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Investment Products

Your money, with a view ahead.

WellStreet Financial opens up investments that were historically reserved for the wealthy, so everyday investors can build wealth easily and affordably.

Invest Now →

9%–10% Housing Bonds WellStreet Equity

Our Offerings

Choose the investment path that fits your objective.

Fixed Yield

Housing Bonds

9%–10%fixed annual rate

For investors who want real estate-backed yield with a defined three-year lock period.

✓9% annually in years 1–3. 10% thereafter1
✓Bonds are priced at $10 each
✓Interest earned every quarter
✓Redeemable after the three-year term

Price

$10/bond

Redemption

After 3 years

View Housing Bonds

WellStreet Equity

WellStreet Shares

Growthpotential

For investors who want to own part of a growing private company, not just its products.

✓Shares are $10 each with a $500 minimum initial purchase (50 shares)
✓Common stock with shareholder voting rights
✓Private-company growth potential outside public markets2

Min. Investment

$500

Structure

Common stock

View WellStreet Shares

Coming Soon

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9%–10%Fixed annual rate

With low market volatility and low costs to get started, real estate-backed bonds are an easy way to start investing.

WellStreet Housing Bonds

Are your savings stuck in neutral?

Worried about market swings? WellStreet Housing Bonds offer an alternative designed to help you reach your financial goals with confidence and predictability.

✓Fixed 9% interest in years 1–3, 10% thereafter1
✓Bonds are only $10 each
✓Interest is earned every quarter, and bonds may be redeemed after 3 years
✓A fixed, predictable interest schedule
✓No daily price movement from the stock market

Purchase Housing Bonds → View Housing Bonds

WellStreet Equity Offering

Own a piece of WellStreet Financial.

As WellStreet Financial grows, we’re inviting the public to share in that growth by buying shares in the company and joining us as owners. It’s a chance to benefit not only from the products WellStreet creates, but from the company’s success as a whole, from the ground floor.

✓Potential for higher returns by investing early in company growth2
✓Portfolio diversification beyond public stocks
✓Less frequent price fluctuations than public markets
✓Access to opportunities often limited to accredited investors

“Not only has investing in private companies significantly outperformed the stock market over the last 25 years, it also provides the diversification needed to reduce portfolio risk.”3

Cambridge Associates

Invest in WellStreet Financial → View WellStreet Shares

$10Per share · $500 min.

Disclaimer: This information does not constitute an offer to sell or a solicitation of an offer to buy securities in any jurisdiction where such offer or sale is not permitted. All information is subject to change, and investors should conduct their own due diligence. Past performance of our operating partners is not indicative of future results. All investments involve risks, including loss of principal. Review each offering circular and its risk factors before investing. ¹ The stated interest rate (9% annually in years 1–3, 10% annually thereafter under current offering terms) is fixed under the terms of the offering and does not change with market conditions. It is not guaranteed: principal and interest depend on the issuer’s ability to perform, and Housing Bonds can lose value. Housing Bonds are not bank deposits, are not FDIC insured, and are not publicly traded. Redemption after three years is subject to the offering documents. ² Growth potential for WellStreet Shares is not guaranteed. Private-company investments may generate no return, may lose value, and are generally less liquid than publicly traded securities. There is no guarantee that an exit or secondary market will be available. ³ Source: Cambridge Associates. Past performance is not indicative of future results.