Opportunities

VW-Fund-III-Logo

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.

Invest

Levered IRR

14-16%

Equity Multiple

2x-2.25x

Preferred Return

8%

Target Hold Period

6-8+ years

Capital Structure

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

We both own and operate our properties

VanWest Partners is uniquely positioned in the market. Our key competitive advantage of being an owner-operator allows us to control both revenue and expenses throughout the investment horizon. With collaborative acquisitions and operating teams under one roof, we provide a level of accuracy, transparency, and value investors cannot get elsewhere.


Investors have the opportunity to invest in all types and strategies of self storage

Fund Strategy

High single digits dividend yield in years 1-2 and low-to-mid-teens IRR

Value-Add Strategy

Current dividend yield in years 3-4 and mid-teens IRR

Development Strategy

High teens IRR


We Target

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

Frequently asked questions

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 contribuitons 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.

 

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