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Mar 31, 2021

Walker & Dunlop Q1 2021 Earnings Report

Walker & Dunlop reported first quarter results with a 20% increase in diluted earnings per share.

Key Takeaways

Walker & Dunlop reported a net income of $58.1 million, or $1.79 per diluted share, up 20% from the first quarter of 2020. Total revenues reached $224.3 million. Total transaction volume was $9.0 billion, down 20% from the first quarter of 2020.

Total revenues of $224.3 million

Total transaction volume of $9.0 billion

Net income of $58.1 million and diluted earnings per share of $1.79

Servicing portfolio of $109.9 billion at March 31, 2021

Total Revenue
$224M
Previous year: $234M
-4.2%
EPS
$1.79
Previous year: $1.49
+20.1%
Total Transaction Volume
$9B
Previous year: $11.4B
-20.7%
Servicing Portfolio
$110B
Previous year: $94.8B
+15.9%
Debt Financing Volume
$7.65B
Previous year: $9.63B
-20.5%
Gross Profit
$126M
Previous year: $142M
-10.9%
Cash and Equivalents
$277M
Previous year: $205M
+35.1%
Total Assets
$3.2B
Previous year: $3.31B
-3.3%

Walker & Dunlop

Walker & Dunlop

Forward Guidance

Walker & Dunlop anticipates robust transaction volumes for 2021 and into 2022, driven by institutional equity capital deployment and well-capitalized banks, life companies, and specialty finance firms looking to invest. Fannie Mae and Freddie Mac have $105 billion of lending capacity to deploy over the remainder of 2021.

Positive Outlook

  • Over $324 billion of institutional equity capital looking to be deployed into the U.S. commercial real estate industry.
  • Banks, life companies, and specialty finance firms are well capitalized and looking to invest.
  • Transaction volumes for 2021 and into 2022 will be robust.
  • Fannie Mae and Freddie Mac have $105 billion of lending capacity to deploy over the remainder of 2021.
  • Walker & Dunlop is the GSEs’ second largest multifamily lending partner