Deal Parameters
Investment scoring: importance, liquidity, risk, and performance analysis
Avg Composite Score
2.78
High Risk (>3)
0
High Priority (>3.5)
1
Score Min
2.00
Score Max
3.62
Composite Score Distribution
Risk vs Performance
Importance
Based on invested capital size and strategic tier. Higher = larger deal.
Avg: 2.4
Range: 1.0 - 3.5
Liquidity
Reflects how quickly position can be sold. 5=Cash, 4=Public Equity, 2=Real Estate, 1=PE.
Avg: 2.6
Range: 2.0 - 4.0
Risk
Assesses asset risk factors (LTV, DSCR, liquidity, concentration). 1=Low, 5=High.
Avg: 2.4
Range: 2.0 - 3.0
Performance
Based on ROI, distributions, and cash generation. Higher = better returns.
Avg: 2.5
Range: 1.0 - 5.0
Deal Profile Coverage
Strategy 35/36
·
Lifecycle 35/36
· set on the investment page
Strategy
| Value | Deals | % of book | Invested capital |
|---|---|---|---|
| Stable | 6 | 17% | $7,680,000 |
| Core-Plus | 4 | 11% | $12,100,000 |
| Value-Add | 6 | 17% | $14,200,000 |
| Opportunistic | 10 | 28% | $19,480,000 |
| Development | 2 | 6% | $2,300,000 |
| Credit / Debt | 7 | 19% | $6,650,000 |
| Other | 0 | 0% | $0 |
| (not set) | 1 | 3% | $0 |
Lifecycle Stage
| Value | Deals | % of book | Invested capital |
|---|---|---|---|
| Development | 6 | 17% | $5,030,000 |
| Lease-Up | 1 | 3% | $2,800,000 |
| Stabilized | 25 | 69% | $47,080,000 |
| Harvest | 2 | 6% | $6,100,000 |
| Impaired | 1 | 3% | $1,400,000 |
| (not set) | 1 | 3% | $0 |
| Deal Name | Asset Type | Entity | Invested | Importance | Liquidity | Risk | Performance | Composite |
|---|---|---|---|---|---|---|---|---|
| No investments match your filters | ||||||||
Showing 36 active investments. Scores computed from Deal Parameters matrices (capital size, asset type, risk factors, and returns).