An Ignoble Experiment: A Special Wealth-Building Opportunity for WCICON Attendees

2025/02/18

A Special Wealth-Building Opportunity for WCICON Attendees

Dear Investor,

We regularly speak with white coat investors who want to diversify through real estate, but they don't know where to start or who to trust.

Many attempt to undertake their own due diligence, but their time and resources are limited.

Others have capital for the minimum investment but not enough to broadly diversify across multiple asset classes, operators, strategies, and deals.

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.

This is one reason we appreciate Wellings Capital. They've worked to take the pain out of the process with a goal of allowing investors to achieve:

Broad diversification (multiple asset classes, operators, geographies, and strategies)
Rigorous due diligence (they do it)
Passive investing
Protection of principal, steady income, appreciation, and tax benefits

You won't automatically get these four key benefits by investing in just any commercial real estate. You will get them by investing with Wellings Capital.

If you're attending next week's White Coat Investor Conference, you'll have a chance to learn to construct your own diversified portfolio.

Three-time real estate author and fund manager Paul Moore, founder of Wellings Capital, was selected to speak at our conference on Saturday morning. His topic:

The Boring Investor: Building a Hands-off Portfolio to Grow Your Wealth and Decrease Your Stress

We hope you'll attend Paul's talk where he will teach us how Boring Investors are often most successful at building multi-generational wealth, reducing their stress, enjoying their lives, and leaving an enduring legacy.

Some of you won't make it to his talk.

Many of you will have deeper questions on this topic.

Some of you are looking for a free breakfast. 😊

A handful of you can sign up now to meet Paul in an intimate breakfast setting during the conference to go deeper.

Wellings Capital is sponsoring The Boring Breakfast on Thursday, Friday, and Saturday mornings at 7 am in the Springhouse Café located in the Hyatt Regency. Space is very limited, so you should sign up right now if you want to attend. CLICK HERE to sign up for breakfast.

This will be a rare chance to…

Strategize about building your own hands-off wealth-building commercial real estate portfolio
Learn how to apply Warren Buffett's timeless principles to meet your investing goals
Meet and discuss investments with other white coat investors with similar goals

Paul will facilitate a discussion around how you can create a portfolio to build tax-advantaged wealth while you focus on your practice, your family, and your free time.

Paul will also be available for one-on-one consultations during the event. If you want to sleep in or you'd just like to schedule additional time to meet with Paul, you can do that by connecting with his team here: CLICK HERE to schedule a meeting.

Katie and I (Jim) have invested with Paul's firm, Wellings Capital, for almost three years. We believe in Wellings Capital and the other real estate sponsors attending our upcoming event and are excited to spend time with them in person. We hope to see you there as well!

Connect With Wellings Capital Today!

Looking forward to the conference.

Thanks for your time. As always, your feedback is welcome and appreciated.

Jim and Brett

James M. Dahle, MD, FACEP
Founder, The White Coat Investor

Brett Stevens, MBA
COO, The White Coat Investor

* 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 may not be achieved. Investors should consider the investment objectives, risks, charges, and expenses before investing. For a Private Placement Memorandum ("PPM") with this and other information about this investment, please call 800-844-2188 or email invest@wellingscapital.com. 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.