Financial Reports
Portfolio performance and tax documents for Jane Smith.
Total Invested
$250,000
2 active projects
Total Returns
$82,500
+$82.5K realized
Average ROI
33.0%
Strong performance
Pending Distributions
$0
No pending
Portfolio Performance Over Time
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Returns by Project (Bar Chart)
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Investment Breakdown
| Project | Status | Invested | ARV / Sale | ROI | Returns |
|---|---|---|---|---|---|
|
123 Main Street Renovation
South End |
active | $250,000 | $375,000 (est.) | 33.25% (proj.) | Pending |
|
456 Oak Avenue Flip
Plaza Midwood |
completed | $265,000 | $405,000 | 38.7% | $82,500 |
| Portfolio Total | $515,000 | — | 33.0% (avg) | $82,500 | |
Recent Financial Documents
| Document | Category | Project | Date | Size | Action |
|---|---|---|---|---|---|
|
Q4 2025 Financial Statement
|
financial | General | 2026-01-15 | 520 KB | |
|
2025 K-1 — Jane Smith
|
tax | General | 2026-01-30 | 85 KB | |
|
Renovation Budget Detail — Kodiak Lane
|
financial | Kodiak Lane | 2025-10-05 | 45 KB | |
|
Final Sale Report — 456 Oak Ave
|
financial | 456 Oak Ave | 2025-09-20 | 310 KB |
K-1 Tax Documents
Schedule K-1 documents for your tax filings. Contact your tax advisor for preparation guidance.
2025 K-1 — Jane Smith
Uploaded Jan 30, 2026 · 85 KB
Prepared by Tom Wheeler
2024 K-1 — Jane Smith
Uploaded Feb 15, 2025 · 78 KB
Tax Filing Reminder
K-1 forms are provided for informational purposes. Please consult your tax advisor for filing guidance. The 2025 tax year deadline is April 15, 2026.