Many investors have heard about the historic returns, tax benefits, and wealth-building opportunities provided through commercial real estate. But they don’t know who to trust or how to participate in these investments. We don’t think it needs to be that hard. Wellings Capital exists to provide an on-ramp for accredited investors to access a diversified portfolio of carefully vetted commercial real estate opportunities.
Our Funds provide diversification across:
✓ Recession-Resistant Asset Classes
✓ Best-in-Class Operators
✓ Geographies
✓ Properties
✓ Strategies
The Wellings Real Estate Income Fund
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We anticipate that this Fund will invest with best-in-class operators in self-storage facilities, manufactured housing communities (mobile home parks), light industrial, RV parks, and potentially other real estate asset types.
As of 3/31/2024, the Fund has invested both preferred equity and common equity with twelve different operators, seven asset types, and owns an interest in over 7,000 units.
The goals of this fund are to provide you with:
Protection of principal invested
Immediate cash flow
Appreciation
Tax efficiency
Low correlation to the stock market or “black swan” events
Our best-in-class operators are carefully vetted. These operators have:
A track record of outsized returns
Proven acquisition strategies
Seasoned management team
Institutional buyers ready to purchase upgraded assets
An aerial view of a mobile home park
Closed Investments
Wellings Income Fund I
Asset Classes: Self-storage, manufactured housing communities and multifamily
Strategy: Income and appreciation
Minimum Investment: $50,000
Wellings Income Fund II
Asset Classes: Self-storage and manufactured housing communities
Strategy: Income and appreciation
Minimum Investment: $50,000
Wellings Income Fund III
Asset Classes: Self-storage facilities, manufactured housing communities, and light industrial
Strategy: Income and appreciation
Minimum Investment: $100,000
Wellings Growth Fund I
Asset Class: Self-storage
Strategy: Development and value-add
Minimum Investment: $50,000
Invest Direct Storage I DST
Asset Class: Self-storage
Strategy: Tax-deferral and income
Minimum Investment: $100,000
Wellings Income Fund IV
Asset Classes: Self-storage facilities, manufactured housing communities, and light industrial
Strategy: Income and appreciation
Minimum Investment: $100,000
What Our Investors Are Saying About Us
“Finally it has become clear that owning limited partnership interests in real estate is my best path. Mobile home parks and self-storage are my top choices. Finding the right general partner to coordinate it all is key, which is why I chose Wellings Capital to help me invest in this area.”
“I researched a lot of different investment opportunities that are not correlated so strongly to the stock market over the last 9 or 10 months. And Paul and Benjamin are, in my opinion, the best of the best. And I’m super happy to be working with them and looking forward to working with them for many years to come.”
“The Wellings Capital team digs in deep with operators before bringing them on board. The careful, investigative approach they take during due diligence of potential opportunities brings me peace of mind knowing that my investment is well taken care of.”
All testimonials are from current Wellings Capital investors and no investors were compensated in any way for these testimonials. These testimonials are representative of these clients’ views at the time collected, may not be representative of the experience of other clients and do not provide a guarantee of future performance success or a similar experience or services. Wellings Capital is not aware of any conflicts of interest apart from the fact that each of these investors is currently invested in Wellings Capital investment programs.
Why Invest In a Wellings Capital Fund?
As a former multifamily syndicator, we had to think long and hard before relinquishing control to other operators and switching to the role of a capital management firm. What do our investors get from this arrangement?
Better Terms: Since Wellings Capital brings large portions of equity to operators and deals, we are often able to negotiate better terms or access to deals that we pass along to our investors. This typically means better preferred returns and splits, which can mean a better total return for you.
Due Diligence: Welling Capital carefully assesses operators, markets, and acquisitions, allocating investor capital to those that best meet our objectives.
Diversification: Through a single investment, our investors get instant access to multiple asset classes, operators, geographies and properties.
Passively Invest in Real Assets: By investing in commercial real estate, investors get access to the historic returns, safety and tax benefits of commercial real estate, without the hassles of day-to-day management.
Interest Alignment: We earn the bulk of our compensation after investors receive returns and we invest our own money alongside our investors.
Inside Track on Acquisitions: Brokers funnel deals to preferred buyers who they know can close. Many deals don’t even sell through a broker. The general public and most newer operators never see these off-market opportunities that our operators have a history of finding.
Operator Experience and Risk Mitigation: Our carefully vetted best-in-class operators have thrived for at least a decade in their asset class (most through at least one recession), and they know exactly what to do at this point in the cycle. They share our conservative philosophies on capital preservation, risk mitigation, and they often have institutional buyers who pay a premium for their stabilized portfolio assets.
Quality Investor Experience: Many top operators are focused on acquisition and asset management, not investor relations. By investing with Wellings Capital, investors have access to dashboards, timely reporting, and regular communication on current and projected performance.
Please see our FAQ page for answers to common questions.
The information contained on this page is for information purposes, and should not be regarded as an offer to sell or a solicitation of an offer to buy any security in any jurisdiction where such an offer or solicitation would be in violation of any laws. The price and value of the investments referred to on this page and the income from such investments may fluctuate, and investors may realize losses on these investments, including a loss of principal. We do not provide tax, accounting, or legal advice to our clients, and all investors are advised to consult with their tax, accounting, or legal advisers regarding any potential investment. The information and any opinions contained on this page have been obtained from sources that we consider reliable, but we do not represent such information and opinions are accurate or complete, and thus should not be relied upon as such. Past performance is not indicative or a guarantee of future performance. Interested investors should review the Private Placement Memorandum (PPM) and all terms of this page are subject to the terms of the PPM. Projected returns are based upon various assumptions set forth in the PPM and are subject to risks which are also outlined in the PPM.