Performance, Reporting & Exiting
Transparency on performance and end-of-term processes
16 articles
How often is NAV calculated and my capital account updated?
Will I get interim or quarterly performance reports?
Who prepares the statements and fee calculations?
Are my statements confidential?
When will I receive Craft Pod’s audited financial statements?
When does Craft Pod send Schedule K-1 tax forms?
Is there an investor portal?
Where Craft Pod returns come from (charter income, appreciation, tax benefits)
What happens at the end of the lock-up term?
Can investors access their funds before the five-year term ends?
Will there be an option to roll over into a new fund?
How does Craft Pod value illiquid or non-exchange-traded assets?
Do I get to see the value of my investment regularly?
What happens to the aircraft when you redeem your Craft Pod units?
If I redeem for stock or an ETF at term, can I sell those immediately?
How the 5-year term and recap work