns, and KPIs.

Financing & capital markets

A key aspect of any successful 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. Learn more.

Portfolio strategy & management

Our proven process begins by tailoring a real estate investment strategy around your unique investment objectives and risk tolerance. We strive for geographic and asset class diversification and oversee periodic rebalancing through acquisition and disposition processes, redevelopment or capital improvements, and other real estate solutions.

Real estate acquisitions & dispositions

We add value throughout the acquisition and disposition process, offering services such as buy-side real estate searches, real estate due diligence and underwriting, financial modeling, transaction structuring, 1031 like-kind exchange assistance, sale-leasebacks, and asset positioning. Learn more.

Real estate due diligence & underwriting

Buying commercial real estate is a big decision. How can you know it’s a sound investment? We help give you confidence in your acquisition and mitigate potential risks down the road. Learn more.

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Insights

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Our Team

Working with our real estate asset managers

In serving as your trusted real estate asset manager, we believe transparency is a game-changer. Plante Moran REIA provides sound asset management solutions based on proven real estate expertise, extensive market knowledge, broad resources, and a disciplined process — not based on the fees on a transaction. We 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.