Walton Street Capital LLC

Walton Street Capital LLC

Walton Street Capital LLC

Overview
Date Founded

1994

Headquarters

900 North Michigan Avenue,Suite 1900,Chicago, IL 60611-6536

Type of Company

Private

Employees (Worldwide)

133

Industries

Private Equity & Venture Capital
Investment Services & Portfolio Management

Company Description

Walton Street Capital (WSC) seeks to acquire real estate assets that have significant cash flow and the potential for residual value enhancement through targeted capital improvements, tenant lease-up opportunities and improvements in operating efficiencies. The firm employs a value approach that targets the acquisition of real estate assets at a discount to their replacement cost or, in some cases, below their current market value. WSC also makes larger investments of $100 million and up in assets with significant scheduled tenant rollover and/or capital improvement requirements.WSC participates in transactions involving complex ownership situations. They acquire real estate assets which are undervalued due to the complexity or illiquidity of the existing ownership or capital structure. In such situations, the firm seeks to gain control of the asset and prepare the asset for sale, without the prospective risks of bankruptcy, fragmented ownership or property-level issues.The firm also seeks to invest in illiquid structures. The firm looks for passive opportunities to acquire the interests of an entity at a significant discount to the underlying net asset value when the underlying assets are nearing their disposition.Although WSC primarily invests in US assets, they do seek access to opportunities within global markets. The firm 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.In addition, WSC participates in selected land acquisition and development opportunities. The firm seeks 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.The firm looks for opportunities to capitalize on pricing arbitrage opportunities within and between the public and private markets. They invest in entities that require additional capital to restructure their ownership, recapitalize their portfolios, fund additional acquisitions and to capitalize on the spread between the private net asset value of a public entity's underlying real estate and the public entity's share price.WSC considers private equity platform investments in experienced real estate operators or operating companies that need capital to expand or to develop a significant asset base. The firm seeks to build enterprises that they cannot build efficiently on their own. They invest in assets that have public and/or private exit opportunities and significant upside through the consolidation of a fragmented asset ownership base and the potential for attractive returns on cost due to an enterprise's leading expertise or specific industry profile.

Contact Data
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Executives & Employees

Co-Founder

Co-Founder

Co-Founder

Co-Founder & Managing Principal

Senior Principal & Chief Financial Officer

Senior Principal & General Counsel

Chief Executive Officer-Latin America

Vice President & Chief Compliance Officer

Partner

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Recent Transactions
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Walton Street Capital LLC, Walton Capital Advisors LP purchase Hilton Tampa Downtown from CrossHarbor Capital Partners

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Walton Street Capital LLC, Waterton Associates LLC, The Madison / Private Group purchase The Madison (Washington) from Loews Corp.

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Oak Hill Advisors LP /Hotel Silken Diagonal/ /Private Group purchases Oak Hill Advisors LP /Hotel Silken Diagonal from Oak Hill Advisors LP

Transaction Advisors
Investment Advisor

Advised onDiamondRock Hospitality Co. purchases Conrad Chicago Hotel from Walton Street Capital LLC, Westbrook Partners LLC, Lodging Capital Partners LLC

Investment Advisor

Advised onDiamondRock Hospitality Co. purchases Conrad Chicago Hotel from Walton Street Capital LLC, Westbrook Partners LLC, Lodging Capital Partners LLC

Investment Advisor

Advised onDiamondRock Hospitality Co. purchases Conrad Chicago Hotel from Walton Street Capital LLC, Westbrook Partners LLC, Lodging Capital Partners LLC

Investment Advisor

Advised onDiamondRock Hospitality Co. purchases Conrad Chicago Hotel from Walton Street Capital LLC, Westbrook Partners LLC, Lodging Capital Partners LLC

Advisors & Consultants
Custodian

Wells Fargo & Co. is a diversified, community-based financial services company. It is engaged in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. It firm operates through the following segments: Community Banking, Wholesale Banking, Wealth & Investment Management, and Other. The Community Banking segment offers complete line of diversified financial products and services for consumers and small businesses including checking and savings accounts, credit and debit cards, and automobile, student, and small business lending. The Wholesale Banking segment provides financial solutions to businesses across the United States and globally. The Wealth and Investment Management segment includes personalized wealth management, investment and retirement products and services to clients across U.S. based businesses. The Other segment refers to the products of WIM customers served through community banking distribution channels. The company was founded by Henry Wells and William G. Fargo on March 18, 1852 and is headquartered in San Francisco, CA.

Custodian

Founded in 1985, First Republic Bank and its subsidiaries provide private banking, private business banking and private wealth management to individuals, families, businesses, nonprofits and foundations. First Republic clients work with a single relationship manager who coordinates a team of lending, deposit, investment management, trust and brokerage professionals. Preferred banking and wealth management offices are located in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, San Diego, Portland (Ore.), Boston, Greenwich and New York City. Publicly traded under the NYSE stock symbol "FRC," First Republic is a component of the S&P Total Market Index, the Wilshire 5000 Total Market IndexSM, the Russell 1000®, Russell 3000® and Russell Global indices, and six Dow Jones indices. The Bank exceeds all of the current regulatory guidelines to be well-capitalized and is a member of the Federal Deposit Insurance Corp. (FDIC) and an Equal Housing Lender

Custodian

Established in 1856 as Manufacturers and Traders Bank, today we’re the M&T Bank Corporation, one of the 20 largest US headquartered commercial bank holding companies, with current assets of $79 billion (as of June 1, 2011) and over 700 branches, free account access at more than 2,000 M&T Bank ATMs and nearly 13,000 employees throughout New York, Maryland, Pennsylvania, Washington, D.C., Virginia, West Virginia, New Jersey, Florida, Delaware and Toronto, Canada. You can count on us because, more than 150 years after being founded, M&T Bank is one of the best performing regional banks in the nation today. With a longstanding tradition of careful, conservative and consistent management, we’ve generated positive earnings and positive capital—despite the ongoing turbulence in the economy. And we continue to grow with a focus on the future

Legal Advisor

Shareholder at Greenberg Traurig LLP

Legal Advisor

Chairman, Lawyers Division Campaign at Jewish Federation of Metropolitan Chicago

Real Estate Agent

Executive Managing Director-Brokerage at Newmark Knight Frank

Clients

NYSTRS invests in several diverse asset classes. The diversification of assets helps the firm earn the highest possible long-term rate of return within appropriate risk levels. In turn, this enables them to pay guaranteed benefits to members and their beneficiaries at the lowest possible cost to participating employers and the taxpayers that fund them. Their focus is on investing for the long term, utilizing a disciplined investment approach with a strong emphasis on risk control.

The Public School Teachers Retirement Fund of Chicago (CTPF) invests across a broad range of asset classes including: (1) large-cap index (2) large-cap core (3) large-cap value (4) large-cap growth (5) mid-cap index (6) mid-cap core (7) small-cap index (8) small-cap value (9) small-cap growth (10) all-cap equity (11) international equity (12) private equity (13) public REITs (14) private real estate (15) infrastructure (16) hedge funds (17) fixed-income index (18) fixed-income core investment grade (19) fixed-income opportunistic and (2) cash equivalents.CTPF's asset allocation policy targets an allocation of 62.5% of the fund's assets to investments in the public equity sector. To increase diversification benefits while maintaining a core position in equities, approximately 40% of their domestic equity investments are allocated to equity index funds, with the remaining assets allocated to active equity managers. To further improve diversification, CTPF targets a commitment of 9% of the fund's total assets to small-cap equities and 22% to international equities. They strive to invest at least 3.5% of their assets in mid-cap equities, up to 30% in the emerging markets or lesser developed countries, 3% in the private equity sector, 2% in the infrastructure sector, 2% in hedge funds, 2.5% in public REITs, 6.5% in private real estate sector and 19.5% in fixed-income securities. To increase diversification while maintaining a core position in fixed-income securities, 55% to 60% of the fund's domestic fixed-income investments are allocated to bond index funds, with the remaining portion allocated to core investment grade and opportunistic managers. CTPF allocates 2% of the fund's total assets to cash equivalents or short-term fixed-income securities to meet the fund's benefits and expense requirements.

OP&F uses an asset allocation strategy in which a risk parity approach adopted allows a portion of the portfolio to be conservatively leveraged. Their objective is to reduce the total expected risk of the portfolio without sacrificing the expected return. This approach balances the fund's exposure among investment classes that perform differently in various economic and market environments. OP&F invests in US equities, non-US equities, fixed-income, global inflation protected securities, high yield bonds, real estate, private markets and cash.

Non-Profit Donations & Grants
Investments
Details Hidden

Groundbreaker Technologies, Inc. provides a real estate fundraising and crowd funding platform. It enables real estate entrepreneurs to leverage their social networks. The company was founded by Stefano D'Aniello and is headquartered in New York, NY.

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PGA National Resort & Spa operates hotels and golf courses. It offers meetings, golf buddy trips, destination weddings, golf tournaments. The company was founded in 1981 and is headquartered in Palm Beach Gardens, FL.

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Silverhorn Golf Club of Texas owns and operates golf courses and special event sites in San Antonio. It provides golf tournaments, conferences and business meetings, weddings and receptions, accommodations, learning programs, dinner and holiday parties, and family reunions. The company was founded in 1997 and is headquartered in San Antonio, TX.

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