Wellings Capital: Verified Investor Reviews on Invest Clearly

"Investing with confidence. "

Over the years, I have had relationships with several investment firms. Now that I have some experience and points of reference, I am glad to endorse Wellings Capital. I have invested with Wellings for some time now, and what stands out to me is their unwavering dedication to meticulous due diligence. They take the time to assess every opportunity thoroughly before making any decisions. I am confident in this statement because their regular, detailed reporting means I’m always in the loop. I appreciate how they consistently take the time to explain their thinking and provide clarity around their strategies. Most critically, they stick to the sound principles they espouse and do not chase after overly speculative returns. This thoughtful, long-term, and transparent approach is why I trust them with my investments.

"A great entry into a diversified commercial real estate portfolio"

After exiting some familial real estate investments in 2021, I sought out a trusted partner to help diversify my traditional stock portfolio. My main criteria were track record, honesty, and process. The team at Wellings Capital fulfilled all these criteria and more. Even then, I started out with a smaller investment. After witnessing the process and due diligence, I have continued to add to the funds and am looking forward to future funds.

"Excellent sponsor, great communicator"

My first investment with Wellings was in 2019, as part of their Income Fund. I am currently invested in 4 of their funds and am looking forward to their next offering. Paul Moore and his team are, in my mind, exemplar GPs. They have a clear investment thesis, work with strong operators, and are actually conservative in the deals they invest in (as opposed to just saying they are conservative). Despite all of the challenges over the past 6 years, dividend distributions have never paused or decreased. Most importantly, Paul has constantly communicated with his investors. I get regular quarterly updates, he hosts regular webinars, and he or Ben is always available to talk if I have a burning question. He truly cares about his investors and it shows in how the business is run. If his funds align with your investment thesis, I would strongly suggest you take a look at his current offering.