Wellings Evergreen income fund update Webinar - march 2026

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 41:04.

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Timestamps

00:00 - Welcome, Introduction, and Disclaimer

00:35 - Meet the Leadership Team

00:53 - What Wellings Is Seeing In The Market

01:37 - CRE Outlook

02:40 - A Unique Moment For Multifamily

06:21 - Real Estate Equities Are Cheapest in 25 Years

07:10 - Wellings Capital At A Glance

07:30 - Wellings Capital Advantage

08:01 - Wellings Evergreen Income Fund Summary

08:55 - Wellings Evergreen Income Fund Highlights

09:12 - Wellings Evergreen Income Fund Terms

09:55 - Investment Criteria

10:31 - Recession Resistant Asset Types

11:12 - Finding Opportunities & Managing Risk

11:57 - New Distribution Reinvestment Opportunity

12:40 - Why Investors Are Allocating to WEIF Right Now

14:00 - Wellings Evergreen Income Fund Overview

14:55 - First WEIF Investment – July 2025

22:46 - Second WEIF Investment – October 2025

25:51 - Third WEIF Investment – December 2025

28:03 - First Current Deal We Are Evaluating – Jacksonville, FL

33:03 - Second Current Deal We Are Evaluating – Shoreview, MN

35:20 - Recent Deal We Passed On

38:02 - Wellings Track Record

39:53 - Our Mission to Fight Human Trafficking

40:50 - Contact Information for Paul Moore

41:04 - Live Questions & Answers