Wellings Real Estate Income Fund Webinar - January 2024

On this Wellings Real Estate Income Fund webinar, Wellings Capital Managing Partner Paul Moore is joined by COO Benjamin Kahle and Director of Investments Troy Zsofka. The Q&A starts at 36:37.

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Timestamps

0:00 Welcome, introduction, and disclaimer
1:35 Senior leadership team bios
3:05 Some blunt talk on due diligence
6:55 Deal flow
7:41 Don’t rely on tides!
8:18 Full cycle results
9:35 Wellings Capital advantage
10:35 Our Formula
11:33 Wellings Real Estate Income Fund
13:20 Fund status, allocations, and debt as of September 30, 2023
14:24 Detailed information on our asset types
14:46 Introduction to the fund's common equity operators and investments and disclaimer
14:58 Operator #1 and case study
18:05 Operator #2
19:30 Operator #3 and case study
20:19 Operator #4 and case study
21:41 Operator #5
23:21 Operator #6
24:40 Operator #7
25:10 Introduction to the fund's preferred equity operators and investments
25:14 Why we’re investing in pref equity
26:22 Pref equity investment #1
26:59 Pref equity investment #2
27:37 Pref equity investment #3
28:31 Pref equity investment #4
30:31 Pref equity investment we passed on
31:44 Investor testimonial - Elaine H.
32:05 Reasons not to invest - are you a fit?
33:03 Fund terms
34:31 Social mission, fighting human trafficking, rescuing slaves
36:01 Additional information
36:37 Live questions and answers