Fundrise is a leading real estate investing platform today with over 220,000 clients and $2.5+ billion in assets under management. The firm recently launched a new performance track record tool to boost transparency for individual investors.
With stock market volatility back and negative real mortgage rates, my focus is moving towards capital preservation and investing in diversified real estate funds. The 10-year bond yield’s recent move below 1.4% is a good tailwind for real estate demand.
Fundrise is a proud sponsor of Financial Samurai. Here is their guest post explaining their latest innovation.
New Fundrise Performance Track Record Tool
For all the innovations in investing brought by fintech, the salient question for most savvy investors really hasn’t changed. And that is: What’s the return on my investment going to look like?
Investment firms can’t predict the future, of course. We’ve all read those disclaimers about the limitations of “past performance.” Typically, a finance firm will give you some information about what’s happened in the past and leave it there. And like most firms, that’s what we already offered: data on average historical returns.
We took that data to a new level, unveiling a tool that lets Fundrise members see the actual performance of individual clients in real-time.
Instead of rolling up all individual client accounts into a single, blanket “x%” figure, our tool unrolls our overall performance figure. It lets you view returns for every individual who’s ever invested in Fundrise.
These aren’t accounts we’ve selected to share — they are auto-populated by the tool, which includes every single Fundrise client portfolio that fits the parameters of the chart.