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Investments

Diagram of a diversified commercial real estate fund

Our Funds seek to provide diversification across:

  • Historically Recession-Resistant Asset Types

  • Experienced Operators

  • Geographies

  • Properties

  • Strategies

Open | Closed

Two Diversified Funds

Minimum Investment: $50,000
Eligibility: Accredited investors only

The Wellings Evergreen Income Fund - Focused on Preferred equity and cash flow deals
The Wellings Evergreen Income Fund - Focused on Preferred equity and cash flow deals

The Wellings Evergreen Income Fund

An open-ended real estate fund designed to generate consistent income with some long-term capital appreciation.

  • Focused on preferred equity and cash flow deals

  • Offers redemption options after one year, subject to early withdrawal penalties through year four and to available fund cash. Terms are described in the fund's limited partnership agreement

  • Best suited for: Investors seeking current income who want liquidity options

The Wellings Growth Fund II - Focused on JV Hybrid Equity
The Wellings Growth Fund II - Focused on JV Hybrid Equity

The Wellings Growth Fund II

A closed-end real estate fund designed to generate capital appreciation.

  • Focused on JV Hybrid Equity

  • Prioritizes growth over income over an estimated 8-10 year term

  • Best suited for: Investors who can commit capital for the full term and want to prioritize growth over current income (no distributions projected the first few years)

Access Fund Documents and Details

Have questions? See our FAQ page.

Schedule a Call to Discuss the Funds

Closed Investments

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    Wellings Income Fund I

    Asset Types: Self-storage and manufactured housing communities
    Strategy: Income and appreciation

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    Wellings Income Fund II

    Asset Types: Self-storage and manufactured housing communities
    Strategy: Income and appreciation

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    Wellings Income Fund III

    Asset Types: Self-storage, manufactured housing communities, and light industrial
    Strategy: Income and appreciation

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    Wellings Income Fund IV

    Asset Types: Self-storage, manufactured housing communities, retail, and light industrial
    Strategy: Income and appreciation

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    Wellings Growth Fund I

    Asset Type: Self-storage
    Strategy: Development and value-add

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    Invest Direct Storage I DST

    Asset Type: Self-storage
    Strategy: Tax-deferral and income

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    Wellings Real Estate Income Fund

    Asset Classes: Multifamily, self-storage, manufactured housing communities, RV parks, and others
    Strategy: Income and appreciation

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    Maryland Multifamily Sidecar

    Asset Class: Multifamily
    Strategy: Preferred equity, value-add

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    Texas Multifamily Sidecar

    Asset Class: Multifamily
    Strategy: Preferred equity, value-add

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    Chicago Multifamily Sidecar

    Asset Class: Multifamily
    Strategy: Preferred equity, value-add

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    Texas Multifamily JV Hybrid Sidecar

    Asset Class: Multifamily
    Strategy: JV Hybrid Equity, value-add

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    Indianapolis Multifamily JV Hybrid Sidecar

    Asset Class: Multifamily
    Strategy: JV Hybrid Equity, value-add

Why Invest In a Wellings Capital Fund?

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    Due Diligence

    Wellings Capital carefully assesses operators, markets, and acquisitions, allocating investor capital to those that best meet our objectives.

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    Diversification

    Through a single investment, our investors get access to multiple asset classes, operators, geographies and properties.

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    Better Terms

    Since Wellings Capital brings large portions of equity to operators and deals, we are often able to negotiate terms or access to deals that we pass along to our investors.

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    Interest Alignment

    We earn the bulk of our compensation after investors receive returns and we invest our own money alongside our investors.

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    Inside Track on Acquisitions

    Brokers funnel deals to preferred buyers who they know can close. Many deals don’t sell through a broker. The general public and most operators never see these off-market opportunities that our operators have a history of finding.

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    Operator Experience

    Our carefully vetted operators have each spent at least a decade in their asset class, and most have operated through at least one recession.

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    Risk Mitigation

    We have conservative philosophies on capital preservation and risk mitigation and we choose operators that share those beliefs.

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    Quality Investor Experience

    By investing with Wellings Capital, investors have access to the Wellings Capital team for any questions, an online investor portal, and detailed quarterly reports.

Have questions? See our FAQ page.