Portfolio Builder
Build and analyze client investment portfolios
Available Investments
CA
CF Chestnut Street DST
Cantor Fitzgerald•Multifamily•PA
ActiveDST
Cash Flow (Y1)
4.25%
LTV
45%
Equity Raise
$82.3M
Availability
TAKING BACKUPS
BL
Bluerock Industrial Portfolio
Bluerock•Industrial•TX, FL
Active721 UPREIT
Cash Flow (Y1)
5%
LTV
50%
Equity Raise
$50.0M
Availability
$15.0M
PE
Peachtree Ocean DST
Peachtree•Hospitality•FL
ActiveDST
Cash Flow (Y1)
5.5%
LTV
55%
Equity Raise
$35.0M
Availability
$5.0M
NE
NexPoint Storage VI
NexPoint•Self Storage•TX, AZ
Active721 UPREIT
Cash Flow (Y1)
5.25%
LTV
48%
Equity Raise
$60.0M
Availability
CLOSED
Client Portfolio
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Total Allocated:$0
Portfolio Metrics
$0
0.0%
$0
0.00x
NaN%
$0
*Metrics update as you adjust allocations
Portfolio Distribution
Multifamily
$0Industrial
$0Retail
$0Geographic Distribution
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Year-by-Year Cash Flow Projections
| Year | Total |
|---|---|
| Year 1 | $0 |
| Year 2 | $0 |
| Year 3 | $0 |
| Year 4 | $0 |
| Year 5 | $0 |
| Year 6 | $0 |
| Year 7 | $0 |
| Year 8 | $0 |
| Year 9 | $0 |
| Year 10(Exit) | $0 |
| TOTAL | $0 |
Cumulative Cash Flow
Annual distributions shown in navy, cumulative total in green
Proposal Sections
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