43: Fundrise eREITs: How to Choose Your Investments with Kendall Davis

Invest Like a Boss

Sam Marks Johnny FD Derek Spartz

Business, Investing

4.8 • 518 Ratings

🗓️ 1 March 2017

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

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Summary

Kendall Davis is the All-Star Director of Investments at Fundrise and based in Washington D.C. Since Episode 13 with their CEO Ben Miller, we have made multiple new investments into the Fundrise eREITS. As with other modern investment products, new questions are constantly popping up around the structure of the investment, how it works, and what to expect. Previously, Kendall had fielded several of our questions and helped us grow confidence in our investment selections.

We were excited to have her on this new episode to answer a fresh batch of listener submitted questions including some of our own. In addition, Fundrise just announced their own IPO and Kendall discussed what this means for investors and their company.

Links:

Linkedin
@KendallDavisDC
contact@fundrise.com
investments@fundrise.com

Discussed:

Real Estate Investing with Fundrise CEO Ben Miller - ILAB 12
What You Need to Know About Dividend Investing in 2017 - ILAB 42

Time Stamps:

04:39 - Growth REIT pay off
09:40 - Dividend distribution
13:10 - Providing equitable access
15:50 - Choosing a REIT to invest in
19:40 - Tax consequences
21:50 - Tracking the value of assets
26:55 - Unrelated fundamental factors
28:35 - Borning annuities
29:50 - Holding regional funds
32:32 - Fixed rate of return
34:20 - Liquidity options
38:18 - IPO
43:10 - Support Q&A
45:50 - Blocked Paypal account
48:01 - Johnny & Sam’s REIT investment
51:50 - Fundrise service perks
55:10 - IPO details

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Transcript

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0:00.0	Welcome to the Invest Like a Boss podcast. I'm Sam Marks and I'm Johnny FD. We're self-made entrepreneurs who invest our own money and use modern technology to invest like a boss.
0:08.8	Join us each week for exclusive interviews with our network of modern investors, business owners, and multimillionaires to discover new ways to invest our hard-earned cash.
0:17.4	Hey, everyone. Welcome to episode 43 of the Invest Likeibus podcast. I'm here, Sam Marks.
0:23.1	Hey, everybody. Welcome back to this week's show. This week we have on Kendall Davis, the director of
0:27.8	investments for a follow-up episode with Fundrise. Johnny, what do you think? I'm excited because
0:33.9	Fundorize has been one of those kind of real estate plays that I've been really
0:38.4	interested in. So we've both invested in it before me. We've actually had the CEO on a previous
0:43.5	episode. So if you guys haven't heard that, you guys can go back to what episode was that, Sam?
0:48.8	Episode 13. Episode 13. I take a listen because that was actually one of the kind of pivotal moments of my
0:55.9	kind of getting into a real estate investing career. Yeah, yeah, well said. That was one of our first,
1:01.9	I would say, showcase episodes that we had on. And definitely, like you said, good word, pivotal
1:08.0	moments in my investing life. And yeah, and we both,
1:12.3	we both invested at that point. And I think we've continued to invest in that. But we'll talk
1:16.8	about more than the outro. So I guess that covers disclosure, Johnny, are both have invested in
1:22.2	fund rise. And they have some big new news coming out. Did you hear? Tell me about it.
1:27.2	Well, they, I was a little confused about this, but basically they have some big new news coming out. Did you hear? Tell me about it. Well, they, I was a little confused about this, but basically they have an IPO, and we're going
1:33.0	to drill Kendall on that and what it means for investors and what it means for their company.
1:37.6	Okay.
1:38.1	Yeah, I'm excited for that.
1:38.8	And also, I hope you ask her a ton of questions about just investing more because I've
1:43.4	actually been really interested
1:44.3	in Funerrise because I want to own apartment buildings. That's kind of been my big goal for a long
	...

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