Q&A: Bill Walton and Keith Gelb of Rockpoint reflect on the past 30 years in business together and the opportunity set ahead

Bill Walton and Keith Gelb, managing members and co-CEOs at Rockpoint, reflect on Rockpoint’s journey throughout the years, what major changes have been observed over the years, emerging opportunities in the real estate sector and more.

Can you provide a brief overview of Rockpoint’s journey from inception to where the firm stands today?

Bill Walton: Our team has been investing together for 30 years. After co-founding a predecessor firm in 1994, we continued in 2003 as Rockpoint, largely the same firm. It was a defining moment, and not just in name alone. From the outset, we knew the type of firm we wanted to build — focused, research-driven, disciplined, and guided by principles of integrity and excellence to generate compelling risk-adjusted returns. These time-tested principles have enabled us to create value for our investors while allowing our people to build meaningful careers.

We’ve grown Rockpoint, expanded our offerings