Tasks
36 totalTaskDealStageStatusDueAssignee
Review rent roll and tenant leasesThe Kendall at WynwoodDue DiligenceIn ProgressMar 16 Submit LOI to sellerParkview Industrial CampusOffer / LOIIn ProgressMar 16 Review closing statementWestfield Distribution HubClosingIn ProgressMar 16 Review Phase I ESA reportThe Kendall at WynwoodDue DiligenceIn ProgressMar 17 Build initial underwriting modelOne Congress PlazaUnderwritingIn ProgressMar 17 Prepare borrower financial packageHarbor Point ResidencesFinancingIn ProgressMar 17 Final walkthrough inspectionWestfield Distribution HubClosingTo DoMar 17 Finalize PSA termsCanyon Ridge ApartmentsContractIn ProgressMar 17 Schedule site visit with engineering teamThe Kendall at WynwoodDue DiligenceTo DoMar 18 Schedule broker tourParkview Industrial CampusOffer / LOITo DoMar 18 Confirm wire transfer instructionsWestfield Distribution HubClosingTo DoMar 18 Complete property condition assessmentThe Kendall at WynwoodDue DiligenceTo DoMar 19 Review tenant credit profilesParkview Industrial CampusOffer / LOITo DoMar 19 Finalize loan term sheetHarbor Point ResidencesFinancingIn ProgressMar 19 Execute closing documentsWestfield Distribution HubClosingTo DoMar 19 Identify target parcelsThe Lumen at MidtownSite SelectionIn ProgressMar 19 Set up escrow accountCanyon Ridge ApartmentsContractTo DoMar 19 Finalize property management agreementPacific Gateway LogisticsPost-CloseIn ProgressMar 19 Review existing tenant leasesOne Congress PlazaUnderwritingTo DoMar 20 Schedule title searchCanyon Ridge ApartmentsContractTo DoMar 20 Negotiate purchase agreement amendmentsThe Kendall at WynwoodDue DiligenceIn ProgressMar 21 Calculate renovation CapEx budgetOne Congress PlazaUnderwritingTo DoMar 22 Coordinate insurance requirementsHarbor Point ResidencesFinancingTo DoMar 22 Run preliminary zoning analysisThe Lumen at MidtownSite SelectionTo DoMar 22 Complete tenant onboardingPacific Gateway LogisticsPost-CloseTo DoMar 22 Update financial model with DD findingsThe Kendall at WynwoodDue DiligenceTo DoMar 24 Review loan docs from lenderHarbor Point ResidencesFinancingTo DoMar 24 Prepare IC memo draftOne Congress PlazaUnderwritingTo DoMar 26 