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InvestWise Collective

5.00

(4 reviews)

Sponsor

Claimed Profile

InvestWise Collective Website

InvestWise Collective

InvestWise Collective Overview

InvestWise Collective was founded on the principal of “think differently.” While many real estate sponsors focus on advertising projected returns, we’re focused on principal preservation, alignment of terms, diversification, and entry points into assets that provide a positive asymmetric risk/return profile. If we can achieve those objectives, earning attractive returns will follow.

Address

Year Founded

2023

Operates In

Indiana

Asset Classes

Multifamily

Debt

Accepted Investors

Accredited

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InvestWise Collective Details

Number of Deals Exited3

InvestWise Collective Reviews
4

Ronald T.

2/23/2026

5.00

"Very Happy with InvestWise Collective"

I knew Paul Shannon, Ryan Stieg and Pat Wills prior to the formation of InvestWise Collective from LFI (now PassivePockets). They have always been good communicators, knowledgeable and trustworthy. So when they started IWC I signed up after reviewing the docs. You don't have to invest in all their deals, only the ones you are interested in after review. I have invested in Bozeman, Specra Velocity and Ivy Green. All are performing at or above expectations. They actually divested and closed the Bozeman investment because they became uncomfortable with the operator but the investment performed as expected up to the closing. I like how they monitored that investment and proactively closed it upon changing conditions. Ivy Green just closed so I am watching it closely but I expect it to perform as advertised. They are conservative investors, which matches my investment style. Their communication has been excellent

InvestWise Collective

Sponsor Response

2/23/2026

Thank you, Ron. We've enjoyed having you as a partner since our beginnings. Very much appreciate you sharing your experience and looking forward to the future.

Adam C.

2/21/2026

5.00

"Strong Sponsor with Great Communication"

I have been investing with the InvestWise Collective for about 4 months now, but I have known the sponsor for significantly longer (Paul Shannon). I am continuously impressed by Paul and the team's knowledge, communication, and ability to select strong, safe deals. They communicate the good, bad, and the ugly and do it in a timely manner. This group has significant firepower in the multi-family and debt space. All emails I send are promptly responded to and the monthly updates are detailed. The distributions have been on time and match the proforma. Overall, I'm very impressed and look forward to continue to invest with the InvestWise Collective.

InvestWise Collective

Sponsor Response

2/23/2026

Thank you for your kind words, Adam. Privileged to have you as an investor....a responsibility we don't take lightly! Looking forward to a long and prosperous partnership.

Taylor M.

2/19/2026

5.00

"Top Tier Group!"

I couldn’t be more pleased with my experience investing with InvestWise. From day one, the communication has been clear, transparent, and professional. The team consistently delivers on what they say they’re going to do. Most importantly, the returns have been outstanding. It’s rare to find an investment opportunity that combines strong performance with integrity and disciplined management, but this fund has done exactly that. I always feel informed and confident knowing my capital is being handled strategically and responsibly. Over the past 2 years I have invested in 4 separate opportunities with this group and each has performed as marketed. If you’re looking for a group that values its investors and produces real results, I highly recommend this one. It’s been a great decision for me.

InvestWise Collective

Sponsor Response

2/19/2026

Thank you for your kind and thorough review. We value our relationship and look forward to a long-term partnership!

Chaits J.

2/18/2026

5.00

"Professional and Credible"

As a new LP back in 2024, I was naturally cautious about the entire passive investing process. My approach was simple: invest only with sponsors I truly trusted until I became more comfortable in the space. Paul and the team at InvestWise were among the few who met that due-diligence standard. Since investing, my experience with Paul and the InvestWise team has been very positive. They stand out for their consistent communication, transparency, and professionalism throughout the process. They take the time to explain opportunities clearly, respond promptly to questions, and keep investors informed at every stage. It’s evident that they approach each deal with care and discipline, which builds confidence and trust. Overall, they’ve proven to be strong, reliable sponsors, and I look forward to continuing to work with them.

InvestWise Collective

Sponsor Response

2/19/2026

Thank you for the kind words and happy to hear you are pleased with your experience thus far. We pride ourselves on transparency and creating an LP experience we'd want, as seasoned passive investors ourselves.

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