Hi Reader,

Some people do more due diligence and spend more time considering their $38,000 car purchase than their next $150,000 passive real estate investment.

I know that’s not you. However, it's certainly true of some investors!

Today, I’m going to tell you about one of our investors whom this could never be said about.

This individual asked a lot of questions before investing with us over five years ago. He did a lot of digging. But he didn’t stop there. He continued to question us after investing.

Satisfied, he invested again. And again. But each time, he went through a similar, perhaps truncated, process.

The Mom Test

It’s said that you shouldn’t invest in anything you wouldn’t put your mother’s cash into.

After reviewing our results, this initially skeptical investor also helped his mom invest with us. She’s now invested seven figures in five of the six Wellings Capital funds.

This person, who is familiar to many of you, learned real estate due diligence almost a decade before meeting us. And his track record in both active and passive real estate investments is among the best I’ve seen.

After beginning his career in the commercial mortgage industry, he started buying single-family rentals and duplexes in 2009, when prices began to bottom out.

He bought approximately 50 properties, sold many, and never lost a dime on one.

Later, he realized he could potentially make the same amount or more with less hassle by passively investing in private real estate syndications and funds.

Using the skills he’d already learned over the years, he began cautiously reviewing passive real estate investments.

He and his mom have now invested 30 times in 22 different passive real estate investments. His average results on full-cycle investments:

• 22.5% net IRR*
• 1.77 net MOIC*
• 3.25-year hold time

But there’s a statistic that’s even more impressive...

He hasn’t lost money on a single passive or active real estate investment.*

(Of course, there's a chance he could lose money since not all the investments have gone full-cycle. For example, he currently has concerns about three investments in his personal portfolio)

I speak with many passive investors and sponsors, and I promise you that he is unique.

One example: I recently spoke to an individual who works for a private equity firm. This professional complained that six of his six(!) passive multifamily investments had stopped distributions to investors for the foreseeable future.

Who Is This Wellings Capital Investor Mentioned Above?

When Wellings Capital was hiring a Director of Investments a few years ago, our investor, Troy Zsofka, spoke to Ben and ended up applying for the position.

We knew Troy as someone who did long calls and asked questions no one else asked.

We knew he was a full-time active and passive real estate investor, so we never imagined we'd have the chance to hire him.

Since he joined the Wellings Capital team, the resources available to him for due diligence have meaningfully expanded.

I already shared Troy's personal investing track record above. I haven’t shared the due diligence principles he uses as a passive investor.

Just reply to this email, and we’ll send the document with his principles.

If you would like to imitate his due diligence strategy and even "hire" him as an advisor, you can effectively do that by investing in the Wellings Real Estate Income Fund.

Deadline

Would you like to join Troy, his mom, Ben, myself, and hundreds of investors currently invested in our Wellings Real Estate Income Fund?

We’re closing the doors for this round Friday, March 29th, at 5:00 PM ET.

You can review documents and get started here: https://wellingscapital.investnext.com/portal/offerings/1589/​

Here is a list of frequently asked questions: https://www.wellingscapital.com/faq​

Here is the link to watch this month's webinar recording and the timestamps: https://www.wellingscapital.com/march-2024-wreif-webinar

Feel free to reply to this email if you have any other questions or if you would like to do a quick call.

Best,

Paul Moore

Managing Partner | Wellings Capital | www.wellingscapital.com​

This manufactured housing community (purchased from a mom & pop owner in December 2023) in Michigan is in the Wellings Real Estate Income Fund.

This is one of 40 properties/portfolios in the Fund with diversification across twelve operators. We expect to continuing adding additional properties and operators to the Fund over time.

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Helpful Links

​​Our Goal to Free Human Trafficking​ Victims​​​

​Tax Strategist Recommendations​

​Self-Directed IRA and 401(k) Custodian Recommendations​​

​Follow Paul on X​

​Paul's Books on Self-Storage and Multifamily​

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* DISCLAIMER: Past performance is no guarantee of future results. There is no guarantee that any projected results will be achieved. Investors should consider the investment objectives, risks, charges, and expenses of the Wellings Real Estate Income Fund (the "Fund") before investing. For a Private Placement Memorandum (“PPM”) with this and other information about the Fund, please call 800-844-2188 or email invest@wellingscapital.com. Please read the PPM carefully before investing.

The information contained in this email communication is for information purposes, does not constitute a recommendation, and should not be regarded as an offer to sell or a solicitation of an offer to buy any security in any jurisdiction where such an offer or solicitation would be in violation of any local laws. All investing involves the risk of loss, including a loss of principal. We do not provide tax, accounting, or legal advice, and all investors are advised to consult with their tax, accounting, or legal advisers before investing. Information and any opinions contained in this email communication have been obtained from sources that we consider reliable, but we do not represent that such information and opinions are accurate or complete and thus should not be relied upon as such.