Five steps to get started with Direct Investing

Step One

Browse Investment Offerings

Review active offerings on the CrowdStreet marketplace and find one that matches your investment objectives.

Step Two

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.

Step Three

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.

Step Four

Monitor Investment Performance

During the investment period, use your dashboard to receive project updates, track investment performance vs. targets, and download project documents.

Step Five

Exit Investment

When your investment exits, you’ll receive your principle as well as any additional investor returns as specified by your investor agreement.

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What you’ll need to know