Heartland Advisors Inc. Acquires New Stake in Walker & Dunlop, Inc. $WD
Heartland Advisors Inc. has acquired a new stake of 50,000 shares in Walker & Dunlop, Inc. (NYSE:WD), valued at approximately $4.18 million. This move represents a 0.15% ownership in the financial services provider, which has high institutional ownership at 80.97%. Analysts currently rate Walker & Dunlop as a "Moderate Buy" with an average price target of $85.00, suggesting potential upside from its current share price of around $62.29.
Walker & Dunlop Announces 2026 Investor Day
Walker & Dunlop, Inc. announced it will host an Investor Day on Tuesday, March 10, 2026, at 9:00 a.m. Eastern Time. The event will provide an update on the company's long-term growth strategy, specifically its five-year outlook, "Journey to '30," and will include presentations and a Q&A session with senior management. A live webcast and replay will be available, with presentation materials posted on the Investor Relations section of the company's website.
Walker & Dunlop Arranges €118 Million Refinance for the Zuiderpoort Office in Belgium
Walker & Dunlop has successfully arranged a €118.75 million refinancing for the Zuiderpoort office complex in Ghent, Belgium, on behalf of Blue Colibri Capital. The six-building property, totaling 63,000 square meters, has undergone significant transformation into a sustainable and community-focused office campus, achieving BREEAM Excellent and WELL Core Platinum certifications. The refinancing, supported by a six-bank consortium, will also fund a new fossil-fuel-free HVAC system, further enhancing the asset's long-term value and aligning with its ESG-focused business plan.
Walker And Dunlop Expands European Role With ESG Zuiderpoort Refinancing
Walker & Dunlop (NYSE:WD) successfully arranged a large ESG-focused refinancing deal for the Zuiderpoort office complex in Ghent, Belgium, showcasing its involvement in European green property projects. This €118,750,000 senior loan highlights Walker & Dunlop’s role as an arranger of complex financings, generating fee income and deepening relationships. The transaction aligns with the company's international diversification strategy and its emerging focus on ESG in real estate, though risks related to debt coverage and non-cash earnings are noted.
Walker & Dunlop Arranges €118 Million Refinance for the Zuiderpoort Office in Belgium
Walker & Dunlop has successfully arranged a €118.75 million refinance loan for the Zuiderpoort office complex in Ghent, Belgium. This transaction, led by Claudiu Sgaborra, Jessica Bell, and Patrick Smith, involved a consortium of six institutional banks and allows for partial funding of a new state-of-the-art HVAC system to make the building fossil-fuel free. The property, managed by Blue Colibri Capital, has undergone significant upgrades to become a highly sustainable, community-driven office campus, achieving BREEAM Excellent and WELL Core Platinum certifications.
Walker & Dunlop Arranges €118 Million Refinance for the Zuiderpoort Office in Belgium
Walker & Dunlop has secured a €118.75 million refinance loan for the Zuiderpoort office complex in Ghent, Belgium, for funds managed by Blue Colibri Capital. The property, consisting of six buildings and 63,000 square meters, has been transformed into a highly sustainable and community-driven office campus, achieving BREEAM Excellent and WELL Core Platinum certifications. The refinancing will also support the installation of a new fossil-fuel-free HVAC system, furthering the property's ESG-focused business plan.
Walker & Dunlop Arranges €118 Million Refinance for the Zuiderpoort Office in Belgium
Walker & Dunlop has successfully arranged a €118 million refinancing loan for the Zuiderpoort office complex in Ghent, Belgium, on behalf of Blue Colibri Capital. The transaction, facilitated by a six-bank consortium, highlights the property's transformation into a sustainable, community-driven space with BREEAM Excellent and WELL Core Platinum certifications. The refinancing will partly fund a new HVAC system, enabling the building to become fossil-fuel free, and validates the successful ESG-focused repositioning efforts and strong tenant retention, including the Belgian State as a key anchor tenant.
Walker & Dunlop Arranges €118 Million Refinance for the Zuiderpoort Office in Belgium
Walker & Dunlop has successfully arranged a €118 million refinance loan for Zuiderpoort, a 63,000 square meter office complex in Ghent, Belgium, on behalf of Blue Colibri Capital. The property has undergone extensive upgrades, achieving BREEAM Excellent and WELL Core Platinum certifications and attracting strong tenant interest, including a significant lease with the Belgian State. This refinance package, secured through a six-bank consortium, will also fund a new HVAC system to make the building fossil-fuel free, furthering its ESG goals and enhancing long-term value.
Walker & Dunlop Arranges €118 Million Refinance for the Zuiderpoort Office in Belgium
Walker & Dunlop has arranged a €118.75 million loan to refinance the Zuiderpoort office complex in Ghent, Belgium, on behalf of funds managed by Blue Colibri Capital. The property has been transformed into a highly sustainable, community-driven office campus, achieving BREEAM Excellent and WELL Core Platinum certifications. The refinancing supports the installation of a new HVAC system to make the building fossil-fuel free and enhance its long-term value, securing a competitive deal through a six-bank consortium.
Public Sector Pension Investment Board Has $11.11 Million Position in Walker & Dunlop, Inc. $WD
The Public Sector Pension Investment Board increased its stake in Walker & Dunlop, Inc. by 20.7% in Q3, now holding 132,890 shares valued at $11.11 million. Other institutional investors, such as Norges Bank and Tributary Capital Management LLC, also significantly increased their positions, leading to 80.97% institutional ownership of the stock. Analysts currently rate Walker & Dunlop as a "Moderate Buy" with an average price target of $87.00.
Is Walker & Dunlop (WD) Pricing Reflect Recent Commercial Real Estate Headwinds?
Simply Wall St's analysis suggests Walker & Dunlop (WD) is overvalued, with its stock price at US$61.86 compared to an intrinsic value estimate of US$36.12. The company, which operates in the commercial real estate financing sector, has experienced recent stock declines and faces headwinds related to commercial real estate and financing industry conditions. The valuation was determined using an Excess Returns analysis and Price vs. Earnings ratio, both indicating overvaluation relative to its fair value and industry peers.
Walker & Dunlop, Inc. (NYSE:WD) Given Average Recommendation of "Moderate Buy" by Brokerages
Walker & Dunlop, Inc. (NYSE:WD) has received an average recommendation of "Moderate Buy" from seven brokerages, with an average 12-month price target of $87.00. Institutional investors hold approximately 80.97% of the stock, with significant inflows observed in recent quarters. The company specializes in commercial real estate finance and opened at $61.45, with a market cap of $2.09 billion.
Walker & Dunlop (WD) Deepens Hospitality Financing Role with Nashville EDITION Deal – What Does It Signal?
Walker & Dunlop (WD) recently arranged a significant US$371.5 million financing deal for The Nashville EDITION Hotel & Residences, showcasing its strong capital markets presence. While this deal reinforces the company's franchise strength, it does not fundamentally alter its investment narrative, which remains heavily dependent on generating fee-based opportunities in multifamily and commercial real estate finance and its reliance on government-sponsored entities like Fannie Mae and Freddie Mac. The company's future performance hinges on factors like Q4 2025 results and potential changes in agency caps or regulations.
Walker & Dunlop Arranges $371.5M in Development Financing for The Nashville Edition Hotel & Residences
Walker & Dunlop has secured $371.5 million in development financing for The Nashville Edition Hotel & Residences, a luxury mixed-use project in Nashville's Gulch neighborhood. The 28-story tower will feature 261 hotel rooms and 84 for-sale residences, along with various amenities including chef-led restaurants, a spa, and a rooftop pool. The financing was arranged through Madison Realty Capital and KSL Capital Partners for borrower Tidal Real Estate Partners, in collaboration with Left Lane Development and Marriott International.
Walker And Dunlop’s Fannie Mae Lead And Nashville Deal Versus Valuation
Walker & Dunlop has been recognized for the seventh consecutive year as Fannie Mae's largest DUS lender and arranged significant financing for the Nashville EDITION Hotel & Residences. These achievements highlight the company's strong position in multifamily and large-scale real estate financing. Despite these positive developments, Simply Wall St's valuation model suggests the shares might be trading above their estimated fair value, with recent momentum showing a slight decline.
Walker And Dunlop’s Fannie Mae Lead And Nashville Deal Versus Valuation
Walker & Dunlop has been recognized for the seventh consecutive year as Fannie Mae's largest DUS lender and recently arranged US$371.5 million in financing for the Nashville EDITION Hotel & Residences. These achievements underscore the company's strong position in multifamily and large-scale real estate financing. However, Simply Wall St's valuation model suggests the shares are trading significantly above their estimated fair value, despite the positive news and a strong market position.
Tidal Real Estate Partners to develop Nashville Edition
Tidal Real Estate Partners, in collaboration with Left Lane Development and Marriott International, is developing The Nashville Edition Hotel & Residences, a 28-story mixed-use tower. Walker & Dunlop arranged $371.5 million in financing for the project, which will include 261 guestrooms, 84 condos, and various luxury amenities. This development marks Tidal's third project in Nashville's Gulch area, reflecting a strategy to introduce design-forward hospitality in a growing market.
Walker & Dunlop Ranked #1 Fannie Mae DUS Lender, #2 GSE Lender and #3 Freddie Mac Optigo Lender For 2025
Walker & Dunlop has been recognized as the #1 Fannie Mae DUS® lender for the seventh consecutive year, with $8.9 billion in volume for 2025. The company also ranked #3 Freddie Mac Optigo® lender with $7.9 billion and achieved the #2 spot overall among GSE lenders with $16.8 billion in combined loan volume. This strong performance highlights Walker & Dunlop's prominent position in the multifamily commercial real estate lending sector.
Walker & Dunlop Announces Fourth Quarter and Full-Year 2025 Earnings Conference Call Details
Walker & Dunlop announced it will release its fourth quarter and full-year 2025 financial results before market open on February 26, 2026. The company will host a conference call on the same day at 8:30 a.m. Eastern time to discuss these results. A webcast replay will be available on the Investor Relations section of their official website.
Walker & Dunlop Ranked #1 Fannie Mae DUS Lender, #2 GSE Lender and #3 Freddie Mac Optigo Lender For 2025
Walker & Dunlop has been recognized as the #1 Fannie Mae DUS® lender for the seventh consecutive year, achieving $8.9 billion in volume for 2025. The company also ranked as the #3 Freddie Mac Optigo® lender with $7.9 billion in volume, moving up from #4. Overall, Walker & Dunlop finished 2025 as the #2 GSE lender, totaling $16.8 billion in loan volume across Fannie Mae and Freddie Mac.
New York State Common Retirement Fund Buys 33,797 Shares of Walker & Dunlop, Inc. $WD
The New York State Common Retirement Fund significantly increased its stake in Walker & Dunlop (NYSE:WD) during Q3, purchasing 33,797 additional shares to bring its total holding to 45,265 shares worth $3.785 million. This move is part of a broader trend of institutional investment in Walker & Dunlop, with other major firms also adding or initiating positions, resulting in 80.97% institutional ownership. The company recently exceeded Q3 earnings expectations and holds a "Moderate Buy" analyst consensus with an average price target of $87.
Walker & Dunlop Announces Fourth Quarter and Full-Year 2025 Earnings Conference Call Details
Walker & Dunlop, Inc. announced that it will release its fourth quarter and full-year 2025 financial results on February 26, 2026, before market open. The company will host a conference call on the same day at 8:30 a.m. Eastern time to discuss these results. Access details for both the call and a webcast replay are provided.
Walker & Dunlop Arranges $43M Refinancing for Student Housing Community Near Georgia Tech
Walker & Dunlop has secured a $43 million loan for the refinancing of The Hive, a 307-bed student housing community adjacent to the Georgia Tech campus in Midtown Atlanta. The loan was arranged for borrower Dezure Development, with Walker & Dunlop Investment Partners providing the interest-only bridge loan. The Hive, which opened in fall 2025, offers 100 furnished units and various amenities.
Walker & Dunlop to Release Q4 and Full-Year 2025 Results
Walker & Dunlop (WD) is scheduled to announce its Q4 and full-year 2025 financial results on February 26, 2026, before market open. The company will also host a conference call and webcast at 8:30 a.m. Eastern Time on the same day to discuss these results. Walker & Dunlop is a major commercial real estate finance and advisory firm, actively involved in leveraging technology for community development.
Walker & Dunlop Announces Fourth Quarter and Full-Year 2025 Earnings Conference Call Details
Walker & Dunlop, Inc. (NYSE: WD) has announced that it will release its fourth quarter and full-year 2025 financial results before the market opens on February 26, 2026. The company will host a conference call at 8:30 a.m. Eastern time on the same day to discuss these results. A webcast of the call will also be available, with a replay accessible on the Investor Relations section of their website.
Walker & Dunlop Announces Fourth Quarter and Full-Year 2025 Earnings Conference Call Details
Walker & Dunlop, Inc. announced details for its fourth quarter and full-year 2025 earnings conference call. The company will release its results before the market opens on February 26, 2026, and will host a conference call on the same day at 8:30 AM Eastern time to discuss the financial outcomes. A simultaneous webcast of the call will be available, and a replay will be accessible via their Investor Relations website.
Walker & Dunlop Secures More Favorable Credit Terms
Walker & Dunlop has successfully renegotiated a core credit facility with PNC Bank, reducing the interest rate and lowering borrowing costs. This strategic move enhances the company's financial flexibility and liquidity, positioning it favorably for an anticipated wave of commercial real estate refinancing between 2026 and 2029. The improved cost structure will allow Walker & Dunlop to pursue market share expansion and address upcoming refinancing opportunities with greater agility.
Walker & Dunlop Secures More Favorable Credit Terms
Walker & Dunlop has successfully renegotiated its credit facility with PNC Bank, reducing borrowing costs and enhancing financial flexibility. This strategic move positions the company to capitalize on an anticipated wave of commercial real estate refinancing between 2026 and 2029. The improved cost structure, along with recent high-volume transactions, indicates strong operational momentum and a proactive approach to future market opportunities.
Walker & Dunlop amends warehousing credit agreement with PNC Bank
Walker & Dunlop, Inc. announced an amendment to its warehousing credit agreement with PNC Bank, reducing the Applicable Daily Floating Term SOFR Rate. This financial move comes alongside other recent company developments, such as a $250 million joint venture for affordable housing bridge financing and securing significant loans for various properties. Analysts like Jefferies and Citizens maintain positive outlooks on the company, highlighting its strategic financial activities and business model.
Walker & Dunlop Inc (WD) Trading Down 4.19% on Jan 30
Shares of Walker & Dunlop Inc (WD) fell 4.19% on January 30th, reaching an intraday low of $61.33 before closing at $61.92. This places the stock significantly below its 52-week high, although slightly above its 52-week low. Wall Street analysts maintain an "Outperform" status for WD, with an average target price suggesting a 34.59% upside, while GuruFocus estimates a fair value implying a 62.04% upside.
3 Reasons to Avoid WD and 1 Stock to Buy Instead
Walker & Dunlop (WD) shares have fallen 14.6% in the last six months, prompting investors to question its future. The authors recommend avoiding WD due to a 43.8% annual decline in net interest income over five years and a 6.7% annual decrease in EPS, despite revenue growth. While its tangible book value per share (TBVPS) has grown recently, the article suggests other, more exciting stock opportunities, particularly in digital advertising.
Walker & Dunlop, Inc. (WD): A Bull Case Theory
This article summarizes a bullish thesis on Walker & Dunlop, Inc. (WD), highlighting its position as a specialized financial services platform in commercial real estate, particularly multifamily housing. The strength of WD's business model is attributed to its "barbell" P&L structure, combining cyclical transactional fees with durable, recurring servicing income from its $139.3 billion portfolio, backed by regulatory assets like the Fannie Mae DUS license. The company is poised for growth due to structural housing undersupply, affordable housing finance, market share gains from banks, and a significant looming refinancing maturity wall.
Walker & Dunlop Secures $75M Refinancing for Multifamily Community in North Las Vegas
Walker & Dunlop has successfully arranged a $75 million refinancing loan for North Park Living, a 380-unit multifamily property in North Las Vegas. W&D Capital Markets team secured the floating-rate, interest-only permanent debt from Benefit Street Partners for SRB Living LLC. The community offers one, two, and three-bedroom apartments with direct access to Interstate 15 and various amenities.
Walker & Dunlop Arranges $96.7M Refinancing for Three Multifamily Communities in Louisville
Walker & Dunlop has secured a $96.7 million floating-rate, interest-only loan for Highgates Group to recapitalize three newly constructed multifamily properties in Louisville, Kentucky. The portfolio consists of Belmond Flats, Cedar Creek Flats, and Glengrove Apartments, totaling 640 units. Proceeds from the financing will be used to repay existing debt, cover closing costs, and return capital to investors.
Walker & Dunlop (WD) Valuation Check As Multifamily Recapitalization Activity Stays Busy
Walker & Dunlop (WD) is actively involved in large multifamily recapitalization projects, securing significant financing. Despite recent stock price declines over the past year, its P/E ratio of 19.5x suggests it is overvalued compared to its peers and industry average. A Discounted Cash Flow (DCF) analysis further supports the overvaluation, indicating the stock is trading above its estimated future cash flow value.
Walker & Dunlop Arranges $250M in Financing for Newark Multifamily Project
Walker & Dunlop has secured $250 million in financing for 22 Fulton, a 396-unit multifamily development in Newark, New Jersey. The capital stack includes a construction loan, LIHTC equity and bridge loan from Goldman Sachs, a preferred equity investment, and a permanent loan commitment from Barings, with additional funds from Barings via tax credit purchases. The project, a partnership between SK Development and the Berger Organization, will feature both market-rate and affordable housing units along with retail space, with construction expected to begin soon and finish in late 2028.
Walker & Dunlop (WD) Valuation Check As Multifamily Recapitalization Activity Stays Busy
Walker & Dunlop (WD) recently arranged significant financing for multifamily properties, drawing investor attention. Despite recent share price momentum softening, the stock trades at a P/E of 19.5x, which is considered overvalued compared to its peers and industry average. A discounted cash flow model further supports the view that the stock, priced at US$64.14, is trading above its estimated future cash flow value of US$34.85.
Walker & Dunlop Arranges $96 Million Refinancing for Class A Louisville Portfolio
Walker & Dunlop has successfully arranged $96.7 million in refinancing for three newly constructed Class A multifamily communities in Louisville, Kentucky, comprising 640 units. The financing deals, executed on behalf of Highgates Group, involved floating-rate, interest-only loans from an institutional lender to repay existing debt, cover closing costs, and return capital to investors. This strategic move highlights the strong demand for quality multifamily housing in Louisville and Walker & Dunlop's capability to secure tailored capital solutions for experienced developers.
How a $96.7M deal is reshaping 640 new apartments in Louisville
Walker & Dunlop has arranged $96.7 million in refinancing for three newly constructed Class A apartment communities in Louisville, Kentucky, totaling 640 units. The deal, completed for Highgates Group, involved floating-rate, interest-only loans to repay existing debt, cover closing costs, and return capital to investors. The properties benefit from Louisville's strong economy, central location, and amenities, supporting a high demand for quality multifamily housing.
Will Walker & Dunlop's (WD) New HUD/FHA Platform and Affordable Bridge Venture Reshape Its Narrative?
Walker & Dunlop (WD) has launched a new HUD/FHA multifamily valuation and market study practice group and formed a US$250 million affordable housing bridge-lending joint venture with Pretium. These initiatives aim to deepen its presence in specialized real estate segments, particularly affordable multifamily housing, which is seen as a key demand driver. While these moves fit within the company's strategy, they do not fundamentally alter its sensitivity to broader transaction volumes and government program dynamics.
Walker & Dunlop (WD) Valuation Check After HUD/FHA Practice Launch And Affordable Housing Expansion
Walker & Dunlop (WD) recently launched a national HUD/FHA multifamily valuation practice and an affordable housing bridge lending venture, despite a mixed stock performance over the past year. The company is considered undervalued at US$64.08 compared to a narrative-based fair value of US$84.00, driven by its expansion into affordable housing and increased regulatory focus. However, its P/E ratio of 19.4x is higher than the industry average, suggesting investors are already paying a premium for future growth.
Apprise by Walker & Dunlop Names Nelson Pratt to Lead Expanded HUD/FHA Multifamily Valuation Capabilities
Apprise by Walker & Dunlop has launched a national HUD/FHA multifamily valuation and market study practice group, appointing Nelson Pratt, MAI, as its managing director and national HUD practice lead. Pratt brings over 20 years of multifamily valuation and consulting experience, particularly with HUD-insured assets, to strengthen Apprise's capabilities in this specialized segment. This move aims to enhance the company's dominance in multifamily valuation through expanded expertise and national reach.
Apprise by Walker & Dunlop Names Nelson Pratt to Lead Expanded HUD/FHA Multifamily Valuation Capabilities
Apprise by Walker & Dunlop has launched a national HUD/FHA multifamily valuation and market study practice group, appointing Nelson Pratt, MAI, as its managing director and national HUD practice lead. This expansion strengthens Apprise's capabilities in a specialized sector of multifamily valuation, leveraging Pratt's over 20 years of experience. The move aims to enhance execution, quality control, and team development for HUD-insured assets.
Walker & Dunlop Expands Capital Markets Presence in Miami
Walker & Dunlop is expanding its Capital Markets Institutional Advisory presence in South Florida by relocating Michael Stepniewski to Miami from Manhattan. Stepniewski will advise clients on financing strategies across various asset classes, leveraging both local expertise and Walker & Dunlop’s national platform. This move reflects Miami's robust institutional market and the company's commitment to supporting the region's evolving capital needs, building on over 75 financings completed in South Florida.
Is Walker & Dunlop’s (WD) New Affordable Bridge JV Quietly Reframing Its Core Growth Story?
Walker & Dunlop (WD) and Pretium have formed a US$250 million joint venture, Walker & Dunlop Affordable Bridge Capital, to provide bridge loans for multifamily properties transitioning to affordable housing. This initiative highlights WD's growing focus on affordable housing finance and multifamily financing. The article explores how this new platform could reshape WD's investment narrative, emphasizing its reliance on Agency and HUD programs and the importance of transaction volumes.
Walker & Dunlop Arranges $19.1M in Financing for Bronx Affordable Housing Project
Walker & Dunlop has secured $19.1 million in financing for Melrose Concourse, a 72-unit affordable housing development planned for The Bronx. The funding includes a $6.3 million permanent loan from Freddie Mac and a $12.8 million equity investment. The project will reserve all units for renters earning 30 to 70 percent of the area median income, with 23 units designated for seniors.
Walker & Dunlop secures $112.5M refi for Ace Hotel Brooklyn
Walker & Dunlop has successfully secured a $112.5 million loan to refinance the Ace Hotel Brooklyn, a 287-room full-service hotel. This transaction, arranged by Walker & Dunlop Capital Markets Institutional Advisory, will retire existing senior debt and preferred equity. The refinancing highlights New York City's constrained hotel market and strong tourism projections, driven by regulatory barriers limiting new development and high demand.
Walker & Dunlop with Pretium Introduce $250M Affordable Bridge Capital Joint Venture
Walker & Dunlop and Pretium have launched a $250 million joint venture named Affordable Bridge Capital to address the financing gap in affordable multifamily housing. The initiative will provide flexible, short-term first-mortgage bridge loans for properties undergoing acquisition, refinancing, or preparation for long-term government-affordable programs. This partnership aims to expand affordable housing by offering crucial bridge financing that supports projects in securing reliable, permanent financing through Agency and HUD programs.
Walker & Dunlop and Pretium Introduce New Affordable Bridge Capital Joint Venture
Walker & Dunlop and Pretium have launched a $250 million joint venture to provide bridge loans for affordable multifamily housing. This initiative aims to address a critical financing gap, offering flexible, short-term first-mortgage bridge loans for properties seeking acquisition, refinancing, or preparation for long-term government affordable programs. The partnership leverages Walker & Dunlop's affordable housing expertise and Pretium's capital strength to help expand affordable housing options across the U.S.
Walker & Dunlop, Pretium Create $250M Affordable Housing Investment Fund
Walker & Dunlop and investment firm Pretium have launched Walker & Dunlop Affordable Bridge Capital, a $250 million platform to finance affordable multifamily housing developments. This joint venture will offer flexible first-mortgage bridge loans ranging from $10 to $75 million, with terms between 6 and 36 months, targeting asset acquisitions, refinancings, and properties eligible for government-backed programs. The initiative aims to address the persistent shortage of affordable housing in the U.S. by facilitating permanent Agency and HUD takeout loans.
