"Wide view of a row of self-storage units with blue roll-up doors, arranged neatly along a paved road with yellow bollards. The image highlights the organized, secure nature of the facility."

Track Record

Alt Text: The logo of "Momentum Wealth Fund" featuring stylized wave-like lines in shades of blue and gold, with the name "MOMENTUM" in bold, capital letters above "WEALTH FUND" in smaller letters.
A stylized illustration of a hand holding a blue circle with a dollar symbol ($) inside it, with the hand depicted in a yellow color.
Terminal Value

126 M+

A blue icon of a warehouse with three stacked yellow boxes inside, symbolizing storage or self-storage.
Rentable Units

8600 +

An icon of a ruler and measuring tool, with a dashed square inside it, symbolizing measurement or design. The square is formed by two different colors, with the inner square highlighted in yellow.
NRSF

1301833

A graphic depicting a central dollar symbol with multiple lines radiating outward to smaller boxes, symbolizing distribution or allocation of funds.
Facilities Transacted

33

A simple illustration of the outline of the United States, drawn with a yellow line, and an additional blue symbol or icon placed next to it.
States Transacted

17

A graphic symbolizing financial growth, featuring a rising bar chart with a dollar sign hovering above, indicating an increase in value or profit.
Deal MOIC

3.10

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A commercial property with a large paved driveway, a metal building featuring stone accents, and a gated perimeter. The background includes trees and a bright blue sky.

Deal MOIC

City & State
Status
Type
Units
Net Rentable Sq. Ft.
Purchase Price
Equity Invested
CAPEX
Months Held
Sale Price

16.5x

Franklin, NC
Sold
Expansion
109
15,143
$775,000
$16,906
$473,746
28
$1,522,000

An aerial view of a large industrial construction site, featuring a partially built structure with a metal frame and concrete walls. Construction equipment, workers, and a crane are visible on the surrounding dirt ground.

Deal MOIC

City & State
Status
Type
Units
Net Rentable Sq. Ft.
Purchase Price
Equity Invested
CAPEX
Months Held
Sale Price

16.3x

Hampton, TN
Sold
Expansion
127
23,830
$725,000
$21,000
$116,000
33
$1,085,000

An aerial view of a large industrial construction site, featuring a partially built structure with a metal frame and concrete walls. Construction equipment, workers, and a crane are visible on the surrounding dirt ground.

Deal MOIC

City & State
Status
Type
Units
Net Rentable Sq. Ft.
Purchase Price
Equity Invested
CAPEX
Months Held
Sale Price

1.6x

Yorkville, IL
Sold
Expansion
184
22,710
$970,000
$1,018,082
$270,942
47
$1,631,000

An aerial view of a large industrial construction site, featuring a partially built structure with a metal frame and concrete walls. Construction equipment, workers, and a crane are visible on the surrounding dirt ground.

Deal MOIC

City & State
Status
Type
Units
Net Rentable Sq. Ft.
Purchase Price
Equity Invested
Months Held
Sales Price

101.0x

Danville, IL
Sold
Existing
196
30,434
$800,000
$12,031
34
$1,859,000

An aerial view of a large industrial construction site, featuring a partially built structure with a metal frame and concrete walls. Construction equipment, workers, and a crane are visible on the surrounding dirt ground.

Deal MOIC

City & State
Status
Type
Units
Net Rentable Sq. Ft.
Purchase Price
Equity Invested
Months Held
Sales Price

1.9x

Fort Payne, AL
Sold
Existing
202
24,480
$830,000
$265,000
17
$988,000

An aerial view of a large industrial construction site, featuring a partially built structure with a metal frame and concrete walls. Construction equipment, workers, and a crane are visible on the surrounding dirt ground.

Deal MOIC

City & State
Status
Type
Units
Net Rentable Sq. Ft.
Purchase Price
Equity Invested
Months Held
Sales Price

1.8x

Hiawatha, IA
Sold
Existing
90
19,420
$800,000
$233,743
27
$928,000

An aerial view of a large industrial construction site, featuring a partially built structure with a metal frame and concrete walls. Construction equipment, workers, and a crane are visible on the surrounding dirt ground.

Deal MOIC

City & State
Status
Type
Units
Net Rentable Sq. Ft.
Purchase Price
Equity Invested
Months Held
Sales Price

5.9x

Albertville, AL
Sold
Existing
252
33,072
$896,000
$160,000
28
$1,539,000

"An aerial view of a self-storage facility with multiple rows of storage units, showcasing the large, organized layout with a residential area in the background."

Assignment Fee

City & State
Status
Type
Units
Net Rentable Sq. Ft.
Purchase Price
Equity Invested
Months Held
Sales Price

$52,500

Elkmont, AL
Sold
Wholesale
82
13,500
$400,000
– 
– 
$500,000

Close-up view of blue self-storage roll-up doors, lined up in a row, with a clear sky in the background and a light fixture above each door. The doors are uniform in size and well-maintained."

Assignment Fee

City & State
Status
Type
Units
Net Rentable Sq. Ft.
Purchase Price
Equity Invested
Months Held
Sales Price

$40,000

Centralia, IL
Sold
Wholesale
138
13,900
$260,000
– 
– 
$600,000

Close-up view of blue self-storage roll-up doors, lined up in a row, with a clear sky in the background and a light fixture above each door. The doors are uniform in size and well-maintained."

Assignment Fee

City & State
Status
Type
Units
Net Rentable Sq. Ft.
Purchase Price
Equity Invested
Months Held
Sales Price

$143,000

Crossville, TN
Sold
Wholesale
130
20,840
$575,000
– 
– 
$1,155,000

"Exterior view of a self-storage facility with green metal roll-up doors and clear blue skies in the background. The units are numbered, and the facility appears well-maintained."

Assignment Fee

City & State
Status
Type
Units
Net Rentable Sq. Ft.
Purchase Price
Equity Invested
Months Held
Sales Price

$49,000

Ellsworth, ME
Sold
Wholesale
51
13,400
$150,000
– 
– 
$330,000

"An aerial view of a self-storage facility with multiple rows of storage units, showcasing the large, organized layout with a residential area in the background."

Assignment Fee

City & State
Status
Type
Units
Net Rentable Sq. Ft.
Purchase Price
Equity Invested
Months Held
Sales price

$80,000

Grants, NM
Sold
WholeSale
184
17,750
$825,000
–
–  
$1,250,000

Close-up view of blue self-storage roll-up doors, lined up in a row, with a clear sky in the background and a light fixture above each door. The doors are uniform in size and well-maintained."

Deal MOIC

City & State
Status
Type
Units
Net Rentable Sq. Ft.
Purchase Price
Equity Invested
Months Held
Sales Price

5.2x

Hilary, IL
Sold
Existing
161
21,300
$705,000
$70,500
3
$1,005,000

Close-up view of blue self-storage roll-up doors, lined up in a row, with a clear sky in the background and a light fixture above each door. The doors are uniform in size and well-maintained."

Assignment Fee

City & State
Status
Type
Units
Net Rentable Sq. Ft.
Purchase Price
Equity Invested
Months Held
Sales Price

$80,000

Macelona, MI
Sold
Wholesale
229
48,850
$1,830,000
– 
– 
$2,583,000

"An aerial view of a self-storage facility with multiple rows of storage units, showcasing the large, organized layout with a residential area in the background."

Assignment Fee

City & State
Status
Type
Units
Net Rentable Sq. Ft.
Purchase Price
Equity Invested
Months Held
Sales price

$115,000

Madison, WI
Sold
Wholesale
113
15,656
$900,000
– 
– 
$1,250,000

"Exterior view of a self-storage facility with green metal roll-up doors and clear blue skies in the background. The units are numbered, and the facility appears well-maintained."

Assignment Fee

City & State
Status
Type
Units
Net Rentable Sq. Ft.
Purchase Price
Equity Invested
Months Held
Sales Price

$150,000

Marion, OH
Sold
Wholesale
268
30,500
$1,500,000
–
– 
$2,119,000

Close-up view of blue self-storage roll-up doors, lined up in a row, with a clear sky in the background and a light fixture above each door. The doors are uniform in size and well-maintained."

Assignment fee

City & State
Status
Type
Units
Net Rentable Sq. Ft.
Purchase Price
Equity Invested
Months Held
Sales Price

$17,500

Marshall, MN
Sold
Wholesale
159
31,500
$490,000
– 
– 
$1,150,000

Close-up view of blue self-storage roll-up doors, lined up in a row, with a clear sky in the background and a light fixture above each door. The doors are uniform in size and well-maintained."

Assignment Fee

City & State
Status
Type
Units
Net Rentable Sq. Ft.
Purchase Price
Equity Invested
Months Held
Sales Price

$50,000

Mexico, MO
Sold
Wholesale
108
17,424
$506,000
– 
– 
$738,000

"Exterior view of a self-storage facility with green metal roll-up doors and clear blue skies in the background. The units are numbered, and the facility appears well-maintained."

Assignment Fee

City & State
Status
Type
Units
Net Rentable Sq. Ft.
Purchase Price
Equity Invested
Months Held
Sales Price

$82,500

Pottsville, AR
Sold
Wholesale
210
24,825
$1,000,000
– 
– 
$1,596,000

Close-up view of blue self-storage roll-up doors, lined up in a row, with a clear sky in the background and a light fixture above each door. The doors are uniform in size and well-maintained."

Assignment Fee

City & State
Status
Type
Units
Net Rentable Sq. Ft.
Purchase Price
Equity Invested
Months Held
Sales Price

$105,000

Sturtevant, WI
Sold
Wholesale
148
28,160
$958,000
– 
– 
$1,350,000