Walton Global is a land manager and real estate investment firm that provides alternative investment solutions targeting income and growth for investors. Investments are primarily based on supplying U.S. home builders with needed land inventory to meet home buying demand in high growth regions – the objective of these strategies is the preservation of capital by investment in hard assets, alternative income or growth with tax deferment.
Even during volatile market conditions, demand for homes remains high in the U.S. for years to come to accommodate a current shortage of more than 5 million homes, in addition to new household formations primarily from Millennials and Gen X generations, making land located in the path of growth a solid investment option.
DIRECTORY SPOTLIGHT
WALTON INVESTMENT OPTIONS
- DST – a growth all cash offering for land investments. All equity, no leverage and deferral of returns until closing
- BLF Fund 2 – cashflow anticipated semi-annually with principal repayment upon homes sales for retail investors
- Builder Land Financing – cash flow projected in 6-months structured for institutional investors
- Development – a debt structure investment focused on development in the hospitality industry
Founded in 1979, Walton Global currently manages $3.4 billion in real estate assets and made distributions of more than $2.3 billion to its investors. A team of experienced capital markets professionals work directly with broker dealers, registered investment advisors, institutions and family offices to build alternative investment structures and portfolio diversification for their client base.
8800 N Gainey Center Dr, Suite 345
Scottsdale, AZ 85258
480.586.9258
(Todd Woodhead)
480.462.4294
(John Sobotka)
| Current and Former Offerings | |||
|---|---|---|---|
|
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| Year Founded | Sector | Structure | Senior Executives |
| 1979 | Real Estate |
|
William (Bill) Doherty, CEO Kate Kaminski, COO Rebecca Bruce, CFO Todd Woodhead, Senior Vice President, Capital Markets John Sobotka, Senior Vice President, Capital Markets |
| AUM | Total Equity Raised |
# of Liquidity Events | # of Private Placement Programs |
| – | – | – | 27 |
| Notes | |||
| – | |||
| Name | Type | Website | Status |
|---|---|---|---|
| U.S. Residential Growth Fund | Private Placement | Open | |
| Portfolio growth strategy by investing in land assets targeted by top national home builders to fulfill their future inventory needs. Anticipates capital preservation and cash flow within 2 years. | |||
| U.S. Builder Identified Land Target (BILT) Fund | Private Placement | Open | |
| Fixed income alternative targeting land assets identified by the top U.S. home builder for near-term development projects. Expected cash flow within 6 months. | |||
