Wellings Real Estate Income Fund Webinar - March 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 36:04.

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Timestamps

0:00 Welcome, introduction, and disclaimer
0:47 Senior leadership team bios
2:20 Disappointing inflation news
2:43 Multifamily delinquency surge
4:53 Buffett’s formula & Wellings formula
5:42 Wellings Capital differentiators
6:23 Illustrating diversification
7:18 Illustrating due diligence
7:54 Illustrating access
8:13 Illustrating better terms
8:45 Why we’re investing in pref equity
10:30 What are the uses of preferred equity right now?
10:53 December pref equity: operator, investment and investment terms
13:34 March pref equity investment: operator, investment and investment terms
14:36 MHC added to the fund in December
17:10 The Wellings Capital advantage
18:25 Fund status
18:43 Full cycle results
19:08 Refinanced deals in Wellings funds
20:30 Investor email last week/investor Google review
22:00 Reasons not to invest - are you a fit?
22:51 Fund terms
23:17 Wellings social mission, fighting human trafficking, rescuing slaves
24:40 Additional information - next steps and the deadline, visit portal for full fund details and funding options
26:14 Interview Troy on due diligence
36:00 Live questions and answers