DashboardThe Command Layer for the Whitfield Family Office
|Mar 22, 2026|Demo User
JW
Good morning, James
Saturday, March 22, 2026
HomeCharlotte, NC
68°FPartly Cloudy
H: 74°L: 58°
Lake HouseLake Norman, NC
65°FClear
H: 71°L: 55°
Net Worth4 categories
$15.20M
Real Estate
$12.95MInvestments
$1.27MCash & Banking
$925KCrypto
$55KProperties6 properties
6
Properties
28
Tenants
$47,200
Monthly
Whitfield Office ParkCommercial · 8 tenants
$18,500/moLake Norman DuplexResidential · 2 tenants
$4,200/moTrade St ApartmentsMulti-family · 12 tenants
$14,400/moDavidson Retail StripCommercial · 4 tenants
$6,800/moToday's Tasks5 items
Review Charlotte office lease renewal
HighIn Progress
Sign Lake Norman insurance paperwork
HighOpen
Schedule call with Davidson tenants
MediumOpen
Transfer Q1 rental deposits
MediumBlocked
File Whitfield Holdings quarterly report
LowOpen
See what your tenants see
Preview the tenant self-service portal — payments, maintenance, documents
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