However, appreciation gains are projected to sit between 8. 9%. the Fundrise Real Estate Interval Fund, LLC (the Fund). 7% as of today for the same time period with easier liquidity. Good question. Investing in Fundrise’s Interval Fund. The Fundrise Real Estate Interval Fund focuses primarily on private real estate investments. 47% — most earned either a little more or a little less, and some earned a lot more or a lot less. 85% management fee + 0. As always, we are constantly working to try and improve the investing experience on Fundrise and view this as just another example of that continuous effort. Credit and Real Estate were the fastest growing interval fund strategies in 2022. Fundrise is an investment platform that allows people to invest in diversified real estate portfolios for as little as $10. Originally the minimum investment was $500, but Fundrise relaunched it in 2021 to lower the minimum investment. Fundrise is a leading online private real estate company with over $3. You should not expect to receive any dividends from this investment. Growth: 25. If the Fundrise Interval Fund was in operation all of 2021, it would have returned slightly over. 15% annual advisory fee for managing investor's accounts. An investment of $10 is required. Here is an example of some potential gains I missed out on. General disclosure. 21% in the first three quarters of 2023 with 1. Most of the new money I put in Fundrise I direct invested into Interval Fund. 5. 29%. Fundrise takes any potential security issues seriously, and encourages the responsible and timely reporting of. There may be penalties associated with liquidating your shares depending on the type of fund. Fund strategy. Startups take years to turn a profit, so don’t use the Innovation Fund as a short-term investment. Here is my Opportunistic Credit Fund review for those considering to invest. 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. 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. View community ranking In the Top 5% of largest communities on Reddit Is now a good time to use Fund Rise? Fundrise Real Estate Interval Fund Review. Jeff wishes to invest in a mutual fund. Yes, you can do that, though Fundrise isn't really meant for that short term kind of thing. The Fundrise Real Estate Interval Fund (the Fund) is an unlisted closed-end management investment company that is operated as an interval fund. 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 is to say that we think of the Fundrise Innovation Fund as an “and” not an “or” type of fund launch (as it. Fundrise takes any potential security issues seriously, and encourages the responsible and timely reporting. In my Fundrise review, I will explain how Fundrise’s real estate investments follow a “value investing. However, it's crucial to note that past performance is not a guarantee of future results. You can find details about the fund below: The majority of potential returns are expected to be generated in the form of long-term appreciation. Objective Appreciation. 19%. • 2 yr. 4. The iPO is a bit of a black horse. the Fundrise Real Estate Interval Fund, LLC (the Fund). 1% after not even a full year of operation. My original goal was to build up to a $1M portfolio with Fundrise. )Visit Fundrise Now. 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. Fundrise annual returns were between 1. Fundrise also comes with a lot of features that make it a unique crowdfunding platform. Perhaps u/BenMillerise will consider making that happen, I've seen it being requested quite often here. 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. That breaks down to an annual advisory fee of 0. 05 net returns, of which Dividends at $96. 2. 15% account management fee for a total of 1% in combined annual fees. Fundrise Real Estate Interval Fund Review | Money For The Rest of Us Cons Of Investing In Fundrise. Kindly study them carefully: Pros. Read our Fundrise review to learn why this might be your best route to get into investing in real estate. 4. Fundrise boasts an average income return of 5. Please enable it to continue. Effective March 31, 2022, the Company merged (the “Merger”) into Fundrise Income Real Estate Fund, LLC (the “Income Interval Fund”). 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. The unique structure and liquidity requirements of the Fundrise Interval Fund made it possible for us to offer a penalty-free quarterly repurchase process. Currently displaying data for 532,967 accounts. I have ~$100k invested in Fundrise and put in $2k a month (in addition to investing in stocks and crypto. Expert-level data. For example, the Income Fund at RealtyMogul pays a monthly 6% distribution. The firm runs multiple real estate funds that invests in commercial real estate predmonantly in the Sunbelt region where valuations are lower and net rental yields are lower. Was lucky to start investing with Fundrise in 2017 and have accumulated 6-digits using the Balanced goal. 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. 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. They only explicitly charge the 0. 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. Extra broadly, the fund intends to give attention to firms inside particular sectors which have sturdy macro tailwinds, akin to. Best. Prospective Returns: 2-5% annual dividends, 0-22% annual appreciation. 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. Fundrise is a real estate investment app you can use to invest in IPOs, venture funds, and properties in the US — with as little as $10. Fundrise is a crowdsourced real estate platform that allows people to invest in low-cost real estate projects, including eREITs and eFUNDs. 30 total complaints in the last 3 years. 76% to 12. This acquisition was made by a joint venture between two Fundrise sponsored funds, the Fundrise Interval Fund, which invested roughly $7. 15% because that’s the only thing that can be reduced by inviting others. 85% flat management fee and a 0. 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. The eFund did not declare a new NAV at the end of Q1 2022, as it only declares NAV semi-annually at the end of Q2 and Q4. It aimed to raise $1 billion in its first public offering, with no. Let’s start with the obvious: Fundrise charges its clients a small fee for our advisory services — 0. Another thing you should understand is that Fundrise is an entirely legit 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. Absolutely. 44 advisory fee paid to Fundrise. Fundrise Interval Fund purchased 146 rental homes April 21 in the Treeline Trails community in West Jacksonville near Maxville for $48. As for me, I invest with Fundrise so I could buy their shares via iPO. Simplicity, single fund, no wasting time "strategizing," no holding period. Legally, interval funds are classified as closed-end funds,. Its business model is an end-to-end alternative investment platform. Understanding this new policyThere are positive reviews being posted by people who work for fundrise. 5 million people. We consider the Fundrise Interval Fund's structure, fees, leverage, acc. 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. Click on the fund you want to directly invest in. S. 3 billion, and manages. Dividends are paid quarterly and can either be reinvested or paid out to your bank account. ge1 Posts: 772 Joined: Sun Apr 29, 2012 1:15 am. Been in Fundrise a couple years, the average dividend is very low (3-4. If you liquidated any eREIT/interval fund shares in the prior year, you should expect to receive a Form 1099. In 2019, Fundrise had a net return across its entire platform of 9. Accordingly, effective immediately, all references in the. An interval fund is a type of investment company that periodically offers to repurchase its shares from shareholders. Why Fundrise. Unlike REITs and funds, there is no penalty for liquidating Interval Fund shares quarterly. 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-. Time elapsed since initial investment Cumulative net return 1 year 2 years 3 years 4 years 5 years 6 years 7 years 8 years -25% 0% 25% 50% 75% 100% 125% 150% 175% 200%. Net asset value (NAV) 13. This means that over a 12-month period, you will pay a $1. At each quarterly interval, you can choose to invest in more shares. 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. 85% of that is factored into the net returns (like an expense ratio on a mutual fund or ETF) and 0. A diversified portfolio is more likely to have good gains, and they added this income real estate fund in 2021 to give real estate investors more options. 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. The investment platform also boasts an easy-to-use interface and account structure. 85% flat management fee for the Flagship Fund, the Income Real Estate Fund, and its eREITs and eFund. You can find more information, including the Innovation Fund prospectus, on the Innovation Fund Offering page. 47%. Flagship Interval Fund (Balanced) $851,006,308: Jan 2021: 5. 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. For those who. 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 also charges real estate companies a one-time 1% to 2% origination fee and a $5,000 closing cost. 50 advisory fee for every $1,000 youve invested with us. 98%. That equates to $8. This video analyzes Fundrise's new flagship fund offering, the Fundrise Real Estate Interval Fund. 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. If you own shares of the Fundrise eFund, you should expect to receive a Schedule K-1 tax package. Over 2 months to get your money! I thought this was just ridiculous. Currently, Fundrise. 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. $10,185. The Innovation Fund will take several years to get rolling. 85%. 98 million. 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. In addition to eREITs, Fundrise offers an Interval Fund that combines the features of a real estate fund and a mutual fund. 2+ billion in assets under management, $7+ billion in total asset transactional value, and over 387,000. Fundrise Review 2023 – 7 Years After Investing. Owning the fund gives investors access to pre-IPO startups that would be otherwise inaccessible. I've paid only $15 since 2020 to get access to those returns. Re: Fundrise vs. 5 million portfolio of single-family rental asset-backed securities (ABS) across four issuers, for a weighted average gross yield of approximately 8. $10 Minimum Investment 1. Fundrise Starter Portoflio. 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. 2022 YTD returns (as of July, 2022): 6. We have pioneered the largest worldwide conversation about what it means to be a good man in the 21st century. 7. 50 in management fees for every $1,000 invested. This lets everyday investors get in on real estate without having to own entire properties themselves. While the Fund expects to focus on late-stage tech companies, it is intended to be a multi-stage, crossover fund investing opportunistically. Fundrise takes any potential security issues seriously, and encourages the responsible and timely reporting. Low Investment Minimum . 25% based on net asset value and a one-time, 2% setup fee if you invest less than $250,000. 86, with $20. Instead of buying a single piece of property by yourself, you and other investors buy shares in a fund that owns or finances multiple. Where Fundrise shines. Ease of use - 4. Interval Fund: A Real Estate Fund with Mutual Fund Features. Introducing the Fundrise Real Estate Interval Fund | Fundrise. Fundrise is an online-based real estate firm that pools money from regular investors to purchase shares of residential and commercial properties. 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. 85% annually. 9 million, and the Growth eREIT 2019, which invested roughly $6. That interval fund appreciation though. The 1% dividend on the interval fund is after expenses so you are not losing money on the outset. Quarterly liquidity. 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. 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 . 5 million helped fund the acquisition of 22 finished homes within the. Below are the Fundrise 2021 returns of client accounts by investment plan objective. Income: +17. End of ‘21 ended at $22543. It has been made available as a supplemental resource for prospective investors in the Fund. 15%, although this is is 50% – 80% cheaper than other private real estate funds. are heavily weighted in the Interval Fund, which had a 33% return. 67 and $4013 net returns, of which Dividends at $520. But for now, it's pretty amazing we could. Additionally, Fundrise’s interval funds offer a quarterly liquidation option, providing a compelling choice for investors who desire more frequent access to their funds. 15%, although this is is 50% – 80% cheaper than other private real estate funds. We expect the aggregate purchase price of all 128 homes in the completed community will be roughly $40. ) Access to our Flagship Fund: Investors will be allocated entirely to our Flagship Fund, which already owns over $250 million worth of. Fundrise has some of the lowest minimums compared to other real estate investment platforms, with a plan that lets you invest as little as $500. Quarterly Updates / Interval Fund Market Keeps. This acquisition was made by a joint venture between two Fundrise sponsored funds, the Fundrise Interval Fund, which invested roughly $2,467,000, and the Growth eREIT VII, which invested $274,000. The largest credit funds include Stone Ridge Trust V, with $2. The minimum investment to start with Fundrise is $10. I like the sunbelt strategy, many SFR REITs have been doing this and PE and institutional investors are getting into it. Q3 2021 performance update: A. Growth: 25. and when compared to public bonds like the Vanguard Bond Fund, the Starter Portfolio from Fundrise more than doubles the annualized dividend yields. “eDirect Fund Investors” are investors in the eREITs®, the Fundrise eFund, the Fundrise Interval Funds, or other programs sponsored by Rise. 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. 8% compared to the end of 2021. All in all, the Fundrise Innovation Fund makes investing in private technology companies possible for retail investors. I know RM is dividend yield is higher but not sure after fees. Strategy This investment follows a Fixed Income strategy Fundrise Real Estate Interval Fund 2 'JMFE QVSTVBOU UP 3VMF BA brief history of venture capital, including what makes some funds more successful than others, such as recognizable branding and access to the top companies in tech. Most of my money is in the Interval Fund which seems to be rising in NAV rapidly. The Fundrise Real Estate Interval Fund focuses. 56% across all client accounts, during what was anticipated to be a year where returns were likely to be somewhat depressed due to an initial ramp up period. 15% advisory fee) That said, there’s no clear winner when it comes to fees, so it’s a tie between Fundrise and Yieldstreet in the fees category. 51% over 40 years, while Fundrise has a track record 7. Fundrise Real Estate Interval Fund, LLC (Exact name of registrant as specified in its charter) Investment Company Act File Number: 811-23448 . In 2021, Fundrise delivered our strongest ever total performance, generating an average net return for investors of 22. 6 million. 34%. <strong>We're sorry but Fundrise doesn't work properly without JavaScript enabled. Overall: 22. It's free to explore and learn more. Dividends are paid quarterly and can either be reinvested or paid out to your bank account. Keep in mind that Fundrise is highly illiquid and therefore difficult to pull your funds when you need it. Streitwise’s closest competitor from an income generation perspective is Fundrise’s Income Real Estate Fund, which currently has a 6. The Growth eREIT VIII, which invested $2 million and the Fundrise Interval Fund, which invested roughly $17. With a $10 minimum investment, it significantly. Initial Investment. $5,000 Minimum Investment. Out of these 6 years, only 1 quarter experienced a negative return. $3,478. 2021 I was at 26% mainly in interval. 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. Fundrise is America's largest direct-access alternative asset. Fundrise is great for diversification. Fundrise allocates your money based on which plan you choose. )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. S. The Fund’s investment objective is to seek to generate current income while secondarily seeking long-term capital appreciation with low to moderate volatility and low correlation to the broader. Interval Fund answers from Fundrise. 81T and bought an estimated value of $127. Now, I'd like to focus on prioritizing yield going forward for my new contributions. Fund category. . Investors can now participate in Fundrise’s interval fund. Fundrise is America's largest direct-access alternative asset manager. While some years have underperformed the stock market, Fundrise investments have outperformed many other real estate investments thanks to its focus on fixed-income and preferred equity investments. Many of the features you should know about were mentioned in the pros section of this Fundrise review. Minimum investment: $10. 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). S. Show overlay. 0 million, and the East Coast eREIT, which invested roughly $28. How it works. I've been working with Fundrise for close to a decade and have spoken to the CEO, Ben Miller, at length. Mar 31, 2022. 18%. 5. The Real Estate Interval Fund is a publicly registered interval fund that enables investor access online. As a result, nearly every one of our investors had a unique return for their Fundrise portfolio based on their specific set of individual circumstances. Absolutely. The transaction referenced in this memo was a co-investment transaction made by the Fund, which invested roughly $4,021,000, and an affiliate of the Adviser, which invested roughly $447,000. 0 score derived from 354 ratings. The Fund intends to generate returns by investing in a wide array of credit instruments and asset-backed securities, including securities that are not otherwise. Historical and projected performance disclosure. 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. 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. 11% as well as. Dividends. Fundrise is a platform that allows you to begin your investment journey for as low as $10. 5. With all fund merger spree fundrise is on, it’s time to take a chill pill for sometime until all consolidations are completed. For those investors who prefer a more liquid investment strategy, Fundrise also offers their Interval Fund that is quite popular. This means we earn a small commission (at no additional cost to you) if you purchase a product through our links. Fundrise, LLC (“Fundrise”) operates a website at fundrise. 8 million and the Growth eREIT VII, which invested roughly $6. It contains more assets and offers greater diversification yet still provides the benefits of eFunds and eREITs. 20036, by calling (202) 584-0550, or by visiting the Fund. The initial $5,000 I invested was split into two sections: Income eREIT and Interval Fund. This gets one access to single family homes in the sunbelt if wanted. Depends on your level too. 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. 8 million. Fundrise charges annual fees that add up to 1% of your investment. 4%. First, they charge a 0. However as I’ve learned more. Fundrise primarily invests in online REITs (eREITs), eFunds, and an Interval Fund. It has been made available as a supplemental resource for prospective investors in the Fund. Monachil Capital Partners, LP registered the Monachil Credit Income Fund (the "Fund") on 6/21/21, which will focus on providing investors with current income and attractive risk-adjusted returns. Please don’t invest here. One of the big things we need to cover in this Fundrise Review is why commercial real estate is a great place to invest your money and a great long term investment. Value Add. 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. If you're looking for a safe 1 year investment with a 5-10% return, buy an i-bond. It provides benefits of simpler liquidity, lower fees, and better diversification. This acquisition was made by a joint venture between two Fundrise sponsored funds, the Fundrise Interval Fund, which invested roughly $14. S. I will update price changes as they come in. 71% returns between 2017 and 2021. 85% of. 02 and Appreciation at $$3513. Annualized distribution rate. The returns you see are after expenses. Start With Just. 85% of assets. . Asset management fee of 0. 99% . The information contained herein neither constitutes an offer for nor a solicitation of interest in any securities offering; however, if an indication of interest is provided, it may be withdrawn or revoked, without obligation or commitment of any kind prior to being accepted following the qualification or effectiveness of the applicable offering document, and any offer, solicitation or sale. Most of our eREITs update their NAV at the end of each quarter, and the Fundrise eFund updates its NAV semi-annually. 81, while the Fundrise site quotes it as $12. Foreside Fund Services, LLC provides marketing review services for DoubleLine Capital, LP. offer fund registered under the 1940 Act (the “Fundrise Innovation Fund”), each of which is sponsored by Rise. There is a place for Fundrise but not let’s. Go to FundRise r/FundRise • by KingSpillah. The Roots Fund returned 18. There are five packages to choose from, which are more attractive to high-risk investors at $10,000 and $100,000, respectively. Real estate builds wealth in a gradual manner, not in an aggressive manner like equities. 41B worth of shares. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Interval Fund: A Real Estate Fund with Mutual Fund Features. This acquisition was made by a joint venture between two Fundrise sponsored funds, the Fundrise Interval Fund, which invested roughly $27. NAV (net asset value) is typically updated daily for the interval funds (Flagship Real Estate Fund and the Income Real Estate Fund). Real-time returns of client accounts. I don't have anything negative to really say about Fundrise. The key benefit of this is that you can turn high profits without making much effort. • 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. I wonder if the Heartland fund will be merged into the Interval Fund along with the four other balanced/growth and income funds — similar to what they did with the income funds. It is best for those in need of long-term investments. Invest online in commercial real estate via eREITs and eFunds. Fundrise Review at a Glance. For more information, see the full. 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. We would like to show you a description here but the site won’t allow us. 99%. 20036 (Address of Principal Executive Offices) (202) 584-0550 (Registrant’s Area Code and telephone number)With Fundrise, you can get a piece of the private real estate fund action at a fraction of the cost. If you liquidated any eREIT/interval fund shares in the prior year, you should expect to receive a. 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. Pros: Invest with just $10. The app stands out by rounding up your everyday. 8. 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. Further, their new Flagship Interval Fund was up 28. Want to level up? Bust out your wallet (or ACH routing number and account number). With only a $10 investment minimum, Fundrise provides access everyone in private growth companies. 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. Growth: 25. It had a target initial offering of $1 billion with no cap on its offering capacity. Fundrise Fees. Vanguard Real Estate ETF invests in REITs and companies that buy real estate. Full Fundrise Review. Acquire and (re)develop the real estate, often from the ground up. In this article, Fundrise kind of dogs on Vanguards fees, saying: Fundrise charges investors a small fee for our unaccredited investor offerings 0. YTD, through August 2022: Total return of $499. 1 out of 5 rating on Trustpilot, with over 315 reviews. 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. Other Annual Fees. We use the industry’s first fully integrated, end-to-end technology platform to build and operate our $7+ billion. 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. 2021: Dividends, $229; capital appreciation, $1,308. This is a pretty even split among the two portfolios.