Invest in multifamily rental properties
Invest in collectible assets
Investments
$500
DiversyFund's minimum investment amounts differ by investment type. It's $500 for Growth REITs targeting multifamily properties. For accredited investors, Premier Direct SPVs require a $50,000 minimum, while the Premier Opportunity Fund has a $25,000 minimum.
Moderate Risk
3/5
Investing in DiversyFund carries risks such as market changes, economic factors, and specific property risks, and there's always the potential for loss, including the initial investment.
Moderate Risk
3/5
Investing on Rally carries risks, including fluctuating investment values and no guaranteed selling price. The unique nature of collectible assets also introduces specific risks. Detailed risk factors are outlined in each asset's Offering Circular or Private Placement Memorandum, available in the asset's "Legal" section for investor review.
Minimum Liquidity
1/5
DiversyFund investments are illiquid, with capital committed for approximately 5 to 7 years. There is no secondary market or immediate option for investors to sell their shares prior to the end of the investment term.
Minimum Liquidity
1/5
Rally's platform offers liquidity through Live Trading, allowing investors to buy and sell shares in real-time during market hours via the PPEX ATS, after a 90-day lock-up period. Shares must be held for 5 business days before resale, with brokerage services provided by Dalmore Group, LLC, a FINRA and SIPC member.
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Moderate Return
11-18 %
DiversyFund has historically reported annual returns between 11% and 18%, but future returns can vary and are not guaranteed.
Not Predictable Return
N/P
Rally's historical returns on collectible assets range from 1.35% to 84% over holding periods of 2 to 6 years. These all-time returns reflect the varied performance of different assets within this timeframe.
Long-term Investment
5-7 years
DiversyFund's REIT I has an investment term of 5-7 years, and the company is using the full term to maximize property values before sale and subsequent investor disbursements.
Long-term Investment
2-6 years
Investments on Rally typically have a 2 to 6-year horizon, suited for medium to long-term growth. A 90-day lock-up period post-Initial Offering restricts immediate trading, emphasizing a strategic, longer-term investment approach.
Who can invest
United States
DiversyFund's Growth Offerings are accessible to all investors, while its Premier Offerings are restricted to accredited investors only.
Who can invest
United States
Rally is open to U.S. residents over 18 with a Social Security number, bank account, ID, and address in the contiguous United States, who pass KYC and AML checks.
Moderate Volatility
3/5
Real estate assets on DiversyFund can experience volatility due to market conditions, interest rates, and local economic trends, potentially impacting property values and investment performance.
Moderate Volatility
3/5
The collectible assets on Rally, such as collector cars and memorabilia, exhibit volatility due to factors like consumer preferences, rarity, and market demand. Unlike traditional investments, their values can fluctuate unpredictably, reflecting the speculative nature of the collectibles market.
Regulation and audits
SEC Regulated
DiversyFund is subject to SEC regulations and conducts regular audits to ensure financial transparency. These audits and disclosures are available for investor review as part of the company's compliance with regulatory standards.
Regulation and audits
SEC Regulated
Rally operates under strict regulatory oversight, offering securities regulated by the SEC and partnering with FINRA and SIPC-member broker-dealers, ensuring investor protection. Its operations and assets are regularly audited for compliance, financial accuracy, and asset authenticity.
Insurance
Yes
DiversyFund's properties are generally insured against physical damage, but this insurance does not cover market-related losses or economic downturns, and it may not fully cover the properties' market value.
Insurance
Yes
Rally protects its collectible assets with comprehensive insurance to cover damages or losses, ensuring investor interests are safeguarded against unforeseen circumstances.
Payouts
No Recurring Payouts
DiversyFund generally reinvests dividends into property renovations rather than distributing them, supporting a strategy aimed at long-term asset appreciation.
Payouts
No Recurring Payouts
Rally primarily offers returns through capital appreciation rather than dividends, with investors benefiting from selling shares at a higher price than the purchase price, based on the asset's value increase over time.
Withdrawals
Investors in DiversyFund can receive their money back after the properties are sold, typically at the end of a 5 to 7-year investment term, without an early withdrawal option.
Withdrawals
Investors can get their money back by selling shares on Rally after the 90-day lock-up period, during market hours, via the app. Success in selling depends on market demand. Shares must be held for at least 5 business days before they can be resold.
Extra Fees
Yes
DiversyFund collects asset management fees and transaction fees, and may also earn a promote interest from net profits after investors receive their returns.
Extra Fees
No
Rally charges no commissions or management fees on investments. Initial offerings include a sourcing fee detailed in each asset's offering circular. Instant Cash transfers incur a 1.5% fee with a $0.25 minimum, added to the transfer amount, but new users enjoy a 14-day fee waiver.
Taxes
Tax Form
DiversyFund provides Form 1099-DIV and/or Form K-1 for tax reporting, accessible online, with dividends taxed as ordinary income and end-of-term distributions potentially as capital gains.
Taxes
Tax Form
Rally issues 1099 tax documents to investors who sell shares or receive dividends, available in their Portfolio by March of the following year. Investors with active investments receive monthly statements, typically updated by the first week of each month, with new investments reflected within two months.