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What is a disposed investment vs. a realized investment?

A disposed investment refers to the time between sale of a property and before final tax documents and distributions have been sent. For example, if a sponsor sells a property in June 2022, they’ll still need to upload K-1s in March 2023. Oftentimes sponsors hold back some funds until final tax documents are completed in case there are unforeseen expenses. 

Additionally, there might be some initial CrowdStreet limitations that mark an investment as disposed rather than realized. For instance, there might be full capital loss, meaning that the investor capital balance cannot be brought down to $0.

Once final tax documents and distributions are uploaded and portal limitations are addressed, then the investment will be moved to ‘realized.’

To see a list of realized offerings, please visit the following page: Marketplace Performance