Pipeline value
$300,750,000.00
8 active deals
2 closing
5 overdue
Execution9/38 tasks
24%complete
9 done
12 in progress
17 to do
The Kendall at Wynwood25%
Parkview Industrial Campus25%
One Congress Plaza20%
Harbor Point Residences20%
Westfield Distribution Hub0%
Risk Monitor
10 issuesTypeIssue
Overdue
Complete property condition assessmentThe Kendall at Wynwood
Overdue
Review rent roll and tenant leasesThe Kendall at Wynwood
Overdue
Build initial underwriting modelOne Congress Plaza
Overdue
Review property survey & ALTAHarbor Point Residences
At Risk
The Kendall at WynwoodOffer / LOI·2 overdue tasks
At Risk
One Congress PlazaUnderwriting·1 overdue task
At Risk
Harbor Point ResidencesDue Diligence·1 overdue task
Date
Seller Counter DueThe Kendall at Wynwood·05-01
Date
Appraisal DueHarbor Point Residences·05-04
Date
Closing DateWestfield Distribution Hub·05-03
DateTaskAssignee
Key Dates
16DateEvent
Apr 25
Environmental Report DueThe Kendall at Wynwood·Due Diligence
3d overdueApr 27Earnest Money DepositThe Kendall at Wynwood·Financing
1d overdueApr 30Tenant Estoppels DueWestfield Distribution Hub·Closing
2dMay 1Seller Counter DueThe Kendall at Wynwood·Offer
3dMay 3Closing DateWestfield Distribution Hub·Closing
5dMay 4Appraisal DueHarbor Point Residences·Financing
6dMay 5Site Visit DeadlineParkview Industrial Campus·Site Selection
7dMay 6PSA Execution DeadlineCanyon Ridge Apartments·Contract
May 8Earnest Money DueCanyon Ridge Apartments·Contract
May 10Market Analysis DueParkview Industrial Campus·Site Selection
AI Insights
3TypeInsight
Warning
LOI Expiration ApproachingThe Kendall at Wynwood has an LOI expiration in 14 days with 5 open tasks remaining.·The Kendall at Wynwood
Info
Strong Pipeline VelocityWestfield Distribution Hub is on track to close in 5 days. All closing tasks are in progress.·Westfield Distribution Hub
Opportunity
Task Completion Rate Up24% of tasks completed across the portfolio. 3 tasks completed this week.
Portfolio
View all| Deal | Stage | Status |
|---|---|---|
 The Kendall at WynwoodMiami | Offer / LOI | Active |
Parkview Industrial CampusDallas | Site Selection | Active |
 One Congress PlazaAustin | Underwriting | Active |
Harbor Point ResidencesCharlotte | Due Diligence | Active |
Westfield Distribution HubPhoenix | Closing | Active |
The Lumen at MidtownAtlanta | Underwriting | Active |
Canyon Ridge ApartmentsDenver | Due Diligence | Active |
Pacific Gateway LogisticsSeattle | Post-Close | Active |
Activity
View allDateActivityTime
Apr 282h ago
JM
James Mitchellmarked "Review rent roll and tenant leases" as in progressApr 284h ago
MR
Marcus Rodriguezstarted "Submit LOI to seller"Apr 286h ago
JW
James Wilsonuploaded Kendall_Proforma_v3.xlsxApr 278h ago
JW
James Wilsonstarted "Build initial underwriting model"Apr 2712h ago
JM
James Mitchellstarted "Finalize loan term sheet"Apr 271d ago
JW
James Wilsonadded a note about rent roll analysisApr 262d ago
EP
Emily Parkcompleted "Verify zoning entitlements"Apr 253d ago
EP
Emily Parkuploaded Harbor_Point_Appraisal_Draft.pdfApr 253d ago
JW
James Wilsoncompleted "Complete market comp analysis"Apr 226d ago
JM
James Mitchellmoved deal to Contract