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.

Investor Portal

Your private view of every deal you're invested in

Positions, documents, and distributions in one place — no more emailing the sponsor for an update.

Every deal you're a partner in, with what you put in, what's come back, and what it's worth today. Open any deal for its full history, budget-versus-actual, and documents. New raises you've been invited to appear under Open Listings, and anything needing your signature can be signed right here. These are the same figures your fund manager works from — one set of numbers, not a separate investor version. This is a demonstration environment; the fund, its investors and its deals are fictional sample data. The one exception is Willow Lake RV Park under Open Listings — a real Prescott property, shown from free public records only, which is not for sale and is not listed with or represented by anyone here.

View as Broker / Sponsor

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

Open Listings

Deals currently in market. Asset sales are a property purchase and open to any qualified buyer; equity and debt positions are securities, so they are shown only because your accreditation is on file. Terms are set by the fund manager · data provided by the fund manager

Willow Lake RV Park Asset sale Open to all buyers

1617 Heritage Park Rd, Prescott, AZ 86301 · APN 106-09-002A · 12.11 acres

Spec — not listed

Asking Price

Not on the market

2025 Assessor Full Cash Value

$1,048,432

2025 Property Tax

$6,976.88

Owner of Record

Willow Lake Land LLC

Zoning (City of Prescott)

RS — confirm nonconforming use

FEMA flood zone

Zone X — minimal

Electrical service

30 amp

Park-owned units

3 on the tax roll

A real Prescott park, and not for sale. This is a spec deal room built entirely from free public records — Yavapai County Assessor and Treasurer, county GIS and the FEMA flood layer — to show what a listing looks like before any marketing is bought. No asking price, NOI or cap rate is shown, because none of those exist in the public record and inventing them for a real property is the failure this platform is built to prevent.

Prescott Valley Industrial Flex Asset sale Open to all buyers

Prescott Valley, AZ 86314 · 24,000 sqft · 88% leased

In market

Asking Price

$2,180,000

Cap Rate

7.4%

Occupancy

88% leased

Use

Flex / warehouse

Tempe Fourplex Equity Verification required

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 Equity Verification required

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).