Reports
Portfolio intelligence and performance metrics
Total Portfolio Value
$300.8M
+150.6%
Active Deals
8
+1 this month
Avg. Pipeline Days
82
Deal Velocity
7 stages
Portfolio Value
Total portfolio valuation over time
Pipeline Velocity
Average days per stage
Monthly Deal Activity
Deal creation, closings, and terminations
Created
Closed
Killed
Portfolio by Asset Class
Allocation across property types
Multifamily36%
$109.2M
3 deals
Industrial23%
$70.5M
3 deals
Office22%
$67M
1 deal
Mixed-Use18%
$54M
1 deal
Portfolio by Market
Geographic concentration
1
Miami
1 deal
$42.5M
2
Austin
1 deal
$67M
3
Dallas
1 deal
$28.8M
4
Charlotte
1 deal
$35.2M
5
Phoenix
1 deal
$19.8M
6
Atlanta
1 deal
$54M
7
Denver
1 deal
$31.5M
8
Seattle
1 deal
$22M