Wharton Advantage

With over 30 years of investment experience, Wharton Equity brings distinctive advantages to the transactions it undertakes.

Track Record

Proven performance over multiple business cycles

Diverse, Deep Experience

Over $2.5 billion in transactions across various property types and strategies

Nimble, Opportunistic Investment Approach

A demonstrable history of capitalizing on trends, dislocations and other inefficiencies ahead of others

Institutional Capital Markets Expertise

Partnerships with such firms as Starwood Capital, Paulson & Company, Fortress Investment Group and Och-Ziff, and lenders as HSBC, UBS, M&T Bank, and Wells Fargo

Vertically-Integrated Capabilities

Acquisition, financing, development, construction, asset management, property management, leasing, and financial reporting enable us to optimize both operational efficiency and investment performance

Strong Industry Relationships

Provide proprietary deal flow, critical intelligence and the use of the best-in-class service professionals

Learn about Wharton Equity Partners:
Our Investment Strategy  |  Our Team