Wharton Equity Partners · Real estate investment · 2005–2010 · Director, New Business Development, Marketing and Corporate Communications

I turned visibility into deal flow — and overlooked assets into value

Wharton Equity Partners hired me to increase market visibility and profitability as the firm and its CEO launched a multifamily platform.

The challenge was not publicity for its own sake. Wharton needed the credibility and recognition required to attract investors, strengthen fundraising, and create deal flow.

A new investment platform competes first for confidence.

Before capital and opportunities move, the market needs a reason to believe in the people and strategy behind the business. I saw positioning, thought leadership and communications as commercial infrastructure that could create access and accelerate growth.

I repositioned the company and created the brand-awareness and public-relations strategy for the multifamily launch. I developed opportunities for the CEO through trade publications, conference panels, and business media including The Wall Street Journal, Fast Company and Bloomberg.com. The work elevated Wharton's profile and supported business development and fundraising.

I also applied the same operating lens to portfolio assets. I led the rebranding and sales strategy for a health and wellness center within a suburban Chicago development, increasing revenue by 90%. For Wharton's underperforming storage business, I created The Storage Company identity and carried it through collateral, interiors, signage, vehicle wraps and uniforms.

The broader platform helped drive real estate acquisitions exceeding $400 million. The repositioned health and wellness center produced a 90% revenue increase. The storage business improved revenue and customer satisfaction, contributing to the portfolio's sale for a significant return in under three years.

  • $400M+ acquisitions supported
  • 90% revenue increase at the health and wellness center
  • <3 years to portfolio sale
  • I have had the privilege of working with David on a number of marketing assignments he did for my firm. David is smart, tenacious, determined and focused and always achieved the results we were seeking. David is an individual of the highest integrity and I recommend him wholeheartedly as a person who will perform beyond expectations.

    Peter C. Lewis Chairman and Founder, Wharton Equity Partners