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Benefits that grow with you

When your account reaches $100,000 or more, you'll gain access to premium features.

Exclusive investments

We periodically offer private investment vehicles to take advantage of unique windows of opportunity.

White-glove support

We have a small, elite team dedicated to supporting high-end clients who may require more sophisticated solutions.

No advisory fees*

We will waive your advisory fee (0.15%) for the subsequent 12 months when you reach $100,000 in AUM for the first time.

$3B+
Assets under
management
$420M+
Cumulative net
distributions

about the assumptions of this section.

Featured offerings

These are accredited-only, closed-end funds that invest according to specific investment strategy or take advantage of unique windows of opportunity. They typically have higher investment minimums with limited or no liquidity.

Accredited Only

Opportunistic Credit Fund

Closed Private credit

Sentiment has become highly risk averse, despite the fact that opportunities now are much more attractive than in 2021. Fundrise currently has more quality deal flow than dollars to deploy. The Opportunistic Credit Fund, a private closed-end fund, captures this short-term opportunity. Interested investors should contact investments@fundrise.com.

12.8%
Annualized return since inception
$106M
Net asset value (NAV)
12.25%
Annualized distribution rate
ObjectiveCash flow
Net asset value$106M
Inception dateJan 2023
Minimum investment$100,000
Accredited Only

Fundrise Opportunity Fund

Closed Private credit

Fundrise launched one of the first and largest Opportunity Funds in the country in 2018, allowing thousands of Fundrise investors to take advantage of the one-of-a-kind tax benefits associated with Opportunity Zones during the limited window provided by Congress. Opportunity Zones are census tracts designated by state and federal governments targeted for economic development.

By investing in the Opportunity Fund, investors were able to not only defer and reduce their existing capital gains tax liability, but also eliminate future capital gains taxes on any returns earned from the Opportunity Fund investment itself.

ObjectiveGrowth
Inception dateFeb 2018
Minimum investment$25,000
Accredited Only

Short-Term Notes

Closed Private credit

Fundrise's Short-Term Notes product offered accredited investors extraordinarily competitive interest rates with relatively short hold periods, during a period of time when interest rates available to investors via CDs or money market accounts were often less than 1% (2020-2022).

This was a true win-win for the Fundrise platform and our investors, as it allowed our real estate portfolio access to a flexible source of temporary borrowing, which in turn allowed us to better manage cash flow, close on the best investment opportunities when they present themselves, and keep our investors' long-term capital efficiently deployed.

ObjectiveCash flow
Inception dateNov 2020
Minimum investment$5,000
Maximum investment$250,000

Take your portfolio to the next level

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Annualized return since inception is calculated as a compound average annual return of the fund from the fund's inception date to the most recent month-end. Returns are a sum of NAV appreciation and dividends.The net value of the fund's assets less its liabilities as of Sep 30, 2025.Current month's distribution is annualized and divided by the prior month's net asset value per share.