I don’t like FundRise because for a small extra gain you get a lot of extra strings - the liquidity is super low - and really they are a small REIT - even in a non-tax Account - the big REITs give you more flexibility around switching to something different in 3-4 years if you want
I use them, they’re basically a REIT, avg about 8.7% over last 4 years. I like them, however only downside is that unlike an actual REIT that you can sell at any moment, its a very complicated process to sell anything and you get hit with fees if you withdraw within first 5 years. Again, I knew all this before going in, and did it anyway think it’s a good platform to park some money if you want to diversify
I utilized Fundrise as a method of diversification for my portfolio. KPMG 2 is spot on with their description. In addition, from what I’ve experienced, the returns are generated only on your principal investment rather than incremental returns for every incremental investment. Thus, the advertised “+8.0% return” is only on your principal so if you decide on using Fundrise, I recommend a heavy initial investment of +$2k. Otherwise, you could invest in a mutual fund (or a different fund with different security weights) to create a diverse portfolio.
This looks very interesting.. following
Do the Blackstone REIT...
www.breit.com
If you want access to BREIT you’ll need to go through BAML and need at least 500k of assets with them. Cadre requires that you’re a qualified investor
Very interesting indeed!
Seems very similar to YieldStreet.
Low cost REIT ETF is the better option.
VNQ and VNQI
I've used the following REIT since 2011 at about a 10% return...ARI.
How?
In your non or taxable account?
I'd put REITs in non-taxable due to all the dividends
I don’t like FundRise because for a small extra gain you get a lot of extra strings - the liquidity is super low - and really they are a small REIT - even in a non-tax Account - the big REITs give you more flexibility around switching to something different in 3-4 years if you want
I use them, they’re basically a REIT, avg about 8.7% over last 4 years. I like them, however only downside is that unlike an actual REIT that you can sell at any moment, its a very complicated process to sell anything and you get hit with fees if you withdraw within first 5 years. Again, I knew all this before going in, and did it anyway think it’s a good platform to park some money if you want to diversify
I utilized Fundrise as a method of diversification for my portfolio. KPMG 2 is spot on with their description. In addition, from what I’ve experienced, the returns are generated only on your principal investment rather than incremental returns for every incremental investment. Thus, the advertised “+8.0% return” is only on your principal so if you decide on using Fundrise, I recommend a heavy initial investment of +$2k. Otherwise, you could invest in a mutual fund (or a different fund with different security weights) to create a diverse portfolio.
Do the Blackstone BREIT.com if you want a REIT or Cadre.com if you want true RE private equity and the liquidity premium.