Income-producing property backed by real assets and the tax advantages of ownership.
Medical Triple Net Lease Buildings
For investors who want their money working all year instead of sitting in a low-yield account, this is the cash flow play. Medical and dental tenants who have built out their own space rarely move, which is what makes the quarterly distributions here more dependable than most real estate. If idle cash is the issue, this is often the fix.
Manufactured Housing Communities
Mobile home communities are one of the most durable, recession-resistant asset classes in real estate. If overconcentration in public markets or a need for this year's tax deduction is what's driving your decision, this fund checks both boxes at once.
Evergreen Multifamily Real Estate
Built for investors who don't need income today and want their capital compounding quietly for the long haul. Every dollar of profit gets reinvested rather than distributed, which is exactly what makes the tax-adjusted return work in your favor over time. If you're thinking generationally rather than this year, this is the one to look at.
Nine Houston Apartment Communities
For investors who want quarterly income and a large first-year tax deduction from real estate they don't have to manage. This fund holds nine Houston apartment communities that are already bought and operating, run by an operator with five profitable exits. If a big tax bill or idle cash is the problem, this addresses both.
Self-Storage and Small-Bay Development
For investors who want growth and depreciation from real estate they never have to manage. This fund builds self-storage and small-bay industrial with a developer that has sold 92 projects since 1993, none at a loss.
The same questions answered for every Real Estate deal, so you can find the one that matches what you're building toward.
| Opportunity | Target return | Cash flow | Tax treatment | Minimum | Status |
|---|---|---|---|---|---|
| Medical Real Estate Fund | 16–20% base, 25–35% upside | +8%, quarterly | $70K deduction per $100K, beginning in 2027 | $50K | Funds due Nov 30, 2026 |
| Mobile Home Park Fund III | 14 to 16% target IRR | 7 to 10% stabilized, quarterly | 100%+ year-one bonus depreciation | $50K | Funds due Oct 22, 2026 |
| Expedition Legacy Fund | 11–13% net annual | None, reinvested | 14–17% tax-adjusted equivalent | $50K | Funds due Dec 30, 2026 |
| Expedition Multifamily Fund I | ~26% projected IRR, 2.36x | Quarterly | ~42% year-one depreciation, K-1 | $50K | Funds due Dec 10, 2026 |
| Expedition Storage Fund II | ~23% projected IRR, 2.21x net | At each property sale, from about year 4 | 2027 depreciation, K-1 | $50K | Funds due Feb 28, 2027 |
Twenty minutes with Dylan is usually enough to know which of these fits your goals, or whether none of them do. Either way, you'll leave with a clear answer.
