How it Works

Going from No Dough to Passive Investing Pro

Your passive investing goals are closer than they appear, you just have to create a plan. We are on the exact same journey as you and are here to walk with you—every step of the way.

It can be hard to know what to do next and how to keep moving. Our four step process below outlines the clear steps you need to take next to help you to get educated, see what we did and ask questions, then make your own decisions.

Let's reach financial independence together.

View Next Steps
Step 1

Understand Your Income Goals

Do you want to have a few extra dollars coming in on the side, or do you want to replace your entire paycheck and live off passive income?

Both are feasible. However, one requires more work and is built over time. Our first step is to get clear on your short, medium, and long-term goals.

Step 2

Learn Real Estate Investing Basics

To really invest passively in real estate, you need to have a basic understanding of how investing passively in real estate works.

We walk through how Wealthward deployed its capital, so you can get a feel for how deals are structured, how distributions work, and what to do when an investment undergoes a capital event.

Step 3

Co-Invest with Wealthward

After getting to know each other, and if the fit is right, your next step is to invest in our latest real estate opportunity.

During your initial investment, we will guide you through the entire process:

You will be versed on reviewing the investment summary and private placement documents, wiring your funds, as well as receiving your first of many distributions.

You have now taken your first step Wealthward.

Step 4

Build a Passive Income Portfolio

Building a passive income portfolio is a journey and we walk with you every step of the way.

At Wealthward Capital we are building our portfolio alongside you. Together, we'll monitor and manage our investments and continue to deploy capital until we reach our goals.

Congratulations! Onward and Wealthward.

Get Started  ︁
FAQS

Frequently Asked Questions

Do I have to be an accredited investor to invest with Wealthward?

Yes, as defined by the SEC, an accredited investor, in the context of a natural person, includes anyone who:

  • earned income that exceeded $200,000 (or $300,000 together with a spouse or spousal equivalent) in each of the prior two years, and reasonably expects the same for the current year, OR
  • has a net worth over $1 million, either alone or together with a spouse or spousal equivalent (excluding the value of the person’s primary residence).

For more information, visit the SEC definition.

What if I’m not a technology employee? Can I still invest?

Yes you can. While our main focus is technology employees, we help accredited investors from all occupations invest in real estate.

Can I invest in real estate tax-free?

While we are not tax advisors, we know from our own tax returns that real estate cash flow can be tax-protected much more than tech equity. In fact, this is one of the greatest benefits of investing in real estate.

Do you accept 1031 exchange investments?

Yes! Some of our offerings are structured to allow for 1031 exchange funds. Please contact us if you’re in need of a 1031 exchange investment.

Can I invest through a self-directed IRA or other retirement accounts?

Yes. If you have an IRA it is possible to roll it over into a self-directed IRA or solo 401k custodian, which allows you to invest your tax-advantaged retirement dollars into alternative investments that a standard IRA will not. For any questions, please schedule a call and we’ll be happy to walk you through what we do.

What kind of real estate assets does Wealthward invest in?

As of this writing (12/2022), we are invested in 12 multi-family assets with 3,000+ units, valued at $294M. We’re also invested in an ATM Fund with 5,000+ units, as well as a mobile home community fund with 147 pads, and counting. See our full portfolio.

Our goal is to continue providing our investors with a rounded real estate investment portfolio, delivering on cash flow as well as building equity, and we are always exploring new asset classes that help us deliver on our goal.

Can you share any historical returns from a previous investment?

Yes, schedule a call and we’ll be happy to walk you through a case study of a previous investment to get a clear idea of how your investment would have performed.

How frequently are distributions provided?

We typically provide distributions quarterly or monthly. The anticipated distribution schedule for a particular investment is explained on the offering page for that investment. All distributions are dependent on the receipt of corresponding payments from the underlying asset and are not guaranteed.