Investments

Our Funds seek to provide diversification across:

  • Historically Recession-Resistant Asset Types

  • Experienced Operators

  • Geographies

  • Properties

  • Strategies

Two New Diversified Funds Launching in Late Spring 2025

New Income Fund: An open-ended (evergreen) 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.

Be the First to Know! We invite you to be among the first to access these investment opportunities. Sign up today to receive email notifications when these funds are available.

New Growth Fund: A closed-ended private real estate growth fund investing across multiple asset classes and strategies. The fund will emphasize capital appreciation over income with no planned distributions the first few years.

Want More Information Now? Schedule a Zoom meeting with a Wellings Capital team member to get your questions answered and see if a Wellings Capital fund is the right fit for your portfolio.

Closed Investments

  • Wellings Income Fund I

    Asset Types: Self-storage and manufactured housing communities
    Strategy: Income and appreciation

  • Wellings Income Fund II

    Asset Types: Self-storage and manufactured housing communities
    Strategy: Income and appreciation

  • Wellings Income Fund III

    Asset Types: Self-storage, manufactured housing communities, and light industrial
    Strategy: Income and appreciation

  • Wellings Income Fund IV

    Asset Types: Self-storage, manufactured housing communities, retail, and light industrial
    Strategy: Income and appreciation

  • Wellings Growth Fund I

    Asset Type: Self-storage
    Strategy: Development and value-add

  • Invest Direct Storage I DST

    Asset Type: Self-storage
    Strategy: Tax-deferral and income

  • Wellings Real Estate Income Fund

    Asset Classes: Multifamily, self-storage, manufactured housing communities, RV parks, and others
    Strategy: Income and appreciation

  • Maryland Multifamily Sidecar

    Asset Class: Multifamily
    Strategy: Preferred equity, value-add

  • Texas Multifamily Sidecar

    Asset Class: Multifamily
    Strategy: Preferred equity, value-add

  • Chicago multifamily Sidecar

    Asset Class: Multifamily
    Strategy: Preferred equity, value-add

  • Texas Multifamily JV Hybrid Sidecar

    Asset Class: Multifamily
    Strategy: JV Hybrid Equity, value-add

carefully vetted Commercial real estate deals

Many investors have heard about the historic returns, tax benefits, and wealth-building opportunities provided through commercial real estate. But they often don’t know who to trust or how to participate in these investments. Wellings Capital exists to provide an on-ramp for investors to access a diversified portfolio of carefully vetted commercial real estate deals.

Why Invest In a Wellings Capital Fund?

  • Due Diligence

    Welling Capital carefully assesses operators, markets, and acquisitions, allocating investor capital to those that best meet our objectives.

  • Diversification

    Through a single investment, our investors get access to multiple asset classes, operators, geographies and properties.

  • Better Terms

    Since Wellings Capital brings large portions of equity to operators and deals, we are often able to negotiate better terms or access to deals that we pass along to our investors.

  • Interest Alignment

    We earn the bulk of our compensation after investors receive returns and we invest our own money alongside our investors.

  • Inside Track on Acquisitions

    Brokers funnel deals to preferred buyers who they know can close. Many deals don’t sell through a broker. The general public and most most operators never see these off-market opportunities that our operators have a history of finding.

  • Operator Experience

    Our carefully vetted operators have thrived for at least a decade in their asset class (most through at least one recession), and they know exactly what to do at this point in the cycle.

  • Risk Mitigation

    We have conservative philosophies on capital preservation and risk mitigation and we choose operators that share those beliefs.

  • Quality Investor Experience

    By investing with Wellings Capital, investors have access to the Wellings Capital team for any questions, an online investor portal, and detailed quarterly reports.