Category summary
Real Estate
Property equity and private real estate exposure.
Value
$940,000
Liquidity
Low
Largest holding
Primary Residence Equity
Six month view
Real Estate trend
Positions
Holdings
| Holding | Value | Change |
|---|---|---|
Primary Residence Equity Estimated net property value | $620,000 | +1.1% |
Rental Property Net equity after debt | $245,000 | +2.4% |
Private RE Fund Quarterly marked vehicle | $75,000 | +0.9% |
Signals
Summary notes
Real estate remains the largest allocation and least liquid category.
Future API integration can replace current manual valuation estimates.