Private Real Estate & eREITs Pure Edge Computation

Fundrise eREIT & Interval Fund Dividend Yield Calculator

Model quarterly cash distributions, capital appreciation, and net compounding across Fundrise Flagship Real Estate Fund and income eREIT portfolios.

Formula: FV = P × [1 + (Dividend Yield + NAV Growth - Advisory Fee)]^Years; Annual Dividend = P × Dividend Yield

Model Parameters

Initial Investment Capital

Total principal allocated across Fundrise real estate funds.

Annualized Dividend Yield (Net)

Annual distribution rate from rental income and debt interest (historical 4.5% - 6.5%).

Projected Annual NAV Growth

Underlying property appreciation and loan repayment accretion.

Investment Horizon (Years)

years

Holding duration (minimum recommended 5 years to bypass early redemption fees).

Outputs & Underwriting Summary

Calculation Status

APPROVED

Verified Model

Annual Gross Dividend Yield

$1350.00

Quarterly Cash Payout: $337.50

Projected Portfolio Value (FV)

$36057.98

Total Gain: +$11057.98 (Net 7.6%/yr)

Reg A+ eREIT quarterly liquidity windows apply. Projected net annual total return is 7.6% after statutory 0.15% advisory and 0.85% asset management fees. Qualified dividends are eligible for 20% Section 199A QBI deduction.

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