Meet Our Team

Chad Phillips

Senior Vice President - Portfolio Manager


500 East Morehead St., Suite 350
Charlotte, NC 28202


Chad is based in EverWest’s Charlotte office and he serves as the Portfolio Manager of the open-end funds.

Chad is a member of the investment committee and joined EverWest in 2019.  He brings over 17 years of experience in commercial real estate and is responsible for setting the strategic direction of the open-end funds. 

CAREER HIGHLIGHTS

  • Has served as a Portfolio Manager for the U.S. Property Fund and the PLUS funds
  • Participated in the acquisition of over 90 direct property assets with a combined gross acquisition value in excess of $2.6 billion
  • Generated above benchmark returns for the U.S. Property Fund and the PLUS funds during his tenure as Portfolio Manager 
  • Worked on the investment of over $550 million in equity in third party funds
  • Oversaw allocations and management of third party REIT managers for PLUS funds’ public/private relative value strategy

FORMER EXPERIENCE

  • Guggenheim Real Estate – Managing Director and Portfolio Manager
  • Banc of America Securities – Analyst, Real Estate Investment Banking division; Associate, Debt Capital Markets group

EDUCATION 

  • Georgetown University – Masters in Real Estate, 4.0 GPA
  • Davidson College – B.A. 

AFFILIATIONS

  • Urban Land Institute (ULI)
  • NCREIF