Advisory Client returns
Diversifying outside of the public market not only helps in managing risk through non-correlated investments, but also opens up an opportunity for potentially higher returns and strategic investment advantages, thus playing a crucial role in a comprehensive investment strategy.
Fundrise investments are intended to be held long-term, as private investment funds take time to generate value. The data below supports the strategy that time on platform can significantly compound earnings, ultimately yielding the best returns for those who invest with a long-term perspective.
Average returns for each investor based on how many years they've been invested in Fundrise between 2015-2025
about the assumptions in this section. The foregoing performance information is presented solely with regard to the advisory client performance of the clients of Fundrise Advisors, LLC pursuant to the Investment Advisers Act of 1940, and does not represent the performance of any individual investor or any individual or aggregate performance of any funds with offerings qualified pursuant Regulation A of the Securities Act (the "Regulation A Funds"). For more information about the Regulation A Funds, and their corresponding Forms 1-A, including their individual performance information, please click .
Insights on portfolio performance and market trends
Jan 02, 2025
In our annual letter to investors, we discuss how falling interest rates over the course of the year kicked off what we expect to be an extended period of positive returns for real estate (and private markets more broadly), with the potential for even more positive tailwinds in 2025.
Oct 11, 2024
Strong operating performance continued across the portfolio with the majority of Funds delivering positive results.
Aug 02, 2024
After a strong start to the year, continued momentum in property fundamentals led to another quarter of positive returns across the majority of the portfolio.
Apr 15, 2024
Ongoing improvement in property operations combined with stabilizing rates has driven strong positive performance that we expect to continue.
Real estate allows investors to accrue a unique mix of both long-term appreciation and income potential. The figures here represent the income portion of advisory client returns through Fundrise and do not include appreciation over time.
| Investment objective | Currently declared annualized yield | 12 months ending September 30, 2025 |
|---|---|---|
| Income | 7.74% | 7.40% |
| Growth | 0.15% | 0.63% |
| Balanced | 0.00% | 2.27% |
$ 454,417,188 .37Cumulative net distributions earned by advisory clients
about the assumptions in this section. The foregoing performance information is presented solely with regard to the advisory client performance of the clients of Fundrise Advisors, LLC pursuant to the Investment Advisers Act of 1940, and does not represent the performance of any individual investor or any individual or aggregate performance of any funds with offerings qualified pursuant Regulation A of the Securities Act (the "Regulation A Funds"). For more information about the Regulation A Funds, and their corresponding Forms 1-A, including their individual performance information, please click .
Private real estate has historically shown less volatility compared to public REITs (real estate investment trusts). While public REITs are subject to market and sentiment-driven fluctuations, private real estate has been steady in comparison — exhibiting more smooth and gradual growth overall.
| Fundrise1 | Public REITs2 | |
|---|---|---|
| 2025 YTD | 2.23% | 1.71% |
| 2024 | 5.75% | 4.33% |
| 2023 | -7.45% | 11.48% |
| 2022 | 1.50% | -25.10% |
| 2021 | 22.99% | 39.88% |
| 2020 | 7.31% | -5.86% |
| 2019 | 9.16% | 28.07% |
| 2018 | 8.81% | -4.10% |
about the assumptions in this section. The foregoing performance information is presented solely with regard to the advisory client performance of the clients of Fundrise Advisors, LLC pursuant to the Investment Advisers Act of 1940, and does not represent the performance of any individual investor or any individual or aggregate performance of any funds with offerings qualified pursuant Regulation A of the Securities Act (the "Regulation A Funds"). For more information about the Regulation A Funds, and their corresponding Forms 1-A, including their individual performance information, please click .
These publicly registered funds are our largest and most diversified, and are akin to mutual funds of alternative assets.
Aims to give all investors the opportunity to invest in a portfolio of top-tier private technology companies before they IPO.
An opportunistic strategy for income-focused investors that capitalizes on today’s lending environment.
Designed to deliver long-term appreciation from a diversified portfolio of our most favored real estate investment strategies.
