Invest Better.

Live Better.

Providing tax-advantaged self-storage investments focusing on downside risk mitigation and wealth growth.

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.

HOLD

Properties long-term (15-20 year) to benefit from cashflow and overall appreciation.

UNDERWRITE

Conservative underwriting to prioritize stable returns.

Terminal Value

$85 M+

Rentable Units

6,500+

NRSF

1,001,326

Facilities Transacted

$85 M+

States Transacted

Annualized Rate of Return

73.9%

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.

Invest with Confidence

IMPORTANT MESSAGE: This website is a website owned and operated by Momentum Wealth Fund (“Us/We/Our/Company”). By accessing the website and any pages thereof, you agree to be bound by the Terms of Service, Privacy Policy , and Disclosures, as each may be amended from time to time. We are not a registered broker, dealer, investment advisor, investment manager or registered funding portal. Prospective investors are advised to carefully review Our private placement memorandum, operating agreement and/or partnership agreement, and subscription documents (“Offering Documents”) and to consult their legal, financial and tax advisors prior to considering any investment in the Company, one of its subsidiaries or affiliates. Sales of any securities will only be completed through the Company’s Offering Documents and will on be made available to “Accredited Investors” as defined by the Securities and Exchange Commission (“SEC”). Generally, an Accredited Investor is a natural person with a net worth of over $1 million (exclusive of residence) or income in excess of $200,000 individually or $300,000 jointly with a spouse. The securities are offered in reliance on an exemption from the registration requirements of the Securities Act of 1933, as amended, and are not required to comply with specific disclosure requirements that apply to registration under the Securities Act. Neither the SEC nor any state regulator has reviewed the merits of or given its approval to the securities, the terms of the offerings, or the accuracy or completeness of any offering materials. The securities are subject to legal restrictions on transfer and resale and investors should not assume they will be able to resell their securities. All forward-looking statements address matters that involve risks and uncertainties and investors should be able to bear the loss of their entire investment. All investors should make their own determination of whether or not to make any investment, based on their own independent evaluation and analysis. Past performance is not indicative of future returns or Fund results. Individual investment performance, examples provided and/or case studies are not indicative of overall returns of the Company. In addition, there can be no guarantee of deal flow in the future. Forward looking statements are not statements of historical fact and reflect the Company’s views and assumptions regarding future events and performance.