All of these results were achieved without the new Innovation Fund and it is our intention to continue to focus on our real estate business. 45% Net Expense Ratio *represents total managed funds for the fund complex About The Fund The Fundrise Real Estate Interval Fund,. 86, with $20. A year later, the Innovation Fund has built a portfolio of promising investments. Interval Fund: As a more liquid option than eREITs and eFunds, investors can take part in Fundrise’s Interval Fund, which features improved access to your invested money in the form of. For more information, see the full investor update. Fund strategy. 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. As an investor, you can purchase shares in eREITs, eFunds, or the Interval Fund by buying a Fundrise portfolio. 1. 85% flat management fee and a 0. See moreInterval Fund: As a more liquid option than eREITs and eFunds, investors can take part in Fundrise’s Interval Fund, which. You should receive a Form 1099-DIV for each eREIT or interval fund in your portfolio that generated aggregate distributions of at least $10 or more in the given tax year. Invest in world-class private market investments like real estate, venture capital, and private credit. On average, Fundrise’s investments produced average annualized returns of 8. Fundrise takes any potential security issues seriously, and encourages the responsible and timely reporting of unknown. Dividends are paid quarterly and can either be reinvested or paid out to your bank account. Now, I'd like to focus on prioritizing yield going forward for my new contributions. 56% across all client accounts, during what was anticipated to be a year where returns were likely to be somewhat depressed due to an initial ramp up period. 5% distribution rate. 11 Dupont Circle NW, 9 th Floor. 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. Here are my returns as of April 2023: 2019: 6. However, here is a quick recap of everything you should. Its funds gained a little less than 2% in the second quarter of 2022, handily clocking the S&P 500, which. DiversyFund has provided returns of 18% in 2017, and 17. The Fundrise Interval Fund is the biggest fund held by the company. » Product Reviews » Fundrise Review 2022. Our lowest investment minimum ever: A $10 minimum opens the door for millions of new investors to begin growing their portfolio immediately. Fundrise Real Estate Interval Fund 3 • Regular asset updates: Track your performance and watch as we acquire, improve, and operate properties across the country on your behalf. Fundrise offers a diverse selection of investment packages, with a relatively low barrier of entry of only $500. Fees Account Minimum Promotion; 1%: $10:. The transaction referenced in this memo was a co-investment transaction made by the Fund, which invested roughly $1,230,500, and an affiliate of the Adviser, which invested roughly $136,700. (There is also an East Coast eReit investment, but I haven't found that share price. 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. I will update price changes as they come in. If your very concerned about it, either don’t invest, or ONLY invest funds you wouldn’t mind losing. The Fundrise Innovation Fund is a multistage venture capital fund that provides non-accredited retail investors in the U. Fundrise charges annual fees that add up to 1% of your investment. How does the RealtyMogul Apartment Growth REIT compare - in terms of fees/growth this year/and dividends to interval fund? I am looking for an alternative to the interval fund that is primarily equity investments but has a higher dividend yield. While the Innovation Fund expects to focus primarily on late-stage companies, it is intended to be a “multi-stage” fund investing in both. Fundrise also charges real estate companies a one-time 1% to 2% origination fee and a $5,000 closing cost. It also makes it easy to start investing. Returns and Performance. . 98 million. Why Fundrise. 99% . Aug 31, 2023. 2+ billion in assets under management, $7+ billion in total asset transactional value, and over 387,000. With only a $10 investment minimum, Fundrise provides access everyone in private growth companies. Fundrise allows investors to choose a self-directed IRA where they can invest in eREITs for a low annual fee through Millennium Trust Company. The best way to think of Fundrise as a private real estate investment trust (REIT) without all the fees. In addition to these funds, Fundrise offers the core Flagship Fund, Income Fund, and Interval Fund. 4% in dividends. Pros: Invest with just $10. Net asset value $1. It offers quarterly liquidity, which gives you more ready access to your funds, and it's priced daily (eREITs and other funds are typically updated quarterly or semi. The iPO is a bit of a black horse. Income: +17. Fundrise takes any potential security issues seriously, and encourages the responsible and timely reporting. 2%. I'm passionate about Fundrise (FR) & The Joseph Carlson Show (JC). From 2017 to 2021, the average annual return was 10. of the Fund or Fundrise Advisors, LLC, the Fund’s investment adviser (“Fundrise Advisors”). This fund was rolled out by Fundrise in December 2020. As an investor in one or more of our income-focused eREITs, we are writing to inform you that the planned merger of these six funds will be effective tonight around midnight eastern time. 1% after not even a full year of operation. 5. Jun 30, 2023. Simplicity, single fund, no wasting time "strategizing," no holding period. It had a target initial offering of $1 billion with no cap on its offering capacity. </strong><img height="1" width="1" style="display:none. 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. A small amount, but exciting…The Fundrise Real Estate Interval Fund (the Fund) is an unlisted closed-end management investment company that is operated as an interval fund. 31% to 16. I would very much like Fundrise to be a long term real estate investing solution for me (at least 15 years) but a couple of. housing market, I thought it would be good to see how. 98%. 63%. Bsexpress1. If you sell shares within five years of buying, you pay a 1% penalty on Fundrise eREIT shares (but not Interval Fund shares). 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. the Fundrise Real Estate Interval Fund, LLC (the Fund). Net asset value (NAV) 13. I know RM is dividend yield is higher but not sure after fees. 18%. 1 million, and the Growth eREIT VII, which invested roughly $1. It provides benefits of simpler liquidity, lower fees, and better diversification. I've made about $1,300 on ~$14-15k invested, and ~$500 on equity invested in Fundrise the company. On Trustpilot, Groundfloor has a 4. Fundrise is America's largest direct-access alternative asset manager. The Fundrise Real Estate Interval Fund (the Fund) is an unlisted closed-end management investment company that is operated as an interval fund. 36, for a total return of $1,528 net of fees. My personal 40% total return using the Fundrise balanced plan over the last 4 years would have grown much larger if I invested more money. Our board of directors has undertaken a review of. With no reason to think this time is different, we continue to protect the downside while optimizing for opportunity. You can find details about the fund below: The majority of potential returns are expected to be generated in the form of long-term appreciation. The Prospectus of the Fundrise Real Estate Interval Fund, along with additional related information, may be. 2 “Affiliated Fund” means any Existing Affiliated Fund, any Future Affiliated Fund or any Fundrise Proprietary Account. Widely considered the first company to successfully crowdfund real estate investing,. 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. $23. The Fundrise Innovation Fund is a brand new fund investing in mid-to-late-stage personal tech firms. In addition to eREITs, Fundrise offers an Interval Fund that combines the features of a real estate fund and a mutual fund. , registered the Fundrise Growth Tech Interval Fund (the "Fund") on 6/17/21, which will focus on investing in equity securities and derivatives of privately-held, late-stage growth companies across the broader technology sector, including firms in the IT, telecommunications, retail, media, electrical. Fundrise Interval Fund purchased 146 rental homes April 21 in the Treeline Trails community in West Jacksonville near Maxville for $48. Insane. Additionally, our Flagship Interval Fund, which launched in January and within only six months had grown to become one of the 25 largest interval funds in the US² delivered a remarkable average rate of return of 40. Investors. There may be penalties associated with liquidating your shares depending on the type of fund. I don't have anything negative to really say about Fundrise. Fundrise takes any potential security issues seriously, and encourages the responsible and timely reporting. Prospective Returns: 2-5% annual dividends, 0-22% annual appreciation. Updated daily. Fundrise Account Levels . It has been made available as a supplemental resource for prospective investors in the Fund. In addition to a low investment minimum, Fundrise doesn't charge a percentage of profits,. Healith • 1 yr. 34%. Currently, Fundrise charges a 0. While this is not. You’ll gain access to over 20 different properties in major cities throughout the country. The $25 bonus will be credited to your account within approximately one week. Shareholders are not required to accept these offers and sell their shares back to the fund. S. Fundrise Review at a Glance. Legally, interval funds are classified as closed-end funds,. REIT has an annual average return of 11. The Interval fund is more liquid than others and money can be withdrawn easier and sooner if you didn’t pay attention during your due diligence. 15% annually. 3 billion in assets under management and over 400,000 investors. Fundrise charges two annual fees on your portfolio. Overall: 22. In addition to a low investment minimum, Fundrise doesn't charge a percentage of profits, only 1. The East Coast eREIT focuses on a balanced approach of acquiring both debt and equity investments in commercial real estate assets located specifically in the East Coast region. Try Fundrise here: currently investing in Fundrise and trying out the platform. Two Fundrise sponsored funds formed a joint venture to acquire the property. The unique structure and liquidity requirements of the Fundrise Interval Fund made it possible for us to offer a penalty-free quarterly repurchase process. 15% shows up on your account screen alongside appreciation and dividends. 76% to 12. Simplicity, single fund, no wasting time "strategizing," no holding period. The app stands out by rounding up your everyday. For now here is how prices finished the prior two quarters. Fundrise Real Estate Interval Fund, LLC (Exact name of registrant as specified in its charter) Investment Company Act File Number: 811-23448. 3. 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. 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. 99% . 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. This acquisition was made by a joint venture between two Fundrise sponsored funds, the Fundrise Interval Fund, which invested roughly $14. Strategy. Below are the Fundrise 2021 returns of client accounts by investment plan objective. Returns Underperform Public REITs. The Fundrise Real Estate Interval Fund focuses. $161. So if you committed $100,000, you would be charged $1,250 in the first year of your investment. Fundrise Real Estate Interval Fund, LLC: Real Estate: $1,422,748,000: $437,665,000: 44%: PIMCO Flexible Municipal Income Fund: Credit:. federal income tax purposes under the Internal Revenue Code of 1986, as amended (the “Code”). Fees: Annual Advisory Fee: 0. Strategy This investment follows a Core Plus strategy. Fundrise allocates your money based on which plan you choose. Quarterly Updates / Interval Fund Market Keeps. 5 million, and the East Coast eREIT, which invested roughly $3. Investing in Fundrise’s Interval Fund. On the surface, Vanguard charges no brokerage commissions and carries only a low investment advisory fee of 0. In my case, since i only wanted to invest into interval fund, i kept my level at Basic even though i was qualified to change my account status to advanced. Upon investigation, I have determined that Millennium quotes the share price of the Interval Fund as $10. NAV (net asset value) is typically updated daily for the interval funds (Flagship Real Estate Fund and the Income Real Estate Fund). Currently, Fundrise charges a 0. Its closing price on August 19, 2022, was $99. The idea is that there is an incredibly low standard deviation of returns year to year, as opposed to REITs, which is the biggest. 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”). Its business model is an end-to-end alternative investment platform. 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. Neither Fundrise nor any. 1. 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. Joined: Sat Jan 04, 2014 7:28 pm. • Hassle-free tax reporting: Like many of our other funds, the Interval Fund intends to elect to be treated as a real estate investment trust (REIT) for tax purposes, so. 25% based on net asset value and a one-time, 2% setup fee if you invest less than $250,000. An equity REIT exchange-traded fund is a low-cost way to invest in a diversified public REIT portfolio. This is low compared to similar platforms like Yieldstreet, which. Start investing today. Net asset value (NAV) 13. The fees are 1% annually. In my Fundrise review, I'll share my $176,916. Balanced: 23. Fundrise Real Estate Interval Fund, LLC, et al. Go to FundRise r/FundRise •. The bottom line: Yieldstreet allows investors to participate in crowdfunding for a wide array of alternative investments, including real estate, commercial, legal and art. You can find more information, including the Innovation Fund prospectus, on the Innovation Fund Offering page. That equates to $8. For those who. While I agree that averaging into fundrise on a monthly basis is a good idea, I don't think the market is at its "lowest". If you do not own shares of the Fundrise eFund, or do not. Fundrise Income Real Estate Fund, LLC: 2/3/2022: Real Estate: Lind Capital Partners Municipal Credit Income Fund: 2/2/2022: Credit: 2022Q2 was an especially busy quarter. We use the industry’s first fully integrated, end-to-end technology platform to build and operate our $7+ billion. 21% in the first three quarters of 2023 with 1. are heavily weighted in the Interval Fund, which had a 33% return. For those investors who prefer a more liquid investment strategy, Fundrise also offers their Interval Fund that is quite popular. 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. Click on the fund you want to directly invest in. I'm also directing all my future investments into the interval fund, rather than income funds, for the same reason. Simply Put: Fundrise allows individual investors to invest in commercial real estate online through eREITS and eFunds. Where Fundrise shines. 00%. 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. 15%, which means you would pay $1. The Real Estate Interval Fund is a publicly registered interval fund that enables investor access online. 85% of that is factored into the net returns (like an expense ratio on a mutual fund or ETF) and 0. Most of our eREITs update their NAV at the end of each quarter, and the Fundrise eFund updates its NAV semi-annually. To learn more about how NAV is calculated, please read our blog post. Bogle: “Simplicity is the master key to financial success. 11 and Appreciation at -$8. Neither Fundrise nor any. The investment minimum is $10 versus $100,000 – $250,000+ at other venture capital funds. The minimum investment to start with Fundrise is $10. They only explicitly charge the 0. Currently sitting at $24576. Recently came across Roots which is a online eREIT that currently owns about 50 single family homes near Atlanta GA. 1 million. 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. Data should come in at the stroke of Midnight EST. At each quarterly interval, you can choose to invest in more shares. I've been using Fundrise since 2017. Annualized distribution rate. Fundrise is a real estate investment app you can use to invest in IPOs, venture funds, and properties in the US — with as little as $10. Best. Experience with funds withdrawals from Fundrise. Objective Appreciation. Fundrise Real Estate Interval Fund Review | Money For The Rest of UsCons Of Investing In Fundrise. 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. 6. It has been made available as a supplemental resource for prospective investors in the Fund. It is ideal for non-accredited investors and ones who want to get their feet wet in the real estate industry. Since the Fundrise eREITS are sold directly to investors cutting out middle-men. Seems like there's a lot of buzz about the "40% rule" for publicly traded securities. 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”). It is not subject to regulation A/A+ at all. )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. Fundrise Fees and Costs. They are aiming to provide a balance between short-term and long-term investors in their platform. . There were 79 active funds with assets(1), compared to 68 at the end of 2021. 15%, which means you would pay $1. Below are the Fundrise 2021 returns of client accounts by investment plan objective. Net asset value $112M. If you own shares of the Fundrise eFund, you should expect to receive a Schedule K-1 tax package. <strong>We're sorry but Fundrise doesn't work properly without JavaScript enabled. This means that over a 12-month period, you will pay a $1. 00. 11% between 2014 and 2020. Neither Fundrise nor any. Fundrise Real Estate Interval Fund, LLC, et al. 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. )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. 18 complaints closed in the last 12 months. With as little as $10, you can buy shares in. 47%. Read our full Fundrise Review. The investment platform also boasts an easy-to-use interface and account structure. , on the Securities and Exchange Commission’s (SEC) EDGAR site. Invest in world-class private market investments like real estate, venture capital, and private credit. Homes in the Treeline Trails subdivision. The 0. Moreover, we believe the new Interval Fund structure will enable shareholders to pursue a similar investment objective but with increased liquidity and more diversification. Effective March 31, 2022, the Company merged (the “Merger”) into Fundrise Income Real Estate Fund, LLC (the “Income Interval Fund”). 2021: Dividends, $229; capital appreciation, $1,308. The second quarter of 2021 set a new record, with ten new funds filing initial registration statements with the SEC. Fundrise Review 2023 – 7 Years After Investing. Flagship Interval Fund (Balanced) $851,006,308: Jan 2021: 5. 15% annual advisory fee. $37M. Show overlay. 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. As a result, Fundrise estimates that investors will be looking at annual returns in the region of just 1. Fundrise Real Estate Interval Fund Review. 85% annually. At each quarterly interval, you can choose to invest in more shares. Absolutely. S. Once you buy shares in one of Fundrise’s eREITs, you own a slice of all the apartment buildings,. 12%. Startups take years to turn a profit, so don’t use the Innovation Fund as a short-term investment. Fundrise is a crowdfunding platform for private real estate investing. View customer complaints of Fundrise, BBB helps resolve disputes with the services or products a business provides. Here's the original email and answer I received: I have recently made Fundrise a part of my portfolio, investing $15,000 in the long term growth plus plan with the intentions of investing monthly going forward. The minimum investment is $1000. If you liquidated any eREIT/interval fund shares in the prior year, you should expect to receive a Form 1099. Amount of deals - 4. I have ~$100k invested in Fundrise and put in $2k a month (in addition to investing in stocks and crypto. It’s wise for investors to review all of the investment documents, examine reviews and decide if Groundfloor is appropriate for you. End of ‘21 ended at $22543. Learn more about Fundrise in my Fundrise Review! 7. $5000 investors tend to be short-term so their options are limited to more general funds. “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. One of the big things we need to cover in this Fundrise Review is why commercial real estate is a great place to invest your money and a great long term investment. With 1% in annual fees for its real estate funds, which includes a 0. The Fundrise Innovation Fund is a multistage venture capital fund available to all U. 47% return; most earned a bit more or a bit less than 9. 4. Fundrise Review 2022: Fundrise is an internet-based real estate business which lets average or not rich -investors purchase residential and commercial properties by pooling their funds via an investment portal. With the starter portfolio, you can invest in eREITs for a starting investment of just $10. This lets everyday investors get in on real estate without having to own entire properties themselves. Q3 2021 performance update: A. No idea about Reality Shares. Fundrise also comes with a lot of features that make it a unique crowdfunding platform. View community ranking In the Top 5% of largest communities on Reddit Is now a good time to use Fund Rise? Fundrise Real Estate Interval Fund Review. Low fees. Florida has been a strong focus of the fund in recent days. Due diligence - 4. Invest online in commercial real estate via eREITs and eFunds. Fund category. Hopefully, this will help you decide if in. 3% but you have to wait until the quarter ends for returns. 86, with $20. Currently displaying data for 532,967 accounts. Get The FREE 2022 Gold IRA Kit Americans Are Using to Protect Their Retirement Savings. 2. I like the sunbelt strategy, many SFR REITs have been doing this and PE and institutional investors are getting into it. 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. Fundrise Real Estate Interval Fund, LLC (the “Fund”) is a Delaware limited liability company and intends to elect to be taxed as a real estate investment trust (a “REIT”) for U. Re: Fundrise - Real Estate. To be clear, these changes will not impact the liquidity for the Fundrise Interval Fund, which is the flagship fund that powers the core of investor portfolios. Fundrise, known for disrupting real estate investing, has expanded into multiple alternative assets. 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. 2022 YTD returns (as of July, 2022): 6. The Target Companies will be merged with and into Fundrise Income Real Estate Fund, LLC (the “Acquiring Fund”), a newly organized Delaware limited liability company that is registered under the Investment Company Act of 1940, as amended (the “1940 Act”), as a non-diversified, closed-end management investment company that is operated as an. That is to say that we think of the Fundrise Innovation Fund as an “and” not an “or” type of fund launch (as it. Fundrise is a real estate investing platform that began in 2012. 71% returns between 2017 and 2021. Please enable it to continue. 05 net returns, of which Dividends at $96. 3% from October 1 2022 - October 1, 2023 and has returned 40% from July 1, 2021- October 1, 2023. Minimum investment: $10. However, with respect to an issuer, if a Regulated Fund's first Co-Investment Transaction is an Enhanced Review Disposition, and the Regulated Fund does not dispose of its entire position in the Enhanced Review Disposition, then before such Regulated Fund may complete its first Standard Review Follow-On in such issuer, the Eligible Directors. Further, their new Flagship Interval Fund was up 28. Balanced: 23. New Interval Fund Registrations. 44 advisory fee paid to Fundrise. $10,185. Go to FundRise r/FundRise • by KingSpillah. This acquisition was made by a joint venture between two Fundrise sponsored funds, the Fundrise Interval Fund, which invested roughly $36 million, and the Balanced eREIT II, which invested roughly $4 million. Fundrise charges only a 0. 85% flat management fee for the Flagship Fund, the Income Real Estate Fund, and its eREITs and eFund. However, appreciation gains are projected to sit between 8. The fund is capable of holding more assets than many of our other funds, 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. Happy to answer further questions (as someone who was. And since Streitwise’s fund yields 8 – 10% with a. Start With Just. In addition to these funds, Fundrise offers the core Flagship Fund, Income Fund, and Interval Fund. 2020: 6. 15% annual investment advisory fee. The downside of that is that you don't capture all the upside in a year like real estate's seen in the past year. Fundrise is a crowdfunding platform for private real estate investing. Full Fundrise Review. Annual Asset Management Fee: 0. Fundrise Review: Fees. Table of Contents. This acquisition was made by a joint venture between two Fundrise sponsored funds, the Fundrise Interval Fund, which invested roughly $20,856,000, and the Growth eREIT VII, which invested $2,317,000. Real-time returns of client accounts. Open Venture. Introducing the Fundrise Real Estate Interval Fund | Fundrise. From the the SEC filing:. This video analyzes Fundrise's new flagship fund offering, the Fundrise Real Estate Interval Fund. Fundrise is America’s largest direct-to-consumer alternative asset manager, serving more than 1. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. The transaction referenced in this memo was a co-investment transaction made by the Fund, which invested roughly $916,000, and an affiliate of the Adviser, which invested roughly $611,000. But for now, it's pretty amazing we could. It actually doesn't concern me at all. 8% compared to the end of 2021. 99%. While the current Interval fund has great returns so far, it is a low yielder. Investors can opt into the Fundrise Interval Fund for better ongoing access to invested. Fundrise, LLC (“Fundrise”) operates a website at fundrise. You can confirm if you own shares of the Fundrise eFund in the portfolio section of your dashboard by clicking on “Growth Real Estate” and looking through the list of your growth funds. 85% of. If the Fundrise Interval Fund was in operation all of 2021, it would have returned slightly over. 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. (Same goes for the FundRise IPO. 62%: Growth eREIT II: $111,589,270: Sep 2018: 4.