Fundrise Review



Fundrise advertises access to a private market real estate portfolio. Through its website investors can choose from plans that place funds in “eREITs,” real estate investment trusts that are qualified under SEC Regulation A. There is a starter portfolio with a 500 dollar minimum investment, and other plans have 1,000 dollar minimums.


                The shares are illiquid. If they are redeemed within 5 years of purchase there is a 1-3% penalty. Even then, withdrawals are on a quarterly basis and can be limited based on management’s discretion. Currently individual requests are limited to 50,000 dollars, and all requests can be no more than 1.25% of a fund’s assets, as described on page 23 of one of funds offering circulars.


                The website advertises 8.7-12.4% historical annual returns through 2019. This is based on dividend payments and the appreciation of the value of the real estate. Fundrise’s Supplemental Growth, Balanced Investing, and Long Term Growth plans intend to vary the source of returns by investing in different mixes of income versus growth eREITs. Income eREITs intend to pay higher dividends, while growth funds focus on the appreciation of the real estate. Below is a list of the older eREITs and the dividends they have paid:

Fund
Time Period
Dividend
Offering Location
East Coast eREIT
11/1/16 – 4/30/19
7.64%   
Heartland eREIT
1/1/17 – 4/30/19
6.66%
West Coast eREIT
11/1/16 – 4/30/19
7.29%
Income eREIT
1/1/16 – 5/31/19
9.04%
Growth eREIT
4/1/16 – 4/30/19
6.81%
Income eREIT II
9/16/18 – 4/30/19
7.07%

              The dividends plus some appreciation of the underlying real estate would seem to support the advertised returns. There are other funds which are still starting operations and have not reported dividends in the offering circulars: Growth eREIT II, Income eREIT III, Income eREIT 2019, Growth eREIT 2019.





              Fundrise gets a 1% annual fee from investments through its plans. The fee is broken down so that .85% is for management of an individual eREIT, and .15% is for the platform and advisory services.

                Fundrise could be a reasonable choice for a long duration investment with a potentially good return. The downsides include limited liquidity and the opportunity cost of potentially higher returns from the stock market or other private investment vehicle.

Scam
Unsafe Investment
Very Risky Investment
Reasonable Investment
Disclosure: The author has invested in a Fundrise plan but does not have any other financial or affiliate marking relationship with the company.

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