We are a fully capitalized firm that deploys capital into its projects at different stages. While reducing portfolio risk through balanced investments, Willton is eager to deploy funds into new investments.
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.
closed / committed
Explore to see all the criteria we consider when crafting our deals…
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.
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.
Our background in real estate development has led to our track record of investment success. We leverage broad experience across the real estate development and capital markets sectors. Development, construction and operational expertise allow us to maximize the value and minimize the risk for both ground-up and value-add projects.
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.
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.
We seek to align interests with our partners and provide a flexible and friendly structure to maximize profitability of each investment. Our investment holding period includes both merchant-build and long-term capital preservation models.
Our partners are the top national and regional multi-family developers with proven track records. Having a world-class development team and brand effect, generates multiplied investment value.
We conduct quarterly market and submarket research to evaluate systematic and specific risk in the portfolio and determine size of investments in portfolio accordingly.
We pursue real estate opportunities with a minimum size of 150 units in the top 30 MSAs in the United States. Our focus is primarily on ground-up new development, adaptive reuse, value-add projects
⦁ Every investment decision is supported by detailed market research, financial analysis, review of development business plan, drawing specifications, and risk control strategies.
⦁ Flexible participation in pre-development, and fully close the transaction when the project has all permits and approvals and a construction loan is in place.