The Alden family (fictional) · as of Jul 17, 2026 · market close
0 demo actions this session
PORTFOLIO VALUE
$4.63M
DEBT OUTSTANDING
$980k
NET EQUITY
$3.65M
PORTFOLIO LTV
21.2%
- Value
- $2,400,000
- Debt
- $860,000
- Equity
- $1,540,000
- LTV
- 35.8%
- Lender
- First Meridian Bank (fictional)
- Rate
- 4.9% fixed
- Maturity / reset
- 2031
- Occupancy
- Leased to Meridian Fabrication (single tenant, 100%)
- Lease
- Triple-net; owner-operator lease, next reset 2028
- Advisor
- Priya Nair
SOURCEbank appraisalas of Sep 6, 2024STALE · 679dVERIFIEDKey dates
- Insurance renewalNov 1, 2026
- Property taxOct 15, 2026
- Last appraisalSep 6, 2024
- Lease resetJan 1, 2028
- MaintenanceSep 20, 2026
Next action
Order an updated appraisal (LA-2) - the current one is past 22 months and feeds the buy-sell certificate and lending headroom.
Portfolio exposure
Real estate is 18% of gross assets, but the plant matters more than its number: it is leased to the operating company, so its value and the company’s fortunes move together. Concentration lives in one enterprise, not one address.
Values reconcile to the reconciled balance sheet: the appraisal on the plant is past 22 months and flagged STALE (LA-2), and the residence is carried at a market estimate, labeled as such. ArkLegacy tracks ownership and portfolio intelligence; it is not a broker and lists no property for sale.