Counter-Cycle Vision in a Rising Rate World
In a market rattled by high interest rates and macroeconomic uncertainty, Walker & Dunlap sees a window for investors willing to act swiftly.
“We’re investing into the trough—2024 and 2025 vintage assets—with the expectation of riding the wave of recovery,” said Cornell. “These assets offer stabilized yields built to weather rate pressure and deliver risk-adjusted returns that pop.”
The fund’s design is as much about timing as it is about targeting. The firm believes that middle market real estate is rich with opportunity—and short on capital—making it a fertile hunting ground for agile funds.
A Legacy of Execution: $16.6B Across 610 Deals
Walker & Dunlap Investment Partners isn’t a new player in the game. With $6.3 billion in assets under management, the firm serves endowments, pension plans, insurance firms, family offices, and high-net-worth individuals.
In the past 18 years, the company has poured $16.6 billion into 610 debt and equity transactions, focusing on value-added, distressed, and special situation investments through a mix of private funds, joint ventures, and SMAs.
Though details of Polsinelli’s legal team were not immediately available Monday, the advisory role underscores the sophisticated structuring behind Fund VII’s strategy.
