Active deals
5
3 confirmatory · 2 LOI
Critical findings
31
across active portfolio
Model impact
−$28.1M
low to high
Open seller requests
45
14 overdue
Retrade packages
2
1 sent for review
Closed this quarter
3
$188M acquired
Overnight brief
Run 06:04 AM · Entire VDRThree new documents landed overnight. The HVAC report confirms end-of-life on three rooftop units. The rent roll revision pushes 7,400 SF of rollover into Year 2. The seller has still not produced replacement bids or 24 months of utility bills.
3
New docs
2
Changed
2
Model moves
4
Recommended actions
Auto-runs: daily 06:00 · edit schedule
Active deals
5 active · 4 historicalDeal · Asset
Stage · Owner
Base price
Model impact
Flags · Asks
Recommended
Timer
Project Heliosretrade
Industrial · Phoenix, AZ
Confirmatory Diligence
A. Patel
$82.5M
USD
−$4.8M to −$6.3M
−7.6% to −5.8%
6crit ·18total
14 open asks
Build retrade package
9d
May 21, 2026
Project Atlasdata needed
Multifamily · Charlotte, NC
LOI / Initial Diligence
M. Okafor
$54.2M
USD
TBD
2crit ·7total
6 open asks
Request missing docs
17d
May 29, 2026
Project Ridgeretrade
Industrial · Denver, CO
IC Review
J. Linder
$124M
USD
−$7.4M to −$11.2M
−9.0% to −6.0%
9crit ·24total
3 open asks
IC vote tomorrow
2d
May 14, 2026
Project Northlinepass
Office · Minneapolis, MN
Confirmatory Diligence
R. Sato
$168.5M
USD
−$14.8M to −$22.4M
−13.3% to −8.8%
14crit ·38total
22 open asks
Pass — recommend walk
7d
May 19, 2026
Project Harborwatch
Self-Storage · Tampa, FL
Initial Review
A. Patel
$38.9M
USD
TBD
0crit ·2total
1 open asks
Awaiting seller uploads
21d
Jun 2, 2026
Material changes — last 24h
anchored to sourceDocument
Materiality
Why it matters
Action
Engineering Report — Phase II.pdf
94/100
Confirms end-of-life on RTU-3, RTU-5, RTU-7. Combined replacement est. $2.6M–$3.8M.
Rent Roll — March 2026.xlsx
82/100
Adds 7,400 SF to Year 2 expirations. Anchor tenant #07 on MTM holdover.
Seller Q&A — Round 2 (response).docx
71/100
Seller still does not provide utility bills, BAS logs, or replacement bids.
Vendor Invoices — HVAC.pdf
73/100
11 service tickets in Q1 totaling $42,200, predominantly temporary repairs.
Historical deals
closed, passed, archived · 4 of 11Deal · Outcome
Concessions
Original · Final
Final delta
Closed
Project Ridge
Closed with $2.5M reserve
$2.5M escrow
$112M→$108.9M
−3%
Oct 24
Project Northline
Passed — model broke
None
$156M→$147.8M
−8%
Aug 24
Project Harbor
Closed with $1.2M credit
$1.2M seller credit
$36.5M→$34.7M
−2%
Apr 24
Project Beacon
Lost deal
None
$92M→$92M
0%
Feb 24
Room intelligence
Documents in room
1,248
184 indexed for review
Folders covered
8 of 11
06 Utility & 02 Legal thin
Material docs flagged
31
by materiality scoring
Likely missing
5 items
estoppel pkg, M&V, 24mo utility, capex bid, Phase I