Discover more from Evergreen Memos
Fund Launch: Evergreen Income
High monthly income track record - VIDEO LINK
We are proud to announce the launch of the Evergreen Real Income Fund. Our mandate: high monthly income + appreciation with no expiration date (aka evergreen). The results of this strategy thus far have been stellar:
7.6% income yield (as of 5/31/21)
41.4% total net return1
We’ve outpaced our index while delivering 3x its dividend yield. It’s one thing to generate high cash flow in illiquid, private real estate: it’s quite another to do so via fully liquid investments (more optionality and less debt risk).
Why Partner With Evergreen?
I started managing investor money in private real estate in 2005 and I’ve yet to lose a single investor dollar. Every investor has profited thus far. This time span included the worst real estate crash in history and a year-long eviction moratorium stemming from the pandemic.
Investing publicly is more volatile (at least on paper) so there will be down years, however our private real estate and now public track record suggests our process and judgment are sound. I believe we’ll continue to outperform - by a wide margin - on income each year and total return over the longer term.
This fund was designed to achieve our investment income goals. If you’ve been looking for something similar, we’d love to partner with you.
Fund Strategy / Focus:
Invest in high-quality, publicly traded real estate securities (primarily REITs)
Overweight niche / new economy real estate sectors with “sticky” tenants
Portfolio management income tactics to deliver monthly yield without sacrificing growth potential
Executive summary & strategy of the Fund: FUND PRESENTATION
Fund factsheet: FUND FACTSHEET
Fund page / docs: FUND DOCUMENTS
Founding Investor Share Class
Unfortunately, the SEC sets a low total investor cap for funds like ours. This is why the fund minimum ($200K) is higher than what we’ve typically offered. However, we’d like to be more inclusive for early investors, so we’ll accept a limited number of founding investors at $100K.
We’d encourage you to reach out early if this tips the scales on your investment decision.
If after reviewing the documents, you’d like to move forward with an investment, please click the button below to get started.
Please note, that our income fund is available to accredited investors only. However, stay tuned as we’ll have investment options for non-accredited investors later this year under our total return strategy.
If you have any questions, feel free to email me or our team for further assistance: email@example.com