Finally, a real alternative to
investing in the stock market
Invest in private market real estate – the piece of
your portfolio you didn’t even know was missing.
Traditiona lportfolio theory70% stocks30% bondsModer nportfolio theory~30% of your assets allocated to private market real estate
For years, individuals have been limited to investing in public stocks and bonds.
Now, for the first time ever, you can invest like a billion-dollar institution
by diversifying into private market real estate investments.
Here’s what you get when you invest with Fundrise:
Accessto a once-unattainable
investment classPerformancebetter expected returns
through a superior modelExpert Managementby a team of experienced
real estate professionalsDiversificationacross dozens of
Now you can invest the way the most successful institutions do.
Institutional investors have consistently outperformed public markets over the last 20 years by investing in alternative assets like private market real estate. Fundrise democratizes access to this once-unattainable asset class, making it possible for anyone to become a real estate investor regardless of income or net worth.
Looking for better returns?
Then stop paying for something you don’t use.
|Public marketWhen you invest in the stock market, you or your investment advisor buys shares in an auction environment where prices are heavily bid up.vs||Private marketWhen you invest with Fundrise, you’re investing in private real estate that we purchase through a negotiated sale to keep prices low.|
|Investment HorizonDaily liquidity||Investment Horizon3 – 7 years|
|Trailing 20 yr. annual return8.2%||Trailing 20 yr. annual return12.3%|
Cost of auction liquidity33%
Auction liquidity costs you 33% of your return –
whether or not you use it.
See why public stocks underperform private investments Learn more about the assumptions in this section, or view our full disclosure.Expert Management
We actively identify, acquire and improve real estate on your behalf.
We follow a value investing strategy of buying investments for less than what we believe is their replacement cost, then improving the real estate through hands-on management and partnership with local operators. Our team draws on over 75 years and $7.5 billion of combined experience to pursue the best results for our investors.
Pictured: Elysium 14, a Fundrise asset in Washington, DCDiversification
Make a single investment and get diversified
across dozens of individual real estate assets.
Every Fundrise portfolio is made up of our proprietary eDirect™ investments –
think of them as online-only, low-cost ETFs for real estate. Each eDirect
investment acquires and manages many individual real estate properties,
which means you get broad diversification with the click of a button.
What am I investing in?
You are investing in a diversified portfolio of real estate projects located throughout the United States that our team identifies, acquires, and manages on your behalf. The approximate current allocation is displayed in the Portfolio section above. However, you should expect it to grow and change over time as we acquire more projects, and others are sold or pay off.
How do I earn returns from this investment?
You earn returns primarily in two ways: (A) via quarterly dividends and (B) via appreciation in the value of the shares of your investment. These returns ultimately come from the individual real estate assets in your portfolio – interest or rental income collected, as well as potential appreciation in the property’s value. As a shareholder, you are entitled to your pro-rata portion of any returns. Actual results may vary and there can be no guarantee of enhanced returns due to investing on Fundrise or the use of Fundrise Advisors’ services.
When can I expect a return?
Dividends are typically distributed in the middle of the month following the end of each quarter, e.g. mid-April for dividends earned during the first quarter. You may also receive additional periodic cash distributions as certain underlying properties are sold. The value of your shares is also typically re-calculated on a quarterly or semi-annual basis.
Can I redeem (cash out) my shares?
Real estate is inherently a long-term, illiquid investment. Fundrise is intended for investors who have a minimum time horizon of approximately five years. However, we have adopted a redemption plan whereby an investor may obtain liquidity quarterly for the eREITs, or monthly after a minimum 60-day waiting period for the eFunds, subject to certain limitations. For more information, please see the offering circulars.
What are the fees?
Projected return and dividend figures displayed on this page are net of fees. The offerings in this plan pay a 0.85% annual asset management fee. In addition, investors pay a 0.15% annual investment advisory fee, which may be waived under certain circumstances. This all-in 1% annual pricing model is up to 40% more cost-efficient than publicly available investments. For a full description of the fees that each investment may incur, please see the offering circulars.
What are eREITs and eFunds?
eREITs and eFunds are the limited liability companies that hold the real estate projects in your Fundrise portfolio. When you invest, you are actually buying shares of these companies, allowing you to diversify into many properties efficiently and at a low cost. The current weighting of eREITs and eFunds in this plan is listed below.