Investment platforms with limited capabilities or resources for managing investment portfolios and financial assets
Concreit offers two investment options with different minimum investments. For the Cash Flow strategy, investors can start with a few thousand dollars and have the option to use auto-invest for gradual contributions. For Home Shares, the minimum investment is $100 per share.
Investing in Concreit involves significant risks, such as the potential for complete loss of capital, illiquidity of investments, and exposure to the volatile real estate market. Other risks include the platform's limited operating history and potential conflicts of interest.
Investments on Concreit are illiquid, with no guarantee of being able to exit through their redemption program.
Concreit targets a 5.5% preferred annual return for investors, focusing on income through property value growth and rental income. Investors in Home Shares can potentially achieve an 8% to 14% annual return, combining equity appreciation and cash dividends from rental payments. While these returns are based on historical data and Concreit's strategic approach, actual future returns may vary due to market conditions and economic factors.
Concreit typically estimates a 5-7 year hold period for investments in Home Shares. While investments are long-term, Concreit's redemption program may allow for earlier withdrawal under certain conditions, providing some flexibility regarding the investment's time horizon.
Concreit is open to US citizens or residents over 18, with no requirement to be an accredited investor.
The minimum investment on AcreTrader varies by listing, generally starting at $15,000, with some past deals ranging from $3,000 to $100,000. This range is determined by factors such as the size of the offering and the price per acre.
Investing in AcreTrader involves risks like casualty, condemnation, and eminent domain, common to real estate investments.
AcreTrader investments are considered illiquid, meaning investors should be prepared to hold their investments for the specified duration. While it may be possible to sell shares in a private transaction after this period, there is no established market for them, making resale uncertain.
The returns from investing in AcreTrader vary, with historical examples showing realized internal rates of return (IRR) ranging from 9.4% to 30.3% over holding periods between 1.7 and 4.2 years. These variations highlight the potential for both moderate and significant returns, depending on the specific investment and market conditions.
AcreTrader investments target hold periods of 3 to 10 years, though this can vary based on market conditions and sale opportunities. Properties may sell earlier or extend beyond the target period, depending on whether favorable buying offers arise or if market conditions dictate a longer hold.
Investing on the AcreTrader platform is limited to accredited investors, as defined by SEC regulations. Non-U.S. citizens can invest if they are legal residents of the United States.
The minimum investment amounts on the OurCrowd platform are as follows: $10,000 for individual company investments, $5,000 per company with a $25,000 balance transfer for a Portfolio Select Account, and $50,000 for investing in OurCrowd funds.
Investing via OurCrowd carries risks, including the potential loss of capital, market fluctuations, and limited liquidity. Early-stage companies may not succeed, leading to a total or partial loss.
Investments on the OurCrowd platform are generally illiquid, as they involve early-stage, privately-held companies. Liquidity events, such as a sale or IPO, may take several years, and there is no guarantee or secondary market for trading these investments. Investors should be prepared for long-term commitments without immediate liquidity options.
Returns on investments in OurCrowd's early-stage companies and venture funds are highly variable and unpredictable. While there is potential for high returns, given the speculative nature of startup investing, there's also a significant risk of loss.
Investments through OurCrowd typically require a long-term commitment, often spanning several years to over a decade, due to the nature of startup and venture fund investing.
OurCrowd investments are open to accredited investors as per local regulations, which vary by country. However, residents of Cuba, Iran, Lebanon, North Korea, Syria, and the Crimea Region of Ukraine are excluded from investing through the platform.
The minimum investment on Republic starts at $50, varying by deal.
Investing on Republic involves significant risks such as the potential total loss of investment, illiquidity, long-term commitment without guaranteed returns, risk of dilution, limited information on investments, and possible impacts from regulatory changes.
Investments on Republic are generally illiquid, meaning it may be difficult to sell or convert them into cash quickly.
Returns on Republic depend on the success of invested projects, companies, or funds, with potential payouts varying by investment terms.
Investments on Republic typically have a long-term horizon, often requiring several years to over a decade before potential returns are realized.
Anyone 18 or older can invest on Republic, with specific eligibility and investment limits varying by campaign. International investors can participate in many offerings, subject to local laws and specific campaign terms.
The minimum investment for Sweater's Cashmere Fund is $500.
Investing in Sweater's Cashmere Fund, like any venture capital investment, carries inherent risks. These risks include market volatility, economic conditions, and challenges specific to the companies in which the fund invests.
Sweater provides biannual redemption windows for investors to access their investment before the end of the investment term. However, there may be restrictions and limitations on the redemption process.
The fund has achieved an annualized return of 4.08% since its inception.
Sweater's Cashmere Fund is designed for long-term investments, but they provide biannual redemption windows for investors to redeem a portion or all of their investment.
Any U.S. resident over the age of 18 with a Social Security Number (SSN) is eligible to invest in Sweater's Cashmere Fund.
The minimum investment in FranShares is $500, funded through ACH or wire transfer.
Investing in FranShares involves risks such as market volatility, economic changes, and franchise-specific challenges. Despite efforts to mitigate risks, there's no guarantee of returns, and FranShares' financial health could impact investments.
While liquidity isn't guaranteed, the platform is developing a secondary market for potential future liquidity opportunities.
FranShares' TNT Franchise Fund Inc., with 55 locations across major U.S. metros, historically generates returns of 20 to 28% EBITDA per location after 16-18 months.
Income portfolios target a 10-15 year hold; growth funds aim for a 5-7 year period before selling.
FranShares welcomes both accredited and non-accredited investors, focusing mainly on opportunities for non-accredited individuals. The platform also accepts international investors from many countries, depending on the specifics of each offering.
The minimum investment on Doorvest is a 25% down payment on a home, averaging $56,250 based on the average home price of $225,000.
Investing with Doorvest involves risks such as market volatility, economic changes, and property-specific issues. While the platform aims to manage these effectively, outcomes can be uncertain, and investors should carefully consider their risk tolerance and conduct due diligence before investing.
Doorvest allows investors to sell their homes back to the platform, requiring them to connect with a client partner for more information on the process.
Doorvest reports an average annual investment return of 18%, accounting for rental income, property appreciation, and mortgage leveraging.
Doorvest focuses on long-term investments in single-family rentals, generally suggesting a commitment of several years to decades, based on real estate appreciation and rental income.
To invest with Doorvest, you need to be in the U.S. or able to sign documents at a U.S. Embassy.
Invest in a portfolio of highly desirable wines
Minimum investment levels start at $35,000 for the Premier Cru tier and go up to £1 million for the Black Tier.
Investing with Cult Wine Investment involves market risks, potential fluctuations in wine prices, and variable liquidity, which could impact the value and sale of the assets.
Cult Wine Investment allows for portfolio liquidation, typically within 8 to 12 weeks, through sales to global trade, collectors, and consumers.
Cult Wine Investment has achieved a compound annual growth rate of 8% since 2009.
Cult Wine Investment advises a 3-5 year minimum investment term, ideally extending to 5-10 years for optimal results.
Cult Wine Investment accepts investors worldwide with no geographic restrictions. Minimum age requirement: 18 or legal drinking age in your country.
Arrived allows for a minimum investment of $100 USD per property.
Investing in Arrived carries risks including market fluctuations, economic factors, and property-specific issues. There's also the potential for loss, and investments are generally illiquid, meaning they can't be easily sold or exchanged for cash quickly.
Arrived is designed for long-term investments with limited liquidity options. The Single Family Residential Fund offers share redemption after six months with restrictions. For individual properties, shares are held until the property is sold, typically after 5-7 or 5-15 years. A secondary market for shares is being considered but is not currently available.
Arrived investors may earn returns through monthly rental income dividends and property value appreciation upon sale, with historical annual return estimates ranging from 5.5% to 15%, depending on the property type and use of leverage.
Arrived targets a 5-7 year hold period for Single-Family Residentials and a 5-15 year hold period for Vacation Rentals, emphasizing a long-term investment horizon.
U.S. citizens or residents who are at least 18 years old can invest with Arrived, and accreditation as an investor is not necessary.
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.
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.
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.
DiversyFund has historically reported annual returns between 11% and 18%, but future returns can vary and are not guaranteed.
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.
DiversyFund's Growth Offerings are accessible to all investors, while its Premier Offerings are restricted to accredited investors only.
Invest in individual commercial real estate properties or REITs
The minimum investment on RealtyMogul typically ranges from $25,000 to $35,000, depending on the specific investment offering.
Investing through RealtyMogul entails risks like market volatility, economic shifts, and property-specific issues. Investments are illiquid and there's potential for loss of capital.
Investments through RealtyMogul are illiquid, as they are private real estate transactions not traded on public exchanges, and therefore cannot be easily sold or traded. Investors should have a long-term commitment and not expect to resell quickly.
Investors on RealtyMogul can expect an overall realized IRR of 20.8% and an overall target IRR of 15.0%. Cash-on-cash returns, IRR, and equity multiples are key metrics provided for each deal.
Investments on RealtyMogul generally have a hold period ranging from 3 to 10 years, depending on the individual property's business plan and associated financing.
RealtyMogul allows both accredited and non-accredited investors to use its platform. However, only accredited investors can participate in private placement offerings, while both categories of investors may invest in RealtyMogul's managed REITs, subject to certain legal limitations.
Minimum investment amounts on CrowdStreet start at $25,000, with the exact threshold varying by individual project.
Investing via CrowdStreet entails typical real estate risks such as market fluctuations and property-specific issues, with no guarantee of returns and potential for capital loss.
CrowdStreet investments are generally illiquid, with capital committed for several years until a potential liquidity event, such as a property sale or refinancing, without a secondary market for early exit.
CrowdStreet has a historical 17.9% Realized IRR and a typical 3.1-year hold period for investments, with returns varying based on equity shares, debt interest, or hybrid terms, and property sales.
CrowdStreet investments typically have a hold period of 3.1 years on average, with some ranging from 3-5 years and others up to 10 years, reflecting a long-term investment horizon.
Individuals must be accredited U.S. residents with valid identification to invest on CrowdStreet, while entities need U.S. accreditation, taxation, and verification, subject to CrowdStreet's approval.
Invest in fractionalized fine wine collections and rare spirits
The minimum amount required to invest in offerings from Vint is set at $2,500.
Investing with Vint carries inherent risks, including market volatility and economic fluctuations that can impact the value of wine and spirits collections. The lack of a secondary market further increases risk by limiting early exit opportunities for investors.
Vint currently does not offer a secondary market for the trading of interests in its wine and spirits collections, which means that investors generally lack immediate liquidity options.
Vint has achieved a net annualized return of 28.7%, calculated from realized exits of its investment offerings, reflecting the aggregate average performance of the platform's assets under management.
Vint's investment time horizon for its collections spans 1 to 3 years on average.
Investment opportunities with Vint are open to accredited investors, who must satisfy certain SEC-mandated financial criteria.