Wellings Capital
Wellings Capital seeks to help accredited investors passively protect and grow their wealth through investing in self-storage, mobile home parks, multifamily and more throughout the country. Over 1,000 accredited investors, including many from WCI, have invested in Wellings Capital funds, which aim to provide value to investors in three primary ways:
- Instant diversification across private real estate asset types, operators/sponsors, geographies, properties, and strategies
- Extensive, professional due diligence on operators and properties
- Structured investments, including preferred equity and JV hybrid equity, which are intended to maximize returns while attempting to reduce downside risk
Wellings recently launched their 7th and 8th diversified commercial real estate funds:
Wellings Evergreen Income Fund: An open-ended private real estate fund designed to generate consistent income with some long-term capital appreciation. The Fund will invest across multiple asset types and structures to safeguard capital while emphasizing yield. The Fund is targeting a net annual cash yield of 6-9% and a total annual net return of 10-13%.
Wellings Growth Fund II: A closed-end private real estate growth fund investing across multiple asset classes and strategies. The Fund will have an approximate hold time of 10 years which includes a period of investment followed by an eight-year hold period. The Fund will emphasize capital appreciation over income with no planned distributions the first few years, and a total annual net return of 14-18%.
PRIMARY FOCUS
Multifamily
Mobile Home Communities
Self-Storage
RV Parks
Industrial
Open-Air Shopping Centers
MINIMUM INVESTMENT
$50,000
YEAR FOUNDED
2015
Mobile Homes
Why You?
Diversification, Structured Investments, and Access: There are few, if any, opportunities available to invest as little as $50,000 and get instant access to up to six distinct commercial real estate asset classes, with several different operators, and multiple properties dispersed across the country. Wellings makes structured investments with operators, which include preferred equity and JV equity. These arrangements are designed to protect investor capital, optimize returns, and drive value creation.
Due Diligence: We thoroughly vet operators using an extensive 27-point due diligence checklist. In 2024, we reviewed 745 operators and deals and only invested in five.
Ideal Investor
Investor Reviews
”The Wellings Capital team has been a great partner in my real estate portfolio. They have been transparent, accessible, and educational during the process. I appreciate their careful consideration and due diligence in choosing investments. I feel like my money is in good hands.” Dr. Kimbel Shepherd, current Wellings investor from Tennessee
”I’ve invested with several different firms and syndicators in the past and I can confidently say that Wellings Capital is the most professional, timely and communicative. In addition it is clear to me that they work hard for their investors and are transparent about their processes. Their stringent due diligence helps my investment dollars work hard for me and put my mind at ease.” Dr. John Griffin, current Wellings investor from Texas
Wellings also invites investors to ask them additional investor video testimonials.