Evergreen Funds
EVERGREEN FUNDS
Managed by Pine Financial Group
Pine Financial Group’s evergreen funds deliver immediate access to passive real estate investing. Our loan portfolio has delivered consistent returns with limited downside risk during periods of volatility. Our funds have investor-friendly structures with transparent terms.
Key Facts
Fund V
Investor Eligibility: All U.S. Investors
$78MM
AUM
8%
Distribution Rate
$10k
Minimum Investment
METRICS AS OF JUNE 30, 2024
| Launch Date | August 2020 |
| Structure | Reg-A Tier 2 |
| Investor Eligibility | All U.S. Investors |
| AUM | $78MM |
| Distribution Rate | 8% |
| Distribution Frequency | Monthly |
| Profit Sharing | N/A |
| Minimum Investment | $10,000 |
| Management Fee | N/A |
| Lock-up Period | 1 month |
| Redemption Notice | 90 days |
Key Facts
Fund VI
Investor Eligibility: Accredited U.S. Investors
$6.9MM
AUM
8%
Distribution Rate
70%
PROFIT SHARING
$100k
Minimum Investment
METRICS AS OF JUNE 30, 2024
| Launch Date | December 2023 |
| Structure | Reg-D |
| Investor Eligibility | U.S. Accredited Investors |
| AUM | $6.9MM |
| Distribution Rate | 8% |
| Distribution Frequency | Monthly |
| Profit Sharing | 70% to LPs |
| Minimum Investment | $100,000 |
| Management Fee | 2% |
| Lock-up Period | 9 months |
| Redemption Notice | 90 days |
Closed Funds
Key Facts
Pine Investments
$15.6MM
AUM
8%
Distribution Rate
100%
PROFIT SHARING
$25k
Minimum Investment
METRICS AS OF JUNE 30, 2024
| Launch Date | October 2009 |
| Structure | Reg-D |
| Investor Eligibility | Accredited & non-accredited U.S. investors |
| AUM | $15.6MM |
| Distribution Rate | 8% |
| Distribution Frequency | Monthly |
| Profit Sharing | 100% |
| Minimum Investment | $25,000 |
| Management Fee | N/A |
| Lock-up Period | N/A |
| Redemption Notice | 90 days |
Key Facts
Fund II
$48.3MM
AUM
8%
Distribution Rate
100%
PROFIT SHARING
$25k
Minimum Investment
METRICS AS OF JUNE 30, 2024
| Launch Date | September 2011 |
| Structure | Reg-D |
| Investor Eligibility | Accredited & non-accredited U.S. investors |
| AUM | $48.3MM |
| Distribution Rate | 8% |
| Distribution Frequency | Monthly |
| Profit Sharing | 100% |
| Minimum Investment | $25,000 |
| Management Fee | 2% |
| Lock-up Period | N/A |
| Redemption Notice | 90 days |
Key Facts
Fund IV
$23.1MM
AUM
8%
Distribution Rate
100%
PROFIT SHARING
$25k
Minimum Investment
METRICS AS OF JUNE 30, 2024
| Launch Date | July 2015 |
| Structure | Reg-D |
| Investor Eligibility | Accredited & non-accredited U.S. investors |
| AUM | $23.1MM |
| Distribution Rate | 8% |
| Distribution Frequency | Monthly |
| Profit Sharing | 100% |
| Minimum Investment | $25,000 |
| Management Fee | 2% |
| Lock-up Period | N/A |
| Redemption Notice | 90 days |