Moving beyond the DST

Owners of investment real estate have limited 1031 exchange options to transition into a high-quality portfolio without making significant trade-offs. Evergreen | VRX provides what owners are looking for: long-term tax efficiency, diversification, durable income, liquidity, and structural alignment with the fund manager. No compromises.

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Skyglass VRX Hero

Evergreen | VRX converts legacy real estate investments into a partnership interest in the Virtú Evergreen Fund, a decade-old multifamily fund built on Virtú's nearly 30-year track record

  • Realize full market value from the sale of an investment property
  • Defer current and future gains tax
  • Immediate diversification into a multifamily portfolio managed for capital preservation and growth
  • Quarterly dividends with refreshed depreciation
  • Compound appreciation perpetually
  • Reliable liquidity
  • Simplified estate planning
Beyond single-asset risk
Skip the interim hold period
Free from up-front fee load
Qualifications

Owners pay standard real estate transaction costs, Virtú charges nothing for the exchange

  • Minimum investment $10,000,000 (equity value)
  • Property types Investment real estate
  • Existing debt Loan-to-value below 50%
  • Fees No transaction fees charged by Virtú
  • Transaction costs Client bears customary real estate transaction costs

Now, through VRX, property owners can not only reinvest their assets through a highly tax-efficient and cost-effective program, but also transition their holdings to a multifamily fund strategy managed specifically for long-term alpha, risk mitigation, and wealth planning.

Michael Green, Chief Executive Officer, Virtú Investments
From the April 2024 launch announcement

  • FAQs

    • Q: What is VRX?

      Evergreen | VRX is a DST-Alternative for 1031 Exchange, a new platform that allows owners of appreciated investment real estate to convert their holdings into partnership interest in the Virtú Evergreen Fund via IRS Code Section 1031 and Section 721 exchanges.

    • Q: What property types qualify for VRX?

      Any investment real estate — commercial, retail, industrial, office, farm, ranch, mixed-use, or residential.

    • Q: Are there transaction fees with VRX?

      No transaction fees are charged by Virtú Investments. Customary real estate transaction costs are passed through to the owner.

More questions? See the FAQ →

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Virtú Evergreen Fund (Open-End)
Virtú Opportunity Fund V (Closed-End)

Disclosures

This material is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. Any offer is made solely through definitive offering documents, which contain complete information on terms, fees, conflicts of interest, and risk factors, and which should be reviewed carefully before investing.

Target distributions are objectives, not guarantees, and are subject to change. Past performance is not indicative of future results. Real estate investments involve risk, including possible loss of principal, illiquidity, and the risk that anticipated tax treatment is not available. Portfolio figures are as of the date shown and will change over time.

Virtú Investments does not provide tax or legal advice. Prospective participants should consult their own advisors regarding the tax consequences of any transaction.