Momentum Wealth Fund
Accredited Investors Only...

Schedule a Free Investment Briefing to Learn How Our Self-Storage Portfolio Has Delivered an Average 73.9% ARR Since Inception

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Guy & Nicki Varble

Fund Managers

Schedule Your Free Investment Briefing Below

Portfolio

Our Track Record

Examples of past investments for illustrative purposes only. Past performance is not indicative of future results.

Self-storage facility in Danville, IL
Sold

Danville, IL

367.3%ARR
Existing

Purchase

$800,000

Sale Price

$1,859,000

Units

196

Net Sq. Ft.

30,434

Equity

$12,031

Months Held

34

Self-storage facility in Franklin, NC
Sold

Franklin, NC

159.7%ARR
Expansion

Purchase

$775,000

Sale Price

$1,522,000

Units

109

Net Sq. Ft.

15,143

Equity

$16,906

Months Held

28

CAPEX

$473,746

Self-storage facility in Hampton, TN
Sold

Hampton, TN

158.4%ARR
Expansion

Purchase

$725,000

Sale Price

$1,085,000

Units

127

Net Sq. Ft.

23,830

Equity

$21,000

Months Held

33

CAPEX

$116,000

These case examples are provided for educational purposes only and represent historical investments. Individual project outcomes vary based on market conditions, timing, and other factors. No guarantee or promise of similar results is made or implied.

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Frequently Asked Questions

Testimonials

What Investors Have Shared

Feedback from accredited investors regarding their experience with the Momentum Wealth Fund team.

"

The communication and transparency from the Momentum team has been exceptional. I receive detailed quarterly reports and always feel informed about portfolio operations and market conditions.

M

Michael R.

Accredited Investor

"

What impressed me most was the professionalism and thoroughness of the due diligence process. The team took time to answer all my questions and provided comprehensive documentation.

S

Sarah T.

Accredited Investor

"

The operational discipline and reporting quality have exceeded our expectations. We appreciate the data-driven approach and clear communication about both opportunities and challenges.

D

David & Jennifer L.

Accredited Investors

"

Guy and Nicki demonstrate a genuine commitment to investor education. The briefing process helped us understand the self-storage sector before making any investment decisions.

R

Robert K.

Accredited Investor

Performance

Momentum Wealth Overview

Historical operational metrics as of the most recent reporting period. Past performance is not indicative of future results.

8,000+

Rentable Units Managed

$92M+

Total Portfolio Value

29

Facilities Transacted

17

States Operated In

Structure

How the Fund Is Structured

The fund allows accredited investors to gain exposure to a diversified self-storage portfolio rather than owning and operating a single facility themselves.

Asset-Backed Ownership

Investors gain exposure to physical self-storage real estate assets through the fund structure.

Operational Improvements

The fund targets under-performing facilities and implements revenue and operational enhancements.

Professional Management

Experienced operators handle all aspects of acquisition, management, and asset optimization.

Portfolio Diversification

Exposure to multiple facilities across various markets rather than concentration in a single asset.

Operational Approach

  • Acquiring under-performing self-storage facilities with value-add potential
  • Implementing operational and revenue improvements through professional management
  • Managing assets with a long-term, disciplined investment strategy
Leadership

Meet the Managers

Guy & Nicki Varble - Fund Managers

Guy & Nicki Varble

Guy and Nicki Varble bring extensive experience in self-storage acquisition, operations, and asset management. Their approach combines rigorous financial analysis with hands-on operational expertise developed through managing facilities across multiple markets.

Their investment philosophy emphasizes disciplined underwriting, thorough due diligence, and long-term value creation. They view their role as stewards of investor capital, prioritizing transparency, communication, and data-driven decision-making.

The Varbles are committed to providing investors with comprehensive information and maintaining open communication throughout the investment lifecycle.

Process

How It Works

01

Schedule an Investment Briefing

Begin with an educational conversation to determine eligibility and alignment with your investment objectives.

02

Review Offering Materials

Receive and review the Private Placement Memorandum, subscription documents, and all relevant disclosures.

03

Complete Documentation

Participate as an investor only after accredited status is verified through a third-party service and all legal documents are completed.

Schedule a Free Investment Briefing

For accredited investors seeking to learn more about self-storage real estate and the Momentum Wealth Fund investment opportunity.