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Withdrawing Investments - How It Works

A high level overview on the our flexible withdrawal process for private equity real estate investments.

Gretchen Lirio avatar
Written by Gretchen Lirio
Updated over a year ago

Overview

Concreit's Cash Flow strategy offers a unique withdrawal feature, designed for flexibility in real estate investing. While our investments are intended for long-term growth, this feature allows investors to request withdrawals. Please note, this isn't for daily cash access. The withdrawal process usually takes 2-3 weeks from request to fund transfer and involves a 3-step procedure for invested funds.

  • Step 1: You request your withdrawal through the app. Since investment assets in the portfolio are made and mature at different times, we treat requests in a first come first serve basis.

  • Step 2: Once funds are available and approved by fund management, we redeem your shares and convert them into cash and prepare them for a transfer to you.

  • Step 3: We initiate an ACH transfer to your linked bank account in the Concreit app.


To Schedule a Request for Withdrawal:

  1. From the Dashboard tap on Account (top-left icon)

  2. Then tap Schedule Withdrawal.

  3. On the Schedule Withdrawal screen, tap Continue with withdrawal.

  4. Enter the amount you want to withdraw then tap Review.

    Note: The minimum withdrawal amount is $100 due to minimum ACH fees that we pay for on behalf of our investors. For requests, less than $100, please contact Concreit customer support through the app. We will submit a manual withdrawal request for you.

  5. Review the withdrawal request, then Slide to confirm. If you want to edit the request tap the back arrow. If you want to cancel the request, tap Cancel to cancel the request and return to the Dashboard.

Canceling a new investment that has not completed the purchase of shares involves additional steps that may change the time required to get funds returned to you.

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