RIAS

Registered Investment Advisors

Investment Strategy

Our clients are Registered Investment Advisors whose asset management strategy includes direct real estate investments. We understand the needs of RIAs when it comes to compliance, reporting and risk. VWC provides fund administration, syndication administration and back office investor relations.

VisionWise Capital Was

Designed by an RIA for RIAs.
RIAs bring great value to their clients by giving them access to more complex investments than they can find on their own. For your accredited, high net worth clients who seek alternative assets, VisionWise Capital provides an opportunity to invest in multifamily real estate properties.

We understand the needs of RIAs and we have a proven system to proactively address compliance, reporting and risk. VWC offers lower than industry-standard fees and a high degree of operational transparency.

For RIAs who are not offering direct real estate investments to their clients, VWC offers a series of complimentary workshops designed to provide a forum on investment alternatives.

“I successfully sold my RIA practice and have a unique understanding of the business and the importance of private placements to create diversification and enhance client returns.”
Sanford Coggins
Founder/CEO

VisionWise Capital Provides RIAs:

An Alternative Investment Option

A direct real estate investment can play a vital role in optimizing a portfolio’s performance and offering strategic diversification.

Safety of Principal

The primary investment objective of VisionWise Capital is safety of principal, and therefore, our operating principles allow for a maximum loan to value ratio of 50% per acquisition.

We believe the greatest risk in owning real estate is in the amount of debt in the capital structure. Limiting the loan to value ratio to 50% or less, we are strategically mitigating foreclosure in the event of a negative market cycle, similar to those down cycles that real estate investors experienced in 1987, 1992, 2002 and 2009.

Low Fees

VWC maintains low management fees when compared to REITs and other real estate offerings.

Tax Advantages

Each Class member will receive a schedule K1 reflecting their proportionate share of the partnership income, losses, deductions, depreciations and credits.

Retirement Accounts

A VWC investment, via a Custodian, can be directed to certain tax advantaged accounts.