Dear Investor,
If you've been reading our emails for more than a month, then you've probably heard about Wellings Capital.
I (Jim) recently shared an update about how I increased my investment in the Wellings Real Estate Income Fund.* (If you missed that, see the P.S. of this email for more details.)
That's one of the reasons we're excited to announce that author Paul Moore, and founder of Wellings Capital, will be attending WCICON24 next month.
Paul is the author of multiple real estate investing books, a guest on over 300 podcasts, and a popular writers on BiggerPockets..
If you'd like to meet Paul and get the opportunity to pick his brain, reserve your spot at a small private dinner he's hosting for white coat investors at WCICON24.
By way of disclosure, we have an advertising relationship with Wellings Capital, meaning we get paid for making this introduction and sharing this content. As always with these types of deals, consider this an introduction and not a recommendation. Every deal is unique and the responsibility to vet any and every deal you invest in still lies with you. This opportunity is available to accredited investors only.
Paul's educational talk is called:
The Boring Investor: How to Build a Hands-Off Portfolio to Grow Your Wealth and Decrease Your Stress
Paul will be discussing how many successful investors attain higher profits, enjoy more free time, and suffer less stress by making "boring" investments. These lessons, derived from Warren Buffett, apply to stocks, real estate, and life.
Spots at this private educational dinner are limited, so if you'd like to attend, sign up now to reserve your spot.
Paul will also be available for one-on-one consultations during the event so you can ask questions that may not be appropriate in a group setting. If you'd like to schedule individual time with Paul, you can do that here.
Check out the Wellings Real Estate Income Fund today!
Thanks for your time. As always, your feedback is welcome and appreciated.
To boring and profitable investing,
Jim and Brett
James M. Dahle, MD, FACEP
Founder, The White Coat Investor
Brett Stevens, MBA
COO, The White Coat Investor
P.S. If you didn't see my (Jim) 2023 Portfolio update a few weeks ago, here is what I said about my investment with Wellings Capital:
*All investments are subject to risks, including the loss of all principal invested. Past performance is no guarantee of future returns and the investment objectives of WREIF may not be achieved. Please read the offering memorandum before investing so that you fully understand the risks and consult your tax or advisor before investing. Wellings Capital and The White Coat Investor are not affiliated.
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White Coat Investor | P.O. Box 520421, Salt Lake City, Utah 84152
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