Whitman Peterson

Name

Whitman Peterson

Legal name

Whitman/Peterson, LLC

Website

https://whitmanpeterson.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Real Estate Private Equity

NAICS

Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ)

Keywords

• Real estate private equity
• Opportunistic real estate funds
• Institutional real estate investment
• GP-aligned partnerships
• Multifamily real estate investing

Headquarters

HQ city

Westlake Village

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Fund Management / Carried Interest: Whitman Peterson operates as a private equity firm raising opportunistic real estate funds from institutional investors. The firm generates returns through management fees and carried interest on fund investments, with GP co-investment alongside operating partners.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Whitman Peterson is a real estate private equity firm that raises and actively manages opportunistic real estate funds on behalf of institutional investors. The firm invests across multifamily rental housing, industrial/logistics, select-service lodging, outdoor hospitality, self-storage, retail, and seniors housing through GP-aligned programmatic partnerships with best-in-class operating companies such as Greystar, AutoCamp, Concord Hospitality, Cardinal Group, SAFStor, and Xebec.

Product overview

Whitman Peterson operates as a unified real estate private equity platform offering institutional investors access to opportunistic investment vehicles and programmatic partnerships. The platform encompasses five opportunity funds, two sidecar vehicles, and GP-aligned partnerships with leading real estate operating companies across target sectors including multifamily rental housing (attainable housing, conventional apartments, active adult, student, short-term rentals), industrial/logistics, select-service lodging, outdoor hospitality/experiential travel, storage, retail, and seniors housing. The investment strategies are executed through proprietary partnerships with operating companies such as Greystar, AutoCamp, Concord Hospitality, Cardinal Group, SAFStor, and Xebec, enabling co-investment and programmatic property-level investments.

Differentiator

Problem solved

Functional benefit

Products and services

• Whitman Peterson Real Estate Investment Platform
• Opportunistic Real Estate Funds
• Sidecar Vehicles
• GP-Aligned Programmatic Partnerships

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core.

• GreystarcoreStrategic or Co-development PartnerProgrammatic Global Investment Partnership Including 180+ Property GP Investments and a WP Investment in Operating Company. Greystar is the largest multifamily investment, development and management company globally with $80B+ of assets and more than 1,000,000 apartments under management. The partnership focuses on multifamily, student housing, and active adult sectors.
• AutoCampcoreStrategic or Co-development PartnerProgrammatic GP & LP Equity Partnership for Expanding AutoCamp's Property Footprint Globally and an Investment in the Operating Company. AutoCamp operates experiential hospitality properties including AutoCamp Cape Cod and AutoCamp Yosemite.
• Concord HospitalitycoreStrategic or Co-development PartnerProgrammatic LP & GP partnership for Opportunistic Hotel Acquisitions and Development Nationally and an Investment in the Operating Company. Concord Hospitality serves as property manager for the Hilton Jacksonville at Mayo Clinic and manages the 15-property WoodSpring Suites portfolio recapitalized with a $167.67M CIM Group loan.
• Cardinal GroupcoreStrategic or Co-development PartnerProgrammatic GP & LP Capital Partnership for National Student Housing Investment + Investment in Operating Company. Cardinal Group focuses on student housing asset class.
• SAFStorcoreStrategic or Co-development PartnerProgrammatic GP & LP Capital Partnership for Development of a National, Class-A, Institutional Grade Portfolio in the self-storage sector.
• XebeccoreStrategic or Co-development PartnerProgrammatic GP Capital Partnership for National Property Expansion + Investment in Operating Company. Xebec focuses on industrial/logistics real estate.

Scale indicators6 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• The Blackstone Group: World's largest alternative asset manager with the BREIT and BREP real estate fund franchises covering multifamily, hospitality, industrial, and other opportunistic sectors. Overlapping investment universe but at vastly larger AUM scale.
• Brookfield Asset Management: One of the largest global alternative asset managers with a dominant real estate private equity platform across opportunistic, value-add, and core strategies. Broader incumbent with overlapping property sector coverage but materially larger scale.
• TPG Real Estate Partners: Private equity real estate platform of TPG raising opportunistic funds across multiple property types. Comparable opportunistic real estate mandate within a broader alternative asset manager parent.
• KKR Real Estate: Global alternative manager with a dedicated real estate platform investing across opportunistic and value-add strategies. Comparable property sector focus but substantially larger fund vehicles and global reach.

Direct peers

• Harrison Street: Alternative real estate investment manager focused on niche property sectors (student housing, senior living, medical office, data centers) raising institutional closed-end funds. Comparable programmatic operating-partner platform and sector-focused mandate.
• Lone Star Funds: Global private equity firm specializing in opportunistic real estate investments, often through partnerships with operating companies. Comparable opportunistic mandate and operating-partner sourcing approach.
• AEW Capital Management: Real estate investment management firm raising institutional funds across core, core-plus, value-add, and opportunistic strategies. Comparable closed-end fund structure and institutional LP base.
• Angelo, Gordon & Co. Alternative investment manager with significant real estate private equity platform investing opportunistically across property types. Comparable institutional client base and opportunistic real estate strategy.
• Starwood Capital Group: Privately-held global real estate private equity firm raising opportunistic and value-add funds across multiple property sectors with similar operating-partner and programmatic strategies. Directly comparable in scale, fund structure, and opportunistic mandate.
• Rockpoint Group: Boston-based real estate private equity firm raising institutional opportunistic funds with GP co-investment alongside operating partners. Closely comparable in fund size, sector breadth, and partnership-driven sourcing model.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/whitmanpeterson

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Whitman Peterson