Wangard Partners, Inc.

Investment Real Estate. Simplified.

News

2021 Year End Reflection – It Takes A Team

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The Wangard team has been blessed in many ways this past year with the support of our partners to navigate the daily challenges of 2021. Our incredible business partners assisted us in problem-solving every week. From determining creative financing packages, to solving material shortage and construction issues, to creating engineering or planning solutions for challenging sites; our partners have been critical to our success. We are thankful for all you do for us.

We are very excited about 2022! We have impactful projects underway in Sussex, Franklin, Oconomowoc, Milwaukee, and Mount Pleasant. We are in the planning phases for projects in Madison, Verona, Yorkville, Mount Pleasant, Milwaukee, Chippewa Falls, Sussex and Oconomowoc. Through our projects, we work with our communities to meet the community’s needs and to enhance the quality of life of its residents and labor force. We are fortunate and thankful that we work in partnership with these quality communities.

Lastly, our team is truly phenomenal. They are dedicated to our mission and are passionate about their work. The development business is not easy and is always challenging. Our teammates continually rise to the challenges of our daily work. We are truly blessed to not only be teammates, but friends. Together we will continue to accomplish great things for our communities and tenants. Thank you for all you do to represent the Wangard name in a positive and impactful manner!

Wishing all a Merry Christmas and an Impactful New Year!

Matt Moroney, President & Chief Operating Officer

Olympia Fields – Official Revitalization Event

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Official Revitalization Event of Olympia Fields

Join The City of Oconomowoc and Wangard Partners on May 25th to usher in the new beginning and revitalization of the long cherished Olympia Resort.

Event Timeline

  • 9:00 AM – Matt Moroney, President & COO of Wangard
  • 9:10 AM – Robert Magnus, Mayor of Oconomowoc
  • 9:30 AM – Paul Farrow, County Executive (invited)
  • 9:45 AM – Stewart Wangard, Founder & CEO of Wangard
  • 10:00 AM – Event Closes

Beverages & Bagels Will Be Available

COVID-19 SAFETY NOTE

  • Masks Recommended
  • Distancing Recommended

RSVP BELOW BEFORE MAY 21st, 2021

Official Groudbreaking of The Locklyn at Olympia Fields

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Official Groundbreaking of The Locklyn at Olympia Fields

This event took place on May 25, 2021. Thanks to all who were able to join us.

Join The City of Oconomowoc and Wangard Partners on May 25th to usher in the new beginning and revitalization of the long cherished Olympia Resort.

Event Timeline

  • 9:00 AM – Matt Moroney, President & COO of Wangard
  • 9:10 AM – Robert Magnus, Mayor of Oconomowoc
  • 9:30 AM – Paul Farrow, County Executive (invited)
  • 9:45 AM – Stewart Wangard, Founder & CEO of Wangard
  • 10:00 AM – Event Closes

Beverages & Bagels Will Be Available

COVID-19 SAFETY NOTE

  • Masks Recommended
  • Distancing Recommended

SEC Expands Accredited Investor Definition Giving More Investors Access to Private Investments

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On August 26, 2020, the Securities and Exchange Commission (SEC) officially adopted a broader definition of an “accredited investor,” which is important in identifying investors who are able to participate in unregistered, private placement offerings, including private real estate, private equity, and some hedge funds.

Prior to this change, individual investors could be considered accredited if they had over $1 million in net assets, not including their primary residence, or annual income of at least $200,000 if single, or $300,000 if married. These thresholds are not adjusted for inflation, making it more likely that more investors would be considered accredited over time. The SEC did not change any of the existing quantitative tests, but noted that previous definitions did not take investors’ actual “financial sophistication” into account.  The new definition expands to include individuals with knowledge and experience within the financial markets. Specifically, this includes individuals who have earned credentials from the SEC such as the Series 7 (general securities), Series 65 (financial advisory), or Series 82 (private securities offerings). 

The initial change is fairly limited in scope, and the SEC does not expect it to result in a significant increase in the number of newly eligible accredited investors. However, the broader definition does open the door to further expansion for how to measure financial literacy, as holders of other credentials and certifications are likely to seek accreditation as well.

SEC Commissioner Hester Peirce commented, “We do not believe wealth should be the sole means of establishing financial sophistication. Rather, the characteristics of an accredited investor can be demonstrated in a variety of ways.”

Wangard Partners offers a wide-variety of real estate investment opportunities to investors, providing comprehensive analysis and insight into the ever-changing market environment. Wangard always advises investors to consult with their financial advisors and tax professionals regarding the suitability of private real estate investments for their specific circumstances.

Let’s Talk. Contact Wangard Today.

Jonathan Thompson
VP of Investor Relations, Wangard Partners

Jonathan Thompson, Vice President of Investor Relations at Wangard Partners, Inc

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We are pleased to share with you that Jonathan Thompson has joined Wangard Partners as our Vice President of Investor Relations. Jonathan will serve as a key point of contact for our valued partners and investors.

Most recently, Jonathan led the Investor Relations team at SARA Investment Real Estate. He is also a graduate of the University of Wisconsin – Madison School of Business, and he earned his MBA at Averett University. Jonathan lives in the Milwaukee-area with his wife and two sons, and he brings unique experience in real estate, finance, and investments to serve our investors.

Feel free to reach out to Jonathan directly at 262-490-0746 for any questions related to investment opportunities.

Covid Mask Requirement Update – July 14, 2020

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Stay vigilant and stay safe!

July 14, 2020

Please note the Milwaukee Common Council has approved a mandatory mask ordinance for the City of Milwaukee.  The ordinance “requires a mask or face covering on any person in an indoor public space, as well as a mask or face covering on any person in an outdoor public space when within six feet of another person – save for those who are members of the person’s family or household – for the duration of the ongoing “Moving Milwaukee Forward” health and safety orders.”

Subject to the city ordinance, for the health and safety of you, your neighbors and our team – we request the following for you and your guests.

Please wear a mask when in all common areas of the building.

We ask that when you are in any common hallways or areas of the building – walking down hallways, disposing of trash, walking to and from your car, getting your mail – that you wear a mask.    Preventing a pandemic from affecting our building is our job, as well as the job of all of our residents, and we thank you all for doing your part in preventing the spread of disease. 

Here are additional reminders to stay safe:

  • Regular good habits:
    • Stay 6 feet apart from others.
    • Wash your hands frequently – especially after touching doorknobs or pushing elevator buttons – and follow proper hand-washing procedures:
      • Using warm water and soap, wash hands for 20 seconds.
      • Use hand sanitizer with at least 60-95% alcohol.
  • Cover your coughs and sneezes with a tissue and discard immediately in a lined trashcan and wash your hands immediately afterwards following the steps noted above.
  • Do not share personal items (dishes, utensil, cups, bedding, towels, etc.)
  • Clean all high-touch surfaces every day

• If you feel ill:

  • Stay in your unit and let building management know you are feeling sick by calling or emailing us.
  • Separate yourself from other residents and pets. 
  • If you need to leave your unit to go to a doctor, please wear a mask over your nose and mouth (or in the absence of a mask, use a scarf or handkerchief) and disposable gloves. Discard these items upon returning home and/or wash immediately.
  • Any co-residents should use a face mask and or gloves when in the same room as you.
  • Do not use public transportation, ride sharing, or taxis.
  • Do not enter any public areas in the building.

Thank you for your cooperation, stay vigilant and stay safe!