WFM Capital specializes in real estate investment management, development and advisory services utilizing an institutional investment management thesis on all aspects of real estate investment, from the initial investment analysis to the final execution of the investment plan.
The firm's team has managed over 25 million square feet of real estate investments in 18 U.S. states. The team is experienced as an owner, developer, lender and end user of commercial real estate, which differentiates WFM in the marketplace as they have experience as every stakeholder in a real estate investment.
Areas of Expertise
investment strategy
A sound real estate investment strategy combines micro and macro economic influences, identifies and sensitizes the known variables expected over the life span of the investment, and implements the right players to execute the investment strategy. That’s where we come in.
financial structuring
WFM Capital is experienced in using many different capital structures including joint ventures, preferred equity, mezzanine equity, mezzanine debt and traditional debt products. We structure our deals to maximize the investment return on a risk adjusted basis, but ensure alignment of interest on each project through all levels of the capital structure.
UNDERWRITING & DUE DILIGENCE
In the commercial real estate marketplace, the need to conduct a thorough due diligence and underwrite an investment in an expeditious manner is crucial to deal execution. We have developed a proprietary underwriting model and due diligence program which enables WFM to produce an institutional quality acquisition investment strategy in a timely manner.
revenue & expense STRATEGies
WFM utilizes institutional revenue and expense mitigation strategies to enhance property level returns. WFM has implemented these property specific strategies with success over the years in the principal's previous experiences.
capital planning & budgeting
The use and deployment of capital to execute the investment strategy is one of the most important aspects of a real estate investment. Understanding the asset's ongoing capital needs and the timing of capital deployment is critical to a successful investment. WFM utilizes a thorough multi-year budgeting process which factors in operating revenues and expenses to avoid unbudgeted capital expenditures.
real estate capital markets
WFM Capital constantly monitors the real estate capital markets in its primary markets in addition to many other markets to identify trends to understand how those debt and equity transactions may impact WFM's portfolio investments.