Accredited Investors:
Momentum Wealth Fund owns 29 self-storage facilities across 17 states, totaling more than 8,000 units and over $92 million in terminal value. We built the portfolio around self-storage for one reason, which is that it kept generating income through both the 2008 financial crisis and the 2020 shock while other real estate was handing back the keys.
The demand to store things does not stop when the economy slows, and it often rises as people downsize, relocate, and consolidate.
Guy and Nicki Varble, Fund Managers.
Accredited Investors:
Mr. Storage is a 13-property self-storage portfolio across central Iowa, with 1,238 units and just under 196,000 net rentable square feet. We are targeting a 17.6% internal rate of return and a 2.10x equity multiple, and the structure pays a 6% preferred return to investors every quarter.
This is a stabilized portfolio that we acquired below replacement cost, and the preferred return is paid to limited partners before we participate, so your position sits first in line on distributions.
Guy and Nicki Varble, Fund Managers.
Accredited Investors:
Cedartown is a self-storage facility in Cedartown, Georgia, built across two adjacent parcels plus a third annex location, with 196 units. We are targeting a 16.3% internal rate of return and a 1.94x equity multiple, and the structure carries an 8% preferred equity position for investors.
Georgia sits in one of the fastest-growing storage corridors in the Southeast, and we acquired this facility with room to move rents toward the market.
Guy and Nicki Varble, Fund Managers.
Accredited Investors:
Across our open offerings, Momentum Wealth Fund pays a preferred return of 6% to 8% to investors before we participate in any profit, and those distributions are paid quarterly. Your position sits first in line on the cash flow, not last.
We can structure it this way because self-storage produces durable, low-overhead income that holds up across market cycles. We acquire below market rent, improve operations, and hold for 15 to 20 years.
Guy and Nicki Varble, Fund Managers.
Book a 15-minute call and we'll walk through how to launch this for Momentum Wealth Fund.