Sold Deals & Exit Analysis
Total Exits
3
Completed exits
Avg Hold Period
4.4 yrs
Average
Avg ROI
19.8%
Lifetime
Avg Ann. ROI
3.1%
Annualized
Avg MOIC
1.20x
Multiple on capital
Total Returned
$770,000
Total return
ROI Distribution
Summary
Total Invested
$4,000,000
Distributions
$4,770,000
Net Return
$770,000
Return %
19.2%
By Asset Type
| Asset Type | Count | Invested | Distributions | Return | Avg ROI |
|---|---|---|---|---|---|
| Real Estate | 2 | $3,100,000 | $3,870,000 | $770,000 | 29.7% |
| Private Credit | 1 | $900,000 | $900,000 | $0 | 0.0% |
Exited Deals
| Deal Name | Asset Type | Entry | Exit | Holding | Invested | Distributions | Total Return | ROI | Ann. ROI | MOIC |
|---|---|---|---|---|---|---|---|---|---|---|
| Juniper Ridge Townhomes | Real Estate | 10/22/2020 | 03/27/2026 | 5.4 yrs | $1,100,000 | $1,610,000 | $510,000 | 46.4% | 7.3% | 1.46x |
| Harbor Point Tower | Real Estate | 08/01/2019 | 11/14/2025 | 6.3 yrs | $2,000,000 | $2,260,000 | $260,000 | 13.0% | 2.0% | 1.13x |
| Mill Street Bridge Loan | Private Credit | 04/01/2024 | 10/01/2025 | 1.5 yrs | $900,000 | $900,000 | $0 | 0.0% | 0.0% | 1.00x |