A Better Way to Invest With Our Private Commercial Real Estate Fund
Click below for exclusive access to our investor portal and detailed information on our commercial real estate fund.
Why Invest in Our Fund
DIVERSIFICATION
We seek to reduce risk through diversification across commercial real estate asset types, properties, operators/sponsors, geographies, and strategies.
Due Diligence
Our operator and deal due diligence process includes 26 steps. We’re constantly tweaking the process and raising the qualification bar.
ACCESS
Even if you had enough capital to invest the minimum in each of the Fund's investments, you could not replicate the portfolio on your own.
Tax benefits
Cash flow distributions will often flow to investors on a tax-deferred basis. Additionally, the step up in basis benefit can reduce investor heir’s tax obligation
About Wellings Capital
Wellings Capital is a real estate private equity firm founded in 2015 by Paul Moore and led by Managing Partner Benjamin Kahle. The firm helps high-net-worth individuals, family offices, Registered Investment Advisors, and wealth managers access diversified private commercial real estate investments through professionally managed funds.
Wellings Capital invests preferred equity and JV structured equity alongside experienced commercial real estate operators rather than operating properties directly, with a focus on asset classes such as manufactured housing communities, multifamily apartments, small bay industrial properties, open-air retail centers, and select self-storage investments. The firm’s investment process emphasizes operator selection, diversification, conservative risk management, and a 26-step due diligence process that focuses on operators and their teams, markets, business plans, capital structures, and properties.
A Track Record of Success
To review our detailed track record with us, you can schedule a call
43% IRR and 2.2x MOIC*
Gross median return on all 19 full-cycle investments within existing Wellings Capital funds
Successful distributions
Wellings Capital has maintained and/or increased distributions for all five income funds since their inception*
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“Paul and Benjamin are, in my opinion, the best of the best."
— Chadron P.
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“I have peace of mind knowing that my investment is well taken care of."
— Michael O.
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“I wouldn’t hesitate to re-invest with Wellings or to recommend them to family or friends."
— Kathryn B.
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“We are very thankful for the level of transparency, accountability, and the Wellings team."
— Mike & Jody C.
FAQs
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A commercial real estate fund is an investment vehicle that pools capital from multiple investors to purchase and manage commercial properties, such as office buildings, retail centers, industrial complexes, and multifamily housing. These funds are managed by professional real estate firms and offer investors access to diversified real estate portfolios, potential income through dividends, and capital appreciation. They can be structured as private equity funds, Real Estate Investment Trusts (REITs), or mutual funds, each with varying degrees of liquidity, risk, and return. Investing in a commercial real estate fund allows individuals to gain exposure to the commercial property market without directly owning or managing properties.
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A property fund can be a good investment for those seeking diversification, potential income, and capital appreciation from real estate without the complexities of direct property ownership. These funds are professionally managed, providing access to a diversified portfolio of properties. However, like all investments, they come with risks, including market volatility, economic downturns, and property-specific issues. The suitability of a property fund depends on an investor's financial goals, risk tolerance, and investment horizon. It's essential to conduct thorough research and consider professional advice before investing.
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A property fund pools money from investors to buy real estate. Imagine a group buying apartment buildings or shopping centers instead of just one person. There are two main types: REITs (Real Estate Investment Trusts) trade like stocks and offer easier access, while private real estate funds target accredited investors and specific property types, potentially offering higher returns but with less liquidity.
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Investors invest in commercial real estate for its potential to generate steady income, achieve capital appreciation, and diversify their portfolios. Commercial properties typically offer higher rental yields compared to residential real estate. Additionally, long-term leases with businesses provide stable cash flow. This asset class also acts as a hedge against inflation, as property values and rents tend to rise with inflation. Moreover, investing in commercial real estate can offer tax benefits and the opportunity for significant returns through property value appreciation and strategic property management.
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Investing with Wellings Capital offers access to expertly curated commercial real estate opportunities, providing a diversified portfolio designed to minimize risk and maximize returns. Wellings Capital leverages extensive industry experience and rigorous due diligence to select high-quality operators and cash-flowing properties. They focus on historically recession-resistant asset types, such as self-storage, manufactured housing communities, and multifamily, aiming for stable, long-term income.
Additionally, Wellings Capital emphasizes transparency, investor education, and strong alignment of interests, ensuring that investors' goals are prioritized. This approach makes them a trusted choice for those seeking to enhance their investment portfolios through commercial real estate.
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In investing, safe is relative. Investing in private commercial real estate can be safe if approached with careful research and due diligence. Private commercial real estate offers potential for stable income and capital appreciation, but it also comes with risks, such as market fluctuations, economic downturns, and property-specific issues.
Diversification, professional management, and investing in historically recession-resistant asset types, like self-storage and multifamily housing, can mitigate these risks. Thorough due diligence and understanding market conditions are crucial for minimizing potential downsides and ensuring a safer investment in commercial real estate.
