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The Alternative Solution

 

Wilshire Finance Partners combines the best of real estate finance and investment banking to help our clients realize their goals.

 

 

INVESTMENT SOLUTIONS

Financial and Investment Services Representing different disciplines, our team of experienced professionals delivers financial and investment services with institutional sophistication in a boutique environment.  Focused on our clients' needs, objectives and risk tolerance, we are able to combine our deep understanding of real estate-based fixed income alternative investments to tailor portfolio solutions delivering stable income and principal protection.

WFP Income Fund & WFP Income Fund REIT

  • Overview The WFP Income Fund (the "WFP Income Fund") is a short term, fixed income alternative investment that seeks to protect the investor's principal while also providing attractive risk-adjusted returns.  The WFP Income Fund is the sole holder of all common shares of WFP Income Fund REIT, LLC, a Delaware limited liability company (the "REIT" and collectively with the WFP Income Fund, the "Fund").  The WFP Income Fund, directly and indirectly through the REIT, invests in business purpose loans secured by first trust deeds and mortgages within the United States.  The REIT was formed as a subsidiary of the WFP Income Fund in January 2019 to enable noncorporate investors to obtain up to a 20% tax deduction on REIT dividends received through the Fund under the Tax Cuts and Jobs Act of 2017.
  • Historical Results

WFP Opportunity Fund

  • Overview The WFP Opportunity Fund (the "Fund") seeks to provide attractive risk-adjusted returns to its investors through debt and equity investments in real estate within the United States. Such investments will include, without limitation, direct and indirect equity investments, joint ventures, deeds of trust and mortgages, participating loans and other real estate-related investments.  The fund is not correlated to the stock or bond markets and has little to no sensitivity to interest rates.
  • Historical Results

Real Estate Joint Ventures

  • Overview Often our investors are also interested in direct real estate investments but do not want the obligations and responsibilities associated with real estate management.  In addition to the passive investments available through the WFP Opportunity Fund, Wilshire has the ability to source, analyze, and present direct real estate investments for consideration.  Such investments may range from NNN lease investments to development projects and may deliver the potential for capital appreciation and tax benefits.  Investors in such joint ventures have a longer investment horizon and other sources of liquidity due to the longer lock-in periods of such investments.

Private Debt Investments

  • While there are many forms of private debt investing, trust deed investing provides the investor with a fixed income alternative investment secured by a hard asset - real estate. Simply stated, trust deed investing is investing in loans secured by real estate. Most trust deed investments are relatively short-term loans (maturity under five years, with many loans two years or less) made to professional real estate investors.  For example, professional real estate investors buy properties at foreclosure sales for bargain basement prices, fix-up those properties, and resell them for a profit.  Banks are often reluctant to lend to opportunistic real estate investors because the property which is security for the loan is not "move-in ready" at the time of loan funding.  For this reason, real estate investors have limited financing options available to them, and lenders to this market are able to command relatively high-interest rates.  Therefore, an investor in trust deeds is the lender and receives the interest earnings derived from the underlying loans.

Portfolio Management & Managed Accounts

  • Overview Investors with the ability to allocate larger sums to trust deed investing may desire to have Wilshire manage their trust deed investment portfolios and/or originate loans specifically tailored to their portfolio parameters, including, geographic locations, property types, rates, loan term, and other factors.  Through Wilshire's management of their portfolio, investors are able to capitalize on greater diversification and laddering of their portfolios to mitigate downside risk.

Investment Consultation

  • Overview In addition to the investments offered through Wilshire, our team has the ability to assist an investor in the review and analysis of other real estate-related investments, including, Real Estate Investment Trusts, Private Equity Fund Investments, Hedge Fund Investments, and Other Real Estate Investments.

For more information please contact us at (866) 575-5070.

REAL ESTATE CAPITAL SOLUTIONS

  • Direct Lending Wilshire is a direct portfolio lender specializing in bridge loans from $1,000,000 to $7,000,000 secured by multifamily and commercial real estate nationwide.  As the manager of the WFP Income Fund, the WFP Income Fund REIT and the WFP Opportunity Fund, Wilshire has created a robust, consistent funding platform which can deliver tailored solutions quickly and efficiently.

 

  • Investment Banking In addition to Wilshire’s on-balance sheet solutions, through our investors and strategic relationships, Wilshire connects capital seekers with the right capital providers.  Consulting with both the capital seeker and capital provider, Wilshire helps identify and structure the capital solutions based on the transaction attributes, investment possibilities, risk profiles, and other factors.  Whether the capital stack is simple or involves senior debt, mezzanine financing, preferred equity, joint venture equity and other capital solutions, Wilshire has the talent and resources to deliver efficient capital structures.

 

  • Debt Placement Senior, subordinate, participating and mezzanine debt placement.

 

  • Equity Placement Preferred equity, common equity and syndicated equity solutions.

 

  • Consulting Real estate finance consulting.

 

  • Venture Capital & Private Equity Identification and placement of venture capital and private equity.

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