Texas Multifamily Sidecar Offering Webinar

On this webinar, Wellings Capital Managing Partner Paul Moore is joined by Partner and COO Benjamin Kahle, Director of Investments Troy Zsofka, and Investor Relations Manager Matt Epstein. The Q&A starts at 27:09.

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Timestamps

0:00 Welcome, introduction, and disclaimer
1:03 Wellings Capital at a glance
2:05 The Wellings Capital Advantage
3:03 Our investment process
3:23 Senior leadership team bios
4:39 The long view: Why pref equity is so compelling for operators
8:13 Why we’re investing in pref equity
8:33 Why pref equity is so compelling
9:05 Window for pref equity is now open
9:44 But that window will inevitably close
10:30 What are the uses of preferred equity right now?
11:11 Why can’t most individual investors do these pref equity deals on their own?
12:20 Why a sidecar?
12:58 Sidecar investment highlights
14:00 Sidecar operator
14:27 Three Texas-based properties
16:34 Pref equity sidecar: terms*
17:14 Pref equity sidecar investment
17:36 We pass on most deals
18:04 Pref equity investment we passed on
19:34 Full cycle results*
19:53 Refinanced deals in Wellings funds* and disclosures
21:05 Investor testimonial
21:40 Reasons not to invest - are you a fit?
22:36 Sidecar terms
23:12 Sidecar preferred return terms
23:52 If this deal is not a fit, there is the Wellings Real Estate Income Fund
24:26 Wellings social mission, fighting human trafficking, rescuing slaves
26:07 Additional information - next steps and the deadline, visit portal for full sidecar details and funding options
27:09 Live questions and answers