Answers to many of your most frequently asked questions
Answers to many of your most frequently asked questions
Answers to many of your most frequently asked questions
Answers to many of your most frequently asked questions
Basics
What is Crowd Street?
Crowd Street is a platform that gives accredited investors access to private market investment opportunities such as private equity, private credit, commercial real estate, and more.
What is Crowd Street?
Crowd Street is a platform that gives accredited investors access to private market investment opportunities such as private equity, private credit, commercial real estate, and more.
What is Crowd Street?
Crowd Street is a platform that gives accredited investors access to private market investment opportunities such as private equity, private credit, commercial real estate, and more.
What is Crowd Street?
Crowd Street is a platform that gives accredited investors access to private market investment opportunities such as private equity, private credit, commercial real estate, and more.
When was Crowd Street founded?
Crowd Street was founded in 2013 and has raised more than $4 billion in investment capital across private real estate and other alternative assets.
When was Crowd Street founded?
Crowd Street was founded in 2013 and has raised more than $4 billion in investment capital across private real estate and other alternative assets.
When was Crowd Street founded?
Crowd Street was founded in 2013 and has raised more than $4 billion in investment capital across private real estate and other alternative assets.
When was Crowd Street founded?
Crowd Street was founded in 2013 and has raised more than $4 billion in investment capital across private real estate and other alternative assets.
What types of investors use Crowd Street?
Crowd Street serves accredited individuals and entities and family offices seeking direct access to private market offerings.
What types of investors use Crowd Street?
Crowd Street serves accredited individuals and entities and family offices seeking direct access to private market offerings.
What types of investors use Crowd Street?
Crowd Street serves accredited individuals and entities and family offices seeking direct access to private market offerings.
What types of investors use Crowd Street?
Crowd Street serves accredited individuals and entities and family offices seeking direct access to private market offerings.
What makes Crowd Street different?
Crowd Street connects investors directly to private offerings, offers a transparent review process, and provides tools to manage multiple investments all in one place.
What makes Crowd Street different?
Crowd Street connects investors directly to private offerings, offers a transparent review process, and provides tools to manage multiple investments all in one place.
What makes Crowd Street different?
Crowd Street connects investors directly to private offerings, offers a transparent review process, and provides tools to manage multiple investments all in one place.
What makes Crowd Street different?
Crowd Street connects investors directly to private offerings, offers a transparent review process, and provides tools to manage multiple investments all in one place.
How does Crowd Street earn revenue?
Crowd Street Capital generally charges sponsors due diligence and placement fees in connection with private placement offerings, and affiliates of Crowd Street Capital generally charge sponsors services and technology fees. Sponsors may pass these costs on to investors who invest, directly or indirectly. For offerings of registered third-party funds, Crowd Street Capital generally charges the fund a fee. These fees are typically paid by the fund itself, and thus may directly reduce your investment amount. Please review Crowd Street Capital's Client Relationship Summary (Form CRS) for more information.
How does Crowd Street earn revenue?
Crowd Street Capital generally charges sponsors due diligence and placement fees in connection with private placement offerings, and affiliates of Crowd Street Capital generally charge sponsors services and technology fees. Sponsors may pass these costs on to investors who invest, directly or indirectly. For offerings of registered third-party funds, Crowd Street Capital generally charges the fund a fee. These fees are typically paid by the fund itself, and thus may directly reduce your investment amount. Please review Crowd Street Capital's Client Relationship Summary (Form CRS) for more information.
How does Crowd Street earn revenue?
Crowd Street Capital generally charges sponsors due diligence and placement fees in connection with private placement offerings, and affiliates of Crowd Street Capital generally charge sponsors services and technology fees. Sponsors may pass these costs on to investors who invest, directly or indirectly. For offerings of registered third-party funds, Crowd Street Capital generally charges the fund a fee. These fees are typically paid by the fund itself, and thus may directly reduce your investment amount. Please review Crowd Street Capital's Client Relationship Summary (Form CRS) for more information.
How does Crowd Street earn revenue?
Crowd Street Capital generally charges sponsors due diligence and placement fees in connection with private placement offerings, and affiliates of Crowd Street Capital generally charge sponsors services and technology fees. Sponsors may pass these costs on to investors who invest, directly or indirectly. For offerings of registered third-party funds, Crowd Street Capital generally charges the fund a fee. These fees are typically paid by the fund itself, and thus may directly reduce your investment amount. Please review Crowd Street Capital's Client Relationship Summary (Form CRS) for more information.
Accounts
How do I get started with Crowd Street?
Create your free account to get started. You'll need to provide basic info, verify your email, and verify your accreditation.
How do I get started with Crowd Street?
Create your free account to get started. You'll need to provide basic info, verify your email, and verify your accreditation.
How do I get started with Crowd Street?
Create your free account to get started. You'll need to provide basic info, verify your email, and verify your accreditation.
How do I get started with Crowd Street?
Create your free account to get started. You'll need to provide basic info, verify your email, and verify your accreditation.
Can I update my account info?
Yes. You can update your personal or financial information anytime from your account dashboard.
Can I update my account info?
Yes. You can update your personal or financial information anytime from your account dashboard.
Can I update my account info?
Yes. You can update your personal or financial information anytime from your account dashboard.
Can I update my account info?
Yes. You can update your personal or financial information anytime from your account dashboard.
What if I forgot my password?
Click “forgot password” on the login page to reset it via email.
What if I forgot my password?
Click “forgot password” on the login page to reset it via email.
What if I forgot my password?
Click “forgot password” on the login page to reset it via email.
What if I forgot my password?
Click “forgot password” on the login page to reset it via email.
Can I open more than one investing account?
Yes. You can create multiple investing accounts—for example, as an individual, through an IRA, or via an entity.
Can I open more than one investing account?
Yes. You can create multiple investing accounts—for example, as an individual, through an IRA, or via an entity.
Can I open more than one investing account?
Yes. You can create multiple investing accounts—for example, as an individual, through an IRA, or via an entity.
Can I open more than one investing account?
Yes. You can create multiple investing accounts—for example, as an individual, through an IRA, or via an entity.
How do I close my account?
If you have not yet completed an account agreement or made any investments, you can contact Investor Relations to request account closure and deletion of personal information. Once an account agreement is signed, we can close the account, but we are required to retain information for six years once an account is closed. If an account contains investments, it must remain active for the duration of the investments’ hold periods.
How do I close my account?
If you have not yet completed an account agreement or made any investments, you can contact Investor Relations to request account closure and deletion of personal information. Once an account agreement is signed, we can close the account, but we are required to retain information for six years once an account is closed. If an account contains investments, it must remain active for the duration of the investments’ hold periods.
How do I close my account?
If you have not yet completed an account agreement or made any investments, you can contact Investor Relations to request account closure and deletion of personal information. Once an account agreement is signed, we can close the account, but we are required to retain information for six years once an account is closed. If an account contains investments, it must remain active for the duration of the investments’ hold periods.
How do I close my account?
If you have not yet completed an account agreement or made any investments, you can contact Investor Relations to request account closure and deletion of personal information. Once an account agreement is signed, we can close the account, but we are required to retain information for six years once an account is closed. If an account contains investments, it must remain active for the duration of the investments’ hold periods.
Investing
What is private market investing?
Private market investing involves opportunities not traded on public exchanges—such as private real estate, credit, and equity—in most cases, if not all, with longer hold periods and less liquidity.
What is private market investing?
Private market investing involves opportunities not traded on public exchanges—such as private real estate, credit, and equity—in most cases, if not all, with longer hold periods and less liquidity.
What is private market investing?
Private market investing involves opportunities not traded on public exchanges—such as private real estate, credit, and equity—in most cases, if not all, with longer hold periods and less liquidity.
What is private market investing?
Private market investing involves opportunities not traded on public exchanges—such as private real estate, credit, and equity—in most cases, if not all, with longer hold periods and less liquidity.
What is the minimum investment amount?
Minimum investments start at $25,000 but may be higher for certain offerings. For specific details, refer to individual offerings on the Crowd Street platform.
What is the minimum investment amount?
Minimum investments start at $25,000 but may be higher for certain offerings. For specific details, refer to individual offerings on the Crowd Street platform.
What is the minimum investment amount?
Minimum investments start at $25,000 but may be higher for certain offerings. For specific details, refer to individual offerings on the Crowd Street platform.
What is the minimum investment amount?
Minimum investments start at $25,000 but may be higher for certain offerings. For specific details, refer to individual offerings on the Crowd Street platform.
What is the process for investing?
1) Create your free account and verify your accreditation.
2) Browse offerings on the Crowd Street platform to identify options that align with your investment goals.
3) Submit an offer to participate in an opportunity and complete the transaction process online.
What is the process for investing?
1) Create your free account and verify your accreditation.
2) Browse offerings on the Crowd Street platform to identify options that align with your investment goals.
3) Submit an offer to participate in an opportunity and complete the transaction process online.
What is the process for investing?
1) Create your free account and verify your accreditation.
2) Browse offerings on the Crowd Street platform to identify options that align with your investment goals.
3) Submit an offer to participate in an opportunity and complete the transaction process online.
What is the process for investing?
1) Create your free account and verify your accreditation.
2) Browse offerings on the Crowd Street platform to identify options that align with your investment goals.
3) Submit an offer to participate in an opportunity and complete the transaction process online.
Are investments guaranteed?
No. All investments carry substantial risk, including the potential loss of your entire investment. Private placements are illiquid and speculative, and may not be suitable for all investors.
Are investments guaranteed?
No. All investments carry substantial risk, including the potential loss of your entire investment. Private placements are illiquid and speculative, and may not be suitable for all investors.
Are investments guaranteed?
No. All investments carry substantial risk, including the potential loss of your entire investment. Private placements are illiquid and speculative, and may not be suitable for all investors.
Are investments guaranteed?
No. All investments carry substantial risk, including the potential loss of your entire investment. Private placements are illiquid and speculative, and may not be suitable for all investors.
Are investors charged fees?
Crowd Street Capital generally charges sponsors due diligence and placement fees in connection with private placement offerings, and affiliates of Crowd Street Capital generally charge sponsors services and technology fees. Sponsors may pass these costs on to investors who invest, directly or indirectly. For offerings of registered third-party funds, Crowd Street Capital generally charges the fund a fee. These fees are typically paid by the fund itself, and thus may directly reduce your investment amount. Please review Crowd Street Capital's Client Relationship Summary (Form CRS) for more information.
Are investors charged fees?
Crowd Street Capital generally charges sponsors due diligence and placement fees in connection with private placement offerings, and affiliates of Crowd Street Capital generally charge sponsors services and technology fees. Sponsors may pass these costs on to investors who invest, directly or indirectly. For offerings of registered third-party funds, Crowd Street Capital generally charges the fund a fee. These fees are typically paid by the fund itself, and thus may directly reduce your investment amount. Please review Crowd Street Capital's Client Relationship Summary (Form CRS) for more information.
Are investors charged fees?
Crowd Street Capital generally charges sponsors due diligence and placement fees in connection with private placement offerings, and affiliates of Crowd Street Capital generally charge sponsors services and technology fees. Sponsors may pass these costs on to investors who invest, directly or indirectly. For offerings of registered third-party funds, Crowd Street Capital generally charges the fund a fee. These fees are typically paid by the fund itself, and thus may directly reduce your investment amount. Please review Crowd Street Capital's Client Relationship Summary (Form CRS) for more information.
Are investors charged fees?
Crowd Street Capital generally charges sponsors due diligence and placement fees in connection with private placement offerings, and affiliates of Crowd Street Capital generally charge sponsors services and technology fees. Sponsors may pass these costs on to investors who invest, directly or indirectly. For offerings of registered third-party funds, Crowd Street Capital generally charges the fund a fee. These fees are typically paid by the fund itself, and thus may directly reduce your investment amount. Please review Crowd Street Capital's Client Relationship Summary (Form CRS) for more information.
Can I invest 1031 exchange proceeds?
Most Crowd Street offerings don't qualify for 1031 exchanges, as these investments are typically not considered "like-kind" under IRS rules.
Can I invest 1031 exchange proceeds?
Most Crowd Street offerings don't qualify for 1031 exchanges, as these investments are typically not considered "like-kind" under IRS rules.
Can I invest 1031 exchange proceeds?
Most Crowd Street offerings don't qualify for 1031 exchanges, as these investments are typically not considered "like-kind" under IRS rules.
Can I invest 1031 exchange proceeds?
Most Crowd Street offerings don't qualify for 1031 exchanges, as these investments are typically not considered "like-kind" under IRS rules.
Access
Who can invest with Crowd Street?
Only accredited investors who reside within one of the 50 US states or D.C and are US citizens, resident aliens or hold certain visas can invest. Accredited investors are individuals earning $200K+ annually ($300K with a spouse) or have $1M+ in net worth excluding your home, or are entities with $5M+ in assets or if all beneficial owners are accredited individuals. All accounts are then reviewed for anti-money laundering (AML) compliance.
Who can invest with Crowd Street?
Only accredited investors who reside within one of the 50 US states or D.C and are US citizens, resident aliens or hold certain visas can invest. Accredited investors are individuals earning $200K+ annually ($300K with a spouse) or have $1M+ in net worth excluding your home, or are entities with $5M+ in assets or if all beneficial owners are accredited individuals. All accounts are then reviewed for anti-money laundering (AML) compliance.
Who can invest with Crowd Street?
Only accredited investors who reside within one of the 50 US states or D.C and are US citizens, resident aliens or hold certain visas can invest. Accredited investors are individuals earning $200K+ annually ($300K with a spouse) or have $1M+ in net worth excluding your home, or are entities with $5M+ in assets or if all beneficial owners are accredited individuals. All accounts are then reviewed for anti-money laundering (AML) compliance.
Who can invest with Crowd Street?
Only accredited investors who reside within one of the 50 US states or D.C and are US citizens, resident aliens or hold certain visas can invest. Accredited investors are individuals earning $200K+ annually ($300K with a spouse) or have $1M+ in net worth excluding your home, or are entities with $5M+ in assets or if all beneficial owners are accredited individuals. All accounts are then reviewed for anti-money laundering (AML) compliance.
What types of accounts can I use?
You can make investments as an individual, jointly with a spouse, or through an IRA (subject to sponsor limitations), trust, or entity.
What types of accounts can I use?
You can make investments as an individual, jointly with a spouse, or through an IRA (subject to sponsor limitations), trust, or entity.
What types of accounts can I use?
You can make investments as an individual, jointly with a spouse, or through an IRA (subject to sponsor limitations), trust, or entity.
What types of accounts can I use?
You can make investments as an individual, jointly with a spouse, or through an IRA (subject to sponsor limitations), trust, or entity.
What do I need before I can invest?
You'll need to complete your profile, create and sign your Investing Account, upload a valid ID, and verify your accreditation. If investing through an entity or trust, formation documents are also required. Start early to avoid delays.
What do I need before I can invest?
You'll need to complete your profile, create and sign your Investing Account, upload a valid ID, and verify your accreditation. If investing through an entity or trust, formation documents are also required. Start early to avoid delays.
What do I need before I can invest?
You'll need to complete your profile, create and sign your Investing Account, upload a valid ID, and verify your accreditation. If investing through an entity or trust, formation documents are also required. Start early to avoid delays.
What do I need before I can invest?
You'll need to complete your profile, create and sign your Investing Account, upload a valid ID, and verify your accreditation. If investing through an entity or trust, formation documents are also required. Start early to avoid delays.
How do I verify my accreditation status?
Through our streamlined and integrated workflow, we make it easy for investors to complete an accreditation review that will be valid for a full year. Alternatively, you can provide a letter from your CPA, attorney, or advisor attesting to your status. These will be valid for 90 days. To read more on the accreditation process, see here https://help.crowdstreet.com/article/accreditation-overview
How do I verify my accreditation status?
Through our streamlined and integrated workflow, we make it easy for investors to complete an accreditation review that will be valid for a full year. Alternatively, you can provide a letter from your CPA, attorney, or advisor attesting to your status. These will be valid for 90 days. To read more on the accreditation process, see here https://help.crowdstreet.com/article/accreditation-overview
How do I verify my accreditation status?
Through our streamlined and integrated workflow, we make it easy for investors to complete an accreditation review that will be valid for a full year. Alternatively, you can provide a letter from your CPA, attorney, or advisor attesting to your status. These will be valid for 90 days. To read more on the accreditation process, see here https://help.crowdstreet.com/article/accreditation-overview
How do I verify my accreditation status?
Through our streamlined and integrated workflow, we make it easy for investors to complete an accreditation review that will be valid for a full year. Alternatively, you can provide a letter from your CPA, attorney, or advisor attesting to your status. These will be valid for 90 days. To read more on the accreditation process, see here https://help.crowdstreet.com/article/accreditation-overview
Offerings
What types of investments are available?
Crowd Street offers access to a wide range of private market investing opportunities for accredited investors including private real estate, private equity, private credit, and diversified fund opportunities.
What types of investments are available?
Crowd Street offers access to a wide range of private market investing opportunities for accredited investors including private real estate, private equity, private credit, and diversified fund opportunities.
What types of investments are available?
Crowd Street offers access to a wide range of private market investing opportunities for accredited investors including private real estate, private equity, private credit, and diversified fund opportunities.
What types of investments are available?
Crowd Street offers access to a wide range of private market investing opportunities for accredited investors including private real estate, private equity, private credit, and diversified fund opportunities.
How are opportunities reviewed?
Crowd Street employs a detailed screening process led by a team of investment professionals. Generally, only a small percentage of submitted opportunities meet our criteria and are approved for listing.
How are opportunities reviewed?
Crowd Street employs a detailed screening process led by a team of investment professionals. Generally, only a small percentage of submitted opportunities meet our criteria and are approved for listing.
How are opportunities reviewed?
Crowd Street employs a detailed screening process led by a team of investment professionals. Generally, only a small percentage of submitted opportunities meet our criteria and are approved for listing.
How are opportunities reviewed?
Crowd Street employs a detailed screening process led by a team of investment professionals. Generally, only a small percentage of submitted opportunities meet our criteria and are approved for listing.
How often are new opportunities added?
We aim to launch multiple offerings each month. We will not launch offerings that don't meet our criteria and some months may see fewer launches.
How often are new opportunities added?
We aim to launch multiple offerings each month. We will not launch offerings that don't meet our criteria and some months may see fewer launches.
How often are new opportunities added?
We aim to launch multiple offerings each month. We will not launch offerings that don't meet our criteria and some months may see fewer launches.
How often are new opportunities added?
We aim to launch multiple offerings each month. We will not launch offerings that don't meet our criteria and some months may see fewer launches.
Can I invest in funds or only single deals?
You can invest in both. Crowd Street features single-asset offerings and funds.
Can I invest in funds or only single deals?
You can invest in both. Crowd Street features single-asset offerings and funds.
Can I invest in funds or only single deals?
You can invest in both. Crowd Street features single-asset offerings and funds.
Can I invest in funds or only single deals?
You can invest in both. Crowd Street features single-asset offerings and funds.
Who manages each offering?
Each offering is led by a real estate or investment sponsor. Investment sponsors’ bios and track records are available on each offering page.
Who manages each offering?
Each offering is led by a real estate or investment sponsor. Investment sponsors’ bios and track records are available on each offering page.
Who manages each offering?
Each offering is led by a real estate or investment sponsor. Investment sponsors’ bios and track records are available on each offering page.
Who manages each offering?
Each offering is led by a real estate or investment sponsor. Investment sponsors’ bios and track records are available on each offering page.
How do I evaluate an opportunity?
You should complete your own due diligence which can include reviewing the offering materials to determine if the opportunity meets your investment preferences, objectives, and risk tolerance, and evaluate if you feel comfortable with the business plan or strategy and terms. Consider consulting with your tax or legal advisor for additional support.
How do I evaluate an opportunity?
You should complete your own due diligence which can include reviewing the offering materials to determine if the opportunity meets your investment preferences, objectives, and risk tolerance, and evaluate if you feel comfortable with the business plan or strategy and terms. Consider consulting with your tax or legal advisor for additional support.
How do I evaluate an opportunity?
You should complete your own due diligence which can include reviewing the offering materials to determine if the opportunity meets your investment preferences, objectives, and risk tolerance, and evaluate if you feel comfortable with the business plan or strategy and terms. Consider consulting with your tax or legal advisor for additional support.
How do I evaluate an opportunity?
You should complete your own due diligence which can include reviewing the offering materials to determine if the opportunity meets your investment preferences, objectives, and risk tolerance, and evaluate if you feel comfortable with the business plan or strategy and terms. Consider consulting with your tax or legal advisor for additional support.
Security
How do you protect against fraud?
We verify all sponsors, monitor platform activity, fund transactions for certain offerings through escrow, and enforce industry-standard security measures to safeguard investors.
How do you protect against fraud?
We verify all sponsors, monitor platform activity, fund transactions for certain offerings through escrow, and enforce industry-standard security measures to safeguard investors.
How do you protect against fraud?
We verify all sponsors, monitor platform activity, fund transactions for certain offerings through escrow, and enforce industry-standard security measures to safeguard investors.
How do you protect against fraud?
We verify all sponsors, monitor platform activity, fund transactions for certain offerings through escrow, and enforce industry-standard security measures to safeguard investors.
Is Crowd Street regulated?
Yes. CrowdStreet Capital, LLC is a registered broker-dealer and member of FINRA and SIPC, with ongoing regulatory oversight, periodic audits, and strict compliance standards. CrowdStreet Advisors, LLC is an SEC-registered financial advisor that provides investment advice to Crowd Street’s proprietary private investment funds.
Is Crowd Street regulated?
Yes. CrowdStreet Capital, LLC is a registered broker-dealer and member of FINRA and SIPC, with ongoing regulatory oversight, periodic audits, and strict compliance standards. CrowdStreet Advisors, LLC is an SEC-registered financial advisor that provides investment advice to Crowd Street’s proprietary private investment funds.
Is Crowd Street regulated?
Yes. CrowdStreet Capital, LLC is a registered broker-dealer and member of FINRA and SIPC, with ongoing regulatory oversight, periodic audits, and strict compliance standards. CrowdStreet Advisors, LLC is an SEC-registered financial advisor that provides investment advice to Crowd Street’s proprietary private investment funds.
Is Crowd Street regulated?
Yes. CrowdStreet Capital, LLC is a registered broker-dealer and member of FINRA and SIPC, with ongoing regulatory oversight, periodic audits, and strict compliance standards. CrowdStreet Advisors, LLC is an SEC-registered financial advisor that provides investment advice to Crowd Street’s proprietary private investment funds.
Is my personal information secure?
Crowd Street employs enterprise-grade security protocols, including encryption across transport and storage, a SOC 2 audited information‐security program, and strict third-party controls.
Is my personal information secure?
Crowd Street employs enterprise-grade security protocols, including encryption across transport and storage, a SOC 2 audited information‐security program, and strict third-party controls.
Is my personal information secure?
Crowd Street employs enterprise-grade security protocols, including encryption across transport and storage, a SOC 2 audited information‐security program, and strict third-party controls.
Is my personal information secure?
Crowd Street employs enterprise-grade security protocols, including encryption across transport and storage, a SOC 2 audited information‐security program, and strict third-party controls.
Do you use multi-factor authentication?
Yes. Crowd Street offers and requires multi-factor authentication (MFA) for accounts, adding an extra layer beyond username/password to help prevent account compromise.
Do you use multi-factor authentication?
Yes. Crowd Street offers and requires multi-factor authentication (MFA) for accounts, adding an extra layer beyond username/password to help prevent account compromise.
Do you use multi-factor authentication?
Yes. Crowd Street offers and requires multi-factor authentication (MFA) for accounts, adding an extra layer beyond username/password to help prevent account compromise.
Do you use multi-factor authentication?
Yes. Crowd Street offers and requires multi-factor authentication (MFA) for accounts, adding an extra layer beyond username/password to help prevent account compromise.
Where do my funds go?
Crowd Street members direct their funds to an escrow account, in the case of a direct CRE investment, or to a transfer agent when investing in a fund. Funds held in escrow are released to the sponsor once certain due diligence materials are received. Transfer agents keep the official books and records of a third-party registered fund and work closely with the custodian who holds the funds assets. Crowd Street does not take custody of member assets at any time during the process.
Where do my funds go?
Crowd Street members direct their funds to an escrow account, in the case of a direct CRE investment, or to a transfer agent when investing in a fund. Funds held in escrow are released to the sponsor once certain due diligence materials are received. Transfer agents keep the official books and records of a third-party registered fund and work closely with the custodian who holds the funds assets. Crowd Street does not take custody of member assets at any time during the process.
Where do my funds go?
Crowd Street members direct their funds to an escrow account, in the case of a direct CRE investment, or to a transfer agent when investing in a fund. Funds held in escrow are released to the sponsor once certain due diligence materials are received. Transfer agents keep the official books and records of a third-party registered fund and work closely with the custodian who holds the funds assets. Crowd Street does not take custody of member assets at any time during the process.
Where do my funds go?
Crowd Street members direct their funds to an escrow account, in the case of a direct CRE investment, or to a transfer agent when investing in a fund. Funds held in escrow are released to the sponsor once certain due diligence materials are received. Transfer agents keep the official books and records of a third-party registered fund and work closely with the custodian who holds the funds assets. Crowd Street does not take custody of member assets at any time during the process.
