wealthschema
wealthschema/archetypes/mb-03-real-estate-investor-dscr-portfolio-lender
MB-03Mortgage & LendingAccumulationhigh tax complexity

Real Estate Investor (DSCR / Portfolio Lender)

Active real estate investor with 3–10 rental properties, DSCR loans, LLC ownership, depreciation schedules, and 1031 exchange planning.

Fintech builders, financial software makers, and compliance teams use the MB-03 — Real Estate Investor (DSCR / Portfolio Lender) archetype across six of WealthSchema's synthetic household data sets to model households matching the Real Estate Investor (DSCR / Portfolio Lender) archetype without exposing real customer PII.

Age Range
35–55
Net Worth
$1M–$5M
Cohort
Mortgage & Lending

Schema fields covered

Every MB-03 household ships with — at minimum — these JSON fields populated. The full schema is documented in the data set you purchase.

members[].age
income.combined_gross
net_worth.total
filing_status
accounts.taxable.lots[].acquisition_date
accounts.taxable.lots[].cost_basis
accounts.taxable.lots[].unrealized_pnl
taxes.wash_sale_flags
Distressed Mortgage / Underwater HomeownerLLC / S-Corp Owner (Pass-Through)

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Download households matching this archetype as part of a Wealth Data Set.

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Life Stage

Formation
Accumulation
Preservation
Distribution
Transfer