Who We Are

About Us

Innovative Thinking –
Legacy Expertise.

WealthStone is building an innovative real estate organization, as a developer and asset manager, tactically acquiring in income producing commercial real estate across the United States.

We pursue a broad array of opportunities including the development and acquisition of both for-lease and for-sale residential properties, including multi-family, senior living, and student housing; office buildings; retail centers; industrial properties; hotels and self-storage facilities.

Our management team has over 20 years of real estate acquisition, development, renovation and operating experience, and has previously engaged in over $2 billion in real estate transactions. Having learned valuable lessons from past experiences, the firm can execute complex transactions through hands-on repositioning, restructuring, redevelopment and intensive post-acquisition asset management.

WealthStone, together with global partners, seeks to invest approximately $300 million of equity in a variety of real estate ventures with total capitalization of approximately $700 million.

our team wealthstone

Our Team

Proactive Role –
Hands-on Approach.

WealthStone brings more value to commercial real estate than simply locating opportunities. WealthStone’s team boasts a unique and diverse mix of individuals with extensive entrepreneurial, executive, technical and professional experience. Our team’s background collectively encompasses all aspects of real estate acquisition, disposition, management, financing and construction.

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WealthStone’s team has decades of commercial real estate transaction experience in the areas of acquisition, development, leasing, repositioning, asset management and capital markets. With over $2 billion of direct experience across an array of real estate assets, WealthStone’s team has the ability to source quality properties through both off-market transactions and broker networks before the assets are broadly marketed.

Our in-house and outside experts are able to perform in-depth financial analyses, with extensive due diligence prior to making an acquisition. Once a property is acquired, our team takes a proactive role to generate cash flow, growth, and increased value.

We realize the experience of a team and its third-party service providers are paramount in achieving strong financial performance. At WealthStone, our goals are to identify acquisition opportunities and optimize performance of our real estate holdings using the following strategies:

  • Seek opportunities for acquisitions before they are subject to hyper-competitive bidding
  • Engage outside service providers with the expertise to adequately identify potential physical or operational issues during the due diligence process, ensuring the transaction price and business plan conform to key data points
  • Require property and asset managers to provide timely reports
  • Utilize performance data to find concerns or opportunities and adjust the initial business plan to address these concerns or opportunities as they arise
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