HOW IT WORKS

WE CAN HELP YOU ACHIEVE YOUR LONG-TERM FINANCIAL GOALS BY PROVIDING
ACCESS TO INVEST IN A DIVERSE PORTFOLIO OF COMMERCIAL REAL ESTATE PROJECTS IN STABLE U.S. MARKETS.


Asset Classes

There are countless ways to invest in real estate. Wellings Capital has sifted through the array of real estate investment opportunities to determine a few asset classes that…

  • have the most promise in the current economic environment
  • are based on promising demographic trends that outlast the investment time horizon
  • are recession-resistant and weathered the last recession
  • fit our investors’ goals and time horizons
  • have a low correlation to Wall Street investments

Operators

Numbers on a spreadsheet are only as good as the people who create them. Wellings Capital goes to great lengths to carefully screen operators for its funds. These best-in-class operators have weathered (and typically thrived in) the last one to three recessions and they have a keen sense of how to invest appropriately at this point in the market cycle. These operators…

  • are experts their asset class
  • have a keen sense of market and asset selection
  • employ a proven asset management team
  • share our conservative investing philosophies
  • have a broker and seller network that gives them an inside track on off-market deals
  • have REIT buyers who will often pay a premium for their stabilized properties, especially in a portfolio
  • are typically focused on operations, not fundraising, and are therefore not typically widely known in the marketplace

Projects

Our main focus is on getting the right operator with the experience and contacts to buy and operate profitably. But not every one of our operators’ projects fits our risk profile or investment goals. We have passed on a number of projects that we weren’t comfortable with and we will continue to do due diligence as our preferred operators make new projects available.


In countless conversations with investors, we hear this overriding need: A profitable investment that is safe, predictable and based on a hard asset.

Wellings Capital meets this need in at least 6 ways…

  • PRINCIPAL PRESERVATION

    The security of your original investment is our primary focus. This is investing rule #1: “First, lose no money.”

  • STABLE CASH RETURNS

    Our investments are structured to generate steady, quarterly income.

  • INCREASING CASH RETURNS

    It is our goal to increase the operating performance of the property every month. This is reflected in Net Operating Income (NOI) growth. Since most of our projects have non-escalating debt costs, when we improve operations we also improve net cash back to our investors.

  • GROWING EQUITY

    By raising rents, improving the property and paying down principal, equity can increase steadily over time.

  • OPPORTUNITY TO ACCELERATE

    Our investors benefit from equity harvesting over time to create accelerated jumps in yield. Through the use of strategic refinancing and tax-deferred exchanges upon sale, our investors increase income at higher than normal rates. This is possible because equity invariably grows faster than income. Excess equity can be harvested and redeployed into more projects without additional cash from our investors. The result: multiple assets increasing in value and providing yield from one initial investment.

  • MULTIPLE TAX ADVANTAGES

    As direct owners of commercial real estate assets, our investors get access to a variety of IRS-sanctioned tax-reducing and avoidance opportunities.


ONE MORE CRITICAL INVESTMENT RULE:

For every investment, we also add the “Grandma Rule.” It may not sound overly sophisticated, but in our world of information overload, instantaneous decision-making, and lack of corporate accountability, we believe it’s worth it. For every project, before we sign the Purchase Agreement, we pause and ask ourselves and each other… “Would we put our grandma’s last $100,000 in this project?”

Please note, we don’t advocate putting any amount of “last dollars” into anything but a liquid savings account, BUT it is a very useful construct. It keeps our investment decisions centered on what’s most important – you.

CLICK HERE TO LEARN MORE ABOUT OUR INVESTMENT PHILOSOPHY


 

TALK TO THE EXPERTS

SCHEDULE A CALL WITH THE EXPERTS FROM WELLINGS CAPITAL TODAY

SCHEDULE CALL