Currently sitting at $24576. Most of our eREITs update their NAV at the end of each quarter, and the Fundrise eFund updates its NAV semi-annually. The Fundrise Innovation Fund seeks to achieve its investment objective by investing in a diversified portfolio of high-growth private technology companies. 7. Value Add. Fundrise Interval Fund. In addition to these funds, Fundrise offers the core Flagship Fund, Income Fund, and Interval Fund. Its business model is an end-to-end alternative investment platform. It is ideal for non-accredited investors and ones who want to get their feet wet in the real estate industry. The fees are 1% annually. This acquisition was made by a joint venture between two Fundrise sponsored funds: the Fundrise Interval Fund, which invested roughly $9. Originally published for investors on October 11, 2022. As for its risk profile, it’s less risky than stocks but more risky than bonds. Fundrise Real Estate Interval Fund Review. 30 total complaints in the last 3 years. 3B. 98%. 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. 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. Been in Fundrise a couple years, the average dividend is very low (3-4. 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. Benefits of Fundrise. The iPO is a bit of a black horse. Investing in Fundrise’s Interval Fund. Most people are attracted to Fundrise because it allows you to own quality real estate investments with minimal capital and low fees. 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. I submitted a request to sell in mid-April and was told that they would REVIEW in early July. 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. We expect the aggregate purchase price of all 128 homes in the completed community will be roughly $40. Try Robinhood where they don’t “lose (steal)” your money. Homes in the Treeline Trails subdivision. I haven't contributed anything to it since 2021, but the investment has increased about $6k since then. Another good place to review a company’s customer service is on Trustpilot: Similar to the BBB, Fundrise is ranked at a 3. Fundrise’s newest fund is larger, more liquid, and will be more volatile than the real estate crowdfunding platform’s earlier fund offerings. of the Fund or Fundrise Advisors, LLC, the Fund’s investment adviser (“Fundrise Advisors”). In addition to a low investment minimum, Fundrise doesn't charge a percentage of profits, only 1. The Fundrise Innovation Fund is a multistage venture capital fund available to all U. Understanding this new policyThere are positive reviews being posted by people who work for fundrise. the Fundrise Real Estate Interval Fund, LLC (the Fund). offer fund registered under the 1940 Act (the “Fundrise Innovation Fund”), each of which is sponsored by Rise. 85% flat management fee and a 0. 30%, which it reports to be lower than the industry standard of 1. Invest online in commercial real estate via eREITs and eFunds. 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. My intention is to diversify away from my expensive San Francisco real estate portfolio and earn more 100%-passive income. It has been made available as a supplemental resource for prospective investors in the Fund. Social Media Disclosure. ago. of the Fund or Fundrise Advisors, LLC, the Fund’s investment adviser (“Fundrise Advisors”). com. 85% annual asset management fee and a 0. Public stocks (as measured by the index) saw their worst start to. While this is not. 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. 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. It has three main products: real-estate investment trusts (REITs), eFunds, and Interval Fund. 5. Total appreciation. NerdWallet rating. the Fundrise Real Estate Interval Fund, LLC (the Fund). Return from 2020 - 2022 (two years): 18. How much it grows depends on your selections. 05 net returns, of which Dividends at $96. There were 79 active funds with assets(1), compared to 68 at the end of 2021. Strategy. In my Fundrise review, I'll share my $176,916. The transaction referenced in this memo was a co-investment transaction made by the Fund, which invested roughly $22,050,000, and an a. Fundrise takes any potential security issues seriously, and encourages the responsible and timely reporting. Was content with how things were going, but decided to ask for my money. (Same goes for the FundRise IPO. 15%, which means you would pay $1. So far in the first half of 2022, 8 new interval funds have launched. Objective Appreciation. Open Venture. 55 are invested in the Income Real Estate Fund (30%) and $3,019. Streitwise: Key Features Explained. Investors can opt into the Fundrise Interval Fund for better ongoing access to invested. Not a bad idea at all. 15% annual advisory fee for managing investor's accounts. However, here is a quick recap of everything you should. 2021 I was at 26% mainly in interval. We also file all material updates for our eREITs and eFund with the SEC, which you can find here. My original goal was to build up to a $1M portfolio with Fundrise. 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. Instead of buying a single piece of property by yourself, you and other investors buy shares in a fund that owns or finances multiple. 98 million. 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're looking for a safe 1 year investment with a 5-10% return, buy an i-bond. Our lowest investment minimum ever: A $10 minimum opens the door for millions of new investors to begin growing their portfolio immediately. In other words, Fundrise owns properties directly, while the Vanguard Real Estate ETF owns companies that buy real estate. 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. View customer complaints of Fundrise, BBB helps resolve disputes with the services or products a business provides. Most of my money is in the Interval Fund which seems to be rising in NAV rapidly. Depends on your level too. Originally the minimum investment was $500, but Fundrise relaunched it in 2021 to lower the minimum investment. com and certain mobile apps (the “Platform”). This feature improved access to your invested money in the form of quarterly repurchase offers. It has been made available as a supplemental resource for prospective investors in the Fund. Upon investigation, I have determined that Millennium quotes the share price of the Interval Fund as $10. It features more liquidity than eREITs and eFunds. For a complete list of all 35 interval funds pending registration, click here. Fundrise is America's largest direct-access alternative asset. 62%: Growth eREIT II: $111,589,270: Sep 2018: 4. Fees Account Minimum Promotion; 1%: $10:. 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. Where Fundrise shines. 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. 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. The minimum investment is $1000. From there, Fundrise pays out shareholders quarterly with income from these holdings. 11%: Growth: Growth eREIT: $233,819,618: Feb 2016: 4. The Real Estate Interval Fund is a publicly registered interval fund that enables investor access online. Most of our eREITs update their NAV at the end of each quarter, and the Fundrise eFund updates its NAV semi-annually. 4. Customer Service - 4. Our board of directors has undertaken a review of. In addition to eREITs, Fundrise offers an Interval Fund that combines the features of a real estate fund and a mutual fund. It features more liquidity than eREITs and eFunds. That equates to $8. Real estate builds wealth in a gradual manner, not in an aggressive manner like equities. Accordingly, effective immediately, all references in the. Fundrise is designed for long-term investors who want to achieve better than average performance. Private REITS will usually have a more concentrated portfolio than a public REIT ETF or mutual. 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. I hit 1 year with fundrise a week ago. 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. 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. In addition to eREITs, Fundrise offers an Interval Fund that combines the features of a real estate fund and a mutual fund. If you sell shares within five years of buying, you pay a 1% penalty on Fundrise eREIT shares (but not Interval Fund shares). Fundrise is a crowdfunding platform for private real estate investing. ACTIVE/109011628. <strong>We're sorry but Fundrise doesn't work properly without JavaScript enabled. As of September 30, 2016, Fundrise Equity REIT had a clearly-disclosed net asset value of $9. Neither Fundrise nor any. 42 in fees. In connection with the Merger, the Income Interval Fund issued to the shareholders of the Company common shares of the Income Interval Fund based on an agreed upon exchange ratio (“Exchange Ratio”). There may be penalties associated with liquidating your shares depending on the type of fund. I like the sunbelt strategy, many SFR REITs have been doing this and PE and institutional investors are getting into it. Overall: 22. Dividends. For more information, see the full investor update. 99% from 2017 to 2022, with an average income return of 5. 11 and Appreciation at -$8. 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 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. Please enable it to continue. )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. 1. Acorns. 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. 85% of that is factored into the net returns (like an expense ratio on a mutual fund or ETF) and 0. 99%. It’s true that you can open an account with ten dollars, and that gets you a Starter account which can be used to invest in the Flagship Real Estate Fund. General disclosure. 25 Comments / By Financial Samurai / 03/15/2023 With all the talk about rents and the overall U. REITs have earned 12% on average. With multiple efficacious vaccines, high inflation,. Fundrise Real Estate Interval Fund Review | Money For The Rest of UsCons Of Investing In Fundrise. Other important details include the following: The promotion is only available to U. Out of these 6 years, only 1 quarter experienced a negative return. Homes in the Treeline Trails subdivision. 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. 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. With 1% in annual fees for its real estate funds, which includes a 0. 3 billion. Returns Underperform Public REITs. 98%. Due diligence - 4. . Read our full Fundrise Review. 11. 21% in the first three quarters of 2023 with 1. 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. 4. This means that over a 12-month period, you will pay a $1. 11% between 2014 and 2020. Vanguard REIT ETF. 85% or whatever is on top of the 0. Investors. Updated daily. ) Access to our Flagship Fund: Investors will be allocated entirely to our Flagship Fund, which already owns over $250 million worth of. 41. If you liquidated any eREIT/interval fund shares in the prior year, you should expect to receive a Form 1099. Dividends are paid quarterly and can either be reinvested or paid out to your bank account. They are aiming to provide a balance between short-term and long-term investors in their platform. Fundrise primarily invests in online REITs (eREITs), eFunds, and an Interval Fund. If you’re looking for a more readily available option, Fundrise offers investors the Interval Fund feature, which allows for more direct access to the money you’ve invested through quarterly repurchase. Investing in Fundrise’s Interval Fund. That equates to $8. If the Fundrise Interval Fund was in operation all of 2021, it would have returned slightly over. This fund was rolled out by Fundrise in December 2020. 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%. Fundrise takes any potential security issues seriously, and. S. Here’s what you need to know before investing in the Fundrise Real Estate Interval Fund. Disclosure: This page may contain affiliate links. NAV (net asset value) is typically updated daily for the interval funds (Flagship Real Estate Fund and the Income Real Estate Fund). Fundrise focuses on single-family and multi-family rental properties in the Sunbelt. We consider the Fundrise Interval Fund's structure, fees, leverage, acc. And since Streitwise’s fund yields 8 – 10% with a. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. 1% and 8. interest rates still have. 71 (26%) is invested in the Flagship Real Estate Fund. That breaks down to an annual advisory fee of 0. 85% and advisory fee of 0. It contains more assets and offers greater diversification yet still provides the benefits of eFunds and eREITs. Interested investors should contact investments@fundrise. The community is at 15647 Woodbury Drive and Florida Road 228. Neither Fundrise nor any. 99%. " Top. 76 portfolio and walk you through my experience with my investments. 85% of that is factored into the net returns (like an expense ratio on a mutual fund or ETF) and 0. Illiquid investment, investors should plan to invest for at least one year and more like three years or longer. 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. If the Fundrise Interval Fund was in operation all of 2021, it would have returned slightly over. 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. 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. “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. 50 for every $1,000 invested. Updated daily. The Fund is managed by Fundrise Advisors, LLC, a registered investment adviser with the SEC² and wholly owned subsidiary of Rise Companies Corp, the parent company of Fundrise. Become a Premium Member. The community is at 15647 Woodbury Drive and Florida Road 228. Fundrise Real Estate Interval Fund. Yes, Fundrise does pay dividends. It is not subject to regulation A/A+ at all. 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. 2%. . . Fundrise Review: Fees. Fundrise Interval Fund purchased 146 rental homes April 21 in the Treeline Trails community in West Jacksonville near Maxville for $48. I'm passionate about Fundrise (FR) & The Joseph Carlson Show (JC). federal income tax purposes under the Internal Revenue Code of 1986, as amended (the “Code”). On Trustpilot, Groundfloor has a 4. Want to level up? Bust out your wallet (or ACH routing number and account number). Fundrise Real Estate Interval Fund, LLC, et al. I know RM is dividend yield is higher but not sure after fees. Fund category. While we acquired the homes in an all-cash transaction, we intend to use portfolio-level financing, withthe Fundrise Real Estate Interval Fund, LLC (the Fund). 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. 5% distribution rate. Each eREIT, the Fundrise Interval Fund and the Fundrise eFund also incurs various expenses, a portion of which you pay indirectly via a reduction in the net assets of the eREITs, the Fundrise Interval Fund and the Fundrise . Show overlay. Fundrise Real Estate Interval Fund. Fundrise takes any potential security issues seriously, and encourages the responsible and timely reporting. Open Real estate. The investment minimum is $10 versus $100,000 – $250,000+ at other venture capital funds. However, appreciation gains are projected to sit between 8. Re: Fundrise - Real Estate. e. 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. Many of the features you should know about were mentioned in the pros section of this Fundrise review. 12%. Fundrise boasts an average income return of 5. We're sorry but Fundrise doesn't work properly without JavaScript enabled. 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. ago. Currently, Fundrise charges a 0. 12%. In my opinion, Fundrise can be a great addition to someone’s portfolio. The Cascade, the Great Deleveraging’s next chapter — Episode 20 of Onward, a Fundrise podcast The recent failures of regional banks are almost certainly direct evidence of “The Great Deleveraging” thesis, introduced on Onward this past November. 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. 15% annual investment advisory fee. Fundrise is a leading online private real estate company with over $3. Low Investment Minimum . 6% return, so it feels like a good year. 55 per share, but shares were being offered to investors at a price of $10 each. Fundrise allows investors to choose a self-directed IRA where they can invest in eREITs for a low annual fee through Millennium Trust Company. This acquisition was made by a joint venture between two Fundrise sponsored funds, the Fundrise Interval Fund, which invested roughly $58. Fund’s Prospectus and Statement of Information (“SAI”), each dated May 1, 2022,. 86, with $20. If your very concerned about it, either don’t invest, or ONLY invest funds you wouldn’t mind losing. Many of the features you should know about were mentioned in the pros section of this Fundrise review. Fundrise is best for investors who want exposure to alternative assets. Net asset value $1. C. Currently sitting at $24576. Initial investment value. 25% based on net asset value and a one-time, 2% setup fee if you invest less than $250,000. If you own shares of the Fundrise eFund, you should receive a Schedule K-1. Try Fundrise here: currently investing in Fundrise and trying out the platform. 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. 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. below). Why Fundrise. Mar 31, 2022 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. As investors of real estate on the Fundrise platform and shareholders of Fundrise, this makes sense. federal income tax purposes under the Internal Revenue Code of 1986, as amended (the “Code”), commencing with its taxable year ending December 31, 2021. 50. When are dividends paid?1. Without iPO, VNQ is not that bad. Go to FundRise r/FundRise •. 2020: 6. Personally, I've invested $810,000 in real estate crowdfunding so far. Further, their new Flagship Interval Fund was up 28. The fees are 1% annually. The unique structure and liquidity requirements of the Fundrise Interval Fund made it possible for us to offer a penalty-free quarterly repurchase process. 5 billion, up 29. 67 and $4013 net returns, of which Dividends at $520. Startups take years to turn a profit, so don’t use the Innovation Fund as a short-term investment. Many of the features you should know about were mentioned in the pros section of this Fundrise review. 5. 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. It’s a’40 Act fund, like a normal mutual fund, but not traded on an exchange. Fundrise Interval Fund: Fundrise’s new flagship product offers improved access to liquidity via quarterly repurchase opportunities with zero penalty or cost. 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. Starting at $10, you can invest in the Fundrise Starter Portfolio, and it’s a popular choice if you want to test out the platform or if you’ve never had experience investing in private real estate. Unlike traditional real estate investments, which require thousands of dollars in capital,. If you own shares of the Fundrise eFund, you should receive a Schedule K-1. NAV (net asset value) is typically updated daily for the interval funds (Flagship Real Estate Fund and the Income Real Estate Fund). The investment platform also boasts an easy-to-use interface and account structure. While the current Interval fund has great returns so far, it is a low yielder. DiversyFund has provided returns of 18% in 2017, and 17. Overall: 22. 63%. Asset management fee of 0. 29%. 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. 50 advisory fee for every $1,000 youve invested with us. Fundrise is an investment platform that allows people to invest in diversified real estate portfolios for as little as $10. As a result, Fundrise estimates that investors will be looking at annual returns in the region of just 1. The Growth eREIT VIII, which invested $2 million and the Fundrise Interval Fund, which invested roughly $17. 72 and 83. 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. Vanguard Real Estate ETF invests in REITs and companies that buy real estate. Florida has been a strong focus of the fund in recent days. Healith • 1 yr. 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. 2022 YTD returns (as of July, 2022): 6. Fundrise is a crowdsourced real estate platform that allows people to invest in low-cost real estate projects, including eREITs and eFUNDs. Annual Asset Management Fee: 0. Key takeaways New Fundrise Real Estate Interval Fund to become flagship fund, aiming to provide investors with greater diversification, lower overall costs, and improved access to liquidity. Invest in world-class private market investments like real estate, venture capital, and private credit. 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. 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. 4. Fundrise's investments returned 1. Additionally, Fundrise’s interval funds offer a quarterly liquidation option, providing a compelling choice for investors who desire more frequent access to their funds. 4 million. </strong><img height="1" width="1" style="display:none. 4 million, and the Balanced eREIT II, which invested $603,000. The Fundrise Innovation Fund is a brand new fund investing in mid-to-late-stage personal tech firms. Further, their new Flagship Interval Fund was up 28. Income: +17. The Fundrise Real Estate Interval Fund (the Fund) is an unlisted closed-end management investment company that is operated as an interval fund. While the Fund expects to focus on late-stage tech companies, it is intended to be a multi-stage, crossover fund investing opportunistically. Growth: 25. Fundrise Real Estate Interval Fund, LLC (Exact name of registrant as specified in its charter) Investment Company Act File Number: 811-23448. Table of Contents. Investors can now participate in Fundrise’s interval fund. We look at. However, I also put 10k into VNQ at the same time and that is sitting at 38. To learn more about how NAV is calculated, please read our blog post. The panel also discussed an August 2023 cease and desist order brought by the SEC against Fundrise Advisors, LLC (Fundrise), a registered investment adviser, alleging that Fundrise paid $8 million. Value Net return . 15% and an annual asset management fee of 0. Full Fundrise Review. Learn more about Fundrise in my Fundrise Review! 7. A year later, the Innovation Fund has built a portfolio of promising investments. Introducing the Fundrise Real Estate Interval Fund | Fundrise. It is completely passive on your end, all you have to do is add money when you can and be patient. 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. Flagship Real Estate Fund Historical Performance. I invested $5,000 in August and – by November – have made about 10% on my money and paid $1. , 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. Neither Fundrise nor any. Was lucky to start investing with Fundrise in 2017 and have accumulated 6-digits using the Balanced goal. This video analyzes Fundrise's new flagship fund offering, the Fundrise Real Estate Interval Fund. 05 net returns, of which Dividends at $96. As of April 1, 2022, these funds were merged into the Fundrise Income Real Estate Fund, an SEC registered interval fund. Fundrise is an online-based real estate firm that pools money from regular investors to purchase shares of residential and commercial properties. Origin Investments Pricing and Fees. Expert-level data. Flagship Interval Fund (Balanced) $851,006,308: Jan 2021: 5. Fund category. The interval fund sector set more growth records in 2022. $23. Objective Appreciation. In addition to these funds, Fundrise offers the core Flagship Fund, Income Fund, and Interval Fund.