Investment Platforms That Offer Tax Forms

Platforms that provide tax forms simplify the process of filing taxes for investors

Invest in equity REIT

Investments
$3,515

The minimum investment amount for Streitwise is $3,515, which is based on a Net Asset Value (NAV) of $7.03 per share.

Moderate Risk
3/5

Investing in Streitwise involves risks such as market fluctuations affecting real estate values, limited liquidity with a one-year lockout period and potential for delayed redemptions, discounts on early redemption reducing investment value, concentration in specific real estate markets, reliance on management's decision-making, regulatory changes impacting operations, and sensitivity to interest rate changes.

Minimum Liquidity
1/5

Streitwise's Redemption Plan offers investors a structured way to sell their shares back to the company, starting after a one-year lockout period. Redemption before five years involves a discount, with full NAV redemption available after five years.

Low Return
7.3 %

Streitwise has offered an average annualized dividend yield of 7.3% since 2020. Future dividends depend on factors like tenant quality and maintenance costs, and cannot be guaranteed.

Long-term Investment
5+ years

Streitwise targets long-term investments, ideally over five years, to avoid early redemption discounts and maximize returns. There's a one-year lockout period, emphasizing the long-term approach.

Who can invest
International

Streitwise is open to both accredited and non-accredited investors, including international participants, with some investment limits for non-accredited investors to ensure their financial safety. International investors can join with certain conditions and may face delays in processing.

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Invest in rental homes

Investments
$20

The minimum investment amount required on Ark7 is $20 per share.

Moderate Risk
3/5

Investing on Ark7 carries risks such as market volatility, property value fluctuations, economic impacts, and potential liquidity challenges in the secondary market.

Moderate Liquidity
2/5

Ark7 allows investors to sell their shares on a secondary market after a minimum holding period of one year, providing liquidity.

Low Return
3.22-6.96 %

Ark7 offers annualized cash return rates between 3.22% to 6.96%, or $0.1 to $0.58 per share, based on past performance or estimates for newer properties.

Long-term Investment
1+ year

Ark7 targets long-term investments in real estate for appreciation but allows selling shares after a minimum holding period for flexibility.

Who can invest
United States

Ark7 is open to U.S. citizens or residents over 18 with an SSN or ITIN and a U.S. bank account. Select offerings are for accredited investors only.

Invest in real estate loans for small businesses and individuals

Investments
$10

Groundfloor enables individuals to begin investing in real estate with a minimal initial requirement of only $10.

Moderate Risk
3/5

Investing on Groundfloor involves credit risk from borrower default, market risk due to real estate market fluctuations, liquidity risk as investments are tied up until loan maturity without a secondary market for early exit, regulatory risk from changes in laws affecting real estate and crowdfunding, and platform risk related to operational disruptions or cybersecurity threats.

Minimum Liquidity
1/5

On Groundfloor, liquidity is tied to the term of the real estate loans, which range from 6 to 18 months. Investors' funds are committed until the loan matures and the borrower repays.

Moderate Return
10.72 %

Groundfloor's loans are graded from A to G, with interest rates ranging from 5.5% to 25.5% annually, based on risk. A diversified portfolio across all repaid loans to date would have earned a 10.72% annualized net return.

Short-term Investment
6+ months

Groundfloor investments have loan terms ranging from 6 to 18 months.

Who can invest
International

Groundfloor is accessible to investors both in the US and internationally. However, for non-US investors, a minimum transfer-in amount of $5,000 is required.

Invest in private market alternatives

Investments
$10,000

The minimum investment on Yieldstreet starts at $10,000.

Moderate Risk
3/5

Yieldstreet investments, focused on high-yield, specialty lending, carry inherent risks higher than traditional investments, primarily due to the potential for borrower default.

Minimum Liquidity
1/5

Yieldstreet's investments are generally less liquid, meaning they cannot be quickly sold for cash. These private market alternatives often require longer holding periods.

Moderate Return
9.6 %

The expected net annualized return (IRR) for investors on Yieldstreet is 9.6%.

Short-term Investment
6+ months

Yieldstreet's investments span time horizons from as brief as 6 months to as long as 5 years.

Who can invest
United States

Yieldstreet is open to U.S. persons with a valid TIN, U.S. bank account, and U.S. mailing address. Non-accredited investors can access the Alternative Income Fund, while single asset investments require accredited investor status verification.

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Invest in private credit deals

Investments
$500

Investors can enter the private credit market via Percent with a minimum of $500, accessing a variety of asset-based securities and corporate loans.

Moderate Risk
3/5

Investing on Percent comes with inherent risks, despite efforts to minimize these through a proprietary risk framework for its own deals. The risk levels can vary across the platform, depending on whether Percent or a third party underwrites the deal.

Minimum Liquidity
1/5

Liquidity on Percent, as with many private credit platforms, varies by investment. Generally, these investments are less liquid than public stocks, tied to longer-term commitments without guaranteed immediate access to funds.

Moderate Return
13.41 %

As of February 1, 2024, Percent offers a 2.5% interest rate on idle cash in accounts and reports a historical weighted average APY of 13.41% on investments.

Short-term Investment
3+ months

Percent offers investment horizons starting at 3 months, accommodating short-term investment strategies.

Who can invest
United States

Percent accepts investments only from accredited investors in the U.S. with U.S. bank accounts, adhering to Reg D 506(c) exemption rules.

Invest in startups in exchange for equity

Investments
$100

The standard minimum investment on Wefunder for most Community Rounds is $100. However, the exact minimum can vary based on the specific offering and the investor's status as an accredited investor.

High Risk
4/5

Investing in startups on Wefunder is highly risky, and there's a real possibility of losing your entire investment.

Minimum Liquidity
1/5

Wefunder's investments are not highly liquid, as there is no public market for selling your stake. After one year, you can sell to any interested buyer.

Not Predictable Return
N/P

On Wefunder, investors can earn returns through different investment mechanisms: Debt, Convertibles Stock (No Dividends), Stock, Dividends. Investment returns on Wefunder vary by investment type, with dividends more typical in later-stage, non-tech businesses.

Long-term Investment
7 years

Investments on Wefunder are long-term, with an average return period of around seven years, particularly for convertible notes or SAFEs.

Who can invest
International

Individuals 18 and older can invest on Wefunder, regardless of whether they are accredited or non-accredited investors. Additionally, Wefunder allows investments through entities.

Buy pre-IPO stock in private companies

Investments
$10,000

The minimum investment on EquityZen is $10,000, though this may vary by offering.

High Risk
4/5

Investing in private companies via EquityZen involves risks such as limited liquidity, market volatility, company performance uncertainties, regulatory changes, less available information, and potential lack of diversification, which could impact investment returns.

Minimum Liquidity
1/5

EquityZen offers liquidity for vested shares only. It does not provide liquidity for unvested shares, unvested RSUs, or options directly.

Not Predictable Return
N/P

Unlike public market investments, private investments carry higher risks and unpredictability. Consequently, it's challenging to define a standard return rate for EquityZen investments.

Long-term Investment
2-5 years

Typically, companies on EquityZen have received late-stage funding, suggesting an expected investment horizon of 2-5 years, but outcomes can vary widely.

Who can invest
United States

Only accredited investors can invest in EquityZen's offerings.

Invest in private assets like real estate, private credit, and venture capital

Investments
$10

Fundrise allows a minimum investment of $10 for taxable accounts and $1,000 for IRAs.

Moderate Risk
3/5

Investing with Fundrise involves risks such as limited liquidity, potential modifications to the share repurchase program, market volatility affecting asset values, the possibility of total investment loss, and regulatory changes impacting operations.

Minimum Liquidity
1/5

Fundrise offers liquidity through its share repurchase program, allowing investors to redeem shares quarterly with no penalties or costs.

Low Return
4.81 %

Investors on Fundrise can expect returns through dividends and appreciation, with an average income return of 4.81% over 7 years.

Long-term Investment
5+ years

Fundrise is designed for long-term investments, ideally for a period of 5 or more years, due to its focus on strategies aimed at long-term return potential.

Who can invest
United States

To be eligible to invest with Fundrise, individuals must meet several criteria: they must be at least 18 years old, have permanent residency in the United States, possess a valid U.S. tax ID, and file taxes in the U.S. The platform is open to both accredited and non-accredited investors.

Invest in multifamily real estate

Investments
$5,000

The minimum investment amount on HoneyBricks typically starts at $5,000, although some specific projects may require higher minimums.

Moderate Risk
3/5

Investing in HoneyBricks involves various risks inherent to real estate and investment platforms, including market volatility, liquidity challenges, regulatory changes, operational uncertainties, economic fluctuations, and technology-related vulnerabilities.

Moderate Liquidity
2/5

HoneyBricks offers a Secondary Market for liquidity, allowing investors to buy and sell assets after a 12-month hold via SPVs and blockchain technology.

High Return
15 %

HoneyBricks targets over 15% annual returns and aims for a cash-on-cash return of over 5% from its real estate investments. These returns are projections based on conservative reviews and are derived from property appreciation and reliable cash flows from high-occupancy assets.

Long-term Investment
1-5 years

The investment time horizon on HoneyBricks is inherently long-term, with the expectation that investors may hold their investments for several years to fully realize the potential appreciation and sustained cash flows from multifamily real estate assets. While a secondary market exists to provide liquidity after a 12-month holding period, immediate or short-term exit opportunities may be limited.

Who can invest
International

HoneyBricks is available to accredited US investors and to non-US investors without accreditation requirements.

Buy shares in vacation rental properties

Investments
$100

Fundhomes sets its minimum investment threshold at $100, with shares available at $10.

Moderate Risk
3/5

Investing in Fundhomes carries risks such as potential loss of capital, market fluctuations, and regulatory changes affecting profitability. Investments are generally illiquid with a long-term exit strategy, and early withdrawal may result in penalties. A secondary market to improve liquidity is under consideration but not guaranteed.

Minimum Liquidity
1/5

Fundhomes offers liquidity options including automatic share sales when properties are sold (5-10 years), a secondary market for selling shares to other investors, and a buyback program, with potential early sale penalties within the first year.

Moderate Return
11.36 %

Investors in Fundhomes can expect cash dividends from rental income, projected at a hypothetical rate of 6.62% per year, and property appreciation, estimated at 4.74% per year, upon sale within 5-10 years. This totals a hypothetical annual return of 11.36%.

Long-term Investment
5-10 years

The investment time horizon at Fundhomes is typically 5 to 10 years, focusing on long-term gains from rental income and property appreciation.

Who can invest
United States

To invest in Fundhomes, one must be a U.S. Citizen or a resident of the U.S. with a valid Social Security Number.

Invest in single-family homes

Investments
$56,000

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.

Moderate Risk
3/5

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.

Minimum Liquidity
1/5

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.

High Return
18 %

Doorvest reports an average annual investment return of 18%, accounting for rental income, property appreciation, and mortgage leveraging.

Long-term Investment
5-30 years

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.

Who can invest
United States

To invest with Doorvest, you need to be in the U.S. or able to sign documents at a U.S. Embassy.

Invest in rental properties through a fractional real estate marketplace

Investments
$50

The minimum investment with Lofty is $50.

Moderate Risk
3/5

Investing with Lofty carries typical real estate investment risks, including market volatility, economic changes, and property management challenges. Additionally, the use of cryptocurrency and tokenization presents legal and regulatory uncertainties.

Moderate Liquidity
2/5

Lofty provides liquidity by allowing investors to list their property tokens for sale on the marketplace at any time, with a 2.5% transaction fee. Orders are held in escrow and have a 30-day expiration.

Low Return
5 %

Lofty offers a 5% cash on cash return, with token values updating monthly based on HouseCanary's Automated Valuation Model (AVM).

Short-term Investment
1 year

Investment time horizon on Lofty is not fixed and is determined by property owners' collective decision on when to sell through the governance system.

Who can invest
International

Investors from the US and abroad can invest with Lofty, excluding those from OFAC-sanctioned countries.

Invest in rental homes and vacation rentals

Investments
$100

Arrived allows for a minimum investment of $100 USD per property.

Moderate Risk
3/5

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.

Minimum Liquidity
1/5

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.

Low Return
5.5-15 %

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.

Long-term Investment
5-15 years

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.

Who can invest
United States

U.S. citizens or residents who are at least 18 years old can invest with Arrived, and accreditation as an investor is not necessary.

Invest in multifamily rental properties across the United States

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.

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.

Moderate Return
11-18 %

DiversyFund has historically reported annual returns between 11% and 18%, but future returns can vary and are not guaranteed.

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.

Who can invest
United States

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

Investments
$25,000

The minimum investment on RealtyMogul typically ranges from $25,000 to $35,000, depending on the specific investment offering.

Moderate Risk
3/5

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.

Minimum Liquidity
1/5

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.

High Return
15.0 %

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.

Long-term Investment
3-10 years

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.

Who can invest
United States

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.

Invest in commercial real estate projects through an online platform

Investments
$25,000

Minimum investment amounts on CrowdStreet start at $25,000, with the exact threshold varying by individual project.

Moderate Risk
3/5

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.

Minimum Liquidity
1/5

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.

High Return
17.9 %

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.

Long-term Investment
3-10 years

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.

Who can invest
United States

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 fractional shares of rental properties

Investments
$5

Landa's minimum share investment is $5, with personal buy limits set at 10% of income/net worth per property, no limits for entities, and weekly deposits capped at $100,000.

Moderate Risk
3/5

Investing in Landa carries risks such as market volatility and potential loss of investment. Despite Landa's measures to legally separate each property series to protect investors' assets, there's no absolute guarantee in bankruptcy scenarios.

Moderate Liquidity
2/5

Landa offers share liquidity through its trading platform, with market hours set from 9:30 am to 5:00 pm EST and a 2% trade fee. Share pricing is flexible, but an active buyer market is not guaranteed.

Low Return
5.0 %

Landa offers returns through rental income distributions and potential property value appreciation, with additional tax benefits. Returns are influenced by property location, type, and market conditions, shaping overall investment performance.

Long-term Investment
10+ years

Landa focuses on long-term property investment, with the potential for indefinite holding periods due to market liquidity or property performance.

Who can invest
United States

U.S. residents over 18 with an SSN can invest with Landa, excluding non-U.S. residents and those in Puerto Rico.

Invest in fractionalized fine wine collections and rare spirits

Investments
$2,500

The minimum amount required to invest in offerings from Vint is set at $2,500.

Moderate Risk
3/5

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.

Minimum Liquidity
1/5

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.

High Return
28.7 %

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.

Long-term Investment
1-3 years

Vint's investment time horizon for its collections spans 1 to 3 years on average.

Who can invest
United States

Investment opportunities with Vint are open to accredited investors, who must satisfy certain SEC-mandated financial criteria.

Invest in fractionalized multimillion-dollar paintings

Investments
$15,000

The minimum investment required is $15,000, which can be used to buy one or more assets.

Moderate Risk
3/5

Investing in art through Masterworks has risks, including concentration in a single artwork, limited insurance coverage, market volatility, and uncertainty in the secondary market.

Moderate Liquidity
2/5

You have the option to trade shares on the platform's secondary market, but there are certain restrictions on what and how you can trade.

Moderate Return
12.6 %

Profits come from selling the painting or when investors sell their shares.

Long-term Investment
3-7 years

Masterworks keeps the artwork for 3 to 10 years.

Who can invest
International

Masterworks welcomes individuals, corporations, or entities from any location, including the United States.