DIRECT
ALTERNATIVE
WEALTH
ABOUT
DISCIPLINED | TACTICAL | EXECUTION
Welcome to Weltham, where our experience in investment and strategic management spans decades. Since the early 1990s, the team has collaborated with a wide range of global institutions, sovereigns, family offices, and individual investors, collectively generating over $4 billion in value.
Our approach is characterized by a hands-on methodology, where we develop comprehensive management strategies and execute tactical plans with precision. Our expertise lies in structuring and scaling investment opportunities across various sectors, including Real Estate, Retail, Disruptive Technology, Hospitality, and Healthcare.
At Weltham, we prioritize professionalism and corporate integrity in all our endeavors. Our focus is on fostering long-term partnerships built on trust, reliability, and a shared commitment to sustainable growth.
EXPERIENCE
EXPERIENCE
STRATEGY | EXPERIENCE | DEDICATION
At Weltham, our Principal team selectively leverages a highly seasoned blend of senior board-level advisors, sector experts, and strategy consultants, each bringing a wealth of experience in strategic management and investment.
Our experience is highlighted by the significant value we have created - over $4 Billion, stemming from astute investments of more than $550 million in direct investments across global opportunities. Our team's expertise is not just in managing our capital but in sculpting effective management strategies and executing comprehensive tactical plans.
Our approach is deeply rooted in understanding the nuances of each sector, ensuring that our strategies are not only robust but also adaptable to the ever-changing investment landscape.
HISTORICAL M&A TRANSACTIONS
WESTGATE III
NNN Office
Houston, TX
MICHELIN REGIONAL DISTRIBUTION CENTRE
Industrial
Chicago, IL
ENCOMPASS HEALTH
Office
Birmingham, AL
PASADENA
Senior Living
Pasadena, TX
VALPAK
Industrial/logistics
Tampa, FL
PEARLAND
Senior Living
Pearlland, TX
FIRST COLONY
Senior Living
Sugarland, TX
KATY
Senior Living
Katy, TX
PARK WEST
Multi-Family
Houston, TX
ASHLEY GLEN
Senior Living
Peachtree, GA
45 PARK PLACE
Condo
Manhattan, NYC
BRAESWOOD
Senior Living
Houston, TX
STRATEGIC ADVISORY
Notable Global Mandates
Star Group Holding
Strategic Advisor &
Counterparty Negotiations
UAE
FAMILY OFFICE
Ministry of Housing
Policy Advisor Residential Real Estate Sector
Saudi Arabia
GOVERNMENT
Jeddah Development and Urban Regeneration Company
Advisor PPP investment structures for affordable housing
Saudi Arabia
GOVERNMENT
King Abdullah Economic City
Development Strategy and Financial Modeling for
Residential Housing
Saudi Arabia
GOVERNMENT
Mafaz International Development
Hospitality Develoment Strategy
Saudi Arabia
GOVERNMENT
King Abdullah Knowledge Economic City
Development Manager
mixed-use tower in Madinah
Saudi Arabia
GOVERNMENT
Makkah Municipality
Development plan for an $8 billion regeneration project
Saudi Arabia
GOVERNMENT
Global Omani Development & Investment Company
Strategic Advisor – Launched Construction Finance Fund
Oman
GOVERNMENT
Ministry of Commerce and Trade
Launched Enterprise Qatar,
$550 million government backed SME Authority
QATAR
GOVERNMENT
Notable Global Ventures & Partnerships
Public Investment Fund (PIF),
Saudi Arabia
Partner in development of largest national mortgage company
Saudi Arabia
SOVEREIGN FUND
Deutsche Bank, NY
CMBS JV Fund for CRE Finance
USA
CMBS FINANCE
AIG, NY
JV Alternative Commercial Insurance Program
USA
INSTITUTIONAL INSURANCE
IDB/IDB
JV Partner in Global Strategic Advisory Business, CGI
Asia, Middle East , North Africa
MULTILATERAL ADVISORY
The Arab Investment Company
Investor- Housing Finance
Kuwait
MULTILATERAL ADVISORY
Bank Nizwa
Seed Investor real estate investment platform
Oman
MULTILATERAL ADVISORY
Saudi Credit & Savings Bank
Investor- Housing finance platform
Saudi Arabia
SOVEREIGN FUND
International Financial Advisors (IFA)
Partnered for development of Yotel hotel brand
Middle East
FAMILY OFFICE
PHILANTHROPY
PHILANTHROPY
PHILANTHROPY
WE RISE BY LIFTING OTHERS
Service and philanthropy are key components of our strategic goals of sharing our successes with our communities and humanity at large. This is a firm attribute that we believe delivers our unending gratitude for the countless blessings we have built ourselves upon. Gratitude, service, and sharing are the pillars of philanthropy that we intend to pass on as we create next generation wealth. We encourage our principals, partners, and team members to join us in this humble pursuit.
