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360: Net Worth Of $2M - I Bought A Rolex to Celebrate Becoming a Millionaire
Millionaires Unveiled
Breakdown of a High Net Worth Portfolio
The individual's net worth is just over two million, with approximately 35% of it in retirement accounts consisting of 72% pre-tax and 28% Roth. There is also around 15% in real estate related syndications, with breakdowns including 145,000 in real estate note funds, 100,000 in self-storage syndications, and 100,000 in funds investing in various real estate assets. Additionally, there are some exited syndications resulting in only 50,000 left in multifamily syndications. The portfolio includes about 917,000 in a single-family rental portfolio, seven single-family rentals, 130,000 in cash distributed between personal and business accounts, and minimal amounts in a 529 plan and brokerage account.
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