How to make an investment.

Step One

Browse Investment Offerings

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

Browse the Marketplace


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.

Frequently Asked Questions


Step Three

Fund Your Investment

Once your documents have been reviewed and approved, fund your offer via wire, ACH, or mailing a check.

Step Four

Access Personal Investor Dashboard – Monitor Investment Performance

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.

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 any remaining principal, as well as final cash flows and potential gains on appreciation as specified by your investment agreement.

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What You Need to Know