Unbiased, Fully Integrated Services for Financial Institutions

Plante Moran CRESA works extensively with financial institutions on their commercial real estate projects. We manage an entire project from concept to completion and understand the challenges specific to the financial services industry, whether planning your corporate headquarters or a new branch location.

Having provided extensive real estate advice to credit unions and banks, our team brings comprehensive expertise in planning, site selection, due diligence and project management for the design and construction of corporate office and retail branches.

Our service offerings include:

Planning and Analysis

• Feasibility studies
• Demographic analysis
• Financial modeling
• Current facility use and condition assessment
• Space programming and cost estimating

Tenant/Buyer Representation

• Leasing and acquisition transaction management services

Project Management – Owner Representation

• Project budget and schedule preparation and evaluation
• RFQ/RFP development
• Negotiation of professional services agreements
• Selection of design and construction team
• Design advocacy and construction oversight
• Construction payment application coordination and review
• Project closeout and move coordination
• Furniture procurement

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