Virtú Evergreen Fund
Built for alpha, generational ownership, long-term compounding, tax efficiency, and regular liquidity.
Fund Details
Fund Type
Open-ended multifamily fund for investors seeking long-term growth and liquidity
Tax Strategy
Unique design uses 1031 exchanges to harvest gains and reinvest capital indefinitely. Fund distributions are offset by depreciation.
Asset Type & Markets
Existing US multifamily, value-add and opportunistic. Western US focused.
Long-Term Target Return
11-13% internal rate of return (IRR); see the Virtú performance track record here
Target Dividend
4-5% annually, distributed quarterly
Target Use of Leverage
50-60% LTV portfolio average
Minimum Investment
$500,000 individual/$250,000 RIA
Fund Openings
Commitments queued annually, capital called quarterly
Downloadable Resources
Download the latest Evergreen Fund Impact Report for a snapshot of our continued progress in demand-driving social and environmental initiatives across the Evergreen portfolio.
Contact Virtú
Send us a message to learn more about ways to invest with Virtú or request a meeting.