Step One
Browse Investment Offerings
Review active offerings or portfolios 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
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.
