Archive - Evergreen Memos

What 35 years of stubbornly keeping old boxes of cards teaches you about investing

Mar 14

February 2023

Compounding Dividend Strategy

Feb 22

December 2022

Expanding Evergreen's Investment Platform in 2023 to Non-Accredited Investors

Dec 21, 2022

August 2022

With yesterday’s 8.5% CPI print, we might be past peak inflation. We called high inflation when the Fed claimed it was transitory and predicted CPI…

Aug 12, 2022

July 2022

Q2 Income Fund Letter

Jul 20, 2022

June 2022

Kobe Bryant died due to pilot error stemming from spatial disorientation. This happens when pilots cannot interpret altitude, typically due to weather…

Jun 23, 2022

April 2022

Housing is the most important asset class by a country mile. It’s so valuable that its health and 2nd order wealth effects impacts every other asset…

Apr 14, 2022

March 2022

Sometimes it pays to lead, sometimes you just need to feed the beast. A tried and true investment strategy is to find what private equity (“PE”) wants…

Mar 11, 2022

January 2022

9.4% average yield in 2021 | Apartment + SFR Rent Projections

Jan 27, 2022

November 2021

Appraisal PropTech | NNN Industry Warning Sign

Nov 23, 2021

October 2021

Real Estate Research

Oct 26, 2021

September 2021

Plus Germans Hate Landlords | Carried Interest Loophole

Sep 16, 2021

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