Evergreen partners with high net worth individuals and groups to grow and preserve their wealth through proven, predictable real estate investments. We focus on the following types of assets:
Rate of return on apartment rentals for a 10-year hold
outpacing the returns on other property types for the same period
Rental units in the United States
an estimated 35% of all housing units in the United States
Sources: Explaining the Puzzle of High Apartments Returns - NMHC February 2018 and John Burns Real Estate Consulting, Burns US Housing Analysis and Forecast, published August 17, 2022
A diversified portfolio allows investors to grow and preserve wealth. We feel wise real estate investing can be a vital component of that growth; we at Evergreen can maximize the profitability of this investment.
We structure our investments to give our investors quarterly cash distributions, aiming to increase these over time.
While inflation reduces purchasing power, real estate assets serve as an inflation hedge, since property value and their rents typically rise with inflation.
Real estate, as part of a diversified portfolio, is a great option for risk-averse investors to anchor their investments in the midst of market volatility.
A number of tax advantages are gained with real estate investment, including accelerated depreciation, tax credits, 1031 Exchanges, and refinancing.
With our long-term approach to investing, we anticipate properties increasing in value over time. While the benefits of property appreciation are not fully realized until sale or refinance, increased rents will be seen in multifamily units translating to a higher net operating income.
An amortized loan – just like the mortgage for a primary residence – will pay down principal as the loan progresses; this create equity for the owner and property.
Unlike other societal trends which may come and go, people will always need a place to live. An expanding US population suggests there will be even greater demand for housing for decades to come.
Residential outperforms other real estate assets classes over 3, 5, and 10-year holds.
The number of rental units is increasing: 45 million and growing.
Residential needs are evergreen.
The Evergreen Asset Management team specializes in single and multifamily rentals, an area in which we have established expertise. We care about our work; we care about our investors and value their trust in us. Accordingly, we rigorously examine and stress-test properties to ensure the growth and preservation of our investors’ wealth.
Expertise in single and multifamily rentals.
Time-tested track record
Stewards of our investors’ wealth
We’ll have a conversation so that you can get to know Evergreen and so that Evergreen can get to know you and your investment goals. Both parties will determine if we are a fit for one another. Evergreen takes a conservative approach to what we do. We do one thing; we do it well; and we do not deviate from our approach unless new information warrants a change of course. We only invest in what we consider to be stable, steady markets. Our investments are conservatively underwritten by our acquisitions team.
Our investments are open to approved, Accredited Investors. Accredited Investors are those who meet one of the following criteria:
Our minimum investment requirements range from $25,000-50,000.
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