Letters to Investors

Revisit insights from our leadership team.

1-10 of 28 articles

Continued momentum through second quarter caps off historic first half of the year

Jul 09, 2026

The continued tailwinds for AI drove positive performance while average net returns for real estate were the strongest in nearly 5 years.

A historic quarter – Q1 2026 letter to investors

Apr 09, 2026

The first quarter of 2026 delivered landmark moments for the Fundrise platform and portfolio, even as global uncertainty rose sharply.

Investing through an inflection point

Jan 08, 2026

As AI accelerates economic change, long-term investors must balance capturing this once-in-a-generation opportunity with traditional business cycles and lofty valuations.

Continued stability with increasing return potential

Oct 10, 2025

Seventh consecutive quarter of positive returns across real estate, private credit, and venture capital.

Positive performance continues through first half of year

Jul 02, 2025

Strong fundamentals and continued operating rigor resulted in yet another quarter of positive returns across all three primary asset classes.

Outperformance amidst market uncertainty

Apr 10, 2025

Strong operating performance resulted in generally positive returns for the first quarter of 2025 across real estate, credit, and venture capital.

The case for real estate in 2025

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.

Positive momentum through the quarter with rate cuts continuing to drive value

Oct 11, 2024

Strong operating performance continued across the portfolio with the majority of Funds delivering positive results.

Positive second quarter results continue to build on momentum from earlier in the year

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.

Strong first quarter results signal rebound for real estate

Apr 15, 2024

Ongoing improvement in property operations combined with stabilizing rates has driven strong positive performance that we expect to continue.

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