ADVISORY CLIENT RETURNS
Diversification that delivers
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.
ADVISORY CLIENT PERFORMANCE
Consistent growth over time
Funded investments are intended to be held long term, as private investment funds take time to generate value. The data below represents the average performance across our advisory clients over multiple years on our platform, ultimately reflecting the best returns for those who invest with a long-term perspective.
Advisory client returns by years on platform
Average returns for each investor based on how many years they've been invested in Fundrise between 2015-2025
Advisory returns are based on the historical performance of advisory clients who have invested in Portfolio between 2020‒2025. Annualized returns reflect reinvestment of dividends. Past performance does not guarantee future results. All investments involve risk, including possible loss of principal.
LETTERS TO INVESTORS
Insights on portfolio performance and market trends
AUG 02, 2024
NEWPositive second quarter results continue to build on momentum
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.
JAN 11, 2024
The hard part is over… for real estate.
In our 2023 year-end letter to investors, we discuss the anticipated peak of interest rates, its impact on real estate returns, and our optimistic outlook about future values improving due to expected lower rates.
JUL 27, 2023
2023 mid-year letter — The long game
Decades of data show a stubborn trend: Recessions take months, or years, to reveal themselves. With no reason to think this time is different, we continue to protect the downside while optimizing for opportunity.
APR 19, 2023
Q1 2023 — The final stages of the downturn: A ring of fire
Continued stability across the portfolio positions us to take advantage of opportunities that we expect to arise over the coming months as a result of further distress in financial markets.
Income through dividends
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 and do not include appreciation over time.
| Investment objective | Currently declared annualized yield | 12 months ending December 31, 2024 |
|---|---|---|
| Income | 7.51% | 7.70% |
| Balanced | 1.52% | 1.60% |
| Growth | 0.20% | 0.68% |
Learn more about the assumptions in this section.
$417,514,652.32
Cumulative net distributions earned by advisory clients
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 here.
HISTORICAL STABILITY
How FNTVS compares to public REITs
Private real estate has historically shown lower volatility compared to public REITs (real estate investment trusts). While public REITs are subject to rapid and sometimes drastic fluctuations, private real estate has been a steadier companion — exhibiting smoother and gradual growth overall.
| Year | Fundrise* | Public REITs** |
|---|---|---|
| 2024 (through Q1) | -2.43% | 11.07% |
| 2023 | -2.26% | -10.48% |
| 2022 | 1.50% | -25.89% |
| 2021 | 2.25% | 29.98% |
| 2020 | 7.93% | -8.44% |
| 2019 | 5.10% | 2.69% |
| 2018 | 8.85% | -4.19% |
Notes & assumptions: The foregoing performance information
is based on the average returns of advisory client accounts and
compares publicly traded REIT index performance. Past performance
is not a guarantee of future results.
*Figures are representative of Fundrise Advisors' advisory client performance only, net of
fees and transaction costs.
**Public REIT performance references the MSCI US REIT Index for the same period shown.
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