“This is the world of self-storage
and we invite you to be a part of it”

Guy & Nicki Varble – Fund Managers

What We Do?

Acquire

Existing facilities below market rent and implement value-add strategies

Develop

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

Exit/Hold

3-5 year exit or long term hold strategies

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Terminal Value

126 M+

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Rentable Units

8600 +

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NRSF

1370764

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Facilities Transacted

44

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States Transacted

18

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Deal MOIC

3.10

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Team work

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Why Momentum Wealth?

Your Investment – Our Priority

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.

You deserve a better way to Invest in Real Estate

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Invest With Confidence

We are honored to be chosen as stewards for our investors. They aren’t just investing money with us. They are investing their children’s future, their college funds, the money they will need to support their aging parents, and hope for what is to come. Investors can be confident we understand the need for downside mitigation in the pursuit of strong financial returns.

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Blue and white self-storage facility

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Self storage, as an asset class, is uniquely positioned to mitigate against large down swings in national markets. Though we don’t celebrate the hardships of others, when a large number of homes are foreclosed upon, self storage occupancy goes up.

Self-storage facility owned by Momentum Wealth Fund

The Traditional Path:
Exchanging Time for Money

  • Dedicate your efforts to corporate growth
  • Receive compensation through company shares or options
  • Experience vulnerability in the equity market
  • Seek avenues for passive income creation
  • Avoid the direct responsibilities of property management

The Momentum Wealth Fund Way:
Reap Your Hard-Earned Rewards

  • Navigate towards financial independence effortlessly
  • Strategically diversify your investment portfolio
  • Secure consistent passive income streams
  • Relish in the advantages of direct property investment
  • Allocate your time to passions and pursuits
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Fund Benefits

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Diversification

We offer investors diverse market options for more stable returns.

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Enhanced Returns

Our data-driven approach uniquely optimizes consistent fund performance.

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Flexibility

We analyze market trends and invest in areas with rising populations and job growth.

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Tax Efficiency

Leverages tax advantages across asset classes, maximizing investor profits.

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Intrinsic Value

Invests in assets with enduring worth, safeguarding against inflation.

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Risk Mitigation

We favor self-storage for its recession resilience and mitigate risks through conservative underwriting.

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Store More, Earn More

A Guide to Unlocking Self Storage Profits

Dive into the lucrative world of self-storage investing with this essential guide. Learn how to spot profitable opportunities, master the market dynamics, and execute strategies that boost occupancy and income. Ideal for both novice and seasoned investors, this resource simplifies complex concepts into actionable steps, offering a straightforward path to diversifying your portfolio and enhancing your earnings. Discover the secrets to turning empty units into consistent revenue generators and secure a resilient spot in the real estate investment landscape.



A tablet displaying an image of the "STORE MORE, EARN MORE" guide with the subtitle "A Guide to Unlocking Self Storage Profits." The cover features an image of two people sitting outdoors, enjoying a scenic view by the water. The "Momentum Wealth Fund" logo is at the top.