Real Estate Advisory Vice President

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The PMRIA Vice President delivers real estate investment advisory and asset management services to family office, ultra-high-net-worth, and institutional clients across the investment life cycle, including portfolio strategy, investment underwriting and due diligence, acquisitions and dispositions, and ongoing asset oversight. The role also supports PMRIA’s cross-functional relationship with Plante Moran, working closely with other Plante Moran client service teams to deliver integrated client solutions across the firm.

• Work with clients to define long-term objectives and develop real estate portfolio and investment strategies, including asset positioning, benchmarking, financial analysis, capital markets, and debt procurement
• Source, underwrite, negotiate, and execute acquisitions, dispositions, 1031 exchanges, and refinancings, including due diligence
• Develop and execute asset-level business plans, including budgets, leasing strategy, capital plans, and hold/sell analysis; oversee property managers, leasing agents, and other third-party providers, while monitoring relevant KPIs, debt covenants, and lease expirations
• Independently synthesize information into investment memoranda, cash flow models, sensitivity analyses, and periodic performance reporting that identify issues and support clear conclusions
• Serve as day-to-day client lead and primary point of contact with lenders, brokers, legal counsel, investment managers, and other third-party service providers to identify and/or resolve issues
• Manage engagements end to end, including coordination, scheduling, and delivery within budget and time constraints while maintaining a high level of client satisfaction
• Participate in client meetings and site visits while interacting with top-level management to acquire and assess important information for financial analysis
• Prepare and deliver internal and external presentations that succinctly identify issues and present solutions
• Engage clients on their business plans, strategy, and industry trends and risks to identify how we can assist
• Build trusted relationships with client decision-makers and their advisors (e.g., CPAs, attorneys, bankers) to expand relationships and facilitate referrals
• Identify and coordinate cross-serving opportunities; demonstrate knowledge of firm services relevant to the client
• Take responsibility for growing firm profits by identifying new opportunities and increasing the profitability of ongoing work in individual business area
• Conduct practice activities in a manner that is consistent with and promotes Plante Moran values

• Bachelor’s degree in Business Administration, Real Estate Development, Finance or related field is required
• Minimum 7 years of real estate investment, asset management, or transaction experience
• Experience with complex financial modeling using advanced Excel-based formulas and/or ARGUS Enterprise
• Experience creating high-quality client presentations in Power Point
• Experience using LLMs and other artificial intelligence tools (e.g., CoPilot, Claude, ChatGPT)
• Prior responsibility for business development, account development, and client retention

This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.

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