Welcome to Equity & Estate

Alexander Whitfield

View your estate ownership interests, owner benefits, distributions, governance activity, digital records, and transfer eligibility in one private dashboard.

Portfolio value
$640K
+8.5%
Total invested
$590K
2 properties
Distributions received
$18,650
Lifetime
Stay days remaining
8
This calendar year

My Estate Portfolio

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Lake Tahoe Private Lodge
Incline Village, Nevada
Shares
3 / 150
Value
$432K
Stay days
4/6
Votes
3
Beverly Hills Modern Estate
Beverly Hills, California
Shares
2 / 150
Value
$208K
Stay days
4/4
Votes
2

Upcoming distribution

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Q2 2026
$5,228
Lake Tahoe Lakeshore LLC
Net distributable income
$261,400
Your ownership
2.00%
Scheduled
Estimated 15 days

Open proposals

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Approve 2027 Rental Strategy
Lake Tahoe Lakeshore LLC · closes Jun 15, 2026
78 / 150
Increase Reserve Fund Contribution to 8%
Lake Tahoe Lakeshore LLC · closes Jun 20, 2026
42 / 150