W Diversified’s portfolio blends workforce residential real estate with carefully selected alternative income assets. We focus on assets that provide consistent cash flow and preserve capital through market cycles.
Our real estate holdings include single-family and small multifamily homes chosen for their strong rental demand and potential for value enhancement. Alongside this, we maintain exposure to preferred securities through a diversified ETF and retain a modest allocation of equipment-backed corporate notes, managed with a disciplined approach to risk and income stability.
By balancing these asset classes with conservative leverage and clear investment criteria, we aim to deliver reliable returns and long-term growth.

In 2024, we exited our real estate notes positions. We currently retain a modest allocation of equipment-backed corporate notes. These positions are being managed in an orderly run-off with final maturities expected by January 2030

We consolidated our preferred securities holdings into a single diversified ETF that provides monthly distributions. Our management strategy includes periodic rebalancing, exposure limits to maintain portfolio balance, and adjustments based on predefined risk thresholds.

Hold Period: August 2024 - Present
SFH Maple Lane, LLC (current hold)

Hold Period: February 2024 - Present
Larch Ranch, LLC (current hold)

Hold Period: July 2023 - Present
Westwood Ranch, LLC (current hold)

Hold Period: September 2021 – January 2025
Adams Townhomes North, LLC (40 Months)

Hold Period: September 2021 – May 2023
W Diversified, LLC (20 Months)

Hold Period: July 2021 – Present
Properties On Pine, LLC (current hold)

Hold Period: March 2021 – January 2025
Adams Townhomes South, LLC (46 Months)

Hold Period: November 2020 – July 2023
W Diversified, LLC (32 Months)

Hold Period: June 2020 – June 2022
W Diversified, LLC (24 Months)

Hold Period: February 2020 – January 2022
W Diversified, LLC (23 Months)

Hold Period: January 2020 – December 2021
W Diversified, LLC (24 Months)

Hold Period: January 2020 – December 2021
W Diversified, LLC (24 Months)

Hold Period: November 2019 – January 2022
W Diversified, LLC (26 Months)

Hold Period: September 2019 – May 2025
Corrigedor Townhomes, LLC (68 Months)
W DIVERSIFIED, LLC – NEWBURGH, INDIANA
© 2024 W DIVERSIFIED, LLC. All rights reserved.
This site is for informational purposes only and does not
constitute an offer to sell or a solicitation to buy any securities.
See our Legal Disclaimer & Privacy Policy for full details.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.