W Diversified, LLC
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W Diversified, LLC
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our investment portfolio

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.

A Look Inside

Notes

Newburgh - Maple Lane Ranch

Prefered Equities

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

Prefered Equities

Newburgh - Maple Lane Ranch

Prefered Equities

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.

Newburgh - Maple Lane Ranch

Newburgh - Maple Lane Ranch

Newburgh - Larch Place Ranch

Hold Period: August 2024 - Present

SFH Maple Lane, LLC (current hold)

Newburgh - Larch Place Ranch

Newburgh - Westwood Drive Ranch

Newburgh - Larch Place Ranch

Hold Period: February 2024 - Present

Larch Ranch, LLC (current hold)

Newburgh - Westwood Drive Ranch

Newburgh - Westwood Drive Ranch

Newburgh - Westwood Drive Ranch

Hold Period: July 2023 - Present

Westwood Ranch, LLC (current hold)

Southeast - Adams Ave Duplex

Newburgh - Westwood Drive Ranch

Newburgh - Westwood Drive Ranch

Hold Period: September 2021 – January 2025

Adams Townhomes North, LLC  (40 Months)

Southeast - MacArthur Drive Duplex

Southeast - MacArthur Drive Duplex

Southeast - MacArthur Drive Duplex

Hold Period: September 2021 – May 2023

W Diversified, LLC (20 Months)

Newburgh - Pine Drive Duplex

Southeast - MacArthur Drive Duplex

Southeast - MacArthur Drive Duplex

Hold Period: July 2021 – Present

Properties On Pine, LLC (current hold)

Southeast - Adams Avenue Duplex

Southeast - MacArthur Drive Duplex

Southeast - Adams Avenue Duplex

Hold Period: March 2021 – January 2025

Adams Townhomes South, LLC (46 Months)

Southeast - S. Roosevelt Drive Duplex

Southeast - S. Roosevelt Drive Duplex

Southeast - S. Roosevelt Drive Duplex

Hold Period: November 2020 – July 2023 

W Diversified, LLC (32 Months)

Southeast - S. Lombard Avenue Duplex

Southeast - S. Roosevelt Drive Duplex

Southeast - S. Roosevelt Drive Duplex

Hold Period: June 2020 – June 2022 

W Diversified, LLC (24 Months)

Southeast - S. Lombard Avenue Duplex

Southeast - S. Roosevelt Drive Duplex

Southeast - S. Lombard Avenue Duplex

Hold Period: February 2020 – January 2022 

W Diversified, LLC (23 Months)

Southeast - S. Lombard Avenue Duplex

Southeast - S. Lombard Avenue Duplex

Southeast - S. Lombard Avenue Duplex

Hold Period: January 2020 – December 2021 

W Diversified, LLC (24 Months)

Southeast - S. Lombard Avenue Duplex

Southeast - S. Lombard Avenue Duplex

Southeast - S. Lombard Avenue Duplex

Hold Period: January 2020 – December 2021 

W Diversified, LLC (24 Months)

Southeast - S. Lombard Avenue Duplex

Southeast - S. Lombard Avenue Duplex

Southeast - S. Lombard Avenue Duplex

Hold Period: November 2019 – January 2022 

W Diversified, LLC (26 Months)

Southeast - Corrigedor Circle Duplex

Southeast - Corrigedor Circle Duplex

Southeast - Corrigedor Circle Duplex

Hold Period: September 2019 – May 2025

Corrigedor Townhomes, LLC (68 Months)

W DIVERSIFIED, LLC – NEWBURGH, INDIANA
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