Fun Facts
Might be immune to brain freezes. Has never had one even though it was attempted multiple times.
Who is Clement?
Golf
What is James' favorite hobby?
manager_first_name
What is Taxpayer?
The small red monster on Sesame Street.
Who is Elmo?
Can sleep through any environment or noise.
Who is Jeff Hong?
Jiu Jitsu
What is Andrew's favorite hobby?
Background:
Bob invested in the Fundrise IPO and received an interest payment for $15 in 2020. He then received another for $20 in 2021.
Prompt:
Bob's interest income for 2021.
What is $20?
redemption_date
What is investor_redemption?
Thought to be a corrupted race of elves
What are Orcs?
Tried to make a video to go viral where they danced for 6 hours straight without stopping, but none of it saved due to a sketchy third party video recording software.
Who is Andrew?
Traveling and Cooking
What are Carissa's favorite hobbies?
Background:
In 2018, Chester bought 3 shares for $10 per share in an eREIT. In 2020, Chester bought 3 more shares in the same eREIT for $12 per share. Later in 2020, Chester sold all of his shares for $13 because he has paper hands and was afraid of interest rate increases.
Prompt:
Chester's short term capital gains.
What is $3?
share_percentage
What is beneficiary_tx?
Multi-headed dog that guards the gates of the Underworld
Who is Cerberus?
Learned to ski before knowing how to swim or ride a bike.
Who is Russell?
Video Games and Poker
What are Jeff's favorite hobbies?
Background:
Bob is invested in an eREIT which pays $7 per share every quarter. He purchased the shares on January 1st. The Total Capital Gain Distributions Ratio is 25%. The Q4 Dividend to Include Percentage is 0%.
Prompt:
Bob's capital gain distributions for the year.
What is $5.25?
approval_date
What is fund_tax_ratio?
Historical figure thought to have inspired Dracula
Who is Vlad the Impaler?
Played the guitar, piano, and drums
Who is Matt?
Mountain Biking
Clement
Background:
An eFund has investors Alice and Bob. Alice owns 60%, and Bob owns 40%. In January, the eFund obtains a property for $100. In June, the eFund strikes NAV, and the property is now worth $150. In July, Chester becomes an investor in the eFund with a 20% share. In August, the property is sold for $180.
Prompt:
Chester's Capital Gain
What is $6?
calculation_error
What is fund_tax?
The monster that trapped Odysseus and his men in a cave.
What is a Cyclops?
a black belt in Tae Kwon Do
James
Skiing (2 people)
Who are Matt and Sam?
Background:
Alice purchased 10 shares in an eREIT for $10 a share. It is never reinvested. Alice received $5 in nondividend distributions for the year. The eREIT is then merged into a new eREIT that has shares which cost $20. The next year, Alice receives another $5 in nondividend distributions. She also redeemed 2 shares. Her shares never appreciated in value.
Prompt:
Alice's cost basis for the second year.
What is $33.33?
cost_basis
What is shareholding_redemption_tax?
Frankenstein's first name
Who is Victor?