INVESTMENT PORTFOLIO AND PROCESS
Direct access to senior real estate debt
We deliver customized real estate lending solutions for our clients who build, develop, and renovate properties. Our portfolio of fixed-rate, first lien mortgages provides investors with consistent monthly cash flow and returns, low volatility, security in the capital stack, and diversification. Private real estate has historically had low correlation to traditional and other alternative assets.
Disciplined underwriting
We are committed to protecting and growing investors’ capital. Each investment undergoes a multi-step underwriting process that focuses on the borrower’s creditworthiness, the project upside, and the security of the underlying collateral. We review our underwriting guidelines monthly to ensure our policies stay current with the ever-changing market. Opportunities are screened by loan officers and analyzed by our management team.
$975.1MM
Loans Originated Since Inception
2,534
Loans Funded
1,195
Borrowers
12.9%
WEIGHTED AVG INTEREST RATE OF LOANS UNDER MANAGEMENT
Metrics as of June 30, 2024
EVERGREEN FUNDS
Evergreen, income generating strategies
SEPARATELY MANAGED ACCOUNTS
Customized products providing solution-driven partnerships