About Us
WR Lily & Co. is a privately held investment and holding company dedicated to the long-term ownership of high-quality assets and the disciplined stewardship of capital.
Our Expertise spans
🏘️ 1. Real Estate Investment
We acquire and hold residential and multifamily properties with stable cash flow and value-add potential. Our focus is on overlooked, under-marketed assets in supply-constrained markets, emphasizing direct ownership, operational control, and long-term yield, through balance sheet investments or GP/LP partnerships
🛠️ 2. Operating Businesses
We invest in essential, cash-generative small businesses — particularly in residential services and trades — where we can bring strategic clarity, process improvement, and long-term continuity. We prefer simplicity, necessity, and opportunities to hold indefinitely, aligning with our overall approach to sustainable capital management.
📈 3. Public Equities
We maintain a concentrated portfolio of publicly traded companies with durable compounding potential, conservative balance sheets, and management teams that think and act like long-term owners. Our public equities strategy reflects the same principles as our private holdings: discipline, alignment, and a long-term investment horizon.
💼 4. Fund Management
Through a dedicated fund management arm, WR Lily & Co. serves as Managing Partner for the WR Lily Funds, present and future. These investment vehicles focus on high-conviction themes such as distressed real estate in the Northeast U.S. and real estate-backed special situation loans. Our fund management practices are operated with full alignment to our principles of capital preservation, transparency, and long-term value creation.
Together, these four verticals reflect a unified philosophy:
We build quietly, operate patiently, and grow generationally.