Skip to content
  • Marketplace
  • For Investors
    • Why Real Estate Investing?
    • Marketplace Performance
    • 2021 Investment Thesis
    • Deal Review Process
    • Ways To Invest
    • Our investor commitments
  • Investor Resources
    • New Investor Orientation
    • Investor Quick Start Guide
    • STREETBEATS: Expert Insights
    • Events
    • CRE Education
    • Help Center
  • For Sponsors
    • Raise Capital
    • Is Your Deal Right For CrowdStreet?
    • Get On The Marketplace
    • Results
    • Post Fundraise Management
    • Request Info
  • Sign In
  • Create An Account
  • Marketplace
  • For Investors
    • Why Real Estate Investing?
    • Marketplace Performance
    • 2021 Investment Thesis
    • Deal Review Process
    • Ways To Invest
    • Our investor commitments
  • Investor Resources
    • New Investor Orientation
    • Investor Quick Start Guide
    • STREETBEATS: Expert Insights
    • Events
    • CRE Education
    • Help Center
  • For Sponsors
    • Raise Capital
    • Is Your Deal Right For CrowdStreet?
    • Get On The Marketplace
    • Results
    • Post Fundraise Management
    • Request Info
  • Sign In
  • Create An Account

What Happens

After Your

Deal Funds?

A post-fundraise partnership that provides ongoing support for the lifecycle of your project.

What Happens

After Your

Deal Funds?

A post-fundraise partnership that provides ongoing support for the lifecycle of your project.

1,200+ investors told us how they’re approaching real estate investing in 2021. Read the report >>

Once your deal comes off the Marketplace, our Account Management team works with you for the lifetime of your project, providing ongoing training and support for you and your team to help you leverage the full power of the CrowdStreet platform. We’re here to ensure we’re successful together. As your partner, we’ll routinely follow up with you to remind you of important reporting deadlines and provide ongoing best-practices for communicating with investors.

Utilizing CrowdStreet’s Platform

Centralized record keeping.

Capture and track investors’ data across all their investments, including transactions and distributions, creating a central, organized, easy-to-use database of record.

Integrated communication.

Create, edit, and send emails to the entire investor base with just a few clicks. Our integrated email tools make attaching investment documents, bulk emailing to targeted investors, and viewing investor email history simple.

Investor satisfaction

Help investors self-serve with user-friendly tools. From their personalized Investor Room, investors can easily follow their investments, create reports, view documents, submit offers, and view communications and distributions, all within our secure online portal.

Meeting Investor Expectations

Consistency goes a long way in building trust with investors. We ask that you commit to being responsive, reliable, and honest when it comes to communicating with the investors in your deal.

 

Quarterly Reporting

You’ll provide investors with a quarterly update on how your project is performing compared to plan. You’ll be able to upload your reports directly into our system, ensuring every investor can quickly and securely reference the documents.

Annual Tax Documents

You’ll provide every investor with the appropriate tax documentation in order to file their tax returns in a timely manner. Our system has the ability to match tax documents to every individual investing entity, guaranteeing secure document sharing.

Calculating, Paying & Posting Distributions

You’ll calculate and share distribution amounts in our system, allowing investors to see the results of their investments and reconcile any distributions with their bank accounts. We make it easy to pay out distributions by collecting investors’ preferred payment method and associated account information.

Answering Investor Questions

We ask that your team respond to investor questions within 24 business hours whenever possible. Clear and consistent communication efforts help ensure a positive investor experience and can build trust.

GET IN TOUCH WITH CAPITAL MARKETS

With CrowdStreet, I went from spending 25% of my time managing investors to 1%.”

Joe Ollis, Founder/COO
SMARTCAP

Read the case study.

The largest and most diverse commercial real estate marketplace.
About
  • About CrowdStreet
  • Careers
  • Company News
  • Disclosures & Disclaimers
  • Contact Us
Investing
  • Browse Marketplace
  • Ways To Invest
  • Marketplace Performance
  • 2021 Investment Thesis
  • Review Process
  • Our Investor Commitments
Investor Resources
  • New Investor Orientation
  • Investor Quick Start Guide
  • StreetBeats: Expert Insights
  • Events
  • CRE Education
  • Help Center
For Sponsors
  • Raise Capital
  • Is Your Deal Right For CrowdStreet?
  • Get On The Marketplace
  • Results
  • Post Fundraise Management
  • Request Info
© 2021 CrowdStreet, Inc. All Rights Reserved.
  • Terms of Use
  • Posting Policy
  • Privacy Policy

CrowdStreet, Inc. (“CrowdStreet”) is not a registered broker-dealer, investment advisor or crowdfunding portal. CrowdStreet does not endorse any of the opportunities that appear on this website (the “CrowdStreet Marketplace”), nor does it make any recommendations regarding the appropriateness of particular opportunities for any investor.  Investment opportunities on the CrowdStreet Marketplace are speculative and involve substantial risk. You should not invest unless you can sustain the risk of loss of capital, including the risk of total loss of capital.CrowdStreet Advisors, LLC (“CrowdStreet Advisors”) is a wholly-owned subsidiary of CrowdStreet and a federally registered investment advisor (CRD# 299176). CrowdStreet Advisors provides investment advisory services exclusively to privately managed accounts and private fund clients, and does not otherwise provide investment advisory services to the CrowdStreet Marketplace.  For a copy of CrowdStreet Advisors’ Form CRS,  click here. For more information, read our Disclosures & Disclaimers** and Terms of Use. 

Crowdstreet Branding

You are now leaving CrowdStreet.com and are being transferred to the Millennium Trust Company, LLC website to create and fund a new Millennium Trust Company, LLC IRA account. Any information you provide on the Millennium Trust Company, LLC website shall by subject to the confidentiality and security terms of their website.

If you already have an account, please cancel and use your existing account number when prompted.

You are now leaving crowdstreet.com
CONTINUE
Crowdstreet Branding

You are now leaving CrowdStreet.com and are being transferred to The Entrust Group website to create and fund a new The Entrust Group IRA account. Any information you provide on The Entrust Group website shall by subject to the confidentiality and security terms of their website.

If you already have an account, please cancel and use your existing account number when prompted.

You are now leaving crowdstreet.com
CONTINUE
Crowdstreet Branding

You are now leaving CrowdStreet.com and are being transferred to the Equity Trust Company website to create and fund a new Equity Trust Company IRA account. Any information you provide on Equity Trust Company website shall by subject to the confidentiality and security terms of their website.

If you already have an account, please cancel and use your existing account number when prompted.

You are now leaving crowdstreet.com
CONTINUE