In serving religious institutes, we recognize that your mission and ministry is at the heart of your organization, and we work diligently to appreciate it and help make certain your real estate holdings support your mission in the near term and well into the future.

We recognize that each religious congregation’s priorities and mission are different. We understand that you face a multiplicity of issues when it comes to real estate planning, but more importantly we also understand that how your Community addresses and prioritizes those issues should lead your real estate decisions. Establishing a common vision through a collaborative process with the members of your Community will help create a unified set of priorities. Those priorities should be the foundation of your real estate decisions. Plante Moran CRESA will work as a partner with you and your Community to chart the best course and help guide you step by step along your real estate management journey.

Plante Moran CRESA’s multidisciplined real estate advisory team can provide guidance throughout the process. Our role is to help facilitate meaningful discussion based on facts rather than the natural bias that develops when firms provide a product or service. We do not design, build, own, finance, or invest in real estate. We act solely as independent advisors with a guiding philosophy to provide professional and independent advice so that you can make the most informed decisions. Our professionals are there to help develop a sound real estate plan which includes negotiating a fair transaction, assembling the best team (external and internal), and coordinating the details. Further, we recognize the importance of integrating the sensitivities to mission and ministry that should remain at the center of all quantitative financial and operational analyses. Our experience in working with religious communities over the years enables us to help you manage risk and allows you to remain focused on the everyday demands of leading your organization.

Allow Plante Moran CRESA to provide expertise and experience to help you assess, prioritize, and implement your real estate project management plans. 

Assess. Prioritize. Implement.

Plante Moran CRESA understands that real estate project management is a multidimensional process that should fundamentally be aligned with your mission, strategic, and financial plans and priorities.

We rely on an approach defined as: ASSESS, PRIORITIZE, AND IMPLEMENT. The process is not necessarily linear in nature — it is not a “start” to “finish” concept; rather it is a process where each phase often overlaps. It is a process of continuous planning, re-evaluating, and recalibrating prior to, and during, implementing, and managing each decision. It is a process that may incorporate an array of issues or small incremental priorities. Plante Moran CRESA can partner with your Community during any phase and integrate any of our service offerings to develop a real estate plan that fits your needs.