investorman's Net Worth for November 2023


Assets Value Change ($) Change (%)
Cash $70,000 $8,000 12.90%
Stocks $0 - -
Bonds $0 - -
Annuities $0 - -
Retirement $430,000 - -
Home $550,000 - -
Other Real Estate $4,286,500 $566,000 15.21%
Cars $76,500 ($1,500) (1.92%)
Personal Property $20,000 - -
Other Assets $0 - -
$5,433,000 $572,500 11.78%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $213,248 ($2,152) (1.00%)
Other Mortgage(s) $1,964,375 $262,994 15.46%
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $990,872 $265,003 36.51%
Total Debts $3,168,495 $525,845 19.90%
Net Worth $2,264,505 $46,655 2.10%
*All values shown in USD ($)
Notes:
Taxes finalized last month. Purchased a cost seg and accelerated depreciation on a project purchased in last tax year. Taxes came in less than I planned so adding to our savings and making our IRA contributions for this year. My tax accruals are not adjusted to the RE professional status yet.

Closed on another purchase this month too so should be in a similar spot tax-wise. Another city property with deferred financing. Thinking I might do another cost seg and accelerate depreciation and do a Roth IRA conversion before they go away...something tells me their days are numbered.

Debt to assets = 58.34%

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