A custom-built portfolio.
Private Managed Accounts provide a diversified, personal investing experience.
The Private Managed Account service personalizes the commercial real estate investing experience. Private Managed Account services are provided by CrowdStreet Advisors, LLC, a wholly-owned subsidiary of CrowdStreet, Inc.
CrowdStreet Advisors will build you a customized investment strategy based on your long-term 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.
Why Work With Our Advisors?
Get a custom investing strategy
You’ll electronically receive a personalized recommendation based on your investment goals.
Receive dedicated support
Have a dedicated service team with a Client Relationship Manager 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 an advisor
Schedule a call to dig into the details. We'll answer your questions, as well as discuss your investment goals, attitude toward risk, time horizon, current financial state and more.
Get your strategy
You'll complete an online questionnaire that will result in a portfolio recommendation. Once you’ve agreed to your strategy, your commercial real estate portfolio will be constructed 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