Walton Street Capital

Walton Street Capital, L.L.C. is a private equity real estate investment firm. Since its founding in 1994, affiliates of Walton Street Capital have received total equity commitments of over $8.0 billion from public and corporate pension plans, foreign institutions, insurance companies and banks, endowments and foundations, trusts, and high net worth individuals. Affiliates of Walton Street Capital have invested and/or committed to invest over $7.0 billion of equity in more than 250 separate transactions. >> We offer an experienced and dedicated principal investment and asset management organization. >> Walton Street seeks to deliver attractive risk-adjusted returns for our investors. >> Walton Street invests and manages with the philosophy that real estate is a commodity subject to cycles, both in terms of its underlying supply and demand fundamentals and its pricing relative to other financial assets. >> The Principals make substantial personal investments alongside our investors. For information on Walton Street, please contact Eric Mogentale at (312) 915-2865 or mogentale@waltonst.com STRATEGY: Single Asset Transactions Walton Street utilizes the Principals’ substantial real estate experience, expertise and long-term relationships in sourcing and selectively acquiring single asset investments, with an emphasis on well located assets with institutional quality potential. Walton Street will focus on three primary strategies within single asset transactions: Value Creation: Walton Street acquires real estate assets which have significant cash flow and residual value enhancement potential through creative and aggressive asset management, including targeted capital improvements, tenant lease-up opportunities and operating efficiencies. Value Investing: Walton Street targets the acquisition of real estate assets at a discount to their replacement cost or, in some cases, below their current market value. Larger Transactions: The emphasis on overseas markets from most of the major real estate opportunity funds and the capital constraints upon REITs and highly leveraged investors have created a capital void for larger transactions in the U.S., particularly for assets with significant scheduled tenant rollover and/or capital improvement requirements. Thus, larger U.S. transactions ($100 million and up) are generally more likely to provide attractive pricing today for credible buyers with identified and discretionary sources of capital. STRATEGY: Complex Ownership Situations Walton Street seeks opportunities to acquire real estate assets which are under-valued due to the complexity or illiquidity of the existing ownership or capital structure. In such situations, Walton Street will seek to actively work through the complexities, gain control of the asset and prepare such asset for sale, without the prospective risks of bankruptcy, fragmented ownership or property-level issues. STRATEGY: Illiquid Assets Managers such as Walton Street who possess real estate investment and management expertise, in combination with financial and corporate skills, can capitalize upon unwilling owners in illiquid structures. Walton Street will seek: (i) passive opportunities in which the interests of an entity can be acquired at a significant discount to the underlying net asset value with the knowledge that the underlying assets are nearing their disposition; and (ii) owners of assets or holders of interests who seek to sell in an illiquid market. STRATEGY: International Ventures While our primary investment focus remains in the U.S., Walton Street has a demonstrated access to opportunities within global markets. Unlike our typical domestic investment strategy, Walton Street accesses these global opportunities through experienced, local partners and operators who have established, long-term relationships within their markets and have access to proprietary transaction flow. STRATEGY: Targeted Development Walton Street participates in selected land acquisition and development opportunities to capitalize on an imbalance between the supply and demand of space for a particular property type in specific markets which possess proven barriers to entry. STRATEGY: Entity Recapitalizations Walton Street seeks to capitalize on pricing arbitrage opportunities within and between the public and private markets. Walton Street will make investments in entities which require additional capital to restructure their ownership, recapitalize their portfolios, fund additional acquisitions in order to achieve the more attractive multiples of larger, well-capitalized entities in the public market or, in some cases, capitalize upon the significant spread between the private net asset value of a public entity’s underlying real estate and the public entity’s share price. STRATEGY: Private Equity Platform Investments Walton Street will consider private equity investments in experienced real estate operators or operating companies which require capital to expand or create an enterprise with a significant asset base. Walton Street will seek to build enterprises that it cannot build efficiently on its own, in areas that possess public and/or private exit opportunities and significant upside through: (i) the consolidation of a fragmented asset ownership base; and (ii) the potential for attractive returns on cost due to an enterprise's leading expertise or specific industry profile

Real Estate Specialization
Multifamily
Office
Industrial
Retail
Land/Development
Hotels
Investment Type
Pref/Mezz equity
JV partnership
Acquisition/Fee Simple
Investment Style
Core
Core+
Value-add
Opportunistic
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Managing Principal

Eric Mogentale

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Manging Principal

Ira Schulman

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Manging Principal

Jeffrey Quicksilver

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Managing Principal

K. Jay Weaver

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Vice President

Matt Brody

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Managing Principal

Neil Bluhm

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Principal and Managing Director / Asia

Timothy Junker

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Executive Officer / Promoter

n/a WSC Headwaters Investors VII, L.L.C.

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Executive Officer / Promoter

n/a FCA Austin, LLC

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Jay Weaver

Walton Group of Companies

Four Corners Properties LLC

Texas Municipal Retirement System (TMRS)

Lane Partners

The Muller Company

Santa Barbara County Employees' Retirement System SBCERS

Key Focus Areas
Asset Management Private Equity Real Estate Real Estate Investing Institutional Investors
Geographical Area
Mapped Location