Prototype — mock data
AM
Investor portal

Good morning,
Dr. Mehta.

Your capital across 2 active deals — updated from live operations.

Current equity value
$283,500
▲ +13.4% on $250,000 invested since Mar 2024
Distributions YTD
$9,375
~7.5% cash-on-cash, trailing 12 mo
Next distribution
Jul 15
Q2 2026 — est. $4,700
Your tax shield — 2025
$87,400 depreciation allocated to you
At a 37% bracket, that sheltered roughly $32,300 of tax you would otherwise have paid. Your K-1 shows the detail.
Recent activity
Q1 2026 distribution paid
Apr 15 · Maplewood Flats + Kedzie Courtyard
+$4,675
2025 K-1 available
Mar 28 · Documents
→
Unit 3B renovation complete
Mar 12 · Kedzie Courtyard, rent +$240/mo
●
Live operations

Your properties.

Operating data pulled from AppFolio. You hold positions in 2 of the portfolio's 10 properties (65+ units).

Maplewood Flats
Bloomington–Normal, IL · 18 units
● StabilizedYour stake: $150,000
Occupancy
94%
Rent / mo
$21.4K
Collected
98.2%
Operator note · May 30: Two leases renewed at +6%. Roof reserve fully funded. No vacancies expected through summer.
Kedzie Courtyard
Chicago, IL · 12 units
● Value-addYour stake: $100,000
Occupancy
83%
Rent / mo
$16.8K
Renovated
7/12
Operator note · Jun 4: Unit 3B leased at $1,940 (+$240 over pre-reno). Units 4A and 4C begin turnover in July — on plan.
Portfolio at a glance
65+ units · 10 properties · ~$1.15M/yr gross rental income · BloNo + Chicago. Every figure above is sourced from AppFolio, MVO cost segregation reports, and filed tax documents.
Document vault

Your documents.

Tax documents, agreements, and quarterly letters — in one place, ready for your CPA.

Tax documents
K-1 — Tax year 2025
Both entities · Ready Mar 28, 2026
Download
K-1 — Tax year 2024
Both entities
Download
Cost segregation summary — your allocation
MVO report · $87,400 allocated, 2025
Download
Agreements
Subscription agreement — Kedzie Courtyard
Signed Sep 2024
View
Operating agreement — Maplewood Flats
Signed Mar 2024
View
Quarterly letters
Q1 2026 investor letter
Apr 18, 2026
Read
Q4 2025 investor letter
Jan 20, 2026
Read
Ask the portfolio

Your numbers,
in plain English.

Ask anything about your investment. Answers are drawn from your actual statements, K-1s, and AppFolio data.

How much depreciation did I get in 2025?
You were allocated $87,400 of depreciation in 2025 — $61,200 from Maplewood Flats and $26,200 from Kedzie Courtyard. At your 37% federal bracket, that sheltered roughly $32,300 in tax.Sources: 2025 K-1 · MVO cost segregation report
Cash-on-cash this year? Next distribution? Is my K-1 ready?

AI answers are an educational summary of your own records, not financial, tax, or legal advice — confirm with your CPA.

Deal room

New offerings.

Existing investors see every new acquisition first — before it opens to anyone else.

● Open — early accessCloses Jul 31
Lakeview 24
24-unit value-add multifamily · North Side, Chicago. Cost segregation study commissioned — bonus depreciation passed to investors in year one.
Minimum
$50K
Target hold
5–7 yr
Structure
LLC / K-1
$1.86M committedof $3.0M raise
● ClosedFully subscribed
Kedzie Courtyard
12 units · Chicago · Closed Sep 2024. You invested $100,000 in this deal.

Offerings are available to qualified investors only. Nothing here is an offer to sell securities; review full offering documents before investing.