By pursuing a private market, direct investment strategy, Fundrise portfolios earn higher annual current income than public income-focused investments. The figure shown here represents the Q2 2017 currently declared dividends for the Fundrise Supplemental Income portfolio as compared to public market REIT ETFs and public market bond funds. To learn more about how we beat the indices, see our in-depth Performance Analysis Report.
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The publicly filed offering circulars of the issuers sponsored by Rise Companies Corp., not all of which may be currently qualified by the Securities and Exchange Commission, may be found at fundrise.com/oc.
© 2017 Fundrise, LLC. All Rights Reserved. eREIT, eFund and eDirect are trademarks of Rise Companies Corp. Proudly designed and coded in Washington, DC.
Time periods are based on the calendar year unless otherwise noted.
Returns are presented net of any fees incurred during the corresponding period, regardless of if such fees were paid during such period.
Time-weighted weighted average annualized total return calculations are based on returns that were incurred during such period, and not returns paid during such period. Accordingly, in the event that such returns are not actually paid, the time-weighted weighted average annualized total returns may ultimately be lower than what is presented.
In certain instances with regard to the eREITs, the weighted average number of shares outstanding was used to derive principal outstanding for the calculation and represents an approximation of the fund’s performance over a given time period. In addition, in certain instances with regard to the Project Dependent Notes, the weighted average principal balance outstanding was used to derive the principal outstanding for the calculation and represents an approximation of the fund’s performance over a given time period.
Project Dependent Note return data is based on the economics of the series of notes held by investors and not the underlying assets, as we believe the series of notes actually held by investors is a better representation of returns to investors. Had calculations been performed based on the asset return information, results would be slightly different over the life of the asset. However, where a series of project dependent notes was not offered in connection with an asset, the underlying asset return has been included in return calculations to better represent historical performance of originations.
For Project Dependent Note return calculations, it is assumed that the holder of the underlying asset received the same economics as the investors in the Project Dependent Notes. It is also assumed the economics of the Project Dependent Notes applied to any amounts of the series of notes that remained unsold. The economics of the underlying assets may vary from those of the particular series of Project Dependent Notes.
The return calculations for Project Dependent Notes do not take into account any compounding interest features that investors in such notes may receive, which we believe is a more conservative estimate of returns in such instances.
The estimated return calculations presented have been internally produced by Fundrise Advisors or its affiliates, and have not been reviewed or audited by any third parties.
“Public Bonds” is the annualized dividend yield of the Vanguard Total Bond Market Index Fund, which is 2.31% as reported by vanguard.com on May 26, 2017. “Public Real Estate” is the annualized dividend yield of the Vanguard REIT ETF, which is 3.91% as reported by vanguard.com on May 26, 2017. “Fundrise” is the weighted average of the Q2 2017 daily distributions of each of the eDirect investments in the Fundrise “Supplemental Income” portfolio.