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 generated average time-weighted, weighted-average annualized returns of 10. 98 million. This acquisition was made by a joint venture between two Fundrise sponsored funds, the Fundrise Interval Fund, which invested roughly $58. residents. As of 2023, the company currently manages over $3. 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. late tomorrow), and then the interval fund NAV changes should be in by 4/1 eastern time. The $25 bonus will be credited to your account within approximately one week. Aggressive Growth portfolio. 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). “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. The platform combines state-of-the-art technology with in-house expertise to reduce. 15%, although this is is 50% – 80% cheaper than other private real estate funds. 5 million portfolio of single-family rental asset-backed securities (ABS) across four issuers, for a weighted average gross yield of approximately 8. Fundrise boasts an average income return of 5. federal income tax purposes under the Internal Revenue Code of 1986, as amended (the “Code”), commencing with its taxable year ending December 31, 2021. There is a place for Fundrise but not let’s. You'll get a 1099 for returns. 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). . 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. Simplicity, single fund, no wasting time "strategizing," no holding period. Fundrise is a real estate investment platform designed to give retail investors access to institutional-quality real estate assets with flexible minimum investments. 1 out of 5 rating on Trustpilot, with over 315 reviews. December 1, 2022 by mydollarinvest. RealtyMogul Review (2022) - How It Works,. 63%. You can confirm if you own shares of the Fundrise eFund in the portfolio section of your dashboard by clicking on “Growth Real Estate” and looking through the list of your growth funds. Inception date Jan 2021. 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. Net asset value (NAV) 13. It features more liquidity than eREITs and eFunds. Fundrise Review at a Glance. 44 advisory fee paid to Fundrise. It contains more assets and offers greater diversification yet still provides the benefits of eFunds and eREITs. While the Fund expects to focus primarily on late-stage, pre-IPO companies, it is intended to be a “multi-stage” Fund investing in both early-stages and late-stages, as well as holding. 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”). Social Media Disclosure. Fundrise is a real estate investing platform that began in 2012. Other Annual Fees. Understanding this new policyThere are positive reviews being posted by people who work for fundrise. 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 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. Additional Information: An investor in the Fundrise Real Estate Interval Fund (the “Flagship Fund”) should consider the investment objectives. 47%. Aug 31, 2023. Its 52-week. 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. Fundrise Real Estate Interval Fund 2 'JMFE QVSTVBOU UP 3VMF B 'JMF /PFundrise revealed that their largest income-focused fund, the Income Interval Fund, has “paid an approximate 8% annualized distribution through the first six months of the year. Many of the features you should know about were mentioned in the pros section of this Fundrise review. Quarterly liquidity. So far in the first half of 2022, 8 new interval funds have launched. 5 billion, up 29. The sign-up bonus of $10 is for shares in the Fundrise Real. Income: +17. Why Fundrise. 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. You can find annual audited financials for our parent company, Rise Companies Corp. However, appreciation gains are projected to sit between 8. 3%. It focuses on. The bottom line: Yieldstreet allows investors to participate in crowdfunding for a wide array of alternative investments, including real estate, commercial, legal and art. 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. 2. That equates to $8. Fundrise's investments returned 1. Starter – The Starter Portfolio gives access to Fundrise’s flagship fund. Gain access to real estate deals starting with just $10 and without being an accredited investor or paying expensive fees. 85% of. According to their statistics, Investors using Fundrise have earned over $100 million in total net dividends. the Fundrise Real Estate Interval Fund, LLC (the Fund). Value Add. , on the Securities and Exchange Commission’s (SEC) EDGAR site. 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. Interval Fund: A Real Estate Fund with Mutual Fund Features. 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. The average historic returns of US RE syndications has been 6-8% depending on the strategy. Additional Information: An investor in the Fundrise Real Estate Interval Fund (the “Flagship Fund”) should consider the investment. Acquire real estate that needs improvements and / or lease-up. 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. 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. We expect the aggregate purchase price of all 128 homes in the completed community will be roughly $40. Packer. -based investors. Depends on your level too. e. You can find more information, including the Innovation Fund prospectus, on the Innovation Fund Offering page. ge1 Posts: 772 Joined: Sun Apr 29, 2012 1:15 am. 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. Acquire real estate that needs improvements and / or lease-up. From the the SEC filing:. Merger of Income eREITs expected to occur early next year. New Interval Fund Registrations. 25% of net asset value. Commissions do not affect our. Groundfloor is a solid real estate debt crowdfunding platform with $41. 15% annually. of the Fund or Fundrise Advisors, LLC, the Fund’s investment adviser (“Fundrise Advisors”). 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. Here’s what you need to know before investing in the Fundrise Real Estate Interval Fund. For more details, please read our Fundrise review. 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. S. Returns Underperform Public REITs. 0 million. 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. The Fundrise Innovation Fund is a multistage venture capital fund available to all U. To access the Funds Section 16 Information, click here. The downside of that is that you don't capture all the upside in a year like real estate's seen in the past year. Commissions and fees - 4. 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. Annualized distribution rate. In 2021, Fundrise delivered our strongest ever total performance, generating an average net return for investors of 22. Fundrise takes any potential security issues seriously, and. 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. 99% . You should not expect to receive any dividends from this investment. The platform provides investors exposure to various real estate asset classes, including single-family homes, multifamily properties, and commercial real estate, through private funds that typically pay quarterly distributions of dividends from income and returns of capital. The Roots Fund returned 18. 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%. As communications in our industry are highly regulated, please review the Fundrise Commenting Guidelines before leaving any comments or reviews on any social media network. 0% is from the Growth Real Estate and 6. 71 (26%) is invested in the Flagship Real Estate Fund. Since 2017, Fundrise has delivered average annualized returns of 12%, hitting 23% in 2021. 12%. Learn more about Fundrise in my Fundrise Review! 7. 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. 25% based on net asset value and a one-time, 2% setup fee if you invest less than $250,000. A deep dive into one of our target investment sectors for the Fundrise Innovation Fund. Over 2 months to get your money! I thought this was just ridiculous. If your very concerned about it, either don’t invest, or ONLY invest funds you wouldn’t mind losing. 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. The fund intends to offer quarterly liquidity (in the form of quarterly repurchase offers) with zero penalties or costs. Shares in the Interval Fund can be liquidated only once per quarter. 2 “Affiliated Fund” means any Existing Affiliated Fund, any Future Affiliated Fund or any Fundrise Proprietary Account. I like the sunbelt strategy, many SFR REITs have been doing this and PE and institutional investors are getting into it. 15% account management fee for a total of 1% in combined annual fees. Despite its user-friendly mobile focus, Webull doesn't compromise on advanced tools, boasting comprehensive charting and. To learn more about how NAV is calculated, please read our blog post. 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. 76 portfolio and walk you through my experience with my investments. Flagship Interval Fund (Balanced) $851,006,308: Jan 2021: 5. To start investing in Fundrise, you need an account and as little as $10 of capital. For those who. 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. federal income tax purposes under the Internal Revenue Code of 1986, as amended (the “Code”). Curious how has everyone's Fundrise account returns been in 2022 and the last few quarters during this downturn period? Advertisement. 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. Fundrise Real Estate Interval Fund Review | Money For The Rest of UsCons Of Investing In Fundrise. With the starter portfolio, you can invest in eREITs for a starting investment of just $10. 67 and $4013 net returns, of which Dividends at $520. Fundrise Fees. Initial Investment. Fundrise is an online-based real estate firm that pools money from regular investors to purchase shares of residential and commercial properties. However, it's crucial to note that past performance is not a guarantee of future results. Here are my returns as of April 2023: 2019: 6. 3% but you have to wait until the quarter ends for returns. of the Fund or Fundrise Advisors, LLC, the Fund’s investment adviser (“Fundrise Advisors”). Basic – The Basic Portfolio allows users to choose their individual investing goals and open a self-directed IRA. Objective Appreciation. If you sell shares within five years of buying, you pay a 1% penalty on Fundrise eREIT shares (but not Interval Fund shares). . 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. Total dividends. 55 per share, but shares were being offered to investors at a price of $10 each. Other Annual Fees. The Fundrise Interval Fund acts as a real estate investment trust and is aimed at retail investors, who can invest as little as $10. Here you will see a compete breakdown of the fund and its performance so far. 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. 30 total complaints in the last 3 years. It offers quarterly liquidity, which gives you more ready access to your funds, and it's priced daily (eREITs and other funds are typically updated quarterly or semi. This morning I logged in to see the Interval Fund has appreciated (currently $10. NerdWallet rating. I don't have anything negative to really say about Fundrise. The advantage is that if things go the other way, there's likely less downside / volatility. It has been made available as a supplemental resource for prospective investors in the Fund. 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 sit in different areas of risk in. As of April 1, 2022, these funds were merged into the Fundrise Income Real Estate Fund, an SEC registered interval fund. At the end of 2022, interval fund net assets totaled $63. Rising rates had the impact that most would. 02 and Appreciation at $$3513. Fundrise Interval Fund and Growth eREIT VII. Net asset value $1. Fundrise takes any potential security issues seriously, and encourages the responsible and timely reporting of. 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. Results for the non-interval fund NAV changes should be in once we get to 3/31 eastern time (i. with the opportunity to invest in pre-IPO startups. Personally, I've invested $810,000 in real estate crowdfunding so far. Fundrise also comes with a lot of features that make it a unique crowdfunding platform. It has been made available as a supplemental resource for prospective investors in the Fund. Balanced: 23. My Take: Fundrise offers an easy way to diversify your real estate portfolio. )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. 99%. 6. It aimed to raise $1 billion in its first public offering, with no. They are aiming to provide a balance between short-term and long-term investors in their platform. 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. Income: +17. Fundrise has a 0. 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. 15% annual advisory fee, Fundrise continues to provide one of the most competitively priced real estate investing platforms on the market. 50 advisory fee for every $1,000 youve invested with us. 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. The Fundrise Flagship Interval Fund has an expense ratio of 1. While 9. 15% and an annual asset management fee of 0. 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. That is to say that we think of the Fundrise Innovation Fund as an “and” not an “or” type of fund launch (as it. This amounts to a collective annual gain of. From 2017 to 2021, the average annual return was 10. This year is . On top of that, Origin charges a variable performance fee. The Prospectus of the Fundrise Real Estate Interval Fund, along with additional related information, may be. Perhaps u/BenMillerise will consider making that happen, I've seen it being requested quite often here. Under the 1940 Act, each repurchase offer must consist of between 5% and 25% of a fund’s outstanding shares. Hopefully, this will help you decide if in. Further, their new Flagship Interval Fund was up 28. Multi-stage crossover strategy. 1 out of 5. The Fundrise Real Estate Interval Fund focuses primarily on private real estate investments. 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". 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. Interval fund: More and more liquid options are available than eREITs and eFunds. I turned $1,000 into $1,400 but imagine if I invested more money upfront. Homes in the Treeline Trails subdivision. Its business model is an end-to-end alternative investment platform. 86, with $20. 5. The Fundrise Real Estate Interval Fund (the Fund) is an unlisted closed-end management investment company that is operated as an interval fund. Data should come in at the stroke of Midnight EST. Fundrise is a crowdfunding platform for private real estate investing. Currently displaying data for 532,967 accounts. Fees: Annual Advisory Fee: 0. Try Robinhood where they don’t “lose (steal)” your money. In addition to these funds, Fundrise offers the core Flagship Fund, Income Fund, and Interval Fund. 5%. This compares to -25. score 2 / 5Huge fan of Fundrise. As to why you can only invest in the Interval Fund, I think that's how FundRise makes their platform work. If you were to invest in both interval funds, you'd have a solid set-up. 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. 5 million, and the East Coast eREIT, which invested roughly $3. Link your bank account to your Fundrise account. 5 million. Unlike traditional real estate investments, which require thousands of dollars in capital, Fundrise users can invest with as little as $10. 71% returns between 2017 and 2021. Webull. 15% for a given fund is an implicit expense. The second quarter of 2021 set a new record, with ten new funds filing initial registration statements with the SEC. Mar 31, 2022. Now the Fundrise Innovation fund is open to everyone who is interested in investing in private growth companies. 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. 99% . Fundrise allows individuals to invest in a low-cost, diversified portfolio of institutional-quality real estate. 4. Now, I'd like to focus on prioritizing yield going forward for my new contributions. Most people are attracted to Fundrise because it allows you to own quality real estate investments with minimal capital and low fees. The minimum investment is $1000. 28 invested in Fundrise’s real estate portfolios . Here is my Opportunistic Credit Fund review for those considering to invest. For example, the Income Fund at RealtyMogul pays a monthly 6% distribution. 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. A pair of Goldman Sachs-backed ventures gobbled up an entire rental home community in Florida last month for a cool $45 million, according to reports. ”the Fundrise Real Estate Interval Fund, LLC (the Fund). It specializes in private residential real estate, but has investments in various types of commercial real estate as well. 1% is from the Income Real Estate. Not sad with my Fundrise investment, I'm in it for the long term, but. 8. Value Add. Over the past decade, we've consistently aimed to deliver better returns with less volatility. When are dividends paid?1. End of ‘21 ended at $22543. However as I’ve learned more. )Visit Fundrise Now. 2020: 6. 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. At each quarterly interval, you can choose to invest in more shares. As for its risk profile, it’s less risky than stocks but more risky than bonds. Balanced: 23. Fundrise Interval Fund purchased 146 rental homes April 21 in the Treeline Trails community in West Jacksonville near Maxville for $48. Another thing you should understand is that Fundrise is an entirely legit platform. Dear Fellow Shareholders,. In addition to a low investment minimum, Fundrise doesn't charge a percentage of profits, only 1. You’ll pay a 0. No AccreditationA fintech platform to provide more flexible equity funding for the best technology companies and the teams who build them. This video analyzes Fundrise's new flagship fund offering, the Fundrise Real Estate Interval Fund. Click the dots to view more detailed account information. 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. If you plotted long term graph of SPY vs Real estate, SPY comes ahead. . Real-time returns of client accounts. 42% between 2014 and 2019. Core – The Core account supports a more customizable investment plans. Returns and Performance. My intention is to diversify away from my expensive San Francisco real estate portfolio and earn more 100%-passive income. Private REITS will usually have a more concentrated portfolio than a public REIT ETF or mutual. 43 Comments / By Financial Samurai / 06/13/2023 I'm bullish on real estate for the next several years. I put $500 into it and when I checked my investment 1 year later, they said they had never received an investment from me. Decades of data show a stubborn trend: Recessions take months, or years, to reveal themselves. Interval funds. 3 billion. The Growth eREIT VIII, which invested $2 million and the Fundrise Interval Fund, which invested roughly $17. 1% after not even a full year of operation. In my Fundrise review, I'll share my $176,916. Introducing the Fundrise Real Estate Interval Fund | Fundrise. 12%. “eDirect Fund Investors” are investors in the eREITs®, the Fundrise eFund, the Fundrise Interval Funds, or other programs sponsored by Rise. 0 million, and the East Coast eREIT, which invested roughly $28. Kindly study them carefully: Pros. Their website notes they could waive this fee in certain situations. 47% was the net overall platform return, only a few investors earned exactly 9. Simply Put: Fundrise allows individual investors to invest in commercial real estate online through eREITS and eFunds. How it works. 1 million, and the Growth eREIT VII, which invested roughly $1. 6%. With a $10 minimum investment, it significantly. Strategy. At the time of launch, Fundrise already had about 150,000 investors spread across a series of REITs and eREITs, and although the Fund is an interval fund, it also elected to be taxed as a. For those investors who prefer a more liquid investment strategy, Fundrise also offers their Interval Fund that is quite popular. Credit is the largest category, accounting for 32% of total net assets. Currently displaying data for 532,967 accounts. Fundrise also charges real estate companies a one-time 1% to 2% origination fee and a $5,000 closing cost. the Fundrise Real Estate Interval Fund, LLC (the Fund). That interval fund appreciation though. It’s a’40 Act fund, like a normal mutual fund, but not traded on an exchange. It is best for those in need of long-term investments. This acquisition was made by a joint venture between two Fundrise sponsored funds, the Fundrise Interval Fund, which invested roughly $7. For more information, see the full. 8 million in equity capital. 18 complaints closed in the last 12 months. With 1% in annual fees for its real estate funds, which includes a 0. Talk about illiquid. Fundrise Real Estate Interval Fund, LLC (Exact name of registrant as specified in its charter) Investment Company Act File Number: 811-23448. 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. How much dividend do you get from Fundrise? 2020: Dividends, $226; capital appreciation, $234, for a total return of $452, net of fees. Investors can opt into the Fundrise Interval Fund for better ongoing access to invested. » Product Reviews » Fundrise Review 2022. 00. Key takeaways New Fundrise Real Estate Interval Fund to become flagship fund, aiming to provide investors with greater diversification, lower overall costs,. , 538-545 [2019-28491] Download as PDFIts been a busy year for interval fund sponsors. 2%. 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. Minimum investment: Investors can get started with Fundrise for as low as $10. Homes in the Treeline Trails subdivision. Flagship Real Estate Fund Historical Performance. 72 and 83. 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. Vanguard is noted for its low management fees. 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. 2021: Dividends, $229; capital appreciation, $1,308. But for now, it's pretty amazing we could. Those are higher than the returns provided by Fundrise and many other real estate crowdfunding platforms. However, here is a quick recap of everything you should. Fundrise is an investment platform that allows people to invest in diversified real estate portfolios for as little as $10. Value Net return . The interval fund sector set more growth records in 2022. (Public REITs were down ~5% in 2020, while most Fundrise accounts gained 5-8% . We would like to show you a description here but the site won’t allow us. Update Final: Looks like almost all funds dropped. 05 net returns, of which Dividends at $96. No action is needed — new investments will be allocated to the Interval Fund based upon an investor’s account level and plan type. 4. 8 million and the Growth eREIT VII, which invested roughly $6. 3. It had a target initial offering of $1 billion with no cap on its offering capacity. S.