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EDGAR Verified
Primary Source · SEC.gov

FUNDRISE BALANCED EREIT II, LLC

CIK 0001803986Fund Vehicle2022 vintage506(c)
Fundrise

Raised

$1M

Investors

28

Min Invest

$10,000

AltStreet Analysis

·

Generated from EDGAR primary sources

FUNDRISE BALANCED EREIT II, LLC is a Delaware-organized real estate investment entity that has raised $1.4M from 28 investors under Rule 506(c) with a $10K minimum investment. This is an amended filing from August 2022 for a vehicle operated by Fundrise, a real estate crowdfunding platform with at least 12 related EDGAR entities and over $29M in aggregate capital raised across documented offerings.

This offering represents a typical retail-oriented real estate crowdfunding structure using the 506(c) exemption with a $10K minimum, consistent with Fundrise's platform model of accessible eREIT products. The per-investor average of approximately $50K and the absence of stated sales commissions align with direct-to-investor digital distribution common in the real estate crowdfunding sector.

Data Flags

First Sale DateFirst sale date not disclosed in an amended filing with $1.4M already raised from 28 investors
Sales CommissionsNo sales commissions stated on a 506(c) offering with 28 investors, suggesting direct platform distribution rather than broker-dealer intermediation
States of SolicitationStates of solicitation not specified despite using 506(c) general solicitation exemption

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001803986
Entity NameFUNDRISE BALANCED EREIT II, LLC
Exemption506(c)
First Sale Date—
Filing DateAugust 15, 2022
Accession Number0001661023-22-000005
Total Amount Sold$1M
Total Investors28
Minimum Investment$10,000
Securities TypeEquity
State of IncorporationNot specified
Amendment Count1 amendments filed

Capital Raise Timeline

Chronological filing history from primary SEC Form D documents. Delta figures show change from previous filing.

Aug 2021D
$10,000 min
Aug 2022D/ALatest
$1M(+$1M)28 investors(+28)$10,000 min

Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

Benjamin Miller

Executive Officer · Washington, DC

Brandon Jenkins

Executive Officer · Washington, DC

Bjorn Hall

Executive Officer · Washington, DC

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Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. AltStreet analysis (summaries, flags, category context) is generated by Claude from this primary source data and reviewed for accuracy. Platform-provided information (if present) is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. EDGAR data is verified read-only — platforms may request factual corrections for demonstrable inaccuracies by contacting research@altstreet.investments. This page does not constitute investment advice.