CURRENT HOLDINGS

Fundrise​

Approximately 1 year ago I came across the Fundrise platform. While I have always invested in REITs and come from a family background in real estate investing, this platforms performance and structure peaked my interest. With a Core portfolio of $500+ the service will automatically invest the money for you in an array of physical real estate holdings. I opted for the next tier of $10000+ which allowed me to diversify even further with where my money went. I was then able to directly invest into projects and funds at my discretion. Each of the investments also came with detailed information on the properties, which I found to be much more useful than investing in traditional REITs.

 

My current portfolio includes 99 active projects, 50% equity based and 50% debt based. The projects are separated in the following manner:

• 14.1% - East Coast eREIT 

• 14.3% - Growth eREIT II

• 10.1% - Income eREIT

• 9.9% - Balanced eREIT

• 10.0% - Income eREIT II

• 10.4% - Growth eREIT

• 7.7% - Income eREIT V

• 5.7% - Growth eREIT VI

• 5.5% - West Coast eREIT

• 4.5% - eREIT XIV

• 3.1% - Growth eREIT 2019

• 2.3% - Growth eREIT III

• 1.6% - Interval Fund

• 0.7% - Growth eREIT V