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Properties Managed
$2.4M
+8.2%
Total Revenue
$1.8M
+5.4%
Active Investments
$890K
+12.1%
Average ROI
$124K
-2.3%
Asset Allocation
Distribution by category
Real Estate
Stocks
Bonds
Crypto
Cash
Monthly Performance
Last 6 months
Sep
Oct
Nov
Dec
Jan
Feb
Property Portfolio
Downtown Apartment
Occupancy: 98%
$1.2M
Commercial Office
Occupancy: 85%
$890K
Retail Space
Occupancy: 100%
$310K
Recent Transactions
Dividend Received
Feb 8, 2026
+$2,450
Stock Purchase
Feb 6, 2026
-$5,200
Rental Income
Feb 1, 2026
+$8,900