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CrowdStreet On-demand Webinar

CrowdStreet Blended Portfolio – Winter 2019

The CrowdStreet Blended Portfolio is a new way for our investor community to build wealth through the CrowdStreet marketplace. The CSBP is a highly diversified investment vehicle that simplifies the investment process. With a single investment it provides you with direct access to 30-50 pre-vetted CrowdStreet marketplace offerings that span a broad variety of asset types, risk profiles and geographies.

The CrowdStreet Investments team will discuss the details of the offering on this webinar. They will also explain the rules-based financial model, how it works, how it was applied to Series I, and the outcome it has generated to date.

Some key highlights of CSBP Winter 2019 are below:

  • Diversification – with a $25,000 investment, investors gain instant diversification across all CRE property types, risk profiles and geographies
  • Industry low fees – CrowdStreet charges just a 1% annual management fee, far below the industry average for a portfolio structure of this caliber
  • Fund soon – investors who fund ahead of the March 31st due date are eligible to receive a capital conversion credit (see the conversion pricing section for more detail)
  • Consolidated K1 – in addition to regular quarterly reporting, CrowdStreet will issue one consolidated K1 at the end of the year

Presenters:

Tim Phillips – Chief Executive Officer, Phillips & Company

Ian Formigle – Vice President of Investments, CrowdStreet

*Note: This webinar was recorded live on February 5th, 2019.