 | | Grow your retirement with smarter strategies | | | With Fundrise, you can diversify your retirement savings by investing in private market assets like real estate, private credit, and venture capital—all through a traditional or Roth IRA. | | | | | Why choose Fundrise for your IRA? | | Our alternative investments are designed to make the most of an IRA’s tax advantages: | | | | | | | Long-term growth alignment: | | Fundrise investments are built for growth over time, complementing the long-term nature of an IRA. | | | | | | | | | | Tax-optimized return potential: | | With higher return opportunities than traditional investments, private market assets can thrive in a tax-advantaged account. | | | | | | | | | | Diversification redefined: | | Balancing public and private assets in your retirement portfolio can reduce volatility and position you for steady, long-term gains. | | | | | | |
| Whether you’re ready to open a new IRA or rollover an existing retirement account, we make it simple. You can complete the entire process through our platform—no phone calls, no piles of paperwork. | | | | Reminder: For tax year 2025, IRA contributions may not exceed the lesser of $7,000 ($8,000 if you're age 50 or older), or your taxable compensation for the year. Contributions to an IRA are subject to annual limits established by the IRS. For more information on IRA contribution limits please visit the IRS website. | | Neither Fundrise nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. | | | | Recent investments that could be powering your IRA | | | | | | | North Myrtle Development — Myrtle Beach, SC | | A 372-unit multifamily community with a standout 16%1 fixed return, North Myrtle Beach delivers high-end residential options to a fast-growing region. | | | | | | | | Mont Belvieu — Houston Metro, TX | | A 347-unit investment with a fixed 13.5%1 return. This property is uniquely positioned as the sole multifamily component within a large mixed-use development. | | | | | | | | Lemon Creek Ranch — San Antonio Metro, TX | | A 349-unit project offering 13.5%1 fixed return. This investment benefits from constrained supply and exceptional local growth. | | | | | Disclosure: An investor in the Fundrise Income Real Estate Fund should consider the investment objectives, risks, charges, and expenses carefully before investing. The Fund’s prospectus contains this and other information and may be obtained here. Investors should read the prospectus carefully before investing. | | | | | | | 1. This solely represents a fixed rate of preferred return due to the Fundrise Income Real Estate Fund under the terms of their investment agreements and does not reflect either a gross or net return that an investor in the Fundrise Income Real Estate Fund may expect to receive as a result of this fixed rate return. Due to the uncertainty of other factors that will ultimately determine the return to any investor (such as leverage, cash drag, and other potential financings), the performance of this asset to the investor is currently unknowable and undeterminable, and may ultimately be lower or higher than the stated fixed rate of preferred return. | | Fundrise, LLC (“Fundrise”) operates a website at fundrise.com and certain mobile apps (the “Platform”). By using the Platform, you accept our Terms of Service and Privacy Policy. All images and return and projection figures shown are for illustrative purposes only, may assume additional client capital contributions over time, and are not actual Fundrise customer or model returns or projections. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Fundrise nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Fundrise nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment. Full Disclosure | | The publicly filed offering circulars of the issuers sponsored by Rise Companies Corp., not all of which may be currently qualified by the Securities and Exchange Commission, may be found at fundrise.com/oc. | | Fundrise takes any potential security issues seriously, and encourages the responsible and timely reporting of unknown security issues. Please send any discovered security concerns to [email protected]. | | 11 Dupont Circle NW, 9th Floor, Washington, DC 20036 | | © 2025 Fundrise, LLC. All Rights Reserved. eREIT, eFund and eDirect are trademarks of Rise Companies Corp. Google Play and the Google Play logo are trademarks of Google LLC. Apple, the Apple logo and iPhone are registered trademarks of Apple Inc. Proudly designed and coded in Washington, DC. | | Unsubscribe | Edit Notification Preferences | | | | | | |
