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Welcome, James

New DealPipeline
Pipeline value
$300,750,000.00
8 active deals
2 closing
Execution22%
8 done
28 remaining
Execution8/36 tasks
22%complete
Done8
In progress11
To do17
25
The Kendall at Wynwood
25
Parkview Industrial Campus
20
One Congress Plaza
20
Harbor Point Residences
0
Westfield Distribution Hub
33
The Lumen at Midtown

Tasks

20 tasksView all
DateTaskAssignee
Mon 16
Review rent roll and tenant leases
JM
Mon 16
Submit LOI to seller
MR
Mon 16
Review closing statement
JM
Tue 17
Review Phase I ESA report
EP
Tue 17
Build initial underwriting model
JW
Tue 17
Prepare borrower financial package
JW
Tue 17
Final walkthrough inspection
MR
Tue 17
Finalize PSA terms
JM
Wed 18
Schedule site visit with engineering team
MR
Wed 18
Schedule broker tour
MR
Wed 18
Confirm wire transfer instructions
EP
Thu 19
Complete property condition assessment
JW
Thu 19
Review tenant credit profiles
EP
Thu 19
Finalize loan term sheet
JM
Thu 19
Execute closing documents
JM
Thu 19
Identify target parcels
MR
Thu 19
Set up escrow account
EP
Thu 19
Finalize property management agreement
JM
Fri 20
Review existing tenant leases
EP
Fri 20
Schedule title search
EP

Portfolio

View all
DealStageStatus
MR
The Kendall at WynwoodMiami
Due DiligenceActive
MR
Parkview Industrial CampusDallas
Offer / LOIActive
JM
One Congress PlazaAustin
UnderwritingActive
JM
Harbor Point ResidencesCharlotte
FinancingActive
MR
Westfield Distribution HubPhoenix
ClosingActive
MR
The Lumen at MidtownAtlanta
Site SelectionActive
JM
Canyon Ridge ApartmentsDenver
ContractActive
JM
Pacific Gateway LogisticsSeattle
Post-CloseActive

Activity

View all
DateActivityTime
Mar 14
JM
James Mitchellmarked "Review rent roll and tenant leases" as in progress
2h ago
Mar 14
MR
Marcus Rodriguezstarted "Submit LOI to seller"
4h ago
Mar 13
JW
James Wilsonuploaded Kendall_Proforma_v3.xlsx
6h ago
Mar 13
JW
James Wilsonstarted "Build initial underwriting model"
8h ago
Mar 13
JM
James Mitchellstarted "Finalize loan term sheet"
12h ago
Mar 13
JW
James Wilsonadded a note about rent roll analysis
1d ago
Mar 12
EP
Emily Parkcompleted "Verify zoning entitlements"
2d ago
Mar 11
JW
James Wilsoncompleted "Complete market comp analysis"
3d ago
Mar 11
EP
Emily Parkuploaded Harbor_Point_Appraisal_Draft.pdf
3d ago
Mar 8
JM
James Mitchellmoved deal to Contract
6d ago
Key Dates8
AI Insights
3 insights
DD Expiration Approaching

The Kendall at Wynwood has a DD expiration in 14 days with 5 open tasks remaining.

View Deal
Strong Pipeline Velocity

Westfield Distribution Hub is on track to close in 5 days. All closing tasks are in progress.

View Deal

Task Completion Rate Up

22% of tasks completed across the portfolio. 3 tasks completed this week.