WA principals have successfully executed on behalf of investors and syndicators the disposition of LP interests in over 500 properties, through individual property and portfolio dispositions, delivering significant value to investors. Key accomplishments and disposition services include:
WA principals negotiated and executed the disposition of substantially all of an institutional investor’s portfolio of 120 direct, limited partner (LP) investments after year 11 of the compliance period. The dispositions delivered significant value to the investor despite the limited liquidity of its positions.
WA mitigated risk to a large investment bank by assisting and facilitating its exit as Fund GP/syndicator of a distressed, 180-property tax credit portfolio.
WA principals have analyzed, negotiated, and executed hundreds of syndicated Fund LP investments in tax credit properties that have completed their 15 year compliance period.
WA provides expert Opinion of Value reports based on agreed upon procedures. The reports value client investment assets and meet the requirements of the Business Judgment Rule.