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Asset Breakdown Table

ViewWhat you’ll see
Portfolio-WideTotal gross rental income across all operational properties.
Individual PropertyGross rental income per asset.
Operational OnlyProperties still closing/stabilizing appear once income begins.

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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).

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Performance Memos & Insights

We attach memos explaining context (e.g., partial-month operations producing lower first yield) so numbers are never a mystery.

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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!