DFX Intelligence
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W••••• • D••••• I••••••••• P•••••••• I•••
Debt real estate managerSEC-registered adviserunder $1B· Denver, Colorado
Debt real estate manager, based in Denver, Colorado, reporting $484M of real estate gross assets across 16 vehicles.
Composed from this manager's Form ADV filings and classification.
As of · the latest Form ADV filing; property activity carries its own dates
- Real estate GAV
- $484M
- Current vehicles
- 16
Form ADV, Schedule D, real estate vehicles summed
Form ADV, Schedule D 7.B.(1)
As of · the latest Form ADV filing; property activity carries its own dates
Nothing material in the last 365 days. No dated change on record yet.
Identifiers, size band and strategyCRD 165022 · SEC 801-77397ShowHide
What capital do they manage?
- Real estate GAV
- $484M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
- Vehicles
- 16 current, 23 ever, 4 dropped3 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShowHide
- First on the tape
- 2012the extract starts in 2011; an earlier history is not visible
- Latest filing
- Jul 8, 2024registered adviser
- Adviser RAUM
- $1.6Bthe whole adviser, all strategies; used for the quarantine test only
- Fund types on the latest filing
- Real Estate Fund 22
- Latest vintage
- 2024from 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
- Debt
- Operator model
- Hybridbasis: stated
- Property types
- Self storage, Student housing, Senior housing, Healthcare, Manufactured housing, Mixed usebasis: stated
- Markets
- United States, London, EMEAbasis: stated
- Business kind (site)
- Other
In the manager's own words13 quotesShowHide
- Debt: “$41bn Debt Origination in 2025”
- Self storage: “self storage”
- Student housing: “student housing”
- Senior housing: “seniors housing & Healthcare”
- Healthcare: “seniors housing & Healthcare”
- Manufactured housing: “manufactured housing communities”
- Mixed use: “mixed-use properties”
- Data center: “digital infrastructure”
- Life science: “Life Sciences”
- Other: “Condominiums”
- United States: “W••••• & D••••• is headquartered in Bethesda, Maryland, and serves clients across the United States through offices in major markets nationwide including London and internationally.”
- London: “W••••• & D••••• announced its first international expansion by establishing a London-based brokerage and capital markets advisory team led by Claudio V.R. Sgobba.”
- EMEA: “This move marked a strategic step beyond the U.S. market, aiming to strengthen ties with global investors and extend the company’s commercial real estate expertise to the EMEA region.”
Vehicles
23 on Form ADV
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| W•• R••• E••••• O••••••••• F••• •••• L••• 805-3445742531 | fund | $37M GAV 2024 | 116 | 2020 to 2024 | 2020 | Investing | Opportunistic | |
| S•••• R••• S•• M••••••••• J• I••••••• L•• 805-3645204176 | fund | $16M GAV 2024 | 2 | 2023 to 2024 | 2023 | Deploying | ||
| 3•• S• W••••• B••• M••••••••• I••••••• L•• 805-8501515027 | fund | $12M GAV 2024 | 3 | 2024 to 2024 | 2024 | Unknown | ||
| W••• M•••••••• a•• I••••••••• F••• •••• L••• 805-6902549418 | fund | $10M GAV 2024 | 55 | 2024 to 2024 | 2024 | Unknown | ||
| W••• M•••••••• a•• I••••••••• F••• •••• L••• 805-6370011158 | fund | $10M GAV 2024 | 55 | 2024 to 2024 | 2024 | Unknown |
All 16 current vehiclesShow fewerlargest GAV first
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| R•••••• D•••• I••••••••• F•• I••••••• L•• 805-9475202493 | fund | $7M GAV 2024 | 2 | 2022 to 2024 | 2022 | Investing | ||
| W••• M•••••••• a•• I••••••••• F••• ••••••••• •••• L••• 805-5705375517 | feeder | $7M GAV 2024 | 26 | 2024 to 2024 | 2024 | Unknown | ||
| W••• M•••••••• a•• I••••••••• F••• ••••••••• •••• L••• 805-1032157760 | feeder | $7M GAV 2024 | 26 | 2024 to 2024 | 2024 | Unknown | ||
| W•• R••• E••••• O••••••••• C•••••••• F•••• L••• 805-4906426478 | co-investment | $6M GAV 2024 | 1 | 2021 to 2024 | 2021 | Harvesting | Opportunistic | |
| C••••• L••• R••• F••• I••••••••• I••••••• L•• 805-4620801936 | fund | $6M GAV 2024 | 2 | 2023 to 2024 | 2023 | Investing | ||
| 1••• L••••••••• D•••• I••••••••• I••••••• L•• 805-4016164181 | fund | $4M GAV 2024 | 2 | 2024 to 2024 | 2024 | Unknown | ||
| W•• R••• E••••• O••••••••• F•••• L••• 805-1269021921 | fund | $3M GAV 2024 | 15 | 2020 to 2024 | 2020 | Investing | Opportunistic | |
| 3••• E• W••••• I••••••••• I••••••• L•• 805-6602278500 | fund | $3M GAV 2024 | 2 | 2024 to 2024 | 2024 | Unknown | ||
| 3•• S• W••••• B••• C••••••••• I• L•• 805-2332392165 | co-investment | $3M GAV 2024 | 2 | 2024 to 2024 | 2024 | Unknown | ||
| W••• M•••••••• a•• I••••••••• F•••• L••• 805-2587261312 | fund | $708,840 GAV 2024 | 13 | 2024 to 2024 | 2024 | Unknown | ||
| W••• M•••••••• a•• I••••••••• F•••• L••• 805-2808905090 | fund | $708,840 GAV 2024 | 13 | 2024 to 2024 | 2024 | Unknown |
7 dropped, re-typed or historical vehicles
| Vehicle | Kind | GAV | Owners | Reported | Vintage | Lifecycle | Name says | LPs |
|---|---|---|---|---|---|---|---|---|
| J•• C•••••• I••••• F••• V••• R•••• L•• 805-3236105617 | feeder | $72M GAV 2020 | 1 | 2020 to 2020 | 2020 | Unknown | Debt | |
| J•• S•••••••• R••• E••••• F•••••• F••• I• L••• 805-8116258228 | fund | $10M GAV 2020 | 2 | 2019 to 2020 | 2019 | Investing | Debt | |
| J•• M•••••••• I••••••••• F••••••• I••••••• 2• L•• 805-7129393846, dropped 2019 | fund | $2M GAV 2018 | 9 | 2018 to 2018 | 2018 | Dropped from ADV | ||
| B••• C••••••••• R••• E••••• F••• I• L••• 805-2296951578, dropped 2016 | fund | $2M GAV 2015 | 1 | 2014 to 2015 | 2014 | Dropped from ADV | ||
| J•• C•••••• D••••••••• • O••••••••• R••• E••••• F••• I• L••• 805-4395071086, dropped 2017 | fund | $2M GAV 2016 | 54 | 2014 to 2016 | 2014 | Dropped from ADV | Distressed | |
| 9••• R•••• R••• I••••••••• F•• I••••••• L•• 805-2372850734, dropped 2024 | fund | $9,602 GAV 2023 | 3 | 2022 to 2023 | 2022 | Dropped from ADV | ||
| W•• R••• E••••• O••••••••• F••• •••• L••• 805-7779459570 | fund | $0 GAV 2020 | 0 | 2020 to 2020 | 2020 | Unknown | Opportunistic |
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•••• R••• S•••••••• Chief Investment Officer Of Jcr Capital Funds, Evp, And Board Member since 2008-10
- J•• N••• R•••••• Evp, Board Member since 2008-10
- S•••••• T••• E•••• Chief Compliance Officer, Associate General Counsel Of W&D, Secretary since 2018-02
- W•••••• M••••• D•••• Chief Investment Officer Of W••• since 2021-06
- M••••••• R•• R•••••• President And Board Member since 2022-03
- R••• Y•••• C••••• Chief Operating Officer Of W••• since 2023-02
- A•••••• E•••••••• D••••••• Chief Financial Officer Of W••• since 2023-02
What is changing?
- Vehicle first reported Apr 30, 2024 (observed) ••• Locked
- Vehicle first reported Apr 29, 2024 (observed) ••• Locked
- Vehicle first reported Apr 29, 2024 (observed) ••• Locked
- Vehicle first reported Mar 29, 2024 (observed) ••• Locked
- Vehicle first reported Mar 29, 2024 (observed) ••• Locked
Full timeline · 30 eventsShow fewer
- Vehicle first reported Mar 29, 2024 (observed) ••• Locked
- Vehicle first reported Mar 29, 2024 (observed) ••• Locked
- Vehicle first reported Mar 29, 2024 (observed) ••• Locked
- Vehicle dropped from ADV Mar 29, 2024 (observed) ••• Locked
- Vehicle first reported Mar 29, 2024 (observed) ••• Locked
- Vehicle first reported Mar 29, 2024 (observed) ••• Locked
- Vehicle first reported Mar 30, 2023 (observed) ••• Locked
- Vehicle first reported Mar 30, 2023 (observed) ••• Locked
- Vehicle first reported Mar 30, 2022 (observed) ••• Locked
- Vehicle first reported Mar 30, 2022 (observed) ••• Locked
- Vehicle first reported Mar 25, 2021 (observed) ••• Locked
- Vehicle first reported Nov 30, 2020 (observed) ••• Locked
- Vehicle first reported Oct 8, 2020 (observed) ••• Locked
- Vehicle first reported Oct 8, 2020 (observed) ••• Locked
- Vehicle first reported Mar 30, 2020 (observed) ••• Locked
- Vehicle first reported Mar 30, 2020 (observed) ••• Locked
- Vehicle first reported Mar 30, 2020 (observed) ••• Locked
- Vehicle first reported Mar 30, 2020 (observed) ••• Locked
- Vehicle dropped from ADV Mar 21, 2019 (observed) ••• Locked
- Vehicle first reported Mar 21, 2019 (observed) ••• Locked
- Vehicle first reported Mar 29, 2018 (observed) ••• Locked
- Vehicle first reported Mar 29, 2018 (observed) ••• Locked
- Vehicle first reported Mar 29, 2018 (observed) ••• Locked
- Vehicle first reported Mar 29, 2018 (observed) ••• Locked
- Vehicle dropped from ADV Apr 19, 2017 (observed) ••• Locked
Across DFXHow records are bridgedBridged 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.
Not yet on record: properties held, institutional LPs.