How To Make An Investment
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Five steps to get started with Direct Investing
Browse Investment Offerings
Review active offerings on the CrowdStreet marketplace and find one that matches your investment objectives.
Submit an Offer
Once you find a match, choose your investment amount and safely and securely submit your investment offer. Sign the investment documents and submit them through your online portal.
Access Personal Investor Dashboard
Once funded your investment details and investment documents will automatically be added to your investor dashboard within your account. Here you will be able to monitor the performance of your investment for the full life of the investment period.
Monitor Investment Performance
During the investment period, use your dashboard to receive project updates, track investment performance vs. targets, and download project documents.
When your investment exits, you’ll receive your principle as well as any additional investor returns as specified by your investor agreement.