D&G Financial Group
For Accredited Investors

Capital That Never Stops Working. 

The DG Diversified Evergreen Fund pairs a principal team with $1B+ in real estate transaction history with an open-end structure built to deploy continuously, so your capital gets diversification and flexibility a single syndication was never built to offer.

506(c) Reg D · Evergreen Fund · Accredited Investors Only
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The Team Behind The Fund

Principal Track Record

The figures below describe the prior track record of the principals, not the performance of the fund.

[XX+]
Years Combined Principal Experience
$[XXX]M+
In Prior Transaction Value
[XX]
Transactions Completed
[X]
Target Markets (Sarasota, FL and Nashville, TN)
[X]
Asset Classes
The Distinction That Matters

New Fund. Experienced Team.

D&G Financial Group is a new investment vehicle. The people running it are not new to this. Our principals have sourced, underwritten, and executed real estate transactions across multiple market cycles. The fund is the structure. The experience is what has always driven the results.

Nashville, TN
Sarasota, FL
Built Around Your Interests

Structured For The Investor.
Not The Manager's Clock.

No Forced Exit
An open-end structure with no artificial liquidation date. Your capital is not trapped by someone else’s timeline.
1099, Not K-1
Simple tax treatment at year end. No K-1 complexity to chase across the rest of your filings.
Investor-First Waterfall
Your preferred return is paid before the fund takes any promote. Alignment is built into the structure.
Open To Global Capital
A FIRPTA-compliant structure, open to qualified foreign investors as well as domestic ones.
Understanding The Structure

Three Things Every Investor
Should Understand First.

Most accredited investors have never encountered a fund structured this way. These three ideas explain what makes the vehicle different, and why that difference is built in your favor.

See Full Fund Terms & Details
01
What Is 506(c)?

A Regulation D exemption that lets the fund speak publicly about the offering while accepting capital only from verified accredited investors. Your eligibility is confirmed before you invest.

02
What Is Evergreen?

Traditional funds wind down on a fixed schedule. An evergreen fund does not. Capital is continuously deployed and profits reinvested, without a portfolio-wide liquidation date.

03
The Lock-Up

Your initial capital commits for an initial lock-up period, after which periodic redemption windows open under the fund’s terms. In return, you access opportunities the public market cannot.

Where The Fund Invests

Access Most Real Estate
Investors Never Get.

Explore Each Sector →

Most accredited investors can reach a syndication. Few can reach a curated, multi-sector portfolio through one vehicle. Every sector below was selected for the same reason: asymmetric opportunity where institutional capital is restricted, slow, or absent.

Sector allocations are subject to the fund's underwriting standards and will vary over time.

See How We Underwrite
Fund Terms At A Glance

Everything On The Table.

$0K
Minimum Investment
Per membership unit
0%
Preferred Return
Paid before any promote
80/20
Profit Split
After the preferred hurdle
15–20%
Target Gross IRR
Projected, not guaranteed
24 Mo
Initial Lock-Up
Then periodic redemption windows
1099
Tax Treatment
Not a K-1
Structure

Why Evergreen?
Why Now?

Traditional real estate syndications lock investors into a single deal with a fixed liquidation timeline. When markets shift, that structure can force exits at the wrong time or leave capital trapped in refinancing and extension delays. Many investors have felt exactly that over the past several years.

An evergreen fund is structured differently. Rather than a portfolio-wide predetermined liquidation date, the fund is built to hold, reinvest, and diversify across multiple opportunities over time. For investors, this is intended to provide greater flexibility and reduce exposure to any single deal or market timing event.

This is a structural feature, not a guarantee of liquidity or returns. Redemptions are subject to the fund's terms, including the initial lockup and quarterly redemption windows described in the fund documents.

See Our Investment Strategy
Next Step

Ready To Learn More?

If you are an accredited investor exploring D&G Financial Group, the next step is a short conversation.