Viewing Your Holdings

The My Investments dashboard provides a real-time view of your capital deployment and returns across all deals you have been invited to. The investor portal is free for all investors — there is no subscription fee to access your holdings.

Dashboard Overview

The top of the dashboard shows a summary of your entire portfolio at a glance:

Total Invested: The aggregate amount of capital you have deployed across all active deals.
Active Deals: The number of investments currently live (not yet exited or sold).
Avg Projected IRR: The weighted average projected return across your active portfolio.
Total Distributions Received: Cumulative cash distributions you have received across all investments.

These metrics update in real time as the operator records payments, updates deal terms, or closes positions.

Analyzing a Holding

Navigating to Your Investments

Click My Investments in the main navigation to see all deals you are associated with.

List View and Grid View

Toggle between List View (detailed metrics in a table format) and Grid View (visual property cards). List View is better for comparing returns across multiple positions; Grid View gives a quick visual overview.

Filtering and Searching

Use the search bar to find a specific deal by name, address, or operator.
Filter by Status: Active, Exited, or Pending.
Filter by Asset Class: Multifamily, Industrial, Office, Retail, etc.

Drilling Into a Deal

Click on any deal card or row to open the full investment detail page. This shows:

Document Type	Description
K-1s	Annual tax forms showing your allocated income, deductions, and credits
Subscription Agreements	Your signed investment commitment and LLC membership agreement
Quarterly Reports	Operator-written updates on property performance and financials
Distribution Notices	Formal notices accompanying each cash distribution
PPM / Offering Memorandum	The original private placement memorandum for the deal

Status	Meaning
Pending	You have been asked to review and respond to a loan modification request
Accepted	You approved the proposed loan change
Rejected	You declined the proposed loan change

Viewing Your Holdings

Dashboard Overview

Analyzing a Holding

Navigating to Your Investments

List View and Grid View

Filtering and Searching

Drilling Into a Deal

Document Access

Loan Consent Workflow

Consent Statuses

Responding to a Consent Request

Privacy and Data Access