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Investor FAQs Center

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Getting Started

What is CREB?

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CREB is a real asset-backed fixed-income investment platform focused on income-producing real estate credit and diversified income strategies.

Who can invest?

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Eligibility requirements may vary depending on the offering structure and applicable securities regulations.

What is the minimum investment?

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Minimum investment amounts are disclosed during the onboarding and offering process.

How do I open an account?

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Investors can create an account online, complete identity verification, and connect a funding source directly through the platform.

IRA & Retirement Account

Can I invest through an IRA?

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Yes. CREB investments may be available through eligible self-directed IRA structures.

Can I roll over a 401(k)?

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Eligible retirement accounts may be rolled into supported IRA structures subject to custodian and regulatory requirements.

Does CREB work with Equity Trust?

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Yes. CREB supports eligible self-directed IRA investments through Equity Trust.

Are there tax advantages to investing through an IRA?

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IRA accounts may provide tax advantages depending on the account type and individual circumstances.

Account Funding

How do I fund my account?

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Accounts may be funded through linked bank accounts and supported transfer methods.

Can I link multiple bank accounts?

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Yes. Eligible bank accounts may be connected through the platform.

When does interest begin accruing?

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Interest generally begins accruing after deposited funds have settled and become fully invested.

Can I set up recurring investments?

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Yes. Eligible investors may establish recurring contribution schedules through the platform.

Safety & Security

Is my investment secured?

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CREB focuses on real asset-backed investment strategies and collateralized income-producing opportunities.

Is CREB FDIC insured?

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No. CREB investments are not FDIC insured bank deposits.

How does CREB seek to preserve capital?

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The portfolio emphasizes conservative underwriting, diversification, collateral quality, and liquidity management.

How does CREB protect my information?

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CREB utilizes industry-standard security and encryption measures designed to protect investor information.

Liquidity & Withdrawls

Can I withdraw my money at any time?

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Yes. CREB is designed to provide investors with liquidity and flexibility through the online platform.

Is there a lock-up period?

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No. CREB is designed to provide full liquidity and flexibility for investors.

How do withdrawals work?

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Investors may request withdrawals directly through the online investor dashboard.

How long do withdrawals take?

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Withdrawal timelines may vary depending on banking and processing requirements.

Portfolio

What is included in the CREB portfolio?

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The portfolio may include senior secured real estate credit, institutional debt exposure, Treasury allocations, and liquidity reserves.

What does senior secured mean?

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Senior secured investments are generally positioned higher within the capital structure and are typically backed by collateral.

How is the portfolio diversified?

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CREB seeks diversification across investment types, collateral, maturities, borrowers, and liquidity layers.

How does CREB manage risk?

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Risk management includes underwriting discipline, diversification, collateral review, liquidity management, and ongoing monitoring.

Investment & Yield

How does CREB generate yield?

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CREB generates yield primarily through income-producing real estate credit investments and diversified fixed-income strategies.

How does CREB seek to protect investor capital?

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CREB focuses on conservative underwriting, diversified portfolio construction, real asset backing, liquidity reserves, and senior positioning within the capital stack.

Is interest compounded?

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Interest accrues daily based on the applicable investment terms.

Are returns guaranteed?

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No. All investments involve risk, including possible loss of principal.

Why can CREB offer higher yields than traditional savings products?

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CREB invests in income-producing real asset-backed credit strategies rather than traditional bank deposit products.

App & Website Support

Why can’t I log in?

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Login issues may result from incorrect credentials, browser settings, or account verification requirements.

Why won’t my bank account connect?

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Some financial institutions may require additional authentication or reconnection through Plaid.

Why is my deposit showing as pending?

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Deposits may remain pending during standard ACH settlement timelines.

Why does the app keep loading or spinning?

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Users should clear browser cache, update the app, or try a supported browser such as Chrome or Safari.

Which browsers are supported?

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CREB supports modern versions of Chrome, Safari, Firefox, and Edge.

Documents & Regulatory

Are CREB offerings regulated?

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Yes. CREB offerings are conducted pursuant to U.S. securities regulations and qualified under Regulation A+ Tier 2 with the U.S. Securities and Exchange Commission.

Is CREB SEC qualified?

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Yes. CREB offerings have been qualified by the U.S. Securities and Exchange Commission under Regulation A+ Tier 2.

Where can I review offering documents?

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Offering materials, disclosures, and investor documents are available through the investor portal and offering pages.

Are financial statements available?

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Yes. Applicable disclosures and filings are made available in accordance with offering and regulatory requirements.

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