new wellings capital funds Webinar - june 2025
On this webinar, Wellings Capital Founder Paul Moore is joined by Managing Partner Benjamin Kahle, Managing Director of Investments Troy Zsofka, and Director of Investor Relations Matt Epstein.
Please note that Troy had to leave after 1.5 hours for a 3 PM call and exited the session. Unfortunately, the webinar was unintentionally cut off at that time.
We are following up individually with all attendees who had unanswered questions. If we missed you or if you need anything further, please don’t hesitate to reach out at invest@wellingscapital.com
The Q&A portion begins at 37:15.
Click here to schedule a call with us.
Timestamps
00:00 - Welcome, Introduction, and Disclaimer
00:50 - Meet the Leadership Team
01:50 - Wellings Capital at a Glance
03:10 - Income & Growth Tension
03:19 - The Truth About Risk & Return
03:49 - Short vs. Long Hold Time
04:40 - Risk & Return Tension
04:55 - Diversification Tension
05:31 - Asset Type Tension
06:26 - Entering a Fund Early vs. Late
07:25 - Wellings Track Record
08:21 - Wellings Full Cycle Investments
09:25 - Wellings Refinanced Investments
09:57 - Wellings Evergreen Fund Introduction
11:55 - Wellings Evergreen Fund Investment Strategy
14:14 - Preferred Equity Investments
14:36 - Investment Criteria
14:57 - Summary of the Wellings Evergreen Fund
15:30 - Wellings Growth Fund II Introduction
16:14 - Wellings Growth Fund II Highlights
17:18 - Why We Like JV Hybrid Equity
18:51 - Wellings Growth Fund II Investment Criteria
19:28 - Wellings Growth Fund II Summary
20:29 - JV Agreements to Protect Investors
21:27 - Historically Recession-Resistant Assets
24:11 - Due Diligence & Investment Strategy
25:35 - Asset Management
26:09 - Wellings Growth Fund I Returns
27:46 - Wellings Real Estate Income Fund Returns
28:23 - Wellings Income Fund I - Case Study
29:04 - Wellings Income Fund II - Case Study
30:15 - What People Are Saying
31:00 - Reasons Not to Invest
32:31 - WREIF vs. New Funds
33:48 - Benefits of Composite Returns
34:14 - New Fund Incentives
34:53 - Next Steps
35:30 - Our Mission to Fight Human Trafficking
37:15 - Live Questions & Answers