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How To: Navigate the Investor Portal Portfolio Page

Boost your real estate investment experience with CrowdStreet’s Portfolio page.

CrowdStreet provides you with a secure, online portal to make offers, track and access documentation about investments, and communicate directly with real estate sponsors. To give investors a more advanced view of all CrowdStreet investments, your portal now includes an enhanced Portfolio page.

View this video to explore the new Portfolio page and its main features.

Portfolio page highlights:

INVESTMENT PORTFOLIO GRAPH

Manage and track your portfolio with a dashboard of your investments that includes a graph with distributions, capital commitments, and contributions.

DIVERSIFICATION CHART

Visualize your assets by property type and offering to help inform future investment decisions for a diversified portfolio.

PORTFOLIO REPORTS

Download a summary of your portfolio, capital contribution data, and distribution data to share with financial or tax advisors.

INVESTMENT TABLE

View helpful information about your various investments by offering name or your investing entity (trust, individual investments, IRA, etc.) in a pre-configured table.