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Guy & Nicki Varble

Fund Managers

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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.

Frequently Asked Questions

The Momentum Wealth Fund is a private real estate investment vehicle focused on acquiring, operating, and improving self-storage facilities across the United States. The fund provides accredited investors with exposure to a diversified portfolio of self-storage assets managed by experienced operators.
Participation in the Momentum Wealth Fund is limited to accredited investors as defined by SEC regulations. All investors must complete third-party verification of their accredited status before participation. This requirement ensures compliance with Rule 506(c) of Regulation D.
The minimum investment amount is $100,000. This threshold may be adjusted at the discretion of the fund managers. Please schedule an investment briefing to discuss current investment parameters and eligibility requirements.
The fund seeks competitive risk-adjusted returns based on historical performance data and prevailing market conditions within the self-storage sector. Return targets are informed by industry benchmarks and operational projections but are not guaranteed. All investments carry risk, including the potential loss of principal.
Self-storage has historically demonstrated resilience across various economic cycles due to several demand drivers including life transitions, business storage needs, and urbanization trends. The asset class offers operational flexibility with month-to-month leases, relatively low tenant turnover costs, and scalable management systems. However, past performance is not indicative of future results, and market conditions can change.
The fund charges an annual management fee based on assets under management and operates with a preferred return structure for investors. Detailed fee information, including the management fee percentage, preferred return rate, and profit split structure, is provided in the Private Placement Memorandum. All fees are structured to align manager and investor interests.
The management team has transacted on 29 self-storage facilities across 17 states, representing significant experience in acquisition, repositioning, and operations within the self-storage sector. The team brings backgrounds in real estate investment, property management, and financial analysis.
Real estate investments may offer certain tax considerations such as depreciation deductions and the potential for cost segregation studies to accelerate depreciation. These strategies can impact the timing and character of taxable income. This information is educational only and not tax advice. Investors should consult qualified tax professionals regarding their specific situations.

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

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

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

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.

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.

Schedule Your Briefing