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A PREMIER SOUTHEASTERN PROPERTY MANAGEMENT FIRM



--------------------------------------------------------------------------------


WHAT THEY SAY ABOUT US



--------------------------------------------------------------------------------

Prior to Wellington taking over management of Copperfield Apartments, occupancy
was under 70 percent because of multiple problems and it was valued at less than
5 million. After hiring Wellington's professional management services, occupancy
is currently over 90 percent and I was able to complete a sale of Copperfield
for 7.5 million effective this spring. Obviously I am very grateful to
Wellington for the value they added to my investment.


TOMALLA



--------------------------------------------------------------------------------

> Prior to Wellington taking over management of Copperfield Apartments,
> occupancy was under 70 percent because of multiple problems and it was valued
> at less than 5 million. After hiring Wellington's professional management
> services, occupancy is currently over 90 percent and I was able to complete a
> sale of Copperfield for 7.5 million effective this spring. Obviously I am very
> grateful to Wellington for the value they added to my investment.Thomas Webb –
> Owner, Copperfield Apartments

We thank you for your assistance and the full support of your staff during to
our recent sale of Woodland Village. We developed, owned and operated our own
hotels for nearly 30 years until we sold the hotels and acquired Woodland
Village in a tax deferred exchange in 2017, hiring Wellington to manage our
property. We soon discovered Wellington to be very professional, dependable and
responsive to our needs, even in the midst of the Covid pandemic. Lauren, Caleb
and Elizabeth were extremely helpful and attentive with the sale. Thank you for
your dedication and efforts.


CLIENTTESTIMONIAL



--------------------------------------------------------------------------------

> We thank you for your assistance and the full support of your staff during to
> our recent sale of Woodland Village. We developed, owned and operated our own
> hotels for nearly 30 years until we sold the hotels and acquired Woodland
> Village in a tax deferred exchange in 2017, hiring Wellington to manage our
> property. We soon discovered Wellington to be very professional, dependable
> and responsive to our needs, even in the midst of the Covid pandemic. Lauren,
> Caleb and Elizabeth were extremely helpful and attentive with the sale. Thank
> you for your dedication and efforts.William D. Renton Chief Operating Officer
> Happy Hill, LLC

Lion's Gate sale has officially closed. Today is certainly a bittersweet day as
Lion's Gate was a wonderful property for us all. We want to thank you so much
for your efforts over the last 20 months. We were very pleased with your level
of communication, high quality oversight, and overall management of the
property. Although our time has come to an end with this property, we do hope to
find more properties to acquire in the market that would be a great fit for our
relationship. Thank you again and hope to pick up the conversation soon!


CLIENT



--------------------------------------------------------------------------------

> Lion's Gate sale has officially closed. Today is certainly a bittersweet day
> as Lion's Gate was a wonderful property for us all. We want to thank you so
> much for your efforts over the last 20 months. We were very pleased with your
> level of communication, high quality oversight, and overall management of the
> property. Although our time has come to an end with this property, we do hope
> to find more properties to acquire in the market that would be a great fit for
> our relationship. Thank you again and hope to pick up the conversation
> soon!Eric Kogan, Vice President, Ashland Capital

The quality and character of the ownership and senior-level staff are
outstanding. Additionally, Wellington trains and recruits excellent on-site
staff. Wellington’s budgeting, financial reporting, and cost control systems are
timely and extremely effective, along with regularly providing meaningful input
on marketing and operations. Overall, Wellington is a trusted partner in the
management of our apartment community. I would highly recommend them to anyone.


CLIENT



--------------------------------------------------------------------------------

> The quality and character of the ownership and senior-level staff are
> outstanding. Additionally, Wellington trains and recruits excellent on-site
> staff. Wellington’s budgeting, financial reporting, and cost control systems
> are timely and extremely effective, along with regularly providing meaningful
> input on marketing and operations. Overall, Wellington is a trusted partner in
> the management of our apartment community. I would highly recommend them to
> anyone.Griff Garner – Managing Member Windsor Upon Stonecrest, North Campus
> Crossing & Manor Six Forks

The Wellington team stepped up in transitioning The Osprey at Lake Norman, a
class A+ lease up from a very problematic Management Company in an expedited
time frame. The whole team stepped up to do whatever it took to get us moving
forward in such productive and positive manner. Post transition and refinance
the property quickly moved into the disposition phase of the business plan.
Wellington continued to operate seamlessly which allowed for a smooth transition
in what was an abbreviated due diligence and sale process during the holiday
season. Bottom line, you and your team overachieved and always with smile on all
your faces and a can-do attitude. Our whole team is very thankful how Wellington
stepped up and made our transition a very positive experience.


CLIENT



--------------------------------------------------------------------------------

> The Wellington team stepped up in transitioning The Osprey at Lake Norman, a
> class A+ lease up from a very problematic Management Company in an expedited
> time frame. The whole team stepped up to do whatever it took to get us moving
> forward in such productive and positive manner. Post transition and refinance
> the property quickly moved into the disposition phase of the business plan.
> Wellington continued to operate seamlessly which allowed for a smooth
> transition in what was an abbreviated due diligence and sale process during
> the holiday season. Bottom line, you and your team overachieved and always
> with smile on all your faces and a can-do attitude. Our whole team is very
> thankful how Wellington stepped up and made our transition a very positive
> experience.David Jacobs - Owner, Osprey Lake Norman Apartments

Wellington Advisors has been our leasing and property management firm for 10
years handling our entire portfolio. The entire Wellington team is professional,
dedicated to very high level tenant care and maintenance of our properties,
extremely responsive to ownership requirements, and demonstrates a very keen
knowledge of market placement. Wellington Advisors instills confidence in our
lenders and investors, enabling us to take them to new markets as our portfolio
grows throughout the Carolinas. Their contributions during new project
feasibility studies makes them an invaluable part of our team when we explore
new opportunities.


CLIENT



--------------------------------------------------------------------------------

> Wellington Advisors has been our leasing and property management firm for 10
> years handling our entire portfolio. The entire Wellington team is
> professional, dedicated to very high level tenant care and maintenance of our
> properties, extremely responsive to ownership requirements, and demonstrates a
> very keen knowledge of market placement. Wellington Advisors instills
> confidence in our lenders and investors, enabling us to take them to new
> markets as our portfolio grows throughout the Carolinas. Their contributions
> during new project feasibility studies makes them an invaluable part of our
> team when we explore new opportunities.Dave Vannoy – President H&H MultiFamily

Prior to Wellington taking over management of Copperfield Apartments, occupancy
was under 70 percent because of multiple problems and it was valued at less than
5 million. After hiring Wellington's professional management services, occupancy
is currently over 90 percent and I was able to complete a sale of Copperfield
for 7.5 million effective this spring. Obviously I am very grateful to
Wellington for the value they added to my investment.


TOMALLA



--------------------------------------------------------------------------------

> Prior to Wellington taking over management of Copperfield Apartments,
> occupancy was under 70 percent because of multiple problems and it was valued
> at less than 5 million. After hiring Wellington's professional management
> services, occupancy is currently over 90 percent and I was able to complete a
> sale of Copperfield for 7.5 million effective this spring. Obviously I am very
> grateful to Wellington for the value they added to my investment.Thomas Webb –
> Owner, Copperfield Apartments

We thank you for your assistance and the full support of your staff during to
our recent sale of Woodland Village. We developed, owned and operated our own
hotels for nearly 30 years until we sold the hotels and acquired Woodland
Village in a tax deferred exchange in 2017, hiring Wellington to manage our
property. We soon discovered Wellington to be very professional, dependable and
responsive to our needs, even in the midst of the Covid pandemic. Lauren, Caleb
and Elizabeth were extremely helpful and attentive with the sale. Thank you for
your dedication and efforts.


CLIENTTESTIMONIAL



--------------------------------------------------------------------------------

> We thank you for your assistance and the full support of your staff during to
> our recent sale of Woodland Village. We developed, owned and operated our own
> hotels for nearly 30 years until we sold the hotels and acquired Woodland
> Village in a tax deferred exchange in 2017, hiring Wellington to manage our
> property. We soon discovered Wellington to be very professional, dependable
> and responsive to our needs, even in the midst of the Covid pandemic. Lauren,
> Caleb and Elizabeth were extremely helpful and attentive with the sale. Thank
> you for your dedication and efforts.William D. Renton Chief Operating Officer
> Happy Hill, LLC

Lion's Gate sale has officially closed. Today is certainly a bittersweet day as
Lion's Gate was a wonderful property for us all. We want to thank you so much
for your efforts over the last 20 months. We were very pleased with your level
of communication, high quality oversight, and overall management of the
property. Although our time has come to an end with this property, we do hope to
find more properties to acquire in the market that would be a great fit for our
relationship. Thank you again and hope to pick up the conversation soon!


CLIENT



--------------------------------------------------------------------------------

> Lion's Gate sale has officially closed. Today is certainly a bittersweet day
> as Lion's Gate was a wonderful property for us all. We want to thank you so
> much for your efforts over the last 20 months. We were very pleased with your
> level of communication, high quality oversight, and overall management of the
> property. Although our time has come to an end with this property, we do hope
> to find more properties to acquire in the market that would be a great fit for
> our relationship. Thank you again and hope to pick up the conversation
> soon!Eric Kogan, Vice President, Ashland Capital

The quality and character of the ownership and senior-level staff are
outstanding. Additionally, Wellington trains and recruits excellent on-site
staff. Wellington’s budgeting, financial reporting, and cost control systems are
timely and extremely effective, along with regularly providing meaningful input
on marketing and operations. Overall, Wellington is a trusted partner in the
management of our apartment community. I would highly recommend them to anyone.


CLIENT



--------------------------------------------------------------------------------

> The quality and character of the ownership and senior-level staff are
> outstanding. Additionally, Wellington trains and recruits excellent on-site
> staff. Wellington’s budgeting, financial reporting, and cost control systems
> are timely and extremely effective, along with regularly providing meaningful
> input on marketing and operations. Overall, Wellington is a trusted partner in
> the management of our apartment community. I would highly recommend them to
> anyone.Griff Garner – Managing Member Windsor Upon Stonecrest, North Campus
> Crossing & Manor Six Forks

The Wellington team stepped up in transitioning The Osprey at Lake Norman, a
class A+ lease up from a very problematic Management Company in an expedited
time frame. The whole team stepped up to do whatever it took to get us moving
forward in such productive and positive manner. Post transition and refinance
the property quickly moved into the disposition phase of the business plan.
Wellington continued to operate seamlessly which allowed for a smooth transition
in what was an abbreviated due diligence and sale process during the holiday
season. Bottom line, you and your team overachieved and always with smile on all
your faces and a can-do attitude. Our whole team is very thankful how Wellington
stepped up and made our transition a very positive experience.


CLIENT



--------------------------------------------------------------------------------

> The Wellington team stepped up in transitioning The Osprey at Lake Norman, a
> class A+ lease up from a very problematic Management Company in an expedited
> time frame. The whole team stepped up to do whatever it took to get us moving
> forward in such productive and positive manner. Post transition and refinance
> the property quickly moved into the disposition phase of the business plan.
> Wellington continued to operate seamlessly which allowed for a smooth
> transition in what was an abbreviated due diligence and sale process during
> the holiday season. Bottom line, you and your team overachieved and always
> with smile on all your faces and a can-do attitude. Our whole team is very
> thankful how Wellington stepped up and made our transition a very positive
> experience.David Jacobs - Owner, Osprey Lake Norman Apartments

Wellington Advisors has been our leasing and property management firm for 10
years handling our entire portfolio. The entire Wellington team is professional,
dedicated to very high level tenant care and maintenance of our properties,
extremely responsive to ownership requirements, and demonstrates a very keen
knowledge of market placement. Wellington Advisors instills confidence in our
lenders and investors, enabling us to take them to new markets as our portfolio
grows throughout the Carolinas. Their contributions during new project
feasibility studies makes them an invaluable part of our team when we explore
new opportunities.


CLIENT



--------------------------------------------------------------------------------

> Wellington Advisors has been our leasing and property management firm for 10
> years handling our entire portfolio. The entire Wellington team is
> professional, dedicated to very high level tenant care and maintenance of our
> properties, extremely responsive to ownership requirements, and demonstrates a
> very keen knowledge of market placement. Wellington Advisors instills
> confidence in our lenders and investors, enabling us to take them to new
> markets as our portfolio grows throughout the Carolinas. Their contributions
> during new project feasibility studies makes them an invaluable part of our
> team when we explore new opportunities.Dave Vannoy – President H&H MultiFamily





ABOUT US





--------------------------------------------------------------------------------

WELLINGTON ADVISORS is a premier Southeastern real estate service firm
specializing in third- party property management. Our core belief is that “You
Deserve the Best” and we follow through on that belief by providing a uniquely
unbiased approach that removes all conflicts of interest. Managing over 71,000
units, WELLINGTON ADVISORS’ regional property management delivers the expertise
necessary to advise clients effectively, and the business model to allow clients
to know that we really do treat their interests as our own.

Learn more About Us


JOIN OUR TEAM





--------------------------------------------------------------------------------

If you’re the type of person that doesn’t settle for less, then WELLINGTON could
be the perfect place for you. We take three things very seriously at WELLINGTON
ADVISORS: Our client’s interests; our culture of passion and quality; and our
commitment to hiring the best people to fulfill our goals. We know how to have
fun while we all strive to grow and advance in our careers. Every chosen team
member is valued part of the whole, where we invest in training, education and
internal advancement for all. And yes, our benefits package is impressive too.
After all, you deserve the best.

Learn more About Wellington Opportunities


WHAT WE DO





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UNLOCKING POTENTIAL

Our experience affords us vision for what can be, not just what is.


MAXIMIZING CLIENT PROFITS

We thrive in optimizing leasing and minimizing costs.


PROTECTING INVESTMENTS

We always advocate what is in the client’s best interest.


REPORTING THE RESULTS

Our regular transparent reporting provides unparalleled insight.




71,497

Number of units managed

480,528

Number of residents

4,492,800

Number of miles traveled

336,960

Cups of coffee

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© 2023 Wellington Advisors. All rights reserved





TO ALL OF OUR ONSITE TEAMS

Today is your day! We appreciate each of you and your daily contribution to the
success of Wellington Advisors.

We couldn’t do it without your hard work and dedication.

Each of you have been on the frontlines during this crisis; committing
yourselves to performing the vital work necessary to keep the community together
and moving forward during these trying times. Due to all of your hard work, we
are taking time to celebrate our vital, onsite teams for their dedication to
keeping residents in our communities well served and safely housed during the
COVID-19 pandemic. You are the real heroes!

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