SAMPLE PORTFOLIO
Below are examples of real investments that we have overseen. Each of these properties generates significant passive income. The investments that have been held for over year have also appreciated and built equity. Identifying information has been anonymized to respect the confidentiality of the tenants and property owners.
Vermont Vista
This triplex in the Vermont Vista neighborhood of Los Angeles was purchased in 2019 for $705,000. The property is now valued at over $850,000, and generates over $1,400 monthly net income.
Monthly rental income: $6,000
Unit mix: three units, each two bedroom one bath
Monthly expenses: $4,580
Loan: $2,800
Taxes: $600
Insurance: $80
Maintenance: $600
Utilities: $150
Management: $350
Green Meadows
This fourplex in the Green Meadows neighborhood of Los Angeles was purchased in 2017 for $630,000. The property is now valued at over $900,000, and generates over $3,000 monthly net income.
Monthly rental income: $7,000
Unit mix: four units, each two bedroom one bath
Monthly expenses: $3,880
Mortgage: $1,600
Property taxes: $700
Insurance: $60
Maintenance: $800
Utilities: $300
Management: $420
Nevin
This fourplex in the Nevin neighborhood of Los Angeles was purchased in 2015 for $440,000. The property is now valued at over $850,000, and generates over $3,000 monthly net income.
Monthly rental income: $6,500
Unit mix: four units, each two bedroom one bath
Monthly expenses: $3,370
Mortgage: $1,650
Property taxes: $500
Insurance: $70
Maintenance: $500
Utilities: $300
Management: $350