Key Features
Dashboard & Portfolio Page
Every metric explained so you always know how you’re performing.
Asset Breakdown Table
| View | What you’ll see |
|---|---|
| Portfolio-Wide | Total gross rental income across all operational properties. |
| Individual Property | Gross rental income per asset. |
| Operational Only | Properties still closing/stabilizing appear once income begins. |
Key Metrics
- Levered Cash Flow – Total cash paid to all investors for the month.
- Your Rental Income – Your personal share per property.
- Invested Amount & Monthly Balance – Track principal and month-end value.
- Monthly Yield – Rental income ÷ invested amount for that property.
- Weighted Average Portfolio Monthly Yield – Portfolio-level blend using invested amounts as weights.
- YTD Rental Income – Cumulative payouts since January 1.
- Annualized Yield – Year-to-date run rate; stabilizes over time (seasonality affects early figures).
Performance Memos & Insights
We attach memos explaining context (e.g., partial-month operations producing lower first yield) so numbers are never a mystery.
Other Dashboard Tools
- Download K-1s and investment confirmations.
- Manage bank accounts and payment methods.
- Update profile details and notification preferences.
We’re always improving the dashboard—tell us what else you’d like to see!