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2026
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Sage Investment Group Fund
Sage Investment Group
2.0
[1]
Target AAR
18 - 25%
Investment Type
Fund
Risk Profile
—
Target Hold Period
5 yrs
Asset Class
Hotel, Multifamily
Sage Investment Group Fund
Active
Sage Investment Group
2.0
[1]
Target AAR
18 - 25%
Investment Type
Fund
Risk Profile
—
Target Hold Period
5 yrs
Close Date
Evergreen
Asset Class
Hotel, Multifamily
Tiburon
LSCRE
4.95
[20]
Target IRR
20.3%
Investment Type
Single Property Syndication
Risk Profile
Value-Add
Target Hold Period
3 yrs
Asset Class
Multifamily
Tiburon
Active
LSCRE
4.95
[20]
Target IRR
20.3%
Investment Type
Single Property Syndication
Risk Profile
Value-Add
Target Hold Period
3 yrs
Close Date
8/19/2026
Asset Class
Multifamily
Bequest Bond Investment Offering
Bequest Asset Management
3.67
[9]
Preferred Return
5 - 7%
Investment Type
Fund
Risk Profile
—
Target Hold Period
1 yrs
Asset Class
Mortgage Notes
Bequest Bond Investment Offering
Active
Bequest Asset Management
3.67
[9]
Preferred Return
5 - 7%
Investment Type
Fund
Risk Profile
—
Target Hold Period
1 yrs
Close Date
Evergreen
Asset Class
Mortgage Notes
Health Wealth Fund One Series 3 LLC
HYLEE Capital
4.96
[24]
Target IRR
16 - 20%
Investment Type
Fund
Risk Profile
Core Plus
Target Hold Period
3 - 5 yrs
Asset Class
Medical Office, Healthcare +1
Health Wealth Fund One Series 3 LLC
Active
HYLEE Capital
4.96
[24]
Target IRR
16 - 20%
Investment Type
Fund
Risk Profile
Core Plus
Target Hold Period
3 - 5 yrs
Close Date
Evergreen
Asset Class
Medical Office, Healthcare, Multifamily
Silverleaf
Matheson Capital
4.92
[25]
Target IRR
19.7%
Investment Type
Single Property Syndication
Risk Profile
Value-Add
Target Hold Period
7 yrs
Asset Class
Affordable Housing
Silverleaf
Active
Matheson Capital
4.92
[25]
Target IRR
19.7%
Investment Type
Single Property Syndication
Risk Profile
Value-Add
Target Hold Period
7 yrs
Close Date
9/30/2026
Asset Class
Affordable Housing
Vixy Hedge LP
Timberview Capital
4.5
[2]
Preferred Return
24 - 32%
Investment Type
Fund of Funds
Risk Profile
Opportunistic
Target Hold Period
—
Asset Class
Flex
Vixy Hedge LP
Active
Timberview Capital
4.5
[2]
Preferred Return
24 - 32%
Investment Type
Fund of Funds
Risk Profile
Opportunistic
Target Hold Period
—
Close Date
Evergreen
Asset Class
Flex
PIC Alliance Fund, LLC
PassiveInvesting.com
2.06
[17]
Target IRR
—
Investment Type
Fund
Risk Profile
—
Target Hold Period
3 yrs
Asset Class
Multifamily
PIC Alliance Fund, LLC
Active
PassiveInvesting.com
2.06
[17]
Target IRR
—
Investment Type
Fund
Risk Profile
—
Target Hold Period
3 yrs
Close Date
Evergreen
Asset Class
Multifamily
PIC Fund I, LLC
PassiveInvesting.com
2.06
[17]
Target IRR
—
Investment Type
Fund
Risk Profile
—
Target Hold Period
—
Asset Class
Debt
PIC Fund I, LLC
Active
PassiveInvesting.com
2.06
[17]
Target IRR
—
Investment Type
Fund
Risk Profile
—
Target Hold Period
—
Close Date
Evergreen
Asset Class
Debt
Kirkland Income Fund I
Kirkland Capital Group
5.0
[7]
Target IRR
10 - 12%
Investment Type
Fund
Risk Profile
—
Target Hold Period
—
Asset Class
Debt, Mortgage Notes
Kirkland Income Fund I
Active
Kirkland Capital Group
5.0
[7]
Target IRR
10 - 12%
Investment Type
Fund
Risk Profile
—
Target Hold Period
—
Close Date
Evergreen
Asset Class
Debt, Mortgage Notes
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