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.
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
No single-asset risk
No interim hold period
No 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
Contact
Learn how Evergreen | VRX works or schedule an introductory meeting
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Portfolio
Browse a few of our properties from the Virtú Evergreen Fund portfolio
-
ALX
- Market
- San Diego, CA
- Units
- 313
- Acquired
- 2024
-
The Margot
- Market
- Bellevue, WA
- Units
- 135
- Acquired
- 2021
-
Marlowe
- Market
- Chicago, IL
- Units
- 240
- Acquired
- 2024
-
The Lark
- Market
- San Mateo, CA
- Units
- 164
- Acquired
- 2022
-
Skyglass
- Market
- Seattle, WA
- Units
- 338
- Acquired
- 2024
-
Stokely
- Market
- Bellevue, WA
- Units
- 154
- Acquired
- 2021
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.