PROTOTYPE · SAMPLE DATA — content is illustrative and will be shaped with your input.

★ Pinned Contacts

Your most-used relationships

All Relationships248across BIN

Follow-ups Due145 overdue

Active Opportunities31linked to people

Recently Updated18this week

Person & Company	Relationship / Role	BIN	Markets	Connected Sites & Deals	Last Contact	Next Action	Status
Marcus Trejo Hotels R Us · Director of Acquisitions	Hotel acquisition lead; introduced by Dana Whitfield	BREAIRISH	NM · Southwest	Paseo del Norte Hotel + 2	3 days ago Phone call	Send Albuquerque hotel list	Due Thu
Dana Whitfield Whitfield Land Holdings · Principal	Landowner; off-market source and referral partner	IRISHNEI	NM · CA	Carlsbad parcel + 2	Yesterday Email	Confirm Carlsbad tour attendees	Active
Renee Alcott City of Farmington · Economic Development	City intelligence; zoning, utilities and incentives	IRISH	Farmington · NM	Farmington Business Park + 1	2 weeks ago Meeting	Request utility-capacity documents	Nurture
Hal Bergstrom Southwest Commercial · Broker	Co-broker; Albuquerque and Santa Fe coverage	IRISH	Albuquerque · Santa Fe	North I-25 Commerce Site	6 days ago Phone call	Obtain signed co-broker agreement	Overdue
Priya Raman Meridian Hospitality · Investment Partner	Capital relationship; distressed hospitality	BREA	AZ · Southwest	Phoenix Facility + 1	Last week Email	Send next hospitality opportunity	Overdue
Emily Chen SunGrid Partners · Development Manager	Solar development and referral partner	NEI	NM · AZ · TX	Mesa Hotel Solar + 2	4 days ago Meeting	Confirm proposal assumptions	Proposal

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Marcus Trejo

Director of Acquisitions · Hotels R Us

BREAIRISH

(505) 555-3821 · marcus.trejo@hotelsrus.example · Albuquerque, NM

Last spoken 3 days ago

WHY YOU ARE CALLING

Marcus is waiting on the Albuquerque hotel list so his acquisitions team can review it. Friday’s deal review depends on receiving it first.

You owe him the list before Friday.

Conversation History

Phone callDiscussed Albuquerque criteria and Friday’s review.3 days ago

EmailRequested the shortlist and underwriting details.5 days ago

MeetingReviewed hotel opportunities and next steps.2 weeks ago

Follow-ups

Send Albuquerque hotel listThursday

Confirm Friday review timeThursday

Total Pipeline12active sites

Under Review6$22.3M potential

Letters of Intent3$15.4M potential

Closed / Won3$10.9M value

Site Name	City	Acreage	Status	Source	Last Updated
Rio West Logistics Site	Bernalillo, NM	156.4	Under Review	Broker	Today
Mesa Del Sol Tract	Albuquerque, NM	210.7	Letter of Intent	City	Yesterday
SunVista Industrial Park	Las Cruces, NM	98.3	New	Crexi	May 18
North I-25 Commerce Site	Santa Fe, NM	75.2	Under Review	CoStar	May 17
East Mesa Logistics Center	Clovis, NM	120.0	New	Broker	May 15
Farmington Business Park	Farmington, NM	64.5	Under Review	City	May 14

Active Value$25.2M18 opportunities

LOIs Outstanding4$15.4M potential

Proposals Out3$3.8M potential

Expiring Agreements2attention required

Opportunity	Business	Stage	Value	Deadline	Next Action
Mesa Del Sol Tract	IRISH	LOI	$15.4M	May 28	Resolve pricing terms
Phoenix Facility	BREA	Due Diligence	$8.2M	May 24	Review downside case
Mesa Hotel Solar	NEI	Proposal Out	$1.6M	May 30	Client follow-up
New Mexico Co-Broker Agreement	IRISH	Expiring	TBD	May 22	Obtain signature

Recently Used

Hotels R Us Acquisition Criteria.pdfBREA

Rio West Site Brochure.pdfIRISH

Needs Attention

New Mexico Co-Broker Agreement.docxSignature

Mesa Hotel Proposal.pdfNEI

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MEETING PREP CONCEPT · Built from the Relationship Snapshot and expanded with the complete BIN Second Brain.

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Hotels R Us Acquisition Review

Friday · 2:00 PM · Marcus Trejo and acquisition team

BREAIRISH

Video call · 45 minutes · Decision meeting

MEETING OBJECTIVE

Review the Albuquerque hotel shortlist, confirm acquisition criteria, and agree on which opportunities should advance into underwriting.

Decision needed: Which two properties move forward, and who owns each next step?

Relationship Snapshot

Marcus TrejoDirector of Acquisitions · Hotels R Us · Introduced by Dana WhitfieldLast spoken 3 days ago

Marcus values speed and concise deal summaries. He is waiting on the property list you committed to send. Friday’s review depends on receiving it first.

Recent Conversations

Phone callConfirmed Albuquerque criteria and Friday’s review.3 days ago

EmailRequested the shortlist and underwriting details.5 days ago

Suggested Agenda & Questions

Confirm property and market criteria.
Review Paseo del Norte Hotel and Vista Way Assemblage.
Ask what would prevent either opportunity from advancing.
Confirm underwriting owners, deadlines, and follow-up cadence.

Open Commitments22across BIN

Overdue5oldest is 6 days

Due This Week14includes the 5 overdue

Waiting On Others6no action from you

Commitment	Person / Company	Business	Due	Comes From	Status
Overdue · 5
Send Albuquerque hotel list	Marcus Trejo · Hotels R Us	BREA	Thu, May 14	Meeting commitment	6 DAYS LATE
Return zoning questions on Rio West	Dana Whitfield · Whitfield Land Holdings	IRISH	Fri, May 15	Land site	5 DAYS LATE
Send next hospitality opportunity	Priya Raman · Meridian Hospitality	BREA	Mon, May 18	Contact next action	2 DAYS LATE
Confirm interconnection study scope	Dana Whitfield · Whitfield Land Holdings	NEI	Mon, May 18	Pipeline next action	2 DAYS LATE
Return Farmington annexation questions	Renee Alcott · City of Farmington	IRISH	Tue, May 19	Contact next action	1 DAY LATE
Today · Wednesday, May 20 · 3
Confirm Friday attendees	Marcus Trejo · Hotels R Us	BREA	Today	Meeting commitment	TODAY
Circulate Paseo del Norte overview	Priya Raman · Meridian Hospitality	BREA	Today	Document	TODAY
Call broker on East Mesa Logistics Center	Broker relationship · unassigned	IRISH	Today	Land site	TODAY
Rest of this week · 6
Confirm Vista Way seller contact	Dana Whitfield · Whitfield Land Holdings	IRISH	Thu, May 21	Pipeline next action	OPEN
Send Mesa Hotel Solar proposal recap	Priya Raman · Meridian Hospitality	NEI	Thu, May 21	Pipeline next action	OPEN
Obtain signature · New Mexico Co-Broker Agreement	Renee Alcott · City of Farmington	IRISH	Fri, May 22	Document signature	OPEN
Send underwriting owners list	Marcus Trejo · Hotels R Us	BREA	Fri, May 22	Meeting commitment	OPEN
Upload Rio West brochure to shared folder	Internal · no counterparty	IRISH	Fri, May 22	Document	OPEN
Confirm SunVista site walk date	Renee Alcott · City of Farmington	NEI	Fri, May 22	Land site	OPEN