Syndication Tracker
Track your syndication investments, distributions, and K-1 documents.
$225,000
Total Invested
$258,250
Current Value
$54,436
Total Distributions
2
Active Investments
Sunset Apartments Fund I
Capital Growth Partners • Multifamily
ActiveK-1: Received
Capital Invested
$50,000
Current Value
$54,500
Total Distributions
$3,500
Total Gain
$8,000 (16.0%)
Preferred Return8%
Projected IRR18%
Recent Distributions
1/15/2024Quarterly
$1,00010/15/2023Quarterly
$1,0007/15/2023Quarterly
$1,000Industrial Portfolio III
Logistics Capital • Industrial
ActiveK-1: Pending
Capital Invested
$75,000
Current Value
$78,750
Total Distributions
$3,936
Total Gain
$7,686 (10.2%)
Preferred Return7%
Projected IRR15%
Recent Distributions
1/1/2024Monthly
$1,31212/1/2023Monthly
$1,31211/1/2023Monthly
$1,312Retail Value-Add Fund
Retail Ventures LLC • Retail
SoldK-1: Received
Capital Invested
$100,000
Current Value
$125,000
Total Distributions
$47,000
Total Gain
$72,000 (72.0%)
Preferred Return8%
Projected IRR22%
Recent Distributions
1/10/2024Sale Proceeds
$45,00010/1/2023Quarterly
$2,000