Overview
Plante Moran Real Estate Investment Advisors, LLC (“PMREIA”) is an investment adviser registered with the United States
Securities and Exchange Commission (“SEC”) engaged in providing non-discretionary, real estate securities-related investment
advisory services.
PMREIA is an affiliate of P&M Holding Group, LLP. PMREIA was formed as a limited liability company in 2013 and requested
registration as an investment adviser with the SEC in January, 2023. PMREIA is owned by P&M Holding Group, LLP, and by
Realpoint Member, LLC. Ownership of P&M Holding Group, LLP and Realpoint Member, LLC, respectively, is spread among the
various professionals associated with the Plante Moran organization.
PMREIA offers investment advisory services for client securities portfolios (“RIA Services”) and also offers direct real estate-
related services not involving securities, (“Non-RIA Services”). PMREIA has entered into a subadvisory agreement with Plante
Moran Financial Advisors, LLC (“PMFA”), an affiliated investment adviser, to support PMFA’s advisory services to individuals
and other entities including family office and institutional clients. Under the subadvisory agreement, PMREIA offers support
services to PMFA’s Alternative Investment Research Team,
Client Service Team and when requested, for client-specific real
estate consulting services.
RIA Services include but are not limited to identifying opportunities for investments in SEC-registered and privately offered
real estate securities. In addition to the advisory services offered to its clients, PMREIA provides support to PMFA by
presenting information to certain PMFA clients about one or more real estate securities or real estate funds. With respect to its
subadvisory relationship with PMFA, PMREIA’s role is limited to summarizing, explaining, and answering questions about the
review, and the analysis in the PMREIA Report related to PMFA monitored real estate securities only. PMREIA will provide
continuous and regular supervision of subadvised assets, and PMFA is responsible for selection, management, or
implementation services for PMFA’s clients, with respect to PMFA’s monitored real estate securities. PMREIA supports PMFA in
assessing investment needs, circumstances, and/or the suitability of given investments or strategies for specific PMFA clients.
Non-RIA Services are subject to a separate engagement and fee schedule.
As of June 30, 2023 PMREIA has $307,564,602 in non-discretionary assets under management.