Our Portfolio

Wealthward Capital Passive Real Estate Investments

$373,450,000

Portfolio Value

100+ Investors

In Technology

5 Assets

GONE FULL-CYCLE

Active & Cashflowing Investments

Asset Status
Cashflowing
Equity Shares
10.00%
Cash On Cash Return
3.2x
Equity Multiple
Cashflow Shares
Cash On Cash Return
Equity Multiple

Evergreen Income I

🏢︁
280 Pads
︁
Southeast, US
Purchased in 
2021
 for 
$9,500,000
Sold After 
10 Years
 for 
Asset Status
Cashflowing
Equity Shares
5.76%
Cash On Cash Return
1.85x
Equity Multiple
Cashflow Shares
Cash On Cash Return
Equity Multiple

Patten West

🏢︁
249 Units
︁
Austin, TX
Purchased in 
2022
 for 
$54,250,000
Sold After 
5 Years
 for 
Asset Status
Cashflowing
Equity Shares
10.50%
Cash On Cash Return
3.3x
Equity Multiple
Cashflow Shares
Cash On Cash Return
Equity Multiple

Thrive Community Fund

🏢︁
300 Pads
︁
Fayetteville, NC
Purchased in 
2021
 for 
$7,000,000
Sold After 
10 Years
 for 
Asset Status
Cashflowing
Equity Shares
5.82%
Cash On Cash Return
1.86x
Equity Multiple
Cashflow Shares
Cash On Cash Return
Equity Multiple

Henry Heights

🏢︁
184 Units
︁
Austin, TX
Purchased in 
2021
 for 
$32,000,000
Sold After 
5 Years
 for 
Asset Status
Cashflowing
Equity Shares
4.10%
Cash On Cash Return
1.89x
Equity Multiple
Cashflow Shares
9.00%
Cash On Cash Return
1.45x
Equity Multiple

The Palmera

🏢︁
288 Units
︁
San Antonio, TX
Purchased in 
2021
 for 
$46,800,000
Sold After 
5 Years
 for 
Asset Status
Cashflowing
Equity Shares
22.40%
Cash On Cash Return
1.7x
Equity Multiple
Cashflow Shares
Cash On Cash Return
Equity Multiple

Wealthward ATM Fund

🏢︁
4,950 ATMs
︁
Northeastern US
Purchased in 
2021
 for 
$30,000,000
Sold After 
7 Years
 for 
Asset Status
Cashflowing
Equity Shares
4.10%
Cash On Cash Return
1.9x
Equity Multiple
Cashflow Shares
10.00%
Cash On Cash Return
1.5x
Equity Multiple

Patten East

🏢︁
284 Units
︁
Austin, TX
Purchased in 
2020
 for 
$43,500,000
Sold After 
5 Years
 for 
Asset Status
Cashflowing
Equity Shares
8.90%
Cash On Cash Return
2.1x
Equity Multiple
Cashflow Shares
Cash On Cash Return
Equity Multiple

Exchange 7272

🏢︁
436 Units
︁
Dallas, TX
Purchased in 
2017
 for 
$32,350,000
Sold After 
5 Years
 for 
Asset Status
Cashflowing
Equity Shares
8.63%
Cash On Cash Return
1.99x
Equity Multiple
Cashflow Shares
Cash On Cash Return
Equity Multiple

The Lila

🏢︁
253 Units
︁
San Antonio, TX
Purchased in 
2018
 for 
$20,700,000
Sold After 
5 Years
 for 

Full-Cycle Investments

Asset Status
Sold
Equity Shares
6.47%
Cash On Cash Return
2.4x
Equity Multiple
Equity Shares
10.00%
Cash On Cash Return
1.5x
Equity Multiple

Baxter at Westwood

🏢︁
350 Units
︁
Austin, TX
Purchased in 
2019
 for 
$46,000,000
Sold After 
5 Years
 for 
Asset Status
Sold
Equity Shares
8.60%
Cash On Cash Return
2.5x
Equity Multiple
Equity Shares
Cash On Cash Return
Equity Multiple

Northern Cross

🏢︁
398 Units
︁
Haltom City, TX
Purchased in 
2018
 for 
$48,600,000
Sold After 
7 Years
 for 
Asset Status
Sold
Equity Shares
8.49%
Cash On Cash Return
1.41x
Equity Multiple
Equity Shares
Cash On Cash Return
Equity Multiple

The Henry B

🏢︁
198 Units
︁
San Antonio, TX
Purchased in 
2018
 for 
$18,325,000
Sold After 
2.5 Years
 for 
$24,000,000
Asset Status
Sold
Equity Shares
8.49%
Cash On Cash Return
1.41x
Equity Multiple
Equity Shares
Cash On Cash Return
Equity Multiple

Blair on Bitters

🏢︁
190 Units
︁
San Antonio, TX
Purchased in 
2018
 for 
$15,875,000
Sold After 
2.5 Years
 for 
$21,000,000
Asset Status
Sold
Equity Shares
8.80%
Cash On Cash Return
1.52x
Equity Multiple
Equity Shares
Cash On Cash Return
Equity Multiple

Ridge on Randall

🏢︁
256 Units
︁
Fort Worth, TX
Purchased in 
2018
 for 
$33,000,000
Sold After 
3 Years
 for 
$45,300,000
Asset Status
Sold
Equity Shares
8.80%
Cash On Cash Return
1.52x
Equity Multiple
Equity Shares
Cash On Cash Return
Equity Multiple

The Montgomery

🏢︁
208 Units
︁
Fort Worth, TX
Purchased in 
2018
 for 
$19,000,000
Sold After 
3 Years
 for 
$26,500,000
Asset Status
Sold
Equity Shares
9.00%
Cash On Cash Return
1.54x
Equity Multiple
Equity Shares
Cash On Cash Return
Equity Multiple

Apex

🏢︁
244 Units
︁
Dallas, TX
Purchased in 
2017
 for 
$17,300,000
Sold After 
3.75 Years
 for 
$24,800,000

Wealthward Capital does not make investment recommendations, and no communication through this website or in any other medium should be construed as such. Investment opportunities posted on this website are "private placements" of securities that are not publicly traded, are subject to holding period requirements, and are intended for investors who do not need a liquid investment. Private placement investments are NOT bank deposits (and thus NOT insured by the FDIC or by any other federal governmental agency), are NOT guaranteed by Wealthward Capital and may lose value. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through the website. Investors must be able to afford the loss of their entire investment. Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. Any investment information contained herein has been secured from sources that Wealthward Capital believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefor. Offers to sell, or the solicitations of offers to buy, any security can only be made through official offering documents that contain important information about risks, fees and expenses. Investors should conduct their own due diligence, not rely on the financial assumptions or estimates displayed on this website, and are encouraged to consult with a financial advisor, attorney, accountant, and any other professional that can help you to understand and assess the risks associated with any investment opportunity.