What to expect after you make an investment
Once you make an investment on the Marketplace, you’ll be able to monitor the performance of that project from your Investor Room. Sponsors will use your Investor Room(s) to communicate with you on a regular basis, including posting quarterly reports, key tax documents, and more.
Holding sponsors accountable post-investment
As an investor, you can help facilitate the accurate and timely flow of information and payments between yourself and a sponsor.
Tracking the CrowdStreet portfolio
Our team analyzes market data and trends—including lessons learned from our 95 fully realized deals— and shares that accumulated knowledge with our Investments team, who use this information to update our Investment Thesis and influence how future deals are evaluated. This feedback loop helps ensure we continue to bring top-quality deals to the Marketplace and are reacting to the market accordingly.
Our team also keeps an eye on our fully funded offerings that have transitioned to the post-investment stage, evaluating and delving deeper into specific individual deals on an as-needed basis. This analysis could be triggered by:
- Severe underperformance of a deal, meaning the investment is considered “at-risk”
- A lack of sponsor transparency or failure to comply with our investor reporting requirements
- A realization event—including a sale or refinance—that impacts our overall Marketplace Performance track record
- Any other issues or misunderstandings between a sponsor and the investors
Intervening on deals: What CrowdStreet can and cannot do
Please take note that:
- We are not a party to the agreement made between investors and sponsors
- We don’t have decision-making powers regarding the execution of the business plan
- We don’t have the power or ability to directly impact or influence the operations and financial performance of a project
Frequently Asked Questions
No. CrowdStreet does not have an Asset Management team. The CrowdStreet Marketplace connects investors directly with the sponsors behind a deal and as such we do not have any decision-making powers or the ability to influence the execution of a sponsor’s business plan.
Given the long-term nature of real estate investing, slight, temporary underperformance against pro forma and minor deviations from the business plan are common. However, should a deal be severely underperforming, CrowdStreet will monitor sponsor communications and occasionally intervene to facilitate interactions with investors. We want to ensure the sponsor provides regular and transparent updates to investors, explains any deviations from the original business plan, outlines what is being done to address the situation, and clearly communicates what it means for you. While CrowdStreet does our best to hold every sponsor accountable for providing updates and responding to investor questions, we can’t impact the business plan or outcome of the offering.
For the latest details regarding your investment’s performance, please visit your Investor Room. Under the ‘Documents’ section, you will find all reporting uploaded directly by the sponsor. You can also ask questions directly to the sponsor via the “Ask A Question” button in your investor room.
Please note that the CrowdStreet teams work with and are limited to the same investor reports available at your disposal. In most cases, we do not have additional performance information besides what has been made available by the sponsor in your Investor Room.
Have any other questions? Check out our Help Center.