David Rodeck Contributor Reviewed By Benjamin Curry editor Updated: Jul 12, 2022, 7:55am Editorial Note: We earn a commission from partner links on Forbes Advisor. Fundrise has a 0. 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”). 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. Annualized distribution rate. Decades of data show a stubborn trend: Recessions take months, or years, to reveal themselves. Updated daily. A critical aspect of Fundrise’s model is its redemption program, meticulously crafted to balance the need for liquidity with the long-term nature of real estate investing. In other words, Fundrise owns properties directly, while the Vanguard Real Estate ETF owns companies that buy real estate. 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. 00%. Two Fundrise sponsored funds formed a joint venture to acquire the property. 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. Under the 1940 Act, each repurchase offer must consist of between 5% and 25% of a fund’s outstanding shares. Fundrise strives to. Fundrise Review: Fees. 8. Reply. The advantage is that if things go the other way, there's likely less downside / volatility. Fundrise iPO: 2021 year in review . They only explicitly charge the 0. If you own shares of the Fundrise eFund, you should receive a Schedule K-1. The Interval Fund still says it’s “ramping up” 3 months later, so my assumption is that that’s a longer-term play. As of June 30, 2018, Rise Companies Corp, as a sponsor, has originated and invested in real estate with an aggregate purchase price of $2. federal income tax purposes under the Internal Revenue Code of 1986, as amended (the “Code”), commencing with its taxable year ending December 31, 2021. • 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. On the surface, Vanguard charges no brokerage commissions and carries only a low investment advisory fee of 0. As of September 30, 2016, Fundrise Equity REIT had a clearly-disclosed net asset value of $9. -based investors. Value Add. Another thing you should understand is that Fundrise is an entirely legit platform. If you're looking for a safe 1 year investment with a 5-10% return, buy an i-bond. Fundrise Real Estate Interval Fund. 5% distribution rate. An equity REIT exchange-traded fund is a low-cost way to invest in a diversified public REIT portfolio. Fundrise takes any potential security issues seriously, and encourages the responsible and timely reporting. Fundrise primarily invests in online REITs (eREITs), eFunds, and an Interval Fund. The Fundrise Real Estate Interval Fund focuses primarily on private real estate investments. Best REITs for 2023 – Compare Roots vs Fundrise vs Arrived Homes. For those Fundrise investors who want to know what an Interval Fund is, the following are instructive and educational…The Fundrise Innovation Fund is currently available to Fundrise Pro members for direct investment or inclusion in a custom investment plan. I don't have anything negative to really say about Fundrise. Fundrise is great for diversification. How much dividend do you get from Fundrise? 2020: Dividends, $226; capital appreciation, $234, for a total return of $452, net of fees. Read our full Fundrise Review. Good question. Start investing today. , on the Securities and Exchange Commission’s (SEC) EDGAR site. NAV (net asset value) is typically updated daily for the interval funds (Flagship Real Estate Fund and the Income Real Estate Fund). The information contained on the Platform neither constitutes an offer for nor a solicitation of interest in any securities offering; however, if an indication of interest is provided. $10,000. This followed five new registrations in the first quarter. It intends to target investments with fixed rates of return that maximize current income, and equity investments with significant potential value. Fundrise Interval Fund allows investors to buy a stake for as little as $10. 42% between 2014 and 2019. Fund Characteristics Total Return Market Price is Annualized Credit Quality Breakdown (%) Duration Breakdown (%) Weighed Average Life Breakdown (%) Sector Breakdown (%) Top 10 Holdings (%). below). Over the past decade, we've consistently aimed to deliver better returns with less volatility. Invest in world-class private market investments like real estate, venture capital, and private credit. Vanguard Real Estate ETF invests in REITs and companies that buy real estate. Net asset value (NAV) 13. 29%. Income: +17. My goal for these posts is to bring more people to both FR & JC because their high quality work deserves growing success. I've paid only $15 since 2020 to get access to those returns. See our Fundrise review for more details on liquidity. You’ll pay a 0. In my Fundrise review, I will explain how Fundrise’s real estate investments follow a “value investing. 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. Not only does it offer free stock and options trades, but it also skips the per-contract options fee. 15%, although this is is 50% – 80% cheaper than other private real estate funds. Fund category. Other eREIT funds own specific sets. The eREITs, eFund, oFund and Flagship Fund are. 16. Over 2 months to get your money! I thought this was just ridiculous. the Fundrise Real Estate Interval Fund, LLC (the Fund). Fees: Annual Advisory Fee: 0. Fundrise launched this product in December 2020. 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-. Read our Fundrise review to learn why this might be your best route to get into investing in real estate. Fundrise also revealed that their Flagship Interval Fund, which was introduced back in January and within only six months had “grown to become one of the 25 largest interval funds in the US. 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%. Get The FREE 2022 Gold IRA Kit Americans Are Using to Protect Their Retirement Savings. Basic – The Basic Portfolio allows users to choose their individual investing goals and open a self-directed IRA. In order to qualify for the Fundrise referral bonuses, your friends must join Fundrise via your unique referral link and deposit at least $10 into their new account. This is low compared to similar platforms like Yieldstreet, which. Fundrise takes any potential security issues seriously, and encourages the responsible and timely reporting. In effect, new. Fundrise is a crowdfunding platform for private real estate investing. 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. We also file all material updates for our eREITs and eFund with the SEC, which you can find here. With Fundrise, you can build a portfolio of private assets like real estate and venture capital. . 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. I will update price changes as they come in. Our Flagship Real Estate Fund is designed to deliver long-term appreciation from a diversified portfolio of our most favored real estate investment strategies: build-for-rent housing communities and multifamily and industrial assets in the Sunbelt. 0 million, and the East Coast eREIT, which invested roughly $28. Absolutely. 72 and 83. 1. Fundrise also charges real estate companies a one-time 1% to 2% origination fee and a $5,000 closing cost. With no reason to think this time is different, we continue to protect the downside while optimizing for opportunity. Fundrise has a 0. Fundrise is a crowdfunding platform for private real estate investing. 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. Was content with how things were going, but decided to ask for my money. In comparison, stocks and public REITs had 6 quarters of negative returns during the same period. It focuses on. Homes in the Treeline Trails subdivision. Investing in Fundrise’s Interval Fund. 2022 YTD returns (as of July, 2022): 6. 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. Other Annual Fees. Owning the fund gives investors access to pre-IPO startups that would be otherwise inaccessible. 2023 mid-year letter — The long game. Objective Appreciation. I know RM is dividend yield is higher but not sure after fees. Now members can browse our investments with ease, view relevant information, and place direct investments from the website, Android, or iOS apps. 2. 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. 63%. 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. 85% flat management fee for the Flagship Fund, the Income Real Estate Fund, and its eREITs and eFund. Real estate is good at preserving wealth, it may not go down 60% down like ARK funds but it won’t go up 20% like S& P 500 did sometimes. 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. S. 55 per share, but shares were being offered to investors at a price of $10 each. Dividends. Fundrise takes any potential security issues seriously, and encourages the responsible and timely reporting of unknown. Updated daily. 50 advisory fee for every $1,000 you’ve invested with us. This is low compared to similar platforms like Yieldstreet, which. FUNDRISE REAL ESTATE INTERVAL FUND, LLC (the “Fund”) Supplement dated July 21, 2022 to the. 0 million. 2021: Dividends, $229; capital appreciation, $1,308. 15%, although this is is 50% – 80% cheaper than other private real estate funds. Fundrise Real Estate Interval Fund, LLC Balanced Fundrise Income Real Estate Fund, LLC Income Fundrise East Coast Opportunistic REIT, LLC Balanced Fundrise Midland Opportunistic REIT, LLC Balanced Fundrise West Coast Opportunistic REIT, LLC Balanced Fundrise Equity REIT, LLC Growth Long-Term Growth. Neither Fundrise nor any. the Fundrise Real Estate Interval Fund, LLC (the Fund). This video analyzes Fundrise's new flagship fund offering, the Fundrise Real Estate Interval Fund. At basic level meaning under 5k, they put it all into interval fund. The fund intends to offer quarterly liquidity (in the form of quarterly repurchase offers) with zero penalties or costs. Gain access to real estate deals starting with just $10 and without being an accredited investor or paying expensive fees. The Roots Fund returned 18. Interval Funds 2020: Year in Review. 00%. Currently sitting at $24576. Introducing the Fundrise Real Estate Interval Fund | Fundrise. The Flagship Real Estate Interval Fund is one of many Fundrise-sponsored real estate funds which, combined, have attracted over 300,000 retail investors since the platform’s inception in 2014. 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. Interval Fund: A Real Estate Fund with Mutual Fund Features. Social Media Disclosure. In my Fundrise review, I'll share my $176,916. When first invested, amounts less than $250,000 have a one-time 2% administration fee. Quarterly liquidity. 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%. If you own shares of the Fundrise eFund, you should expect to receive a Schedule K-1 tax package. Here is an example of some potential gains I missed out on. 85% annually. Fundrise Interval Fund. 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. 85% of assets. Fundrise charges annual fees that add up to 1% of your investment. Curious how has everyone's Fundrise account returns been in 2022 and the last few quarters during this downturn period? Advertisement. Fundrise Interval Fund: Fundrise’s new flagship product offers improved access to liquidity via quarterly repurchase opportunities with zero penalty or cost. There were 79 active funds with assets(1), compared to 68 at the end of 2021. That equates to $8. 98%. $5000 investors tend to be short-term so their options are limited to more general funds. As to why you can only invest in the Interval Fund, I think that's how FundRise makes their platform work. 6 million. Fundrise Real Estate Interval Fund, LLC (Exact name of registrant as specified in its charter) Investment Company Act File Number: 811-23448. 11 Dupont Circle NW, 9 th Floor. Mar 31, 2022. That breaks down to an annual advisory fee of 0. 00. 67 and $4013 net returns, of which Dividends at $520. According to their statistics, Investors using Fundrise have earned over $100 million in total net dividends. 11% as well as. It had a target initial offering of $1 billion with no cap on its offering capacity. In addition to eREITs, Fundrise offers an Interval Fund that combines the features of a real estate fund and a mutual fund. Fundrise is America’s largest direct-to-consumer alternative asset manager, serving more than 1. we expect to continue to offer new investors on the platform an opportunity to invest in the Fundrise iPO, as well as provide existing investors like you the opportunity to make. The average historic returns of US RE syndications has been 6-8% depending on the strategy. For more information, see the full. 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. However as I’ve learned more. 5 million, and the East Coast eREIT, which invested roughly $3. Just came in this morning at nearly 15%. A senior loan in the amount of roughly $46 million was also provided. You typically see higher returns the longer the money has been in a fund. Where Fundrise shines. All asset types excl. 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%. Founded in 2012, Fundrise pioneered the eREIT asset, a private diversified real estate investment trust that enables everyday people to invest in private real estate once reserved for ultra-high net worth individuals or institutions. NerdWallet rating. 15% annual investment advisory fee. 6. Fundrise is a platform that allows you to begin your investment journey for as low as $10. 1. I hit 1 year with fundrise a week ago. Fundrise: (REtipster Affiliate Link)Full Blog Post: Interval Fund has already grown it’s way to being one of the top 25 largest interval funds in the entire country 2 after just 9 months of operations. 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. Those Independent Directors who serve as an Independent Director for both the Fund and Fundrise Real Estate Interval Fund, LLC shall receive. 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. Upon investigation, I have determined that Millennium quotes the share price of the Interval Fund as $10. The 0. End of ‘21 ended at $22543. 85% of that is factored into the net returns (like an expense ratio on a mutual fund or ETF) and 0. From there, Fundrise pays out shareholders quarterly with income from these holdings. Unlike traditional real estate investments, which require thousands of dollars in capital,. Aggressive Growth portfolio. Perhaps u/BenMillerise will consider making that happen, I've seen it being requested quite often here. housing market, I thought it would be good to see how. 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. Fundrise Real Estate Interval Fund, LLC (Exact name of registrant as specified in its charter) Investment Company Act File Number: 811-23448 . 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. 41B worth of shares. Sign up with Fundrise here today to get started. Neither Fundrise nor any. The Interval Fund is a large, baseline real estate fund that they have discretion to move around as needed. In this article, Fundrise kind of dogs on Vanguards fees, saying: Fundrise charges investors a small fee for our unaccredited investor offerings 0. 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. It aimed to raise $1 billion in its first public offering, with no. Talk about illiquid. 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”). My #1 Recommendation . 5. Click on this, and you can add a one time payment directly into. 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. The Fundrise Real Estate Interval Fund, LLC (the "Fund") went effective on 12/18/2020, and was intended to serve as Fundrise's eventual flagship fund. 18%. Start With Just. 47% — most earned either a little more or a little less, and some earned a lot more or a lot less. Venture capital is one of the best-performing asset classes over the last 50 years, but it has been out of reach for most individual investors. 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. Interval Funds are more liquid than eFunds and eREITs with Fundrise. ACTIVE/109011628. Growth: 25. Our initial contribution of roughly $1. Interval fund: More and more liquid options are available than eREITs and eFunds. Click on the fund you want to directly invest in. 15% annually. Multi-stage crossover strategy. S. It rents out the homes and gives tenants in good standing an incentive to keep the homes up and in good condition by giving them some equity. When are dividends paid? Last updated: 7th March 2023. Fundrise charges only a 0. e. $5,000 Minimum Investment. If you sell shares within five years of buying, you pay a 1% penalty on Fundrise eREIT shares (but not Interval Fund shares). If you sell shares within five years of buying, you pay a 1% penalty on Fundrise eREIT shares (but not Interval Fund shares). Its founders are two brothers from the US who had the company’s idea in 2010. In 2022, Fundrise launched its Innovation Fund (my review). View community ranking In the Top 5% of largest communities on Reddit. Since April of that year, the. For those investors who prefer a more liquid investment strategy, Fundrise also offers their Interval Fund that is quite popular. Investors can participate of the Fundrise Interval Fund, which features an improved way to access your invested funds in the form. I made it about 10% of my Fundrise portfolio and will keep adding over time. In 2021, Fundrise delivered our strongest ever total performance, generating an average net return for investors of 22. The iPO is a bit of a black horse. To learn more about how NAV is calculated, please read our blog post. A year later, the Innovation Fund has built a portfolio of promising investments. Public stocks (as measured by the index) saw their worst start to. A year later, the Innovation Fund has built a portfolio of promising investments. Accordingly, effective immediately, all references in the. If you own shares of the Fundrise eFund, you should receive a Schedule K-1. 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. Balanced: 23. At each quarterly interval, you can choose to invest in more shares. Management fee: 1. 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. 85%. The following chart shows the number of new interval. Fundrise's investments returned 1. Why Fundrise. 12%. 7. 4%. 76. com and certain mobile apps (the “Platform”). 02%. Currently sitting at $24576. 15% annual advisory fee for managing investor's accounts. and when compared to public bonds like the Vanguard Bond Fund, the Starter Portfolio from Fundrise more than doubles the annualized dividend yields. Dividends are paid quarterly and can either be reinvested or paid out to your bank account. Fundrise is launching a new fund in 2021. About this app. If your very concerned about it, either don’t invest, or ONLY invest funds you wouldn’t mind losing. 2020: 6. Neither Fundrise nor any. In that communication, we discussed our strategy for ramping up the fund which involved first offering the fund to our iPO. 20%. Real-time returns of client accounts. Click the dots to view more detailed account information. C. You can learn more about Fundrise in our review of the FundRise Interval Fund. RealtyMogul Review (2022) - How It Works,. We wanted to remind you that as a Fundrise Pro member, you currently have access to our venture capital product, the Innovation Fund, for both direct investment and inclusion in. 11%: Growth: Growth eREIT: $233,819,618: Feb 2016: 4. 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. They sit in different areas of risk in. 15% account management fee for a total of 1% in combined annual fees. Fundrise Review at a Glance. 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. While the current Interval fund has great returns so far, it is a low yielder. From the the SEC filing:. 3%. Jun 30, 2023. Fundrise takes any potential security issues seriously, and. 34%. As of April 1, 2022, these funds were merged into the Fundrise Income Real Estate Fund, an SEC registered interval fund. 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. The Real Estate Interval Fund is a publicly registered interval fund that enables investor access online. 18 complaints closed in the last 12 months. I've been using Fundrise since 2017. The Fundrise Innovation Fund is a brand new fund investing in mid-to-late-stage personal tech firms. 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. 5. This acquisition was made by a joint venture between two Fundrise sponsored funds, the Fundrise Interval Fund, which invested roughly $27. S. The Adviser’s Investment Committee will formally review at a duly called meeting the Fund’s investment. As of 2022, Fundrise manages over $3. With only a $10 investment minimum, Fundrise provides access everyone in private growth companies. Fundrise Interval Fund purchased 146 rental homes April 21 in the Treeline Trails community in West Jacksonville near Maxville for $48. by packer16 » Sun Oct 23, 2022 12:39 am. For those who. Jeff wishes to invest in a mutual fund. 9%. Been in Fundrise a couple years, the average dividend is very low (3-4. Value Net return . Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Investors. 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). Here are the pros of Fundrise Review: Low Minimum. The Flagship Real Estate Fund is designed to deliver long-term appreciation from a diversified portfolio of our most favored real estate investment strategies: build-for. Fund category. I'm 10k into Long Term Growth and it shows me at 12. So in this episode, I'll give my honest re. Link your bank account to your Fundrise account. It's free to explore and learn more. This acquisition was made by a joint venture between two Fundrise sponsored funds: the Fundrise Interval Fund, which invested roughly $9. 47% was the net overall platform return, only a few investors earned exactly 9. In 2021, Fundrise delivered our strongest ever total performance, generating an average net return for investors of 22. Instead of buying a single piece of property by yourself, you and other investors buy shares in a fund that owns or finances multiple […] The Opportunistic Credit Fund, a private closed-end fund, captures this short-term opportunity. Fundrise Real Estate Interval Fund, LLC, et al. Learn more about Fundrise in my Fundrise Review! 7. of the Fund or Fundrise Advisors, LLC, the Fund’s investment adviser (“Fundrise Advisors”). 11% between 2014 and 2020. The main product offered by Fundrise is REITs, or real estate investment trusts or REITs. Simplicity, single fund, no wasting time "strategizing," no holding period. Experience with funds withdrawals from Fundrise. Your support of our work is inspiring and invaluable. Highlights from the company’s performance over the last year and a look at our plans for continued growth in 2022. THIS CUSTODY AGREEMENT (this “Agreement”) is dated as of [ ] by and between FUNDRISE GROWTH TECH FUND, LLC, a limited liability company organized under the laws of the State of Delaware, having its principal place of business at 11 Dupont Circle, NW, 9th Floor, Washington, DC, 20036 (the “Fund”), and MILLENNIUM TRUST COMPANY,. Fundrise takes any potential security issues seriously, and encourages the responsible and timely reporting. Overall: 22. Fundrise Fees and Costs. Origin’s charges an annual fee of 1. 8% compared to the end of 2021. I have a $12k return on a $32k investment. I have ~$100k invested in Fundrise and put in $2k a month (in addition to investing in stocks and crypto. Fundrise Real Estate Interval Fund, LLC, et al. An equity REIT ETF seeks to track a specific REIT index. 2%. Fundrise has a minimum investment of $10 for the Starter Fund, $1,000 for the Basic Fund, $5,000 for the Core Fund, $10,000 for the Advanced Fund and $100,000 for the Premium Fund. Bsexpress1. It actually doesn't concern me at all. Quarterly Updates / Interval Fund Market Keeps. It’s a totally different type of registration. 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. Fundrise is designed for long-term investors who want to achieve better than average performance. As of April 1, 2022, these funds were merged into the Fundrise Income Real Estate Fund, an SEC registered interval fund. 85% flat management fee and a 0. Current investment value. With only a $10 investment minimum, Fundrise provides access everyone in private growth companies. 4. Accordingly, effective immediately, all references in the. ) Access to our Flagship Fund: Investors will be allocated entirely to our Flagship Fund, which already owns over $250 million worth of. Investors can now participate in Fundrise’s interval fund. 05 net returns, of which Dividends at $96. 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. <strong>We're sorry but Fundrise doesn't work properly without JavaScript enabled. Its closing price on August 19, 2022, was $99. 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. The $25 bonus will be credited to your account within approximately one week. offer fund registered under the 1940 Act (the “Fundrise Innovation Fund”), each of which is sponsored by Rise. Expert-level data. 50 in management fees for every $1,000 invested. It has been made available as a supplemental resource for prospective investors in the Fund. 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.