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Real Estate Asset Management

Expertise

Real estate aligned with your investment objectives

To optimize the returns and mitigate the risk of your real estate investments, Plante Moran Realpoint Investment Advisors will help you implement and execute a strategy at both the asset and portfolio level. We offer advice based on proven real estate experience, extensive market knowledge, broad resources, and a disciplined process to help you make informed decisions about when to rebalance, renovate, reposition, or recapitalize.

Because we offer a breadth of resources through Plante Moran’s 4,000+ industry leaders, working with us means you receive guidance that looks at your investments holistically and offers thoughtful solutions every step of the way.

To our advisors, you are more than just a transaction — we put your interests first.

Contact our real estate investment advisors

Role of an Asset Manager

Asset management in real estate is a strategic process focused on optimizing investment returns and mitigating risk across individual properties and entire portfolios. By leveraging deep market knowledge and disciplined processes, asset managers deliver holistic oversight and thoughtful solutions to help owners achieve consistent, long-term value from their real estate investments.

Our real estate asset managers help answer your real estate questions:

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What do we do with underperforming assets?
Should we consider selling our investment property?
When is the best time to refinance our property?
How should the current market influence our decisions?

How are our investments performing?
What is the appropriate capital stack for our investment?
What return metrics can we expect on a real estate investment compared to other asset classes?

Portfolio Strategy

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Tailored strategies

An optimized strategy can enhance long-term portfolio value. Our advisors help define your real estate investment objectives, risk tolerance, and allocation strategy. We’ll establish and track performance metrics and oversee periodic rebalancing.

Portfolio strategy guidelines

Real Estate Transactions

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Strategic support

Adjustments to portfolio composition are an important consideration in ongoing asset management. We can add value during the acquisition process by helping mitigate risk or identify the right time to sell existing assets by carefully monitoring market conditions. Throughout the cycle, we’re focused on providing unbiased, transparent counsel.

1031 like-kind exchanges Acquisition due diligence Delaware Statutory Trusts Refinancing commercial loans

Asset Oversight

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Active management

As your asset manager, we aim to optimize performance. We begin with a business plan and strategy, then oversee the execution. We monitor KPIs and market conditions to manage risk. Our ongoing reporting gives you comprehensive visibility for better decision-making.

Role of an asset manager

Our Team

Zack Otte

Partner

Zach Brown

Senior Vice President

Nick Gurica

Senior Vice President

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Insights

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