Pricing and Cost Structure

Save 20 – 40% vs. traditional investments through our end-to-end approach.

Ongoing (Annual) Costs

Using full-stack financial integration, we provide the same services and functions of today’s traditional financial system, but through one single holistic structure.

Fundrise
eDirect™
Traditional
Investments
Investment Advisor We manage your portfolio through our online platform, providing ongoing reporting, automated distributions, composite tax management, investor relations, and asset rebalancing. Comparable service: Schwab, Betterment 0.15% annually 0.25 – 1.45%1 annually
Index / Mutual Funds, ETFs We create a professionally managed, diversified pool of companies and investment vehicles. Comparable service: Vanguard, iShares 0.12 – 1.2%2 annually
Asset Management Our team manages the ongoing operation and oversight of the real estate properties in your portfolio, including the accounting, construction, financing, zoning, sales, and marketing — similar to running any operating business. Typically, management also takes a share of the upside, such as carried interest or stock options, which Fundrise does not.3 Comparable service: Blackstone, Vornado 0.85% annually 1.0 – 3.8% annually
Total Annual Costs / Fees 1.0% annually 1.37 – 6.45% annually

Fundrise saves you
0.37 – 5.45% annually.

Up-Front Costs

By removing gatekeepers and structural flaws, Fundrise’s full-stack system delivers investors access to the private market at up to 40% lower cost than traditional investments.

Fundrise
eDirect™
Traditional
Investments
Auction Efficiency Premia The liquid public markets are generally considered to be extremely efficient and price an investment higher than in the private markets because of the auction like environment of an exchange. At Fundrise, you can bypass this premia and only pay for liquidity if you sell before the investment is complete. Comparable service: NYSE, NASDAQ 20 – 30%4 up-front
Initial Public Offering (IPO) Fundrise investments are primary offerings which are qualified each with the Securities and Exchange Commission (SEC) without the high fees that a traditional investment banker charges to take a company public through an IPO. Comparable service: Goldman, Morgan Stanley 5.0 – 7.0%5 up-front
Asset Origination / Acquisition Our team of experts actively builds portfolios of assets that we source and acquire in the private market. Unlike public real estate investment trusts (REITs), which act primarily as holding companies for assets that have already been acquired, Fundrise is similar to a private equity fund that originates, underwrites, negotiates, and closes on debt and equity investments. These fees are often paid by the borrower or property entity. Comparable service: Blackstone, Starwood 0 – 2% up-front 0 – 3%6 up-front
Total Up-Front Costs / Fees 0 – 2% annually 25 – 40% annually

Fundrise saves you
23 – 40% annually.

How much are these savings worth to you?

It would take approximately 40 years of index investing
to equal the savings you get up front with Fundrise.

Our approximate 40 year estimate is based on the total annual savings from index investing versus conventional active management which is equal to approximately 0.84% annually per Vanguard and Lipper as of December 31, 2015. Compared to the upfront savings of the private-to-public pricing premium of at least 20% to 40%.

Put the power of private investing to work for you.

Choose a Fundrise portfolio strategy to see
how it stacks up against traditional investments.

Not sure what to choose? Let us help you decide

  1. Average Financial Advisor Fees & Costs | Understanding Advisory & Investment Management Fees. AdvisoryHQ, 2017
  2. The Mutual Fund Fees We Don't Talk About. US News & World Report, 2015; Lipper, 2015
  3. An Overview of Fee Structures in Real Estate Funds and Their Implications for Investors. Pension Real Estate Association, Oct. 2013.
  4. Private Company Valuation. Damodaran, Aswath; Why Private Markets Outperform Traditional Publicly-Traded Stocks & Bonds. Fundrise White Paper, May 17, 2017
  5. Considering An IPO? The Costs of Going and Being Public May Surprise You. PwC, 2012.
  6. An Overview of Fee Structures in Real Estate Funds and Their Implications for Investors. Pension Real Estate Association, Oct. 2013.

Fundrise, LLC (“Fundrise”) operates a website at fundrise.com (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Fundrise nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Fundrise nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment. Full Disclosure

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.