Welcome back, John

Here's an overview of your investment portfolio performance.

Total AUM

$437,000,000

+8.4% from last quarter

Total Properties

Across 4 portfolios

Avg. Performance

9.0%

Above market average

Active Portfolios

All performing well

Portfolio Summary

8 properties

$125,000,000

+8.2%

7 properties

$89,000,000

+5.7%

6 properties

$67,000,000

+12.3%

4 properties

$156,000,000

+9.8%

3 invoices pending review

Due within 7 days

Q4 reports available

View in Reports section

All insurance policies current

Next renewal: March 2025