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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 Realpoint Investment Advisors services

Asset oversight

As your asset manager, we aim to maximize performance at the asset level. We begin with a business plan and recapitalization strategy then oversee investment KPIs and market conditions to manage risk. Our ongoing reporting gives you complete visibility for better decision-making. Learn more.

Portfolio strategy

An optimized portfolio strategy enhances long-term value. Our experts will help you define your real estate investment objectives, risk tolerance, and diversification strategy. We’ll establish and track investment return hurdles and oversee periodic rebalancing. Learn more.

Real estate transactions

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

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.

Zack Otte

Partner

zack.otte@plantemoran.com

+1-303-224-4633

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Insights

More insights

Family creating a plan for their grandmother’s personal property.

September 27, 2024

Fiduciaries and real estate assets: Key considerations

Fiduciaries entrusted with managing real estate assets face a potential minefield of risks, with each property presenting a unique set of needs and challenges. We share 4 considerations to help trustees, personal representatives, and other fiduciaries avoid common pitfalls.

Article / 3 min read