Wedgewood Investment

What Wedgewood Investment does

Wedgewood Investment Group, LLC is a private commercial real estate investment banking firm founded in 2009 and headquartered in Northfield, Illinois. The firm structures debt and equity transactions — including bridge, construction, permanent, acquisition, and refinancing solutions as well as joint venture and preferred equity — for institutional and middle-market real estate owners, operators, and developers nationwide. Since 2010, it has concentrated on senior housing and assisted living (including independent living, memory care, and skilled nursing) while continuing to advise on multifamily, office, mixed-use, hospitality, retail, industrial, self-storage, and student housing assets; cumulative transaction volume exceeds $8 billion.

The firm operates three integrated service lines: Financing Solutions (mezzanine debt, construction/permanent financing, bridge loans, acquisition financing, recapitalization), Real Estate Investment Banking Services (capital sourcing, structured finance, strategic advisory for M&A and capital markets positioning), and Senior Living Advisory (specialized guidance for senior housing transactions with access to operating management companies, development teams, and funding sources). Its go-to-market is exclusively direct and relationship-based, leveraging decades-long networks of developers, operators, lenders, and investors cultivated by its three-deal-maker leadership team.

Revenue is generated via transaction fees, advisory fees, and success fees tied to completed capital markets transactions; pricing is negotiated deal-by-deal and not publicly disclosed. The firm maintains active memberships in MBA, ASHA, NIC, Argentum, and ULI, and supplements its relationship channel with a content marketing presence through the CRE Insights blog and a LinkedIn company page. It has no disclosed technology platform, AI capabilities, or mobile applications, and operates with 1–10 employees, indicating a boutique advisory model dependent on the individual production of its senior partners.

Name

Wedgewood Investment

Legal name

Wedgewood Investment Group, LLC

Website

https://wedgewoodllc.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

Wedgewood Investment Group is a private commercial real estate investment bank headquartered in Northfield, Illinois that structures debt and equity transactions for institutional and middle-market real estate owners, operators, and developers nationwide, with a specialization in senior housing and assisted living.

Ownership category

akta.pro rank

Product category

Commercial Real Estate Investment Banking

NAICS

Investment Banking and Securities Intermediation (523150)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Mortgage Bankers & Loan Correspondents (6162)

akta.pro industry

PRIMARYFSAHAIAB

Real Assets — Real Estate Debt (Whole Loans, Mezzanine, CMBS/CLO)

Financial & Insurance/Hedge Funds & Alternative Investments/Alternative Investments — Real Assets (Real Estate, Infrastructure, Farmland, Timberland)

Keywords

• Commercial real estate investment banking
• Real estate capital advisory
• Debt and equity structuring
• Senior housing financing
• Middle market real estate

Headquarters

HQ city

Northfield

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

Revenue model

1. Investment Banking and Advisory Fees: The firm generates revenue through structuring debt and equity transactions for commercial real estate clients, including bridge, construction, permanent, acquisition and refinancing transactions, as well as joint venture and preferred equity solutions. Revenue is derived from advisory fees, transaction fees, and success fees tied to completed capital markets transactions.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Wedgewood Investment Group is a private commercial real estate investment banking firm that structures debt and equity transactions for institutional and middle market real estate owners, operators, and developers nationwide. The firm arranges bridge, construction, permanent, acquisition, and refinancing capital, as well as joint venture and preferred equity solutions, with a specialization in senior living and assisted living real estate.

Product overview

Wedgewood Investment Group operates as a unified commercial real estate investment banking platform offering three integrated service lines: Financing Solutions (mezzanine debt, construction/permanent financing, bridge loans, acquisition financing, recapitalization strategies), Real Estate Investment Banking Services (capital raising, structured finance, strategic advisory), and Senior Living Advisory (specialized guidance for senior housing transactions). These offerings work together to structure debt and equity transactions for institutional and middle market real estate clients across asset types including Senior Living, Multifamily, Office, Mixed-use, Hospitality, Retail, Industrial, Self-Storage and Student Housing.

Differentiator

Problem solved

Functional benefit

Products and services

• Financing Solutions

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered minor and core.

• Mortgage Bankers Association (MBA)minorOthersProfessional industry association affiliation. MBA is a prominent commercial real estate finance industry organization providing networking, education, and advocacy for members.
• American Seniors Housing Association (ASHA)coreOthersIndustry association focused on seniors housing. ASHA provides research, networking, and advocacy specifically for assisted living and senior housing operators. Given Wedgewood's specialization in senior living, this membership supports deal sourcing and market intelligence.
• National Investment Center for Seniors Housing & Care (NIC)coreOthersNIC provides data, analytics, and events for the seniors housing sector. Wedgewood's specialization in senior living aligns with NIC's focus on supporting capital formation for senior housing operators and owners.
• ArgentumcoreOthersArgentum is a leading association for senior living providers. Wedgewood's active engagement with the senior living industry through Argentum supports deal flow and market intelligence.
• Urban Land Institute (ULI)minorOthersProfessional association for land use and real estate development. ULI provides research, education, and networking across all commercial real estate sectors, complementing Wedgewood's broader real estate investment banking focus.

Scale indicators6 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Newmark Group:
• Walker & Dunlop: Walker & Dunlop is a large public CRE finance company that originates, services, and brokers loans across multifamily, senior housing, and other CRE sectors. It overlaps with Wedgewood's debt placement activities but operates at significantly greater scale with a servicing platform.
• CBRE Capital Markets: CBRE's Capital Markets group arranges debt and equity financing for institutional CRE clients across all major asset types including senior living. It is a much larger incumbent offering the same intermediary services as Wedgewood within a global platform.
• JLL Capital Markets: JLL's Capital Markets division provides debt placement, equity placement, and structured finance for CRE owners and developers across asset types — a broad incumbent that competes with Wedgewood on mid-market and institutional mandates.

Direct peers

• Berkadia: Berkadia is a commercial real estate investment banking and mortgage banking firm that arranges debt and equity capital for multifamily, senior housing, and other CRE asset types — directly comparable to Wedgewood's capital placement model, though at much larger scale.
• Eastdil Secured: Eastdil Secured is a leading private CRE investment banking firm providing debt, equity, and M&A advisory for institutional real estate clients — directly comparable business model to Wedgewood, but serving the largest institutional mandates.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks4 records

Customer concentration

• LinkedInlinkedin.com/company/wedgewood-investment-group-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Wedgewood Investment