Walton Global has announced the launch of the American Builder Growth and Income Fund, a new investment vehicle focused on secured land-financing assets and strategic land acquisitions tied to major U.S. homebuilders.
Headquartered in Scottsdale, Arizona, Walton Global is positioning the fund to capitalize on long-term housing supply shortages and rising demand for entitled, infrastructure-ready land in high-growth markets.
The fund combines income-generating secured land loans through Walton’s Builder Land Financing platform with growth-oriented land investments designed to benefit from capital appreciation when builders move forward with vertical construction.
"U.S. housing is fundamentally undersupplied, land is increasingly scarce, and affordability continues to be a concern," said Bill Doherty, CEO of Walton Global. "The point of maximum opportunity occurs at the entitled, infrastructure-ready land stage, where uncertainty has been removed, capital risk is limited, and builders pay a premium just before vertical construction begins. Public homebuilders increasingly prioritize capital efficiency and balance-sheet discipline rather than tying up capital in land holdings."
Walton’s strategy centers on acquiring land that has already cleared major entitlement and infrastructure hurdles — a stage viewed as lower risk but still positioned for appreciation.
The company notes that the U.S. faces a housing shortage of more than one million units, driven by years of underbuilding relative to household formation and replacement demand. The supply gap is especially pronounced in fast-growing metropolitan regions where population growth and job creation are outpacing housing delivery.
By focusing on land in these high-demand corridors, Walton aims to create predictable income streams through builder land-financing agreements while retaining upside potential as land values rise.
The firm has a decades-long track record working with many of the nation’s top 20 homebuilders. Increasingly, those builders are relying on options and land-banking arrangements to secure lots without committing significant capital upfront. This shift toward capital efficiency has created steady demand for third-party land partners.
For Walton, these structured partnerships provide recurring income opportunities and defined exit pathways as builders exercise options and proceed with development.
The American Builder Growth and Income Fund seeks to raise up to $500 million through independent brokers and dealers, family office asset managers, and Registered Investment Advisors.
"During periods of economic uncertainty, real assets are often favored due to their intrinsic value," said Katie Hubbard, President of Capital Markets in the U.S. for Walton Global. "Land offers durable inflation protection, low correlation to financial markets and provides an opportunity for ongoing income and growth with upside."
Walton executives emphasize that land, as a hard asset, can serve as both a defensive and opportunistic allocation within diversified portfolios. Because land supply adjusts slowly — particularly in entitlement-constrained markets — pricing power can strengthen during sustained demand cycles.
The fund’s structure aims to capture that dynamic by blending secured lending income with longer-term appreciation from well-positioned land parcels in the path of growth.
As U.S. housing markets continue to grapple with affordability pressures and limited inventory, Walton is betting that disciplined land acquisition and structured builder partnerships will remain central to solving supply challenges — and delivering returns to investors.
Originally reported by Business Wire in Yahoo Finance.
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