平衡投資
我們是一家完全資本化的公司，在不同階段為我們的項目注資。在通過平衡投資降低投資組合風險的同時，Willton積極地將資金用於新的投資。
我們的公司
Willton Investment Management is the operating and investment arm of Willton Group, a U.S. based family office focused on providing joint venture equity to institutional quality sponsors in both residential developments and existing multi-family properties across the continental United States. The Willton Investment Group, founded by the Luo Family, are predominately real estate developers with extensive experience in luxury condo and mixed-use development over the past 25 years. Willton is a well-capitalized investor with full discretion over its capital. Our Senior Management Team possesses extensive market knowledge and we focus on cultivating long-term relationships with our partners with complete transparency.
項目數量
deals closed
資產總值
$+billion
總單元數
+
我們的投資方式
Explore to see all the criteria we consider when crafting our deals…
Identification of Market Potential
Identifying the best in class in a specific marketplace is the foundation of every Willton investment. We capture the demand of housing generated by emerging industries, change in demographics and evolution of apartment communities.
Markets and Submarket Selection
We follow our investment criteria to select opportunities in the top 50 MSAs based on the total population, supply/demand, vacancy, job growth and median household income. In addition, we invest in submarkets that possess various economic drivers for economic growth, an underlying employment base of highly educated workers, household income above the national average, high barriers to entry, and a land basis difficult to replicate.
行業專長
我們在房地產開發領域的背景使我們擁有成功的投資記錄。充分利用我們在房地產開發和資本市場領域的豐富經驗，和在開發、建築和運營方面的專業知識，我們能夠為基礎開發項目以及增值項目實現價值最大化、風險最小化。
Diversified Product Type
Our multi-family development projects are mainly mid-rise or low-rise buildings that are easy to construct, efficient to manage and competitive against replacement cost. Our value-add projects are characterized with significant potential for upgrade, renovation or operational improvement.
Systematic Risk Control
We take an active approach in asset management to manage and mitigate risk of investments post-closing. Our partnerships benefit from our expertise and flexibility in systematic risk control.
靈活的合作夥伴
我們尋求與合作夥伴保持利益一致，提供靈活友好的組織結構以使每筆投資的利潤最大化。我們的投資持有期包括商家自建以及長期資本保存模型。
共享我們的頂級開發商、建築商和運營商網絡
我們的合作夥伴是擁有成功記錄的頂級國家和地區級多戶型房地產開發商。擁有世界一流的開發團隊和品牌效應，可產生成倍的投資價值。
我們的投資重點
多元化投資
每個季度，我們會進行市場和子市場調查，評估投資組合中的系統性和特定風險，並據此確定投資組合中的投資規模。
機會範圍
我們在美國排名前30位的大都會（MSA）尋求最小規模為150個單位的房地產機會。我們的重點主要放在新開發項目、適應性改造以及增值項目上。
承擔可計算的前期開發風險；中低杠桿率下執行投资
• 詳細的市場研究、財務分析、開發業務計劃的審查、圖紙规范和風險控制策略將支持每項投資決定。
• 靈活參與前期開發，在項目獲得所有許可和批准且建築貸款到位時完成交易。