Key Measures & Charts

Visual tracking of key financial metrics over time.

📈 Net Worth Growth (2020-2025)

YearNet WorthYoY Change

🥧 Asset Allocation

Current Allocation

Breakdown

Asset ClassValue%

📉 Debt Trend (2020-2025)

YearTotal DebtChange

💵 AV Distribution Rate History

YearQ1Q2Q3Q4Total %
20213.6%4.2%4.8%5.4%18.0%
20226.0%6.3%5.4%5.7%23.4%
20236.0%6.1%6.1%6.3%24.5%
20245.0%5.0%5.0%5.0%20.0%
20254.2%4.2%4.2%4.2%16.8%

Distributions are per unit as percentage of unit value

🔥 Monthly Burn Rate by Category

CategoryMonthlyAnnual
ZRR Real Estate$2,000$24,000
ZRR Alpha Real Estate$26,500$318,000
ZRR Charlie Real Estate$17,800$214,000
Apiary Management Co$53,000$636,000
Personal & HouseholdTBDTBD
Total (excl. Personal)$99,300$1,192,000