HOW IT WORKS

WE CAN HELP YOU ACHIEVE YOUR LONG-TERM FINANCIAL GOALS BY PROVIDING
ACCESS TO INVEST IN COMMERCIAL MULTIFAMILY APARTMENT PROJECTS IN STABLE U.S. MARKETS.


We invest in high performing, value-add properties that provide you with quarterly cash flow and equity growth throughout the life of the investment. Our target assets are Class B multifamily properties in select stable and growing markets across the United States.

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 multifamily assets, our investors get access to a variety of IRS-sanctioned tax-reducing and avoidance opportunities.


ONE MORE CRITICAL INVESTMENT RULE:

The ‘Grandma’ 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


 

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