I have been investing with Holdfolio for about a decade. I really value their customer service, transparency, and overall, the deals that I have invested in have been great. I really like that they've NEVER tried to sell me on investing with them. I get to see what deals they are investing in and participate in the ones I like best. Their low minimums help me diversify, which is very important to me.
Holdfolio
Holdfolio
Sponsor Response
4.00
Hi Charlie, thank you for sharing your experience. We're grateful for your continued trust in us in the private real estate space and look forward to many more investments together in the future!
CL
Charlie L.
5.00
"My experience with Holdfolio"
I have been investing with Holdfolio for about a decade. I really value their customer service, transparency, and overall, the deals that I have invested in have been great. I really like that they've NEVER tried to sell me on investing with them. I get to see what deals they are investing in and participate in the ones I like best. Their low minimums help me diversify, which is very important to me.
Holdfolio
Holdfolio
Sponsor Response
4.00
Hi Charlie, thank you for sharing your experience. We're grateful for your continued trust in us in the private real estate space and look forward to many more investments together in the future!
Verified Investor
4.00
"My first LP investment"
This was my first LP investment so I was going in a bit blind but Holdfolio was referred by a trusted source so I went for it. It is a self storage development investment. They send out quarterly updates but as of now the project is 6 months behind. In their most recent update, they shared that there was a redesign that will yield an additional 22k net rentable sq ft... so overall I am hopeful but would not be comfortable investing with them again until this project is completely successfully.
Holdfolio
Holdfolio
Sponsor Response
4.00
Hi, thank you for sharing your experience. I'm glad you were referred to us and I'm excited for this investment to go full cycle so we can continue to invest together.
Verified Investor
3.00
"Investor in Two Projects"
Invested in two projects with Holdfolio. I believe both investments will be successful, but there have been some issues:
One new build storage project was supposed to take 10 months for construction. Two years later and construction has NOT BEGUN! If I had more money invested, I'd be throwing a fit lol. The only explanation is that interest rates are unexpectedly high.
The folks that work at holdfolio are often clueless. They feel like fundraisers right out of college who have never owned real estate themselves. I will say, they are nice and not overly pushy, which is a big positive for me. But, clueless when it actually comes to real estate. I invested with them because I connected directly with the operators.
The second project is performing and cash flowing somewhat under expectations, but is otherwise a solid stabilized investment.
Holdfolio
Holdfolio
Sponsor Response
4.00
Hi, thank you for taking time to leave a review. We have placed 42 investments over the last several years alone and I know exactly which development deal you're talking about. It's been a huge disappointment. I personally have the single largest investment in that deal so I feel your pain.
In fact, I remain as Holdfolio's single largest investor overall and I earned all of my investment capital directly through investing in real estate. Holdfolio has a rich history of owning and operating real estate directly ourselves, in addition to investing with other operating sponsors across the country.
It sounds like this direct hands-on expertise didn't translate based upon who you had worked with at our company, so I will see how we can improve this experience. I personally try to interface with as many investors as I can but we have to rely on an IR team who doesn't have robust hands-on RE experience (which isn't required for their administrative position.)