Portfolio Overview
Sterling Capital Group · 35% ownership stake across 4 properties
Portfolio Value
$47,850,000
+4.2% YoY
Monthly Revenue
$149,800
+1.1% MoM
Occupancy
91.5%
+0.5 pts MoM
Your Stake
35%
≈ $16,747,500
Revenue vs. Expenses
Trailing six months across the portfolio.
Revenue by Property
Monthly contribution mix.
Occupancy Trend
Portfolio-wide occupancy rate.
Income Properties
Performance by asset.
| Property | Units | Occupancy | Monthly Revenue |
|---|---|---|---|
| Marin Bay Penthouse | 1 | 100% | $38,000 |
| The Warrenhouse Lofts | 12 | 92% | $51,000 |
| Cedar Row Townhomes | 8 | 88% | $30,400 |
Ownership Structure
Partners holding equity in the portfolio.
| Partner | Firm | Properties | Stake |
|---|---|---|---|
HSHoward Sterling | Sterling Capital Group | 4 | 35% |
VCVivian Cho | Meridian Holdings | 3 | 25% |
TMTheodore Marsh | Marsh & Co. | 2 | 20% |