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.

Start Investment

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: info@evergreencap.com

Thank you,

Brad Johnson

Evergreen

1
This material does not constitute an offer or the solicitation of an offer to purchase an interest in the Evergreen Real Income Fund, LP (the “Fund”), which such offer will only be made via a confidential private placement memorandum (the “Memorandum”). An investment in the Fund is speculative and is subject to a risk of loss, including a risk of loss of principal. There is no secondary market for interests in the Fund and none is expected to develop. No assurance can be given that the Fund will achieve its objective or that an investor will receive a return of all or part of its investment.  All statements herein are qualified in their entirety by reference to the Memorandum, and to the extent that this document contradicts the Memorandum, the Memorandum shall govern in all respects.
The information contained herein is not personalized investment advice nor an investment recommendation on the part of the Investment Manager.  This material is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisers before engaging in any investment transaction.
The performance data discussed herein do not represent the performance of the Fund, but rather, represent the performance of the Fund during an “incubation” period when the Fund had no outside investors. Due to the differing circumstances of managing proprietary capital in an “incubator fund” and managing outside capital for professional advisory clients, results generated in the Fund once outside capital is admitted could be materially different than those results shown. The results shown reflect the deduction of:  (i) the annual asset management fee, charged quarterly; (ii) the fund’s performance allocation of 10.0%, taken annually, subject to a “high water mark;” and (iii) transaction fees and other expenses actually incurred.  The management fee and performance allocation were applied retroactively and do not reflect actual fees charged.  None of the results shown reflect the deduction of certain organizational and operating expenses common to investment funds, which would serve to decrease profits or otherwise increase losses. Results were achieved using the investment strategies described in the Memorandum.
This material contains certain forward-looking statements and projections regarding market trends, investment strategy, and the future asset allocation of the Fund, including indicative guidelines regarding position limits, exposures, position sizing, diversification, and other indications regarding the Fund’s strategy. These projections and guidelines are included for illustrative purposes only, are inherently predictive, speculative, and involve risk and uncertainty because they relate to events and depend on circumstances that will occur in the future. These forward-looking statements will not necessarily be updated in the future. The guidelines included herein do not reflect strict rules or limitations on the Fund’s investment program and the Fund may deviate from the guidelines described herein.
PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.