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 Review #1: Real Estate Portfolio (56% of Investment) In total, we have $6,458. 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. 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. Fundrise boasts an average income return of 5. Its funds gained a little less than 2% in the second quarter of 2022, handily clocking the S&P 500, which. the Fundrise Real Estate Interval Fund, LLC (the Fund). 26 per share). Read our full Fundrise Review. Since 2016, I've personally invested $960,000 in various private real estate funds, including $143,000 with Fundrise. To. Overall: 22. Low Investment Minimum . Fundrise’s newest fund is larger, more liquid, and will be more volatile than the real estate crowdfunding platform’s earlier fund offerings. 81T and bought an estimated value of $127. You can learn more about Fundrise in our review of the FundRise Interval Fund. 1 out of 5. Keep in mind that Fundrise is highly illiquid and therefore difficult to pull your funds when you need it. I submitted a request to sell in mid-April and was told that they would REVIEW in early July. GS in June 2021 with a $300 million credit facility to scale the fund’s. )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. 15% annual investment advisory fee. 98%. Instead of buying a single piece of property by yourself, you and other investors buy shares in a fund that owns or finances multiple. Re: Fundrise - Real Estate. 15%, which means you would pay $1. 18%. Fundrise Real Estate Interval Fund. In connection with each repurchase. Inception date Jan 2021. Value Add. 98 million. Another thing you should understand is that Fundrise is an entirely legit platform. 99%. Minimum investment: $10. Net asset value $112M. 2021 I was at 26% mainly in interval. 11. 85% asset management fee per year. 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. persons” of the fund, as defined in the 1940 Act (the “Independent Directors”), initially approve, and annually review and consider the continuation of, the fund’s investment advisory agreement. The Fundrise Innovation Fund seeks to achieve its investment objective by investing in a diversified portfolio of high-growth private technology companies. Since April of that year, the. Additionally, Fundrise’s interval funds offer a quarterly liquidation option, providing a compelling choice for investors who desire more frequent access to their funds. 3% but you have to wait until the quarter ends for returns. 63, with $4. interest rates still have. This initial investment in the project was made by a joint venture between two Fundrise sponsored funds, the Fundrise Interval Fund, which invested roughly $5. They sit in different areas of risk in. From 2017 to 2021, the average annual return was 10. At each quarterly interval, you can choose to invest in more shares. 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-. Hands-off real estate investing. e. 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. 3. The Fundrise Interval Fund is the biggest fund held by the company. Asset management fee of 0. 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. 25% of net asset value. Dear Fellow Shareholders,. A year later, the Innovation Fund has built a portfolio of promising investments. I’m not concerned at all. This compares to -25. The Opportunistic Credit Fund has delivered robust initial returns and is currently paying a 13% annualized yield largely due to the portfolio’s focus on high-quality borrowers backed by well-located residential assets. Here’s what you need to know before investing in the Fundrise Real Estate Interval Fund. It's free to explore and learn more. In addition to these funds, Fundrise offers the core Flagship Fund, Income Fund, and Interval Fund. Further, their new Flagship Interval Fund was up 28. 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. Fundrise takes any potential security issues seriously, and encourages the responsible and timely reporting. Four more levels are offered, including Basic ($1,000 investment), Core ($5,000. offer fund registered under the 1940 Act (the “Fundrise Innovation Fund”), each of which is sponsored by Rise. Fundrise is a crowdfunding platform for private real estate investing. If you own shares of the Fundrise eFund, you should receive a Schedule K-1. Fundrise, LLC (“Fundrise”) operates a website at fundrise. 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. 47%. Illiquid investment, investors should plan to invest for at least one year and more like three years or longer. 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. 2. 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. Introducing the Fundrise Real Estate Interval Fund | Fundrise. I chose their long-term core strategy because long-term growth is my priority. 7. This acquisition was made by a joint venture between two Fundrise sponsored funds, the Fundrise Interval Fund, which invested roughly $1,230,500, and the Growth eREIT VII, which invested $136,700. The fee structure can vary depending on the fund you invest in. General disclosure. 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. 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%. Income: +17. 3B. Accordingly, effective immediately, all references in the. This year is . federal income tax purposes under the Internal Revenue Code of 1986, as amended (the “Code”), commencing with its taxable year ending December 31, 2021. C. I know RM is dividend yield is higher but not sure after fees. 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. Under the 1940 Act, each repurchase offer must consist of between 5% and 25% of a fund’s outstanding shares. Starter – The Starter Portfolio gives access to Fundrise’s flagship fund. It has been made available as a supplemental resource for prospective investors in the Fund. That is, the fund periodically offers to buy back a stated portion of its shares from shareholders. 5. Fundrise is a crowdfunding platform for private real estate investing. Dividends are paid quarterly and can either be reinvested or paid out to your bank account. Originally the minimum investment was $500, but Fundrise relaunched it in 2021 to lower the minimum investment. 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. At the time, all of their plans were exceeding that return by a wide margin, so I thought that was a conservative timeline. Fundrise takes any potential security issues seriously, and encourages the responsible and timely reporting. 11 and Appreciation at -$8. 99% . Annual Asset Management Fee: 0. Please enable it to continue. Neither Fundrise nor any. For a complete list of all 35 interval funds pending registration, click here. As of 2022, Fundrise manages over $3. Fundrise allows investors to choose a self-directed IRA where they can invest in eREITs for a low annual fee through Millennium Trust Company. Start With Just. The entire fund is invested in large, multifamily apartment complexes, which tend to perform well in all types of economic environments, especially during economic. If you were to invest in both interval funds, you'd have a solid set-up. 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. In addition to the advisory fee, Vanguard charges its REIT ETF investors an asset management fee of 0. 12%. Their website notes they could waive this fee in certain situations. Our initial contribution of roughly $1. 9 billion, and Cliffwater Corporate Lending Fund with $1. Investors can now participate in Fundrise’s interval fund. 15% and an annual asset management fee of 0. 15% annual advisory fee for managing investor's accounts. If you're looking for a safe 1 year investment with a 5-10% return, buy an i-bond. 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. If your very concerned about it, either don’t invest, or ONLY invest funds you wouldn’t mind losing. Unlike traditional real estate investments, which require thousands of dollars in capital,. Quarterly liquidity. However, I also put 10k into VNQ at the same time and that is sitting at 38. 15%, although this is is 50% – 80% cheaper than other private real estate funds. Fundrise Real Estate Interval Fund, LLC (Exact name of registrant as specified in its charter) Investment Company Act File Number: 811-23448. Fundrise Review Video. Strategy. 02%. Data should come in at the stroke of Midnight EST. Fundrise Interval Fund. The annual fee of $125 can be waived with a $3,000 annual investment or a $25,000 total investment. When are dividends paid? Last updated: 7th March 2023. $23. It contains more assets and offers greater diversification yet still provides the benefits of eFunds and eREITs. 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. Getting started. ”the Fundrise Real Estate Interval Fund, LLC (the Fund). Foreside Fund Services, LLC provides marketing review services for DoubleLine Capital, LP. The platform's real estate. 0% is from the Growth Real Estate and 6. Sign up with Fundrise here today to get started. Fundrise launched its Flagship Interval Fund in January 2021 and received financial backing from Goldman Sachs Group Inc. Where Fundrise shines. New Interval Fund Registrations. Return from 2020 - 2022 (two years): 18. The average historic returns of US RE syndications has been 6-8% depending on the strategy. 4 million, and the Balanced eREIT II, which invested $603,000. Here’s what you need to know before investing in the Fundrise Real Estate Interval Fund. Vanguard is noted for its low management fees. 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. ) Access to our Flagship Fund: Investors will be allocated entirely to our Flagship Fund, which already owns over $250 million worth of. S. Results for the non-interval fund NAV changes should be in once we get to 3/31 eastern time (i. When you sign up with Fundrise, you can also receive $10 worth of Fundrise Real Estate Interval Fund, LLC shares, which can earn you more passive income. The Fund operates as an “interval fund” pursuant to which it, subject to applicable law, will conduct quarterly repurchase offers for between 5% and 25% of the Fund’s outstanding common shares of limited liability company interests (“Shares” or “Common Shares”) at net asset value (“NAV”). The Innovation Fund intends to invest in a diversified portfolio of private high-growth technology companies, with an initial focus on several sectors that we believe have exceptional macro tailwinds. Fundrise is America's largest direct-access alternative asset. Investment placed in Jan 2021 at fund inception with dividend reinvestment enabled. Packer. 31 votes, 16 comments. 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. The investment amounts include a budget for financing and. Other Annual Fees. Origin’s charges an annual fee of 1. When first invested, amounts less than $250,000 have a one-time 2% administration fee. If you own shares of the Fundrise eFund, you should expect to receive a Schedule K-1 tax package. I'm also directing all my future investments into the interval fund, rather than income funds, for the same reason. An interval fund is a type of investment company that periodically offers to repurchase its shares from shareholders. 2%. Fundrise is a real estate investment platform designed to give retail investors access to institutional-quality real estate assets with flexible minimum investments. Its closing price on August 19, 2022, was $99. 50% to 22. I've made about $1,300 on ~$14-15k invested, and ~$500 on equity invested in Fundrise the company. 4% in dividends. Vanguard Real Estate ETF invests in REITs and companies that buy real estate. )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. 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. Best REITs for 2023 – Compare Roots vs Fundrise vs Arrived Homes. Reply. That equates to $8. 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. A senior loan in the amount of roughly $46 million was also provided. 15% for a given fund is an implicit expense. The $25 bonus will be credited to your account within approximately one week. When are dividends paid?1. Dividends are paid quarterly and can either be reinvested or paid out to your bank account. Decades of data show a stubborn trend: Recessions take months, or years, to reveal themselves. 02 and Appreciation at $$3513. We look at. Fundrise allows individuals to invest in a low-cost, diversified portfolio of institutional-quality real estate. Dividend ReinvestmentIn the last 20 years, insiders at Fundrise Real Estate Interval Fund, Llc have sold an estimated value of $1. In 2021, Fundrise delivered our strongest ever total performance, generating an average net return for investors of 22. 5 billion, up 29. 15%, which means you would pay $1. Another good place to review a company’s customer service is on Trustpilot: Similar to the BBB, Fundrise is ranked at a 3. In addition to a low investment minimum, Fundrise doesn't charge a percentage of profits, only 1. Dec 15, 2021. For more information, see the full investor update. 1. So if you committed $100,000, you would be charged $1,250 in the first year of your investment. S. 47% was the net overall platform return, only a few investors earned exactly 9. 42% between 2014 and 2019. 0 million. This fund was rolled out by Fundrise in December 2020. It's free to explore and learn more. The Fundrise Real Estate Interval Fund focuses primarily on private real estate investments. Any potential returns will be based on the change in value of the shares of the Innovation Fund over time — appreciation. Fundrise's model of accessible minimums and digital offerings will be maintained in this fund. Fundrise Fees and Costs. As for me, I invest with Fundrise so I could buy their shares via iPO. The Fundrise Real Estate Interval Fund (the Fund) is an unlisted closed-end management investment company that is operated as an interval fund. 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. As of April 1, 2022, these funds were merged into the Fundrise Income Real Estate Fund, an SEC registered interval fund. 00%. Fundrise Account Levels . 4%. To access the Funds Section 16 Information, click here. Fundrise Interval Fund purchased 146 rental homes April 21 in the Treeline Trails community in West Jacksonville near Maxville for $48. The 0. However as I’ve learned more. The fund is capable of holding more assets than many of our other funds, which. There are 80+ crowdfunding websites, and the majority of them aren’t really that good. Fundrise, known for disrupting real estate investing, has expanded into multiple alternative assets. Fundrise Interval Fund. It has been made available as a supplemental resource for prospective investors in the Fund. 00%. In 2022, Fundrise launched its Innovation Fund (my review). For more information, see the full. 43 Comments / By Financial Samurai / 06/13/2023 I'm bullish on real estate for the next several years. Unless $15 every three months is a substantial boost to your income, you'd be far better off trying to build a side hustle than investing in Fundrise to get extra income. 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. For more information, see the full investor update. 4%. It features more liquidity than eREITs and eFunds. If the Fundrise Interval Fund was in operation all of 2021, it would have returned slightly over. 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). Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Fundrise Interval Fund purchased 146 rental homes April 21 in the Treeline Trails community in West Jacksonville near Maxville for $48. Real estate does not always go up (see 2008). 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. Acorns. 85% flat management fee for the Flagship Fund, the Income Real Estate Fund, and its eREITs and eFund. 99% . 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. Fundrise is designed for long-term investors who want to achieve better than average performance. Jun 30, 2023. To improve economies of scale and minimize operating costs, we plan to merge all six of our Income eREITs into a single large income-focused Interval Fund during the first quarter of 2022. S. Yes, Fundrise does pay dividends. This morning I logged in to see the Interval Fund has appreciated (currently $10. 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. Fund Characteristics Total Return Market Price is Annualized Credit Quality Breakdown (%) Duration Breakdown (%) Weighed Average Life Breakdown (%) Sector Breakdown (%) Top 10 Holdings (%). First, they charge a 0. 3% to 1. 67 and $4013 net returns, of which Dividends at $520. • 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. 4. Fundrise primarily invests in online REITs (eREITs), eFunds, and an Interval Fund. 99% . We would like to show you a description here but the site won’t allow us. Fundrise Starter Portoflio. The Real Estate Interval Fund is a publicly registered interval fund that enables investor access online. 2%. The Innovation Fund will take several years to get rolling. Fundrise Growth Tech Interval Fund, LLC (the “Fund”) is a newly organized non-diversified, closed-end management investment company that is registered under the Investment Company Act of 1940, as amended (the “1940 Act”). I'm passionate about Fundrise (FR) & The Joseph Carlson Show (JC). Strategy. Diversification - 4. Private REITS will usually have a more concentrated portfolio than a public REIT ETF or mutual. Public stocks (as measured by the index) saw their worst start to. You'll get a 1099 for returns. 85% annual asset management fee and a 0. It also makes it easy to start investing. Quarterly Updates / Interval Fund Market Keeps. We look at. . Vanguard REIT ETF. Objective Appreciation. We expect the aggregate purchase price of all 128 homes in the completed community will be roughly $40. 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”);Fundrise also charges real estate companies a one-time 1% to 2% origination fee and a $5,000 closing cost. Its 52-week. Other eREIT funds own specific sets. 2. No idea about Reality Shares. If you compare the returns of Fundrise as reported by Financial Samuri of 12% per year is pretty close to the 11% return of Vanguard Real Estate (VNQ) over the same period of time (2016 to 2021). 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. Jeff wishes to invest in a mutual fund. Fundrise charges annual fees that add up to 1% of your investment. It’s wise for investors to review all of the investment documents, examine reviews and decide if Groundfloor is appropriate for you. 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. Fundrise is best for investors who want exposure to alternative assets. Why Fundrise. The transaction referenced in this memo was a co-investment transaction made by the Fund, which invested roughly $22,050,000, and an a. . Unlike traditional real estate investments, which require thousands of dollars in capital, Fundrise users can invest with as little as $10. Fund category. 63, with $4. REIT has an annual average return of 11. In addition to eREITs, Fundrise offers an Interval Fund that combines the features of a real estate fund and a mutual fund. Upon investigation, I have determined that Millennium quotes the share price of the Interval Fund as $10. The community is at 15647 Woodbury Drive and Florida Road 228. 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. If you liquidated any eREIT/interval fund shares in the prior year, you should expect to receive a. Growth: 25. Unlike traditional real estate investments, which require thousands of dollars in capital, Fundrise users can invest with as little as $10. We also file all material updates for our eREITs and eFund with the SEC, which you can find here. A deep dive into one of our target investment sectors for the Fundrise Innovation Fund. 9%. YTD, through August 2022: Total return of $499. 0 million, and the East Coast eREIT, which invested roughly $28. S. Interested investors should contact investments@fundrise. Real-time returns of client accounts. Opportunistic. No action is needed — new investments will be allocated to the Interval Fund based upon an investor’s account level and plan type. 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. All in all, the Fundrise Innovation Fund makes investing in private technology companies possible for retail investors. Initial Investment. com. The largest credit funds include Stone Ridge Trust V, with $2. To liquidate/redeem all or a portion of your shares, you must submit a liquidation request. $5,000 Minimum Investment. Talk about illiquid. 85%. I emailed Fundrise with concerns over the Interval Fund. In other words, you’ll pay $2,000 for an investment of $100,000. Also, it’s important to note that Fundrise has introduced the Interval Fund, which is now where most of the assets are going anyway. 98 million. It is currently about 3% of my portfolio. 29%. 6 million. 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”). If you sell shares within five years of buying, you pay a 1% penalty on Fundrise eREIT shares (but not Interval Fund shares). 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. 18%. filed an application on June 11, 2019, and amendments to the application on September 4, 2019, and November 26, 2019, requesting an order under section 17(d) of the Investment Company Act of 1940 (the “Act”) and rule 17d-1 under the Act that would permit certain joint transactions otherwise. Invest in world-class private market investments like real estate, venture capital, and private credit. The Fundrise Innovation Fund is a brand new fund investing in mid-to-late-stage personal tech firms. ago. 3. 71% returns between 2017 and 2021. Growth: 25. Florida has been a strong focus of the fund in recent days. 6. 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. 3 billion, and manages. Here is my Opportunistic Credit Fund review for those considering to invest. 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. Fundrise takes any potential security issues seriously, and. . Fundrise Interval Fund allows investors to buy a stake for as little as $10. The advantage is that if things go the other way, there's likely less downside / volatility. 2020: 6. Not a bad idea at all. 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. Various commercial real estate deals may be more difficult to. The Interval Fund is a large, baseline real estate fund that they have discretion to move around as needed. 85% and advisory fee of 0. This amounts to a collective annual gain of. An investment of $10 is required. and when compared to public bonds like the Vanguard Bond Fund, the Starter Portfolio from Fundrise more than doubles the annualized dividend yields. 99%. The investment platform also boasts an easy-to-use interface and account structure. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. In my opinion, Fundrise can be a great addition to someone’s portfolio. I have a $12k return on a $32k investment. Kindly study them carefully: Pros. 7. There were 79 active funds with assets(1), compared to 68 at the end of 2021. 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). 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. 0. Really wish that FundRise would allow for those two steps to be automated as well by making it possible to set specific fund (s) & amounts for auto-invest and specific funds & amounts for dividend reinvestment. It’s a’40 Act fund, like a normal mutual fund, but not traded on an exchange. Its founders are two brothers from the US who had the company’s idea in 2010. Sign up with Fundrise here today to get started. REITs have earned 12% on average. This means that over a 12-month period, you will pay a $1. 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. . $161. Now, I'd like to focus on prioritizing yield going forward for my new contributions.