Investment adviser · CRD 165022

WALKER & DUNLOP INVESTMENT PARTNERS, INC.

Investment adviser filing (IA)

DENVER, CO, United States · Form ADV filed Mar 27, 2026

Regulatory AUM
$2.7B
Form ADV · Item 5.F
Client accounts
32
Accounts, not individual clients
Employees
36
Reported in this filing
Advisory professionals
35
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles27$2,145,183,33279.4%
Insurance companiesFewer than 5$538,206,61119.9%
Other investment advisersFewer than 5$20,000,0000.7%
Filing source

Form ADV 2067932 · Mar 27, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

35 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

JCR CAPITAL INCOME FUND V(Q), L.P.Real Estate Fund · Last reported Mar 27, 2026$205MGross asset value

Form D fundraising filings

JCR Capital Income Fund V(Q), L.P.

Fund administrator SS&C TECHNOLOGIES, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP DENVER, Colorado, United States
Custodian CIBC BANK USA NEW YORK, New York, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. COLUMBUS, Ohio, United States Related to adviser: No
Marketer PERTH ADVISORS LLC NEW YORK, New York, United States Related to adviser: No
Marketer STONEHAVEN, LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

RSM US LLP
PCAOB 49

PERTH ADVISORS LLC
CRD 152080 · SEC 8-68423

STONEHAVEN, LLC
CRD 118913 · SEC 8-53699

Fund details & source
Fund ID
805-3401456832
Reported beneficial owners
273
Minimum commitment
$1M
Form D file number
021-356046

Form ADV 2067932 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

JCR CAPITAL INCOME FUND V (PARALLEL) (Q), L.P.Real Estate Fund · Last reported Mar 27, 2026$142MGross asset value

Form D fundraising filings

JCR Capital Income Fund V (Parallel) (Q), L.P.

Fund administrator SS&C TECHNOLOGIES, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP DENVER, Colorado, United States
Custodian CIBC BANK USA NEW YORK, New York, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. COLUMBUS, Ohio, United States Related to adviser: No
Marketer PERTH ADVISORS LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

RSM US LLP
PCAOB 49

PERTH ADVISORS LLC
CRD 152080 · SEC 8-68423

Fund details & source
Fund ID
805-9356823552
Reported beneficial owners
14
Minimum commitment
$1M
Form D file number
021-356042

Form ADV 2067932 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WDIP MULTI-RES AND INDUSTRIAL FUND (QP), L.P.Real Estate Fund · Last reported Mar 27, 2026$65.6MGross asset value

Form D fundraising filings

WDIP Multi-Res & Industrial Fund, L.P.

Fund administrator SS&C TECHNOLOGIES, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US, LLP DENVER, Colorado, United States
Custodian CIBC BANK USA CHICAGO, Illinois, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US, LLP
PCAOB 49

CIBC BANK USA
LEI 549300PJPEIYTCKHPB44

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-6370011158
Reported beneficial owners
168
Minimum commitment
$250K
Form D file number
021-488817

Form ADV 2067932 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

W&D REAL ESTATE OPPORTUNITIES FUND (QP), L.P.Real Estate Fund · Last reported Mar 27, 2026$65.6MGross asset value
Fund administrator SS&C TECHNOLOGIES, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP DENVER, Colorado, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-3445742531
Reported beneficial owners
116
Minimum commitment
$250K
Form D file number
021-388562

Form ADV 2067932 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

JCR INCOME PLUS FUND IV, L.P. (Q)Real Estate Fund · Last reported Mar 27, 2026$45MGross asset value

Form D fundraising filings

JCR Income Plus Fund IV(Q), L.P.

Fund administrator MUFG NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM DENVER, Colorado, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Marketer PERTH ADVISORS LLC NEW YORK, New York, United States Related to adviser: No
Marketer STONEHAVEN, LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

RSM
PCAOB 49

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

PERTH ADVISORS LLC
CRD 152080 · SEC 8-68423

STONEHAVEN, LLC
CRD 118913 · SEC 8-53699

Fund details & source
Fund ID
805-5709409489
Reported beneficial owners
221
Minimum commitment
$1M
Form D file number
021-297948

Form ADV 2067932 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SANTA ROSA SFR MULTIFAMILY JV INVESTOR LLCReal Estate Fund · Last reported Mar 27, 2026$26.3MGross asset value
Auditor RSM US LLP DENVER, Colorado, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSM US LLP
PCAOB 49

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-3645204176
Reported beneficial owners
2
Minimum commitment
$6.68M

Form ADV 2067932 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WDIP MULTI-RES AND INDUSTRIAL FUND (PARALLEL) (QP), L.P.Real Estate Fund · Last reported Mar 27, 2026$25.2MGross asset value
Fund administrator SS&C TECHNOLOGIES, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US, LLP DENVER, Colorado, United States
Custodian CIBC BANK USA CHICAGO, Illinois, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. COLUMBUS, Ohio, United States Related to adviser: No
Marketer RCX CAPITAL GROUP, LLC WOODLANDS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

RSM US, LLP
PCAOB 49

CIBC BANK USA
LEI 549300PJPEIYTCKHPB44

RCX CAPITAL GROUP, LLC
CRD 114290 · SEC 8-53416

Fund details & source
Fund ID
805-5705375517
Reported beneficial owners
58
Minimum commitment
$250K
Form D file number
021-488817

Form ADV 2067932 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 27, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

2345 E. 3RD AVENUE, SUITE 300
DENVER, CO, 80206, United States

CRD 165022

Filing source

Form ADV 2067932 · Mar 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.