Walker & Dunlop Inc Stock Price, News & Analysis

Walker & Dunlop (NYSE:WD) has successfully arranged $156.6 million in financing for a five-property multifamily portfolio across the Southeast and Texas. The transaction, led by Allan Edelson and Joe Tarantino, encompasses 1,351 units and was executed on behalf of Boston Capital Real Estate Partners, with Fannie Mae as the capital provider.

The deal showcases Walker & Dunlop's strength in multifamily lending, particularly in high-growth markets. The company has demonstrated significant market presence, having originated over $30 billion in debt financing volume in 2024, including $25 billion specifically for multifamily properties.

Walker & Dunlop (NYSE:WD) has successfully arranged $110 million in refinancing for two luxury multifamily properties through floating rate, interest-only bridge loans. The refinancing covers Plat 4 at Research Triangle in Durham, North Carolina, a 240-unit luxury complex, and Plat 10 at the Ranch in Loveland, Colorado, featuring 353 high-end apartments.

The transactions were secured for Buckingham Companies, with ACRE providing capital to refinance existing construction loans. The deal was orchestrated by Walker & Dunlop's New York Capital Markets team. The company's strong position in the multifamily market is evidenced by its $30 billion debt financing volume in 2024, including over $25 billion for multifamily properties.

Walker & Dunlop (NYSE:WD) has successfully arranged a $220 million bridge loan to refinance 626 Newark Avenue, a Class A mixed-use property in Jersey City's Journal Square neighborhood. The 27-story development features 576 residential units across 290,000 RSF and 27,662 RSF of commercial/retail space.

The property, developed by Namdar Group, is strategically located just two minutes from the Journal Square PATH station, offering 10-minute access to Manhattan. The project aims to provide premium amenities and Class A living experience at more accessible rates than New York City. The refinancing, provided by TYKO, comes as the property's lease-up is exceeding expectations.

Walker & Dunlop (NYSE:WD) has announced the appointment of Ernest (Ernie) Freedman to its Board of Directors as an independent director and member of the Audit and Risk Committee. Freedman brings significant expertise from his recent role as EVP and CFO of Invitation Homes (NYSE:INVH), the largest single-family home leasing company in the U.S.

Freedman's extensive background includes serving as EVP and CFO at Apartment Investment and Management Company (Aimco), CFO at HEI Hotels and Resorts, and holding positions at GE Real Estate and Ernst & Young. His appointment adds valuable rental housing, capital markets, and financial management expertise to Walker & Dunlop's board.

Walker & Dunlop (NYSE:WD) has successfully arranged $1.07 billion in financing through multiple transactions in 2025 to refinance nine multifamily properties. The portfolio, owned by Douglas Emmett, comprises 3,099 units across California and Hawaii.

The refinancing was executed through the Fannie Mae DUS® program, led by Walker & Dunlop's Multifamily Finance team under Allan Edelson. This deal marks a continuation of a decade-long partnership between Walker & Dunlop and Douglas Emmett, during which they have completed over $1 billion in high-quality transactions.

Walker & Dunlop (NYSE:WD) has successfully originated $68.3 million in HUD 232/223(f) loans to refinance seven skilled nursing facilities in Illinois and Wisconsin. The refinancing, led by the company's FHA Finance team, replaces existing short-term, variable-rate debt with long-term, fixed-rate, non-recourse financing.

The portfolio comprises 380 units across seven properties, positioned in a market characterized by strong demand from an aging population and limited new supply. The company anticipates continued rent growth in supply-constrained markets and stable pricing with modest cap rate compression for core assets through 2026.

Walker & Dunlop (NYSE:WD) has successfully arranged a $160 million construction loan for Cotino™, a Storyliving by Disney™ Community in California's Coachella Valley. The financing includes a $27 million re-advance component, bringing total proceeds to $187 million.

The master-planned community in Rancho Mirage will feature approximately 1,900 residential units, a 24-acre lagoon with Crystal Lagoons® technology, a voluntary private club, and a town center. The financing was provided by Intervest Capital Partners and Builders Capital, with Walker & Dunlop Capital Markets team serving as exclusive advisors to EC Rancho Mirage Holdings Limited Partnership.

Walker & Dunlop (NYSE: WD) reported strong Q2 2025 financial results, with total transaction volume reaching $14.0 billion, up 65% year-over-year. The company achieved total revenues of $319.2 million, an 18% increase, and net income of $34.0 million, up 50% from Q2'24.

Key highlights include a diluted EPS of $0.99 (48% increase), though Adjusted EBITDA declined 5% to $76.8 million. The servicing portfolio grew to $137.3 billion, a 3% increase from June 30, 2024. The company's GSE market share improved to 11.4% from 10.3% in 2024, with particularly strong performance in Fannie Mae lending, which saw a 106% increase in volume.

The Board declared a dividend of $0.67 per share for Q3 2025. Credit quality remains strong, though defaulted loans increased to $108.5 million from $48.6 million year-over-year.

Walker & Dunlop (NYSE:WD) has successfully arranged a $105 million refinancing for 805 Lea, a luxury mixed-use high-rise property in Nashville, Tennessee. The financing, provided by Nuveen, includes a three-year term with two optional 12-month extensions.

The property, built in 2021, features 356 apartment units and 10,203 square feet of ground-floor retail space. Located between the Gulch and SoBro neighborhoods, 805 Lea offers premium amenities including a 29th-floor sky lounge, saltwater pool, and 24-hour concierge service. The property's strategic location provides access to over 10,000 jobs within walking distance.

Walker & Dunlop's strong market position is evidenced by their $30 billion debt financing volume in 2024, including $25 billion for multifamily properties.