DFX Intelligence
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Manager
W••••••••• C•••••• M••••••••• I••
What capital do they manage?
- Real estate GAV
- $5.1B GAV 2024sum of GAV over non-feeder, non-quarantined real estate vehicles on the latest filing, including vehicles typed Other Private Fund and admitted on their name (a scale proxy, never fund size)
- GAV as filed
- $124Mfeeders and quarantined readings included
- Vehicles
- 3 current, 4 ever, 0 dropped0 feeders, 0 funds of funds
- First on the tape
- 2012the extract starts in 2011; an earlier history is not visible
- Latest filing
- Jun 18, 2024registered adviser
- Adviser RAUM
- $6.8Bthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 1, Other Private Fund 4, Private Equity Fund 5
- Latest vintage
- 2022from a fund name year or the first ADV report after the adviser's first filing
What do they say they do?
stated by the manager
- Strategy
- Core plus
- Operator model
- Hybridbasis: stated
- Property types
- Office, Industrial, Multifamily, Retail, Healthcarebasis: stated
- Markets
- United States, United Statesbasis: stated
- Business kind (site)
- REAL_ESTATE_MANAGER
- AUM in its own words
- ••• Lockedthe manager's statement, not a DFX figure
In the manager’s own words
- Core plus: “W••••••••• Capital’s Real Estate Equity strategy is a core-plus strategy.”
- Core plus: “WaCap employs a core-plus approach by balancing the stability of permanent loans with the yield advantage offered by construction and construction/permanent loans.”
- Debt: “The Mortgage Income strategy invests in private commercial construction, permanent, and combination construction/permanent loans for union-built projects across the United States.”
- Development: “We seek to enhance returns by allocating funds to development projects.”
- Opportunistic: “The investment strategies include traditional real estate equity and debt, opportunistic/value-add real estate and infrastructure funds.”
- Value add: “The investment strategies include traditional real estate equity and debt, opportunistic/value-add real estate and infrastructure funds.”
- Office: “The strategy has exposure to a diverse range of property sectors including Office, Industrial, Multi-Family, Retail and Medical Specialty properties.”
- Industrial: “The strategy has exposure to a diverse range of property sectors including Office, Industrial, Multi-Family, Retail and Medical Specialty properties.”
- Multifamily: “The strategy has exposure to a diverse range of property sectors including Office, Industrial, Multi-Family, Retail and Medical Specialty properties.”
- Retail: “The strategy has exposure to a diverse range of property sectors including Office, Industrial, Multi-Family, Retail and Medical Specialty properties.”
- Healthcare: “The strategy has exposure to a diverse range of property sectors including Office, Industrial, Multi-Family, Retail and Medical Specialty properties.”
- United States: “The Real Estate Equity strategy seeks to invest in core and non-core markets across the United States.”
- United States: “W••••••••• Capital welcomes inquiries from commercial real estate investors seeking equity and debt capital for U.S.-based projects.”
Vehicles
4 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| W••••••••• C•••••• J•••• M••••• T•••• R••• E••••• E••••• F••• 805-5078971895 | fund | $3.3B GAV 2024 | 56 | 2012* to 2024 | unknown | Mature | |||
| W••••••••• C•••••• J•••• M••••• T•••• M••••••• I••••• F••• 805-7769805771 | fund | $1.7B GAV 2024 | 76 | 2012* to 2024 | unknown | Mature | Debt | ||
| R••• A•••• I••••• F••• L•• 805-5640184930 | fund | $124M GAV 2024 | 13 | 2022 to 2024 | 2022 | Raising | Debt |
1 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|---|
| W••••••••• C•••••• J•••• M••••• T•••• C•••••• M••••••• F••• 805-4133249989 | fund | $105M GAV 2013 | 8 | 2012* to 2013 | unknown | Investing | Debt |
What do they actually own?
0 trusted of 0 candidate bindings
No validated holdings yet. Candidate bindings stay off this page until their rule passes the blind-label gate.
What are they buying, selling and financing?
0 acquisitions, 0 sales, 0 financings in 12 months
No attributed events yet. An event reaches this page only through a validated holding binding.
Who finances them?
0 loans, 0 lender groups
No recorded loans through trusted holdings.
Who backs them?
0 allocators, 0 rows
No institutional LP disclosure resolved to this manager.
People
Form ADV Schedule A, latest filing
- M••• D••••• C••••••• Director/Svp/R••• E••••• since 2003-08 also on pe
- C••• A••• C•••••• Director/President/Ceo since 2012-01 also on pe
- M•••••• G••••• R•••••• Director/Evp/Chairman/Economic Strategist since 2012-01 also on pe
- M•••••• S• H• C••••• Director/Svp/Cio Capital M•••ets since 2012-09 also on pe
- T••••• G•••••• F••••• Director/Evp/Senior Portfolio Manager, R••• E••••• Debt since 2013-01 also on pe
- T••••• L•• V••• Director/Svp/Chief Compliance Officer since 2013-10 also on pe
- P••• G••••• R•••••• Director/Evp/Chief Operating Officer since 2016-09 also on pe
- R••••• M•••••• K••••• Svp/Chief Financial Officer since 2018-05 also on pe
- P•••••• S••• M••••• Director/Evp/Cio since 2020-02 also on pe
- J•••• C•••••••• G••• Director/Svp/R••• E••••• since 2020-08 also on pe
- T••••• C••••••• Director/Vp/Client Service since 2022-09 also on pe
What is changing?
- Vehicle first reported Mar 25, 2022 (observed) ••• Locked
- Vehicle first reported Mar 23, 2012 (observed) ••• Locked
- Vehicle first reported Mar 23, 2012 (observed) ••• Locked
- Vehicle first reported Mar 23, 2012 (observed) ••• Locked
- First ADV filing on the tape Mar 23, 2012 (observed) ••• Locked
Across DFX
Bridged by shared CRD, CIK or SEC fund id only; the same institution’s PE portfolio companies and its real estate holdings stay on their own graphs.