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M&A and Corporate Advisory

Entity-level transactions, portfolio acquisitions, public company advisory, and strategic mergers in the real estate sector.

Who this is for

Sponsors who need certainty of execution

Owners, operating companies and investment platforms in the real estate sector considering an entity-level transaction: the sale or merger of a platform, a portfolio acquisition, a strategic partnership or a corporate recapitalization.

These engagements are confidential by nature and are staffed directly by the Managing Principals. We bring real estate capital markets experience to the corporate side of the table — valuation, structure, capital sourcing and negotiation.

  • Platform sales and mergers

    Sale or combination of operating companies, development platforms and property-management businesses.

  • Portfolio transactions

    Acquisition or disposition of multi-asset portfolios where entity structure, debt assumption and tax matter.

  • Strategic partnerships

    Programmatic joint ventures and minority investments at the company level rather than the asset level.

  • Corporate recapitalization

    Bringing in a capital partner, refinancing corporate-level debt or restructuring ownership.

Process

How WD Capital works on this

A principal-led process from sizing through closing. One team, start to finish.

01

Strategic review

Objectives, valuation range and transaction alternatives set out before the market is approached.

02

Positioning

Confidential information memorandum, financial model and data room prepared for institutional counterparties.

03

Counterparty process

Targeted, confidential outreach to strategic and financial counterparties, with indications of interest compared on value and certainty.

04

Negotiation and closing

Structure, price adjustments, governance and transition terms negotiated with counsel through signing and closing.

Corporate advisory engagements are confidential and are not listed on the transactions page. For the firm's asset-level track record, see Transactions.
Questions sponsors ask

Frequently asked

What kinds of real estate companies does WD Capital Group advise on M&A?

Owner-operated platforms, development companies, property-management businesses and investment vehicles considering a sale, merger, portfolio transaction, strategic partnership or corporate-level recapitalization. Engagements are staffed by the Managing Principals and handled confidentially.

How is an entity-level real estate transaction different from selling a property?

An entity sale transfers the company that owns the assets, so existing debt, tax basis, contracts, personnel and governance all become part of the negotiation. Valuation, structure and transition terms matter as much as price, which is why these processes are run differently from an individual property sale.

Principals

The people on the mandate

Full team
Managing Principal

Emile Schachter

Leads the firm's capital markets origination and execution across debt, preferred equity and structured finance.

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Managing Principal

Eduardo Pelaez

More than two decades in global finance, real estate investment and family-office asset management; CEO of Wellmeaning Holdings.

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Managing Principal

Alvaro Cardenas

More than 25 years in global strategy, finance and real estate investment, including family offices and cross-border joint ventures.

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Discuss a financing

Senior construction debt, bridge, mezzanine, preferred equity and structured capital across the Sun Belt states, with an emphasis on South Florida.

Contact WD Capital GroupView Transactions