Summit Equity — Investor Portal (Demo)

Portfolio Overview

As of June 30, 2026

Welcome back, Demo User. Here's how your capital is working across the Summit Equity portfolio — 4 deals · 3 active · 1 exited.

Contributed

$200,000

4 deals · 3 active · 1 exited

Distributed

$65,030

▲ 0.33× DPI · cash received

Remaining value (NAV)

$165,100

3 active deals · at manager mark

Total value

$230,130

▲ 15.1% · NAV + distributed

TVPI

1.15×

total value ÷ contributed

Net IRR

18.7%

▲ vs 8.0% pref

Preferred return · 8.0%

Accrued to your account: $3,433 · next quarterly credit Sep 30, 2026

Figures provided by the Fund Manager · unaudited · sample data for demonstration

Portfolio Value

Invested capital vs. current value, 2026

Current value Invested capital

Capital Allocation

By strategy

Fix & Flip$85k · 42.5%

Ground-Up Dev$75k · 37.5%

Buy & Hold (BRRRR)$40k · 20%

Diversified across three exit strategies to balance velocity (flips) with long-term equity (buy & hold & development).

Return by Deal

Net IRR — realized on the exit, projected on active deals · data provided by the fund manager

Ironwood Flip · realized55.8%

Gilbert Townhome · projected33.1%

Desert Ridge · projected19.0%

Mesa Duplex · cash-on-cash8.2%

Your Investments

Live status on every deal you're a partner in — click a deal for its full history, budget, and documents

Ironwood Flip Fix & Flip

4218 E Copperline Way, Phoenix, AZ 85008

Single-family · 3 bd / 2 ba · 1,644 sqft · built 1972 · 7,405 sqft lot

Exited · Jun 2026

Invested

$50,000

Returned

$61,750

Net Profit

+$11,750

Equity Multiple

1.24×

Net IRR

55.8%

Hold

Jan–Jun '26

Desert Ridge Spec Home Ground-Up Dev

Lot 12, Cave Creek Rd, Cave Creek, AZ 85331

Model "Sonoran" · single-story · 4 bd / 3 ba · 2,410 sqft · 3-car garage · 0.38-ac lot

Under Construction

Invested

$75,000

Current Value

$82,400

Proj. Multiple

1.21×

Proj. Net IRR

19.0%

Pref Accrued

$2,500

Est. Exit

Q1 2027

Construction progress60% complete

Mesa Duplex — BRRRR Buy & Hold

1130 S Quailbrush Way, Mesa, AZ 85210

Duplex · Unit A 3 bd / 2 ba + Unit B 2 bd / 1 ba · 2,180 sqft combined · built 1985

Active · Cash-flowing

Invested

$40,000

Current Value

$44,200

Cash-on-Cash

8.2%

Distributions

$3,280

Equity Multiple

1.19×

Occupancy

94% blended

Gilbert Townhome Flip Fix & Flip

887 W Sundown Hollow Ln, Gilbert, AZ 85233

Townhome · 3 bd / 2.5 ba · 1,528 sqft · built 2004 · 2-car garage

Rehab In Progress

Invested

$35,000

Current Value

$38,500

Proj. Multiple

1.21×

Proj. Net IRR

33.1%

Pref Accrued

$933

Est. Exit

Q4 2026

Rehab progress40% complete

New Investments — Open for Commitment

Current raises you're invited to · minimums and targets set by the fund manager · data provided by the fund manager

Tempe Fourplex Buy & Hold

S Terrace Rd, Tempe, AZ 85281 · 4 units · value-add reposition

Raising · closes Aug 15, 2026

Total Raise

$450,000

Minimum

$25,000

Target Net IRR

15–17%

Preferred Return

8.0%

$279,000 committed62% of raise

Chandler Spec Home Ground-Up Dev

Lot 4, S Gilbert Rd, Chandler, AZ 85286 · single-story · 14-mo build

Raising · closes Sep 1, 2026

Total Raise

$380,000

Minimum

$50,000

Target Multiple

1.30×

Preferred Return

8.0%

$144,400 committed38% of raise

Documents & Agreements

Your private contract vault — visible only to you

Document	Deal	Status
Subscription Agreement	Ironwood Flip	✓ Signed
Operating Agreement	Summit Equity Fund I	✓ Signed
Private Placement Memo	Desert Ridge	✓ Signed
K-1 Tax Document (2025)	Portfolio	Available
Q2 2026 Investor Report	Portfolio	Available
Distribution Notice	Mesa Duplex	● Awaiting signature

Documents provided by the Fund Manager · sample content only

Distribution History

Every payout to your account

Date	Deal	Amount
Jun 30, 2026	Ironwood Flip — Capital + Profit	$61,750
Jun 15, 2026	Mesa Duplex — Rental	$1,640
Mar 15, 2026	Mesa Duplex — Rental	$1,640
Total distributions		$65,030

Next distribution estimated Sep 15, 2026 (Mesa Duplex, Q3 rental).