Quick Start Guide

Ready to add commercial real estate to your portfolio? Here’s what you need to get started with your new CrowdStreet account.

How to Make Your First Investment

Browse the Marketplace

Every project on the CrowdStreet Marketplace has an Offering Detail page that contains in-depth information on the deal including offering documents, business plans, projected returns, market analysis, and more. Near the bottom of the page, we introduce key members of the sponsor’s team, as well as the company track record so you can learn more about the company behind the project.

Investment Process and Timing

Every offering has an Evaluation Period, usually about three days, that starts when a new project is added to the Marketplace and ends when we start the live, sponsor-led webinar.
We recommend that you use the Evaluation Period to review the details of the project and decide if it’s a good fit for you–once the investing window opens some deals will subscribe very quickly.

Confirm you are an accredited investor

Accreditation is a definition, not a process. The SEC has laid out a set of financial criteria designating certain investors as “accredited” and only accredited investors are allowed to invest in deals on the CrowdStreet Marketplace, although anyone can create an account. Many members of our investor network are accredited and don’t even realize it.

If you aren’t sure where to start, check out the CrowdStreet Blended Portfolio, built from 25+ Marketplace deals by our proprietary algorithm that aims to create a well-rounded commercial real estate portfolio diversified across sponsors, asset classes, locations, and risk profiles.

Meet the CrowdStreet Investor Relations Team

We’re here to help. Members of our Investor Relations team are available to assist you, so feel free to schedule a call if you need to talk to someone.

Lincoln Walker

Director, Investor Client Services

Lincoln manages the investor relations team with a focus on creating a great investor experience with CrowdStreet’s array of investor services, investment products and the Marketplace.

Sarah Mayo

Sr. Operations Manager, Investor Client Services

Sarah is focused on ensuring that our investors receive impeccable service and have access to the tools they need to build, manage, and monitor a diversified commercial real estate portfolio.

John Robertson

Sr. Manager, Investor Relations

John works closely with many of the platform’s early adopters and long-time investors and provides our ultra-high-net-worth investor community with white-glove service and insights into our Marketplace.

Thomas James

Manager, Investor Relations

Thomas specializes in helping investors interested in our CrowdStreet-sponsored products, including the Blended Portfolio.

Hunter Meece

Manager, Investor Relations

Hunter spends his time managing the fundraising efforts of individual deals and ensuring investors are informed and confident in their investment choices.