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
Tim Phillips – Chief Executive Officer, Phillips & Company
Ian Formigle – Vice President of Investments, CrowdStreet
*Note: This webinar was recorded live on February 5th, 2019.