Investing
What You Get When You Invest
Will I get tax documents?
Yes. Investors typically receive the appropriate tax form (e.g., Form 1099-INT or Schedule K-1, depending on the investment structure) after year-end. Specific timing is noted...
How do I add funds to an existing investment or invest in a new offering?
Browse current opportunities under "Available Investments" and follow the same investment process as your original investment. Returning investors who have already completed identity verification typically...
When and how will I receive distributions?
Distribution schedules vary by offering (commonly monthly or quarterly) and are paid via [ your WellRogo account] You can view upcoming and past distributions in...
What am I actually investing in?
When you invest with Wellrogo, in most offerings you are not buying property and you are not buying equity in a building. You are investing...
How do I make money as an investor?
Returns are generated primarily through the interest paid by borrowers on the underlying loans. Depending on the specific fund or offering, this may be distributed...
What's the minimum investment?
Minimum investment amount per offering — often varies by exemption type, e.g., Reg D