Investment Strategy
We target a full range of investment opportunities from development to fully stabilized assets in primary, secondary, and tertiary markets with strong fundamentals and an opportunity to add value through both revenue and expense optimization.
VanWest Storage Fund III is a $150M Fund that invites accredited investors to participate in value-add self storage throughout the continental US. Fund III will provide reliable and predictable income streams, tax advantages, diversification outside of publicly traded securities, granular revenue streams, responsible leverage, and the chance to partner with a sponsor with proven experience in self storage.
InvestLevered IRR
14-16%
Equity Multiple
2x-2.25x
Preferred Return
8%
Target Hold Period
6-8+ years
Class A
Minimum Investment
$1M
8% pref
80/20 split
Class B
Minimum Investment
$500K
8% pref
75/25 split
Class C
Minimum Investment
$100K
8% pref
70/30 split
Fund / Value-Add Strategy
Current dividend yield in year 2-3 and mid-teens IRR
Development Strategy
High teens IRR
Mom and pop owned facilities
Assets in niche
markets
Undermanaged facilities requiring professional management
Unique opportunities where there are retail or industrial components
Value-add opportunities including expansions to existing facilities, new development, and other special situations to enhance value
How does VanWest ensure alignment of interest with their investors?
The vast majority of our compensation only occurs after two milestones are met: 1) initial investor equity is completely paid back and 2) preferred return (historically 8%) is current and distributed. Said otherwise, 100% of our Fund's cash flow goes to investors until their equity contribution is paid back and they receive an additional 8% return. Investors have to get paid before we do - and we believe that's good alignment.
Who can invest in a VanWest Fund?
Because our Fund is 506 (c) designation, only accredited investors can invest.
Can I invest through my LLC, Trust or Retirement account?
Yes, we accept capital contributions from numerous entity types including IRAs, 401ks, LLCs, Trust, and of course individuals.
How will I be updated on the progress of my investment?
Investors can log in to their investor portal any time to see quarterly statements and distribution history. We also provide detailed quarterly updates that measure the performance of key metrics we track within the each Fund.
If I am not a US citizen or resident, can I invest with VanWest Partners?
We accept capital contributions from investors who are not US citizens; however, the tax implications of this vary from investor to investor.