INVESTMENTS
INVESTING IN THE PATH OF GROWTH
Founded in 1979, Walton Global currently manages over $4.53 billion in real estate assets and has distributed over $2.67 billion to investors.
A dedicated 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.
Our core business strategy is based on identifying a buyer before acquiring land using our large network of builders and developers, minimizing risk and generating cash flow for our investors. Walton works with national homebuilders to source land projects for investment vehicles, aligning with market trends and homebuilders’ land-light strategy.
The US economy is forecast to experience stable, long-term growth driven by increases in population, household formation, and job creation. These increases generate significant demand for development-ready land located in the path of growth.
HOMEBUILDER RELATIONSHIPS LAUNCH COMMUNITIES FOR FUTURE GENERATIONS
In addition to the identification and acquisition of pre-development land assets, the exit and monetization of real estate assets to homebuilders and developers are fundamental to Walton’s investment strategy.
ALTERNATIVE INVESTMENT VALUE IN REAL ESTATE
Walton’s land asset portfolio provides alternative investment opportunities across a wide geographic area in North America and includes a variety of property types for vertical and horizontal development. These property types span from single and multifamily residential housing to industrial, retail, and commercial development opportunities. Investment opportunities are available to investors globally, with investor representation in over 92 countries worldwide.
INSTITUTIONAL PARTNERSHIPS
Institutional partnerships concern entities or large firms that trade for others in a large quantity. Examples of institutional partnerships include banks, credit unions, hedge funds, insurance companies, and venture capital funds.
JOINT VENTURES
Joint ventures feature an agreement between two or more companies or individuals that pool their resources together for an investment. Joint venture participants share ownership, risk, and returns.
RETAIL
Retail investors purchase investments with their own capital. They have the ability to manage their own accounts, but typically use a brokerage or advisor to obtain direct access to the market. These investors typically make smaller investments than institutional investors.
FAMILY OFFICE
Family office investors are closely held firms that employ investment managers, wealth managers, tax advisors, and other financial professionals to invest on behalf of and determine asset location for their clients. These investments typically include private equity, alternative investments, or venture capital investments.
U.S. ACCREDITED INVESTORS
Accredited investors must have a minimum of $1 million in net worth, or a minimum of $200,000 in earned income in the previous two calendar years, with the same expectation of earnings. Financial professionals with their Series 7, Series 65, or Series 82 are also considered accredited. Accredited investors may participate in investments that are not registered with the SEC.
HIGH-NET WORTH INVESTORS
High-net-worth investors (HNWI) are individuals or entities that possess a substantial number of financial resources, typically exceeding a specified threshold. HNWI are generally characterized by their ability to make significant investments and take on higher levels of financial risk due to their wealth. The specific threshold for classifying an individual or entity as a high-net-worth investor may vary based on local regulations and industry standards, but it typically involves meeting certain asset or income criteria.
