Shared Expenses
Costs fronted between the family and people outside it — not loans, and
deliberately not in the Loan Hub
We are owed
$17,000
Shared Expense Account · from QuickBooks
Co-investor positions
10
3 deals
Schedule balance, net
-$8,714,505
negative = MH is owed · positive = MH owes
We are owed — Shared Expense Account
An Other Asset: we paid something on someone’s behalf and expect it back.
There is no schedule behind this side — the QuickBooks ledger is the record,
as of the Oct 08, 14:59 sync.
| Account | Status | Balance |
|---|---|---|
|
Sam Whitaker
Shared Expense Account:Sam Whitaker
|
active | $17,000 |
Co-investor shares — Shared Expense Payable
An outside party’s share of a deal’s costs, from
15. Shared Expense and Co-Investment Master Schedule.xlsx
— last read Sep 01, 2026,
3 tabs parsed,
1 abstained,
9 tied out, 1 broken.
Clearwater Storage
deal →
-$1,457,390
| Dalton Brothers Holdings | 10.00% | 5 rows | -$647,840 | ties to its rows |
| Mira Castellanos | 7.50% | 5 rows | -$485,630 | rows differ by -$250 |
| Winslow Family Partners | 5.00% | 5 rows | -$323,920 | ties to its rows |
Maple Court Apartments
deal →
-$3,424,850
| Noah Lindqvist | 10.00% | 5 rows | -$1,369,790 | rows differ by -$250 |
| Theo Marsh | 7.50% | 5 rows | -$1,027,530 | ties to its rows |
| Priya Natarajan | 5.00% | 5 rows | -$685,020 | ties to its rows |
| The Okafor Family Trust | 2.50% | 5 rows | -$342,510 | ties to its rows |
Riverbend Commons
deal →
-$3,832,265
| Halvorsen Capital LLC | 10.00% | 5 rows | -$1,703,090 | rows differ by -$250 |
| Ruth Abrams | 7.50% | 5 rows | -$1,277,505 | ties to its rows |
| Sam Whitaker | 5.00% | 5 rows | -$851,670 | ties to its rows |
Co-investors
Outside parties in GB-sponsored deals. There are no commingled funds and no
institutional LPs — each takes a named percentage of a specific deal.
| Name | Contact | Positions | Schedule balance |
|---|---|---|---|
| Bayfront Residential Partners | Asset management · am@example.com | 0 | $0 |
| Dalton Brothers Holdings | Finance · finance@example.com | 1 | -$647,840 |
| Halvorsen Capital LLC | Erik Halvorsen · erik.halvorsen@example.com | 1 | -$1,703,090 |
| Mira Castellanos | Mira Castellanos · mira.castellanos@example.com | 1 | -$485,630 |
| Noah Lindqvist | Noah Lindqvist · noah.lindqvist@example.com | 1 | -$1,369,790 |
| Priya Natarajan | Priya Natarajan · priya.natarajan@example.com | 1 | -$685,020 |
| Ruth Abrams | Ruth Abrams · ruth.abrams@example.com | 1 | -$1,277,505 |
| Sam Whitaker | Sam Whitaker · sam.whitaker@example.com | 1 | -$851,670 |
| The Okafor Family Trust | Lena Okafor · lena.okafor@example.com | 1 | -$342,510 |
| Theo Marsh | Theo Marsh · theo.marsh@example.com | 1 | -$1,027,530 |
| Winslow Family Partners | Office · office@example.com | 1 | -$323,920 |