Plante Moran Real Estate Investment Advisors

Overview

Plante Moran Real Estate Investment Advisors is an institutional registered investment adviser formed as an LLC and registered with the SEC in 2023. The firm focuses on institutional clients and functions as a capital allocator, with a business footprint that includes real estate brokerage and the selection of third‑party investment advisers. It operates alongside affiliated financial services such as broker‑dealer, trust, accounting, and insurance entities. The firm charges fees based on a percentage of assets under management and also uses hourly billing for certain engagements. The adviser is not listed as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices