FAQ

A list of frequently asked questions to help you understand how it works.

1. What is Evergreen and how does it work?

Unlike most real estate firms, Evergreen operates as a private real estate holding company to recapitalize properties and reinvest cash flow in order to compound returns over the long term.

2. Who is eligible to invest with Evergreen?

Evergreen will work with accredited investors, family offices, private wealth firms.

Accreditation status will be verified upon commitment to an offering. An accredited investor is a term used by the U.S. Securities and Exchange Commission (SEC). In order to qualify as accredited, an investor must accomplish at least one of the following:

Earn an individual income of more than $200,000 per year, or a joint spousal income of more than $300,000 per year, in each of the last two years and expect to reasonably maintain the same level of income;

Have a net worth exceeding $1 million, either individually or jointly with his or her spouse (excluding the primary residence);

Be a bank, insurance company, registered investment company, business development company, or small business investment company;

Be a general partner, executive officer, director or a related combination thereof for the issuer of a security being offered;

Be a business in which all the equity owners are accredited investors. Be an employee benefit plan, a trust, charitable organization, partnership, or company with total assets in excess of $5 million.

3. Are these investments risky?

Yes. Similar to investing in the stock market, there is no guarantee when you are investing in real estate. The real estate market has economic cycles and it is difficult to know how and when the economy will change.

4. Can I use a self directed IRA or other retirement account to invest with Evergreen?

Yes, we can process investments made through a self-directed IRA account.

5. How will investor reporting work?

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6. Can Evergreen accept 1031 proceeds?

Unfortunately, no we cannot accept 1031 funds. You’ll need to invest 1031 proceeds into like-kind real estate. Our diversified fund does not meet this description.

Additional Questions?

Don’t hesitate to reach out and ask.

About Us

Evergreen helps strategic investors build generational wealth.

Why Should I Invest With Evergreen?

Good question. We'd like to think there are a ton of great reasons, but we might be a bit biased ;)

Read our story

We Check All The Important Boxes

- The right, recession-resistant strategy that can compound returns
- A proven, battle-tested sponsor with a strong track record
- A geographically diversified investment resistant to outlier events
- A fair structure that ensures Evergreen and its investors interests are aligned

Hassle Free Investing

Easy online access to your investment statements and NO dreaded K1s every year! Evergreen's structure allows it to assemble a geographically diverse portfolio without burdening our investors with having to file in 10+ states. We will issue you a simple 1099-DIV statement each February for any dividends paid the prior year.

Investor Reporting

Dashboard analytics. Evergreen investors are provided access to an investor portal where they can review their investor statements, fund level performance, quarterly reports and other relevant investor files.

Compound Returns

Evergreen is structured as a holding company in order to reinvest cash flow into additional investments. If you need immediately cash flow, were not for you.

Additional Questions?

If you are an accredited investor and have additional questions, please reach out to schedule an introductory call.

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