A custom-built portfolio.
Private Managed Accounts provide a tailored and diversified investing experience.
Leveraging the CrowdStreet platform, the Private Managed Account service tailors the commercial real estate investing experience to your needs. Private Managed Account services are provided by CrowdStreet Advisors, LLC, a wholly-owned subsidiary of CrowdStreet, Inc.
Using our proprietary systems, CrowdStreet Advisors builds a customized investment strategy based on your financial goals. Once you review and agree to a strategy, CrowdStreet Advisors will invest in properties on the CrowdStreet Marketplace on your behalf, using our proprietary technology to manage your account.
A Solution Tailored to You
Get a custom investing strategy
You’ll electronically receive a tailored recommendation based on your investment goals and profile.
Receive dedicated support
You’ll have a dedicated representative as your primary point of contact.
Robust online tracking
You’ll have access to and be able to track your portfolio through our Portfolio Center.
Meet the CrowdStreet Advisory Services team
Our team of experienced financial professionals is dedicated to providing you an exceptional commercial real estate investing experience.
Reach out now to learn more about how a custom-built account can work for you.
How Does Managed Investing Work?
Talk to our team
Schedule a call to dig into the details. We'll help you get acquainted with the technology and processes that help manage a portfolio tailored to your needs.
Get your strategy
Complete an online questionnaire that will result in a portfolio recommendation. Once you’ve agreed to your strategy, your portfolio will be built based on CrowdStreet’s incoming deal flow.
Through a combination of reporting and access to our custom-built Portfolio Center, you’ll be able to track all of your CrowdStreet investments.
Disclaimers and Disclosures