Upside Avenue logo

Upside Avenue

Multifamily apartment fund for accredited investors

real estate
Founded 2017Regulation Reg D
Min Investment
N/ASee details
Target Return
8–12%Annualized
Annual Fee
1.5%of AUM
Liquidity
3–5 years
Accredited
Yes

Pros & Cons

Pros

  • Passive multifamily income
  • Professional management

Cons

  • Accredited only
  • Illiquid
  • Smaller platform
02

Target Projection

If the 8–12% target is achieved every year, net of fees

Target low · 8%

$18,771

Target mid · 10%

$22,610

Target high · 12%

$27,141

Reality checkThis projection assumes the target return range is achieved every single year, net of fees. Real-world returns vary significantly — Upside Avenue's actual history includes years of negative returns. Target ranges describe what the platform aims to achieve, not guaranteed outcomes. Past performance does not guarantee future results.
03

The Cost of Fees

InvestmentHorizon
What a 1.5% annual fee actually costs over time.$10,000 · 10 yr · 10% gross return
$6K$13K$19K 0yr2yr4yr6yr8yr10yr
Value after fees
Fees paid (cumulative)
Value if fees were 0%

Gross ending value

$25,937

Net ending value

$22,610

Total fees paid

−$3,328

04

Head-to-Head

PlatformMinTarget ReturnAnnual FeeLiquidityAccredited
Upside Avenue logoUpside Avenue◀—8–12%1.5% AUM3–5 yearsYes
Prologis REIT logoPrologis REIT—3–5% dividend yieldBrokerage commissionDaily (NYSE)No
STAG Industrial logoSTAG Industrial—4–5% dividend yieldBrokerage commissionDaily (NYSE)No
Nuveen Real Estate logoNuveen Real Estate—4–8%Expense ratioDaily (REIT)No
Doorvest logoDoorvest—8–12%Management fee5+ yearsNo
06

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