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How is the Flywheel Portfolio different from the Auto Investor Account?
How is the Flywheel Portfolio different from the Auto Investor Account?
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Written by Constantina Kokenes
Updated over 2 months ago

Groundfloor is ready to scale its auto investor platform to much larger numbers of loans. In order to do this, we’re changing the Auto Investor account engine from a loan-based engine to a portfolio-based engine. The auto investing engine will now invest in portfolios of hundreds of loans, rather than individual LROs.

Here’s what will stay the same:

  • Set-it-and-forget-it investing

  • This is qualified for public sale to all investors (accredited or not).

  • The underlying loans are the same types of short term, first-lien loans we have originated and managed for over 10 years.

  • Account settings, such as recurring transfers and passive income target will stay the same.

  • Projected cash flow and yields will be similar.

Here’s what is changing:

  • Investments are made into portfolios of loans, rather than individual loans.

  • Loan repayments will be bundled as portfolio disbursements, rather than repayments of individual loans.

  • Interest is taxable as REIT income instead of ordinary income. This may offer tax advantages to some investors.

  • You’re projected to make a rate of 10.5% to 11% that’s inclusive of an annual management fee charged quarterly.

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