D&G Financial Group
For Accredited Investors

Capital That Never Stops Working. 

The DG Diversified Evergreen Fund pairs an experienced principal team 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 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.
Built-In Diversification
One position across five sectors. The spread a single-asset syndication was never built to give you.
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.

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

01 / 05The Anchor

Real Estate

Ground-up development and income-producing assets

Nashville and Southwest Florida are two of the fastest-growing markets in the country. We develop ground-up residential, commercial conversions, and income-producing assets, with product that institutional buyers compete for at exit.

Why Now

Sun Belt migration is not slowing. Developers with existing entitlements and builder relationships capture margins new entrants cannot replicate.

DevelopmentIncomeGrowth Markets
02 / 05Current Income

Private Credit

Where banks retreat, we advance

Banks are pulling back and regulation is tightening while a wall of commercial debt matures with nowhere to go. We step into the gap with structured credit, mezzanine positions, and short-duration instruments that generate income while equity positions mature.

Why Now

A $1.5T wall of maturing CRE debt through 2026 with no obvious refinancing path. The window is open, and narrowing.

Structured CreditMezzanineCurrent Income
03 / 05The Unbundling

Fintech

Private lending platforms and payment infrastructure

The unbundling of traditional banking is accelerating. We back revenue-generating private lending platforms and payment infrastructure with clear unit economics, capturing returns that remain inaccessible in public markets.

Why Now

The window for private-market access to fintech at early valuations narrows as institutional capital catches up.

Private AccessBanking Infrastructure$22T Market
04 / 05Asymmetric

Web3 & Blockchain

Real-world asset infrastructure, not speculation

Infrastructure, not speculation. We focus on ventures that tokenize real-world assets and platforms building genuine utility, positioned at the ground floor before institutional adoption accelerates.

Why Now

BlackRock, Franklin Templeton, and JPMorgan are all building on-chain. Institutional adoption of tokenized real-world assets is accelerating.

Real-World AssetsEarly StagePre-Institutional
05 / 05Dislocation

Cannabis

Licensed operators in capital-constrained markets

Federal banking restrictions leave licensed cannabis operators chronically undercapitalized. We provide structured equity and debt to operators in high-growth states, capturing returns traditional lenders are legally prohibited from offering.

Why Now

Federal rescheduling and banking reform continue to progress. If institutional capital enters, early and disciplined positions are intended to benefit.

Structured CapitalLicensed OperatorsRegulatory Edge

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
506(c)
Reg D Exemption
Verified accredited investors only
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.