wealthschema
wealthschema/archetypes/p-04-real-estate-investor
P-04Accumulation PeakAccumulationhigh tax complexity

Real Estate Investor

Active real estate investor with 3–8 rental properties, depreciation, 1031 exchanges, leveraged portfolio.

Fintech builders, financial software makers, and compliance teams use the P-04 — Real Estate Investor archetype across six of WealthSchema's synthetic household data sets to model households matching the Real Estate Investor archetype without exposing real customer PII.

Age Range
38–55
Net Worth
$1M–$5M
Cohort
Accumulation Peak

Schema fields covered

Every P-04 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
Dual High-Income ProfessionalsPre-Retirement Catch-Up

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Life Stage

Formation
Accumulation
Preservation
Distribution
Transfer