On average, Fundrise’s investments produced average annualized returns of 8. Full Fundrise Review. He selects Fund A (a mutual fund consisting of a number of blue chip stocks) and decides to invest $3,000 using dollar cost averaging. Below are the Fundrise 2021 returns of client accounts by investment plan objective. Interval Funds 2020: Year in Review. $10,185. “There is an enormous pressure in the investment business to deliver good news. 85% annual asset management fee and a 0. 99%. The best way to think of Fundrise as a private real estate investment trust (REIT) without all the fees. Effective March 31, 2022, the Company merged (the “Merger”) into Fundrise Income Real Estate Fund, LLC (the “Income Interval Fund”). Time elapsed since initial investment Cumulative net return 1 year 2 years 3 years 4 years 5 years 6 years 7 years 8 years -25% 0% 25% 50% 75% 100% 125% 150% 175% 200%. Fundrise's investments returned 1. The investment amounts include a budget for financing and. Fundrise Interval Fund. offer fund registered under the 1940 Act (the “Fundrise Innovation Fund”), each of which is sponsored by Rise. Commissions do not affect our. 6 million. NerdWallet rating. Instead of buying a single piece of property by yourself, you and other investors buy shares in a fund that owns or finances multiple. 47% — most earned either a little more or a little less, and some earned a lot more or a lot less. Fundrise Fees. UPDATED: March 1, 2022. The Fundrise Real Estate Interval Fund focuses. In comparison, stocks and public REITs had 6 quarters of negative returns during the same period. $10 Minimum Investment 1. ago. Earlier this year we announced the launch of the Fundrise Innovation Fund – a first-of-its-kind, $1B growth equity fund aimed at democratizing access to the best private technology companies in the world. As of April 1, 2022, these funds were merged into the Fundrise Income Real Estate Fund, an SEC registered interval fund. 11 and Appreciation at -$8. 4. Strategy This investment follows a Fixed Income strategy Fundrise Real Estate Interval Fund 2 'JMFE QVSTVBOU UP 3VMF BA brief history of venture capital, including what makes some funds more successful than others, such as recognizable branding and access to the top companies in tech. I made it about 10% of my Fundrise portfolio and will keep adding over time. This is a pretty even split among the two portfolios. DEC 29, 2020 Editor’s note: The following letter was distributed by Fundrise Advisors to its clients on December 29, 2020, to inform them of. Fundrise Fees. Further, their new Flagship Interval Fund was up 28. Fundrise takes any potential security issues seriously, and encourages the responsible and timely reporting of unknown. 5. 0 million. That equates to $8. This feature improved access to your invested money in the form of quarterly repurchase offers. Neither Fundrise nor any. Its founders are two brothers from the US who had the company’s idea in 2010. 15% annual advisory fee for managing investor's accounts. Simply Put: Fundrise allows individual investors to invest in commercial real estate online through eREITS and eFunds. Note: There is no guarantee of profit, and. , on the Securities and Exchange Commission’s (SEC) EDGAR site. However, here is a quick recap of everything you should know about this major player in the real estate investment industry: Low fees (1%) Multiple types of investments (Interval Fund, eREITs, eFunds, and IRAs) To liquidate/redeem all or a portion of your shares, you must submit a liquidation request. S. Multi-stage crossover strategy. The returns you see are after expenses. Fundrise has some of the lowest minimums compared to other real estate investment platforms, with a plan that lets you invest as little as $500. Opened an account in August and set a. This acquisition was made by a joint venture between two Fundrise sponsored funds, the Fundrise Interval Fund, which invested roughly $2,467,000, and the Growth eREIT VII, which invested $274,000. 31% to 16. Fundrise Real Estate Interval Fund, LLC (“Flagship Fund”) is a Delaware limited liability company that is registered under the Investment Company Act of 1940 (“40 Act”), as amended, as a non-diversified, closed-end management investment company that is operated as an interval fund. Additionally, Fundrise’s interval funds offer a quarterly liquidation option, providing a compelling choice for investors who desire more frequent access to their funds. com and certain mobile apps (the “Platform”). This acquisition was made by a joint venture between two Fundrise sponsored funds, the Fundrise Interval Fund, which invested roughly $27. 36, for a total return of $1,528 net of fees. Fundrise annual returns were between 1. Our Innovation Fund invests in a diversified portfolio of primarily high-growth private technology companies. Value Net return . Sign up with Fundrise here today to get started. Start With Just. With Fundrise Pro, in addition to members being able to create their own custom plan, we’re also making the ability to invest directly into specific funds easier than ever. Those are higher than the returns provided by Fundrise and many other real estate crowdfunding platforms. There are a wide variety of niche credit strategies available in the interval. With an investment minimum of onlyI work at solid investment firm and from my analysis, Fundrise is on track with what non-public real estate is supposed to look like. The information contained herein neither constitutes an offer for nor a solicitation of interest in any securities offering; however, if an indication of interest is provided, it may be withdrawn or revoked, without obligation or commitment of any kind prior to being accepted following the qualification or effectiveness of the applicable offering document, and any offer, solicitation or sale. Acquire and (re)develop the real estate, often from the ground up. 11% between 2014 and 2020. There is absolutely no way this kind of appreciation can go on in the long term, and we may even get a snapback of slight negative appreciation at some point in the coming years. At the time of launch, Fundrise already had about 150,000 investors spread across a series of REITs and eREITs, and although the Fund is an interval fund, it also elected to be taxed as a. As a result, Fundrise estimates that investors will be looking at annual returns in the region of just 1. If you're not familiar with a REIT, it means that you are. (The Starter Portfolio previously required a minimum of $500. How much dividend do you get from Fundrise? 2020: Dividends, $226; capital appreciation, $234, for a total return of $452, net of fees. housing market, I thought it would be good to see how. The Interval fund was Fundrises response to folks who ignore repeated warnings at signup that this is a LONG TERM INVESTMENT, and want to withdraw money mere months later. Open Real estate. That said, here are a few items to consider: Timing: We typically review liquidation requests for the majority of our funds on a quarterly basis, and at the end of the month following a 60-day waiting period for the Fundrise eFund. 85% of assets. To. While the current Interval fund has great returns so far, it is a low yielder. Flagship Real Estate Fund Historical Performance. Interval Fund Assets now exceed $67 billion, up approximately 14% from the previous year. I have ~$100k invested in Fundrise and put in $2k a month (in addition to investing in stocks and crypto. This is low compared to similar platforms like Yieldstreet, which. The Fund intends to generate returns by investing in a wide array of credit instruments and asset-backed securities, including securities that are not otherwise. They only explicitly charge the 0. Simplicity, single fund, no wasting time "strategizing," no holding period. Origin’s charges an annual fee of 1. The 0. . The third quarter ended up unfolding much the way that we envisioned in our mid-year letter, with inflation continuing to remain stubbornly high and the Federal Reserve forced to become even more aggressive with its interest rate hikes. Illiquid investment, investors should plan to invest for at least one year and more like three years or longer. , 538-545 [2019-28491] Download as PDFIts been a busy year for interval fund sponsors. The annual fee of $125 can be waived with a $3,000 annual investment or a $25,000 total investment. My main goal of investing in private real estate crowdfunding is to diversify away from my expensive San Francisco real estate holdings and earn more. Fundrise eREITs differ from public REITs in that they are not traded on the stock market, resulting in lower fees and potentially more stable returns. 1 million, and the Growth eREIT VII, which invested roughly $1. While some years have underperformed the stock market, Fundrise investments have outperformed many other real estate investments thanks to its focus on fixed-income and preferred equity investments. It's also a '40 Act fund (the rest are not, and have caps, which is why they had to keep creating a bunch of new funds in the first place). And right now, Fundrise provides new users with $10 in bonus shares for the Fundrise Real Estate Interval Fund after you invest your first $10. 02 and Appreciation at $$3513. This acquisition was made by a joint venture between two Fundrise sponsored funds, the Fundrise Interval Fund, which invested roughly $14. In addition to eREITs, Fundrise offers an Interval Fund that combines the features of a real estate fund and a mutual fund. 5 million helped fund the acquisition of 22 finished homes within the. If you liquidated any eREIT/interval fund shares in the prior year, you should expect to receive a. 15% for a given fund is an implicit expense. The eFund did not declare a new NAV at the end of Q1 2022, as it only declares NAV semi-annually at the end of Q2 and Q4. Accordingly, effective immediately, all references in the. Fundrise, known for disrupting real estate investing, has expanded into multiple alternative assets. Who is eligible to invest in the Fundrise iPO?While reading this Fundrise review, check out my #1 recommendation to making money online after reviewing 300+ MLM companies, apps, and courses. Fundrise takes any potential security issues seriously, and encourages the responsible and timely reporting. Fundrise Real Estate Interval Fund. 63%. Many of the features you should know about were mentioned in the pros section of this Fundrise review. Income fund yields ~7% ATM, or ~$1 a day for me. 11 and Appreciation at -$8. My main goal of investing in private real estate crowdfunding is to diversify away from my expensive San Francisco real estate holdings and earn more. Not only does it offer free stock and options trades, but it also skips the per-contract options fee. Fundrise is a real estate investment platform designed to give retail investors access to institutional-quality real estate assets with flexible minimum investments. Other important details include the following: The promotion is only available to U. 11% as well as. 99% from 2017 to 2022, with an average income return of 5. The Prospectus of the Fundrise Real Estate Interval Fund, along with additional related information, may be. Various commercial real estate deals may be more difficult to. Fundrise Review Video. About this app. Link your bank account to your Fundrise account. 1. Management fee: 1. The Vanguard Real Estate Index Fund ETF trades publicly under the ticker symbol VNQ. The information contained herein neither constitutes an offer for nor a solicitation of interest in any securities offering; however, if an indication of interest is provided, it may be withdrawn or revoked, without obligation or commitment of any kind prior to being accepted following the qualification or effectiveness of the applicable offering document, and any. Fundrise Review 2023 – 7 Years After Investing. Opportunistic. Income: +17. Fundrise Interval Fund allows investors to buy a stake for as little as $10. I’m not concerned at all. Fundrise is designed for long-term investors who want to achieve better than average performance. “eDirect Fund Investors” are investors in the eREITs®, the Fundrise eFund, the Fundrise Interval Funds, or other programs sponsored by Rise. 2+ billion in assets under management, $7+ billion in total asset transactional value, and over 387,000. If you own shares of the Fundrise eFund, you should receive a Schedule K-1. If you own shares of the Fundrise eFund, you should receive a Schedule K-1. Neither Fundrise nor any. “Future Affiliated Fund” means any entity (a) whose investment adviser is an Adviser, (b) (i) that would be an investment company but for Section 3(c)(1), 3(c)(5)(C) or 3(c)(7) of the Act or (ii)We would like to show you a description here but the site won’t allow us. Simplicity, single fund, no wasting time "strategizing," no holding period. Here is my Opportunistic Credit Fund review for those considering to invest. • 2 yr. Additionally, Fundrise’s interval funds offer a quarterly liquidation option, providing a compelling choice for investors who desire more frequent access to their funds. As of tomorrow, April 1, 2022, you will be a shareholder of the newly-created Fundrise Income Real Estate Fund, an SEC registered interval fund. Fundrise is best for investors who want exposure to alternative assets. Disclosure: This page may contain affiliate links. Fundrise has a 0. eDirect Fund Investors and investors in the Fundrise Opportunity Fund who have not otherwise signed up to become Individual Clients, are not considered clientsThe interval fund at Fundrise is supposedly more liquid but it is yet to be tested in a financial crisis. The Flagship Fund holds a $57 million+ portfolio of single-family rental asset-backed securities (ABS) and homebuilder corporate bonds across 12 issuers for a weighted average gross yield of 8. Decades of data show a stubborn trend: Recessions take months, or years, to reveal themselves. The initial $5,000 I invested was split into two sections: Income eREIT and Interval Fund. Here is an example of some potential gains I missed out on. Unless $15 every three months is a substantial boost to your income, you'd be far better off trying to build a side hustle than investing in Fundrise to get extra income. Neither Fundrise nor any. Asset management fee of 0. 18%. )This acquisition was made by a joint venture between two Fundrise sponsored funds, the Fundrise Interval Fund, which invested roughly $780,000, and the Growth eREIT VII, which invested $87,000. Table of Contents. Fees Account Minimum Promotion; 1%: $10:. That equates to $8. 63, with $4. Here are my returns as of April 2023: 2019: 6. Additional Information: An investor in the Fundrise Real Estate Interval Fund (the “Flagship Fund”) should consider the investment. Streitwise: Key Features Explained. The three critical advantages the Fundrise Innovation Fund can leverage over incumbent VC firms (an inherent understanding of tech products, a structure that. ago. Income: +17. Acorns is an easy-to-use app that changes the way you invest. Through the first half of 2022 we’ve now produced our strongest ever relative performance, beating the S&P 500 on an absolute basis by nearly 25%. Strategy This investment follows a Core Plus strategy. We have pioneered the largest worldwide conversation about what it means to be a good man in the 21st century. Growth: 25. Gain access to real estate deals starting with just $10 and without being an accredited investor or paying expensive fees. 05 net returns, of which Dividends at $96. That breaks down to an annual advisory fee of 0. With only a $10 investment minimum, Fundrise provides access everyone in private growth companies. Fundrise allows individuals to invest in a low-cost, diversified portfolio of institutional-quality real estate. In my Fundrise review, I will explain how Fundrise’s real estate investments follow a “value investing. Fundrise takes any potential security issues seriously, and encourages the responsible and timely reporting. The SAI and the Fund’s annual and semi-annual reports and other information filed with the SEC, can be obtained upon request and without charge by writing to the Fund at Fundrise Real Estate Interval Fund, LLC Attn: Investor Relations, 11 Dupont Circle NW, 9th Floor, Washington, D. Current Best Offer: Explore Fundrise properties (free) & start investing today (with just $10) In this Fundrise review, I explain how the platform works and break down. If the Fundrise Interval Fund was in operation all of 2021, it would have returned slightly over. 1 out of 5 rating on Trustpilot, with over 315 reviews. Getting started. I somewhat question what they'll be able to accomplish with the relatively small $1B fund size given how cash-needy growth-phase companies are and I'm reminded that the opacity of the private markets has facilitated such hype-. It’s a’40 Act fund, like a normal mutual fund, but not traded on an exchange. To learn more about how NAV is calculated, please read our blog post. The Flagship Fund was opened for investment in January 2021 and was originally called the Fundrise Interval Fund. Fundrise offers a diverse selection of investment packages, with a relatively low barrier of entry of only $500. The platform provides investors exposure to various real estate asset classes, including single-family homes, multifamily properties, and commercial real estate, through private funds that typically pay quarterly distributions of dividends from income and returns of capital. The purchase was made by a joint venture between two Fundrise-sponsored funds, the Fundrise Interval Fund, which was backed by Goldman Sachs Group Inc GS last year with a $300 million credit. Widely considered the first company to successfully crowdfund real estate investing,. 17% returns for publicly traded. 72 and 83. 85 advisory fee paid to Fundrise. 4 million, and the Balanced eREIT II, which invested $603,000. If you own shares of the Fundrise eFund, you should expect to receive a Schedule K-1 tax package. New interval fund registrations have surged in 2021. You should not expect to receive any dividends from this investment. 99% . Fundrise has a minimum $10 investment for their general exposure fund versus Concreit’s $1, but they have higher average annual returns of 9% versus 5. 67 and $4013 net returns, of which Dividends at $520. The Fundrise Interval Fund is for those looking for more liquidity in their investments, plus Fundrise investors have more real estate assets and higher diversification. 1% after not even a full year of operation. Our unique integrated technology platform allows us to operate with lower overall costs which means our investors are able to keep more of their returns. bond/asset-backed security: The gross yield solely represents a fixed rate of return due to the Opportunistic Credit Fund under the terms of the investment agreement(s), and does not reflect either a gross or net return that an investor in the Opportunistic Credit Fund may expect to receive as a result of this fixed rate return. Investment placed in Jan 2021 at fund inception with dividend reinvestment enabled. This acquisition was made by a joint venture between two Fundrise sponsored funds, the Fundrise Interval Fund, which invested roughly $1,230,500, and the Growth eREIT VII, which invested $136,700. Real estate does not always go up (see 2008). Basic – The Basic Portfolio allows users to choose their individual investing goals and open a self-directed IRA. Joined: Sat Jan 04, 2014 7:28 pm. 15%, which means you would pay $1. 98%. Extra broadly, the fund intends to give attention to firms inside particular sectors which have sturdy macro tailwinds, akin to. Any potential returns will be based on the change in value of the shares of the Innovation Fund over time — appreciation. Return from 2020 - 2022 (two years): 18. Origin Investments charges an annual asset management fee of 1. For example, the Income Fund at RealtyMogul pays a monthly 6% distribution. I wonder if the Heartland fund will be merged into the Interval Fund along with the four other balanced/growth and income funds — similar to what they did with the income funds. Once you fund your Fundrise account, you can participate in the Fundrise Referral Program to earn $25-$100 in bonus shares for each qualified referral. Fund’s Prospectus and Statement of Information (“SAI”), each dated May 1, 2022,. You’ll pay a 0. Healith • 1 yr. 05 net returns, of which Dividends at $96. However, it's crucial to note that past performance is not a guarantee of future results. Quarterly Updates / Interval Fund Market Keeps. 55 are invested in the Income Real Estate Fund (30%) and $3,019. Out of these 6 years, only 1 quarter experienced a negative return. 2022 YTD returns (as of July, 2022): 6. Overall: 22. 18%. Fundrise allows investors to choose a self-directed IRA where they can invest in eREITs for a low annual fee through Millennium Trust Company. View community ranking In the Top 5% of largest communities on Reddit. Introducing the Fundrise Real Estate Interval Fund New fund to become our flagship fund, aiming to provide investors with greater diversification, lower overall costs, and improved access to liquidity. All in on interval fund! 100% of my fundrise investment. Vanguard REIT ETF. )Based on its review, the Board did not deem the estimated profits reported by the Adviser from providing services to the Fund to be at a level that would prevent the Board from approving the Agreement. Investing in Fundrise’s Interval Fund. The minimum investment to start with Fundrise is $10. 15% and an annual asset management fee of 0. Fundrise primarily invests in online REITs (eREITs), eFunds, and an Interval Fund. Two Fundrise sponsored funds formed a joint venture to acquire the property. The list of funds sponsored by Rise as of September 10, 2022 include: Fundrise Real Estate Interval Fund, LLC (the “Fundrise Flagship Fund”); Fundrise Income Real Estate Fund, LLC (the “Income Interval Fund”); End of ‘21 ended at $22543. Its funds gained a little less than 2% in the second quarter of 2022, handily clocking the S&P 500, which. Want to level up? Bust out your wallet (or ACH routing number and account number). Fundrise is a crowdfunded real estate platform that makes it easier for individual investors to invest in commercial real estate. It has been made available as a supplemental resource for prospective investors in the Fund. Groundfloor is a solid real estate debt crowdfunding platform with $41. 3B. Low Fees. With the starter portfolio, you can invest in eREITs for a starting investment of just $10. 5% distribution rate. Re: Fundrise vs. For now here is how prices finished the prior two quarters. RealtyMogul Review (2022) - How It Works,. The average historic returns of US RE syndications has been 6-8% depending on the strategy. 98%. See moreInterval Fund: As a more liquid option than eREITs and eFunds, investors can take part in Fundrise’s Interval Fund, which. Fundrise Real Estate Interval Fund, LLC (“Flagship Fund”) is a Delaware limited liability company that is registered under the Investment Company Act of 1940 (“40 Act”), as amended, as a non-diversified, closed-end management investment company that is operated as an interval fund. 4. Fundrise allows individual investors to buy shares in real estate investment trusts (REITs). To start investing in Fundrise, you need an account and as little as $10 of capital. As of 2023, the company currently manages over $3. An equity REIT ETF seeks to track a specific REIT index. My goal for these posts is to bring more people to both FR & JC because their high quality work deserves growing success. Their innovative model sets them apart from traditional REITs, allowing the average investor to participate in deals for as little as $10. As communications in our industry are highly regulated, please review the Fundrise Commenting Guidelines before leaving any comments or reviews on any social media network. From the the SEC filing:. 30%, which it reports to be lower than the industry standard of 1. 2021: Dividends, $229; capital appreciation, $1,308. Originally the minimum investment was $500, but Fundrise relaunched it in 2021 to lower the minimum investment. Customer Service - 4. The investment platform also boasts an easy-to-use interface and account structure. As investors of real estate on the Fundrise platform and shareholders of Fundrise, this makes sense. I hit 1 year with fundrise a week ago. 31, net of fees. I did it just to try it out and invest a few bucks, but I loved it so much I decided to make a Fundrise Review. The app stands out by rounding up your everyday. I’ve been a Fundrise investor since around 2017. Most of our eREITs update their NAV at the end of each quarter, and the Fundrise eFund updates its NAV semi-annually. Your support of our work is inspiring and invaluable. Since April of that year, the. Fundrise Interval Fund purchased 146 rental homes April 21 in the Treeline Trails community in West Jacksonville near Maxville for $48. As of April 1, 2022, these funds were merged into the Fundrise Income Real Estate Fund, an SEC registered interval fund. General disclosure. Credit is the largest category, accounting for 32% of total net assets. Vanguard is noted for its low management fees. As for me, I invest with Fundrise so I could buy their shares via iPO. With as little as $10, you can buy shares in. Interesting from Fundrise 2021 update (04/07/2021): Prices for these assets have risen over the past 12 months; however, we believe that opportunities to invest at (or below) current market prices continue to represent an attractive proposition from a risk-adjusted return perspective. I know RM is dividend yield is higher but not sure after fees. The purchase was made by a joint venture between two Fundrise-sponsored funds, the Fundrise Interval Fund, which was backed by Goldman Sachs Group Inc (NYSE: GS) last year with a $300 million. We're sorry but Fundrise doesn't work properly without JavaScript enabled. The transaction referenced in this memo was a co-investment transaction made by the Fund, which invested roughly $4,021,000, and an affiliate of the Adviser, which invested roughly $447,000. In addition, we had over $27 million in cash and cash equivalents as of 12/31/21. While 89% of Trustpilot reviews rank Fundrise as Great and Excellent, there are about 10% of reviews that ranked Trustpilot as Poor and Bad. 00%. Best. Bogle: “Simplicity is the master key to financial success. Balanced: 23. » Product Reviews » Fundrise Review 2022. Jan 27, 2022 . Fundrise Real Estate Interval Fund, LLC (Exact name of registrant as specified in its charter) Investment Company Act File Number: 811-23448 . The Flagship Fund holds a roughly $35. 85% of. The Fundrise Real Estate Interval Fund is their new flagship fund. Until the country builds more housing, institutional investors buying these kinds of homes will help support this thesis of rental homes in places people want to live. Fundrise. Get The FREE 2022 Gold IRA Kit Americans Are Using to Protect Their Retirement Savings. This lets everyday investors get in on real estate without having to own entire properties themselves. You'll get a 1099 for returns. During the first month, Fund A’s share price is $25, meaning that Jeff is able to buy 40 shares with his $1,000. Strategy. Unlike traditional real estate investments, which require thousands of dollars in capital, Fundrise users can invest with as little as $10. We would like to show you a description here but the site won’t allow us. However, they didn’t launch until 2012, just before the JOBS Act. Neither Fundrise nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Let me share my detailed Fundrise review so you can decide whether to invest with the platform or. The Fund operates as an “interval fund” pursuant to which it, subject to applicable law, will conduct quarterly repurchase offers for between 5% and 25% of the Fund’s outstanding common shares of limited liability company interests (“Shares” or “Common Shares”) at net asset value (“NAV”). The eREITs, eFund, oFund and Flagship Fund are. Originally published for investors on October 11, 2022. It can be deduced from these historic results that REIT outperformed Fundrise during peak years 2019 and 2021 while Fundrise outperformed REIT between 2018 and 2020. On a long-term basis, under normal market conditions, the Adviser (as defined below) will seek to allocate the Fund’s portfolio generally in accordance with the following targeted percentages of net assets (plus the. Glad to be in Fundrise over 3+ years, particularly as an alternative to the stocks/bonds at the core of my portfolio in these times. I expect to continue improving my quality of life through repeated wise financial decision making based on lessons learned from FR CEO Ben Miller (BM) & JC. Strategy. Initial investment value. Another good place to review a company’s customer service is on Trustpilot: Similar to the BBB, Fundrise is ranked at a 3. Please enable it to continue. Minimum investment: $10. It is currently about 3% of my portfolio. Also, it’s important to note that Fundrise has introduced the Interval Fund, which is now where most of the assets are going anyway. If your very concerned about it, either don’t invest, or ONLY invest funds you wouldn’t mind losing. S. Unlike traditional real estate investments, which require thousands of dollars in capital,. A deep dive into one of our target investment sectors for the Fundrise Innovation Fund. There are five packages to choose from, which are more attractive to high-risk investors at $10,000 and $100,000, respectively. com. An equity REIT exchange-traded fund is a low-cost way to invest in a diversified public REIT portfolio. Kindly study them carefully: Pros. Fundrise Growth Tech Interval Fund, LLC (the “Fund”) is a newly organized non-diversified, closed-end management investment company that is registered under the Investment Company Act of 1940, as amended (the “1940 Act”). To improve economies of scale and minimize operating costs, we plan to merge all six of our Income eREITs into a single large income-focused Interval Fund during the first quarter of 2022. As for fees, you'll pay an annual advisory fee of 0. Fundrise takes any potential security issues seriously, and. In other words, you’ll pay $2,000 for an investment of $100,000. YTD, through August 2022: Total return of $499. the Fundrise Real Estate Interval Fund, LLC (the Fund). 1% after not even a full year of operation. Just came in this morning at nearly 15%. From there, Fundrise pays out shareholders quarterly with income from these holdings.