Fundrise Portfolio Review For 2019

Fundrise is a crowdfunded real estate investing platform founded back in 2010. The company has been rapidly growing as of recent and quickly growing their managed capital to nearly 1 billion dollars.

If you have managed investment properties, you know the headaches that come with them. Fundrise is a great alternative investment option for those who wish to have exposure to real estate without the hassles of management.

My experience with Fundrise has been great thus far and has been a nice diversifier to my total investments.

Here is how my Fundrise portfolio has performed in the year of 2019.

 

Account Details

Investment Plan: Balanced Investing Plus

I specifically decided to opt in due to the extra exposure I wanted in Los Angeles. Keep in mind, by doing so, this will result to K1 tax forms.

Account Level: Advanced

Investor Since: April 2018

 

Portfolio Performance

 

When stock markets turned bitter in 2018, Fundrise played a great role as a hedge against the downside in stocks. I’m hoping it continues to maintain stabilized returns above 5% while providing some downside protection during times of market volatility.

Keep in mind these numbers do not include returns from Fundrise iPO holdings.

Dividends are distributed every 3 months. Here are the distributed dividends, YOY dividend growth and yield.

 

 

Fundrise iPO

Fundrise has been on a tear lately. 2019 turned out to be a great year for shareholders as the company is experiencing exponential growth. Here are some highlights for the year.

Fundrise iPO Returns

In early 2020, iPO share prices rose by another $0.42. That would result to a total gain of 23.3%.

In Summary

The goal is to hit a portfolio target of $50,000. My focus on stocks have kept me from investing more heavily into Fundrise. Thankfully, iPO shares have been doing quite well which helped the holdings climb half way towards my projected target.

My expectations for Fundrise returns are modest (5-8% annual return). I am not investing in Fundrise for double digit returns minus the iPO. My purpose for Fundrise is primarily for dividends. Currently, dividends are not reinvested and have no plans to do so at the moment. I enjoy the dividends being deposited into my checking account for me to use. 😊

I remain cautiously optimistic about Fundrise and its ability to weather tougher market conditions. However, after reading many of their reports, opinions and market analysis, they seem to emphasize the importance of being good stewards of investor capital. The transparency provided by the company helps investors like myself and looking forward to even MORE transparency as the company progresses towards the next stages of growth.

If you are interested in investing in Fundrise, here is my review.

Feel free to sign up and give them a try!

Thanks for reading and happy new years!