What We Do

We invest in and create Self-Storage Facilities with strong cash flow potential & long-term value appreciation 

What Makes Us Different

  • We are fanatically data driven. We rely on data to help us make decisions.
  • We are very focused on the niche of Self-Storage inside the commercial real estate asset class.
  • We focus on being deeply connected to Self-Storage facility owners, brokers, wholesalers and investors across the country. We aspire to underwrite every facility that comes up for sale. We will accomplish this by continuing to grow a comprehensive network connecting to each facility in the country.

How We Operate

Acquire

Existing facilities below market rent and implement value-add strategies

Exit/Hold

3-5 year exit or long term hold strategies

Develop

New facilities in high-growth areas with unmet storage demand.

Underwrite

Conservative underwriting (70% max leverage) to prioritize stable returns.

Momentum Wealth Fund self-storage facility

Why Momentum Wealth Fund

  • Momentum Wealth Fund provides tax-advantaged self-storage investments focusing on downside risk mitigation and wealth growth.
  • Partnering with our fund aligns you with a team deeply committed to understanding and supporting your financial goals. We’re not just experts in navigating the financial landscape; we’re your champions, dedicated to guiding you towards achieving financial freedom. Our strategy is meticulously designed, driven by a fanatical reliance on data to make informed decisions. Our focus is sharp and specialized; while we have a broad understanding of the real estate market, our heart and expertise lie in dominating the self-storage sector. We aim to be unparalleled in this niche, leveraging our extensive experience across real estate, debt instruments, business ventures, and alternative assets like airplane ownership to ensure your investments are not only stable but poised for growth.
  • Our approach is highly tailored, and designed to navigate market complexities with precision. This precision comes from our unparalleled connections within the self-storage community—including owners, brokers, wholesalers, and investors nationwide. Our ambition is bold: to evaluate every self-storage facility on the market, a goal we’re achieving by continuously expanding our comprehensive network. This ensures we’re connected to every facility across the country, offering you a unique investment opportunity that’s not just about growth but about leadership and influence in the self-storage industry. With us, you’re not merely investing; you’re leading the way, equipped with insights, tools, and a partner that thrives on data-driven decisions and specialized focus.