VisionWise Capital Team

Sanford Coggins is the VisionWise Capital founder and CEO. His background includes work as a Commercial Real Estate Broker and Principal and approximately 25 years as a Wealth Advisor and Registered Investment Advisor. That experience informs how VWC communicates with accredited investors, RIAs, and family offices.

Before founding VWC, Sanford served for 16 years as Vice President of Wealth Management at Merrill Lynch. His prior advisory experience is founder background and should not be interpreted as current investment-advisory services, fund assets under management, or evidence of future investment performance.

Sanford's current role is presented in the context of VWC's work as a private multifamily real estate sponsor. Offering terms, risks, fees, conflicts, and investor rights remain governed by the applicable offering documents rather than a founder biography.

Sanford holds a post-graduate Certificate of Entrepreneurship from the University of Southern California and a bachelor's degree from the University of Texas at Austin.

VWC states that the founder invests personal capital alongside investors on every project. Co-investment is one alignment consideration, but it does not eliminate conflicts, property risk, illiquidity, leverage risk, or possible loss of principal.

Background

• Commercial Real Estate Broker and Principal
• Approximately 25 years as a Wealth Advisor and Registered Investment Advisor
• 16 years as Vice President of Wealth Management, Merrill Lynch
• Founder and CEO, VisionWise Capital

Education & Credentials

• Post-graduate Certificate of Entrepreneurship, University of Southern California
• Bachelor's degree, University of Texas at Austin

Julie Morin is listed as Asset Manager and joined VisionWise Capital in 2014. Her current team profile identifies an operations and asset-management role supporting the firm's multifamily real estate activities.

• Questions for asset management may include property operations and business-plan execution
• Investors may ask how property-management activity and capital projects are monitored
• Reporting questions should be evaluated against quarterly reports and governing documents; role descriptions do not guarantee property, distribution, or investment outcomes

Julie earned a Bachelor of Arts in Psychology from the University of California, Irvine. Investors, RIAs, and family offices should use current documents and direct questions to confirm responsibilities relevant to a particular offering.

Julio Partida is listed as Construction Manager. The role provides context for questions about renovation scope, scheduling, contractor coordination, quality review, capital-improvement budgets, and how construction activity relates to each written property business plan.

• Ask how renovation scope and budgets are established and approved
• Ask how schedule, cost, safety, and quality changes are documented
• Ask how occupied-property work accounts for residents and operations
• Review construction assumptions as uncertain inputs rather than promised outcomes

Current project responsibilities and results should be confirmed through offering-specific reporting and direct diligence. A construction role cannot eliminate renovation, permitting, cost, timing, operating, or market risk.

Bryden Wolfe is listed as Acquisition Analyst. The role provides a contact point for understanding how potential properties move through sourcing, market research, underwriting, due diligence, and Investment Committee review.

• Ask which acquisition criteria determine whether a property advances
• Ask how market, rent, expense, renovation, and financing assumptions are tested
• Ask which downside scenarios and sensitivities are reviewed
• Treat underwriting projections as assumptions, not guarantees

Daniel Marciano is listed as Accountant. The accounting role provides context for questions about offering-level records, reconciliations, financial reporting, capital activity, and coordination of tax-reporting information.

• Ask which reports investors receive and how frequently they are provided
• Ask how material accounting changes and corrections are communicated
• Ask how capital activity is reconciled with investor records
• Use qualified tax professionals for investor-specific tax questions

Accounting and reporting improve visibility but do not guarantee distributions, valuation accuracy, liquidity, tax outcomes, or investment performance. Governing documents control the applicable reporting obligations.

Winston Coggins is listed as Marketing Director. The role provides context for VWC's brand, website, educational materials, investor communications, and presentation of information to accredited investors, RIAs, and family offices.

• Marketing content should remain consistent with current offering documents
• Educational material must not be presented as investment, legal, or tax advice
• Historical information must not imply future performance
• Questions about terms and risks should be directed to governing documents

Clear communication supports diligence, but website and marketing summaries do not constitute an offer to sell or a solicitation of an offer to buy securities. All investments involve risk and may result in loss.