Waterton Associates L.L.C. - Experience and Performance in Real Estate Investment and Management

Waterton Hospitality Acquisition Criteria

The objective of the Waterton Hospitality group is to acquire assets in the top fifty lodging markets with a significant value-add component. These opportunities may include the ability to reposition a hotel through rebranding, improved management, significant renovation or a marketing plan intended to maximize high margin revenue. Waterton typically enters in to hotel projects with regional joint venture operating partners familiar with the local hotel environment.

Property Characteristics

  • 100 rooms; no maximum
  • Properties must be located in top 50 U.S. lodging markets
  • Properties unencumbered by a brand and management are preferred
  • Leased land opportunities will be considered under unique circumstances

Transaction Types

Properties may be purchased free and clear of debt ("all-cash") or subject to any existing financing, including tax-exempt bonds. Purchases of underlying notes may also be utilized to ultimately gain title to the real estate.

Property Submissions

Initial property submissions should include:

  • Description of the property, including age, construction details, room count and meeting space
  • Details concerning current brand and management affiliations
  • Site plan, and color photographs
  • Historical financial reports (two years preferred) and YTD financials
  • STR report
  • Capital Improvement history and product improvement plan if available
  • Details on existing and assumable financing

Initial submissions should be sent to:

Waterton Hospitality Acquisitions
30 South Wacker Drive Suite 3600
Chicago, IL 60606
312-948-4500
watertonacquisitions@wallc.com

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