# Plante Moran Real Estate Investment Advisors

> Plante Moran Real Estate Investment Advisors is an SEC-registered investment advisory firm in Southfield, MI, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 323718
- Filed as: PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS
- Legal name: Plante Moran Real Estate Investment Advisors, LLC
- Also doing business as: PLANTE MORAN REALPOINT INVESTMENT ADVISORS, REALPOINT INVESTMENT ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Southfield, MI
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323718
- AdvisorCensus page: https://advisorcensus.com/firm/plante-moran-real-estate-investment-advisors-southfield-mi-323718

## Quick answers

**How is Plante Moran Real Estate Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Plante Moran Real Estate Investment Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Plante Moran Real Estate Investment Advisors located?**
Plante Moran Real Estate Investment Advisors' principal office is in Southfield, MI, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Plante Moran Real Estate Investment Advisors registered with the SEC or a state?**
Plante Moran Real Estate Investment Advisors is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 323718.

**How much does Plante Moran Real Estate Investment Advisors manage?**
Plante Moran Real Estate Investment Advisors reports $261,345,232 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (0% discretionary).

**How have Plante Moran Real Estate Investment Advisors' assets and staff changed since 2023?**
In the Form ADV data for Plante Moran Real Estate Investment Advisors: Regulatory assets under management: $307,564,602 in the October 2023 data and $261,345,232 in the October 2026 data, down 15%. Total employees: 28 in October 2023 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Plante Moran Real Estate Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (1).

**Does Plante Moran Real Estate Investment Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323718

**What changed in Plante Moran Real Estate Investment Advisors' recent Form ADV filings?**
In the December 2025 filing data: Employees performing advisory functions went from 8 to 11.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $261,345,232
- Discretionary: $0
- Non-discretionary: $261,345,232

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 1 | $261,345,232 |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 16 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, IL, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Chicago, IL
- Denver, CO

### Websites listed on Form ADV (Item 1.I)
- [plantemoran.com/services/consulting/real-estate-investment-advisors](https://plantemoran.com/services/consulting/real-estate-investment-advisors)
- [pmreia.com](https://pmreia.com)
- Facebook @plantemoranrealpointinvestmentadvisors
- LinkedIn @plante-moran-realpoint-investment-advisors
- X @PMRealpointIA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $307,564,602 | 28 | September 27, 2023 |
| October 2024 | $268,055,453 | 14 | September 26, 2024 |
| October 2025 | $268,055,453 | 14 | September 26, 2024 |
| October 2026 | $261,345,232 | 16 | September 28, 2026 |

Regulatory assets under management: $307,564,602 in the October 2023 data and $261,345,232 in the October 2026 data, down 15%.
Total employees: 28 in October 2023 and 16 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Employees performing advisory functions went from 8 to 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Plante Moran Real Estate Investment Advisors (CRD 323718): Form ADV filing data as of October 2026.