Texas Multifamily Sidecar Webinar - January 2025

On this webinar, Wellings Capital Founder Paul Moore is joined by Managing Partner Benjamin Kahle, Director of Investments Troy Zsofka, and Director of Investor Relations Matt Epstein. The Q&A starts at 30:06.

Click here to review the legal documents and start the investment process to reserve your position.

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Timestamps

00:00 - Welcome, Introduction, and Disclaimer
01:08 - Meet the Leadership Team
01:31 - Wellings Capital at a Glance
02:31 - The Relationship between Risk & Return
03:55 - Our Investing History
04:51 - Feds Spark That Lit The Fire
05:01 - Syndication Follies
06:04 - Wellings Track Record Of Monthly Distributions
06:35 - Our 2nd Iteration: Debt
07:07 - Our 3rd Iteration: Preferred Equity
09:27 - Potentially Missed Opportunity in Oregon
10:15 - Our 4th Iteration: JV Hybrid Equity
12:06 - JV Hybrid Equity Advantages
13:10 - Costco Example
14:16 - Why Pivot to JV Hybrid Equity
15:07 - Why Can’t Most Investors Do It On Their Own
15:53 - A Few Things People Want In A Sidecar
16:35 - Investment Overview
17:12 - Operator Overview
18:04 - Investment Highlights
18:51 - Sidecar Terms
19:14 - Capital Stack
20:05 - Loan To Value
20:42 - Downside Protection
21:14 - Properties Overview
21:43 - Odessa’s Economic Engine
22:00 - Top Employers In Odessa
22:46 - Investment Summary
23:30 - Sidecar Terms Second Review
24:22 - Our Secret Sauce
25:06 - Out Track Record Of Our Full-Cycle Assets
25:59 - What People Are Saying About Wellings Capital
26:37 - Why Not To Invest In This Deal
27:21 - Next Steps
28:41 - Our Mission to Fight Human Trafficking
30:06 - Live Questions & Answers