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Wheelock Street

Private equity

Greenwich Β· 4 people tracked

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Investment thesis

Wheelock employs a hybrid, multi-asset-class model that it views as a competitive advantage, combining hands-on vertical integration with the structuring experience of its investment team. It seeks alpha through focus, deep investment knowledge, and internal platforms (verticals) such as hospitality, retail/mixed-use, and industrial real estate, which provide specialized asset expertise and drive off-market deal flow. Capital is deployed across two strategies: the Opportunistic/Value-Add Flagship Fund Series and the Long Term Value Fund. The firm prioritizes safety and preservation of capital, and continues to explore new verticals targeting asset classes with large, scalable opportunities and the potential for competitive advantage through vertical integration.

Source: firm website, verified Aug 6, 2026.

HQ
Greenwich, US
Instruments
Equity
Founded
2008
Tracked investments
3

Team Β· 4 people

from the firm's website

What they invest in

from 2 of 3 portfolio companies

Consumer Γ—2Construction Tech Γ—1PropTech Γ—1Travel & Hospitality Γ—1

HQs:United StatesΓ—1

Investments Β· 3 tracked

founders shown can be your intro path
John Wieland Homesjwhomes.com

John Wieland designs and builds luxury single-family homes in planned residential neighborhoods, offering buyers customizable floor plans, premium finishes, and smart home technology.

Construction TechConsumerPropTech

Renaissance Las Vegas

548-key non-gaming hotel adjacent to the Las Vegas Convention Center, acquired July 2015 and sold in early 2018 after a $6.6M renovation and significant NOI improvement.

The Cavalier Resortcavalierresortvb.comin

The Cavalier Resort is a luxury resort in Virginia Beach comprising three hotels, nine restaurants, six pools, a spa, and an on-site distillery, offering lodging, dining, events, and recreation.

ConsumerTravel & HospitalityVirginia Beach, US

Fund performance Β· per public LP disclosures Β· 2

as of Sep 2025
FundVintageCommittedNet IRRTVPIDPI
WHEELOCK STREET REAL ESTATE FUND V LPLPs: District of Columbia Retirement Board, University of Texas Investment Management Company2017β€”8.3%1.31x1.02x
WHEELOCK STREET REAL ESTATE FUND II LPLPs: District of Columbia Retirement Board, University of Texas Investment Management Company2014β€”18.3%1.65x1.86x

Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).

Frequently asked questions

What sectors does Wheelock Street focus on?
Wheelock Street focuses on PropTech.
Where is Wheelock Street located?
Wheelock Street is headquartered in Greenwich, US.

Images

Wheelock Street photoWheelock Street photo

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