FUNDS

AFTER MOVING FROM THE ROLE OF MULTIFAMILY SYNDICATOR TO COMMERCIAL REAL ESTATE FUND MANAGER (SEE OUR STORY), WELLINGS CAPITAL DETERMINED TO PROVIDE INVESTORS WITH BOTH OPERATOR EXPERIENCE AND SIGNIFICANT DIVERSITY.


Our funds provide diversity across:

  • Recession-Resistant Asset Classes
  • Best-in-Class Operators
  • Growing Markets
  • Promising Assets

Investors with differing objectives will also enjoy the opportunity to tailor their investments between two recession-resistant funds…

The Wellings Income Fund invests with best-in-class operators in recession-resistant assets that will provide immediate quarterly income to investors. Our goals are:

  1. Immediate cash flow
  2. Tax efficiency
  3. Appreciation
  4. Return of capital
  5. Low correlation to Wall Street investments

These assets are typically self-storage facilities or manufactured home communities, but we critically review opportunities in multifamily and other asset classes as well. These operators have proven acquisitions strategies, seasoned management teams, and institutional buyers waiting to acquire their stabilized assets upon sale.


The Wellings Growth Fund invests with experienced developer/operators in ground-up developments and steep value-add opportunities. Our goals are:

  1. Appreciation
  2. Return of capital
  3. Tax efficiency
  4. Low correlation to Wall Street investments

Investors in this fund typically don’t require immediate income and will experience a substantial delay in cash flow with a trade off in favor of appreciation. These assets are typically self-storage facilities, but we critically review opportunities in multifamily and other asset classes as well. Operators often have institutional buyers waiting to acquire assets before or upon stabilization, or they are able to refinance and return substantial equity to investors while allowing us to maintain ownership.


Why Invest In a Wellings Capital Real Estate 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?

  • 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
  • Diversification. Our investors get access to diverse asset classes, operators, geographies and projects
  • Interest Alignment. Unlike most financial planning arrangements, we earn the bulk of our compensation after investors. Your safety and profit are our incentives
  • Due Diligence. Welling Capital carefully assesses operators, markets, and acquisitions, allocating investor capital to those that best meet our objectives
  • Inside Track on Acquisitions. Brokers in this late stage are funneling deals to preferred buyers who they know can close. The general public and most newer operators never see these off-market opportunities
  • Operator Experience and Risk Mitigation. Our carefully vetted best-in-class operators have thrived through one or more downturns, and they know exactly what to do at this late point in the cycle. They share our conservative philosophies on capital preservation and risk mitigation, they know how to maximize income, and they often have institutional buyers who pay a premium for their stabilized portfolio assets
  • Professional Investment 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

Next Steps

For more information about investing in one of these funds, please register with us and we will be in touch to schedule an introductory call.