Brea
NEXT MEETINGS
Workout review Capital partner call Legal follow-up
PRIORITY FOLLOW-UPS
Jamie L. UnderwritingTaylor S. PSA redlinesSummit Payoff timing
DISTRESSED ASSETS
Under Review 6Due Diligence 4Offers 3
⌘ K
Person
Sarah Martinez
→Irish · VP Real Estate · next step due
Site
Rio West Logistics Site
→Irish · Submitted · source lineage verified
Opportunity
Mesa Hotel Solar
→NEI · utility data requested
Irish
NEXT MEETINGS
Site criteria review Rio West update City intelligence call
PRIORITY FOLLOW-UPS
Sarah M. Send site setMark T. LOI questionsEmily C. Nurture touch
LAND PIPELINE
Reviewed 12Submitted 6LOI / PSA 5
NEI
NEXT MEETINGS
Utility-data review Hotel referral Proposal check
PRIORITY FOLLOW-UPS
Irish 2 referralsBrea 1 candidateMesa Hotel Handoff ready
NEXT ACTION
Qualified 7Proposal 4Contracted 2
Commitments
Calendar and action items together — today, tomorrow, and the week ahead. Life Hub is kept separate.
On the calendar today9across three businesses
Actions due today42 before noon
Overdue3oldest is 6 days
Next seven days17 mtg · 20 actweek ahead
Today
Friday, September 4
ON THE CALENDAR · 9
8:30 AMNEIUtility-data review
9:00 AMIRISHSite criteria review
10:30 AMBREAWorkout review
11:30 AMIRISHRio West update
1:30 PMNEIHotel referral handoff
2:00 PMBREACapital partner call
2:00 PMIRISHCity intelligence call
3:00 PMNEIProposal check
4:15 PMBREALegal follow-up
ACTION ITEMS · 4 DUE, 3 OVERDUE
9:00 AMIRISH
Send the updated site setSarah Martinez · Rio West
1:30 PMNEI
Hand off the hotel referralDiane Foster · Mesa Hotel Group
4:15 PMBREA
Return PSA redlinesTaylor S. · Legal
EODIRISH
Obtain co-broker signatureMark Thompson
6d lateIRISH
Return zoning questions on Rio WestSarah Martinez
3d lateBREA
Confirm payoff timingSummit Capital
2d lateNEI
Send utility-capacity documentsDiane Foster
Tomorrow
Saturday, September 5
ON THE CALENDAR
Nothing scheduled. Next business day is Monday, September 7.
ACTION ITEMS · 2
SatIRISH
Confirm utility capacity reportRio West Logistics
SatNEI
Draft Mesa proposal outlineMesa Hotel Group
The week ahead
Monday 7 – Friday 11 September
Mon Sep 74 mtg · 5 act
Tue Sep 83 mtg · 4 act
Wed Sep 95 mtg · 6 act
Thu Sep 102 mtg · 3 act
Fri Sep 113 mtg · 2 act
Wednesday is the heaviest day. Three of today’s overdue items land there again if they slip.
Meeting Prep
Today’s BIN schedule and what each one needs from you. Open any meeting for the full brief. Life Hub is kept separate.
Meetings today9across three businesses
Ready4context assembled
Need prep3before 3:00 PM
Conflict1two calls at 2:00 PM
8:30 AMNEI
Utility-data review
Diane Foster · Mesa Hotel Group
CONTEXT
Referred in by BreaData requested Aug 28
BRING
12-month usageRoof condition note
DECIDE
Proposal date
ATTENDEES
Diane Foster · Property Manager, Mesa Hotel GroupMatthew Reyes · NEI, solar analyst
BACKGROUND
Last contact Aug 29 — Diane confirmed the property manager holds the utility exportOrigin: Brea referral, logged Aug 21
OPEN ITEMS
Twelve months of utility data still outstandingRoof condition sign-off from Carlos Nunez
Talking pointsAnchor the proposal date to the data arriving, not the other way roundConfirm who owns the account after handoffOpen NEI Command Center →
Ready
9:00 AMIrish
Site criteria review
Sarah Martinez · VP Real Estate
CONTEXT
12 reviewed, 6 submittedZoning questions still open
BRING
Updated site setRio West package
DECIDE
Which three advance to LOI
ATTENDEES
Sarah Martinez · VP Real Estate, Meridian Industrial PartnersAna Ruiz · Irish
BACKGROUND
Last contact Apr 29Sarah asked for 2–3 site options with an incentive summary
OPEN ITEMS
Zoning questions on Rio West are 6 days overdueMunicipal incentive summary not yet drafted
Talking pointsLead with the incentive summary — it is what she asked forDo not commit to an LOI date before zoning clearsOpen Irish Command Center →
Needs prep
10:30 AMBrea
Workout review
Jamie L. · Underwriting
CONTEXT
6 assets under review4 in due diligence
BRING
Underwriting summaryPayoff schedule
DECIDE
Offer or pass on two
ATTENDEES
Jamie L. · Underwriting, Peakwest CapitalDavid Whitman · Summit Bank
BACKGROUND
Downside case v4 returned Apr 29Summit extension running in parallel
OPEN ITEMS
Payoff timing on Summit is 3 days overdueDesert Ridge reposition budget not reviewed
Talking pointsSettle payoff timing first — it gates the extensionTwo assets need a decision today, not a deferralOpen Brea Command Center →
Ready
11:30 AMIrish
Rio West update
Mark Thompson
CONTEXT
LOI questions outstandingCo-broker signature pending
BRING
Co-broker agreementUtility capacity memo
DECIDE
LOI submission date
ATTENDEES
Mark Thompson · Rio West LogisticsAna Ruiz · Irish
BACKGROUND
Co-broker agreement sent, unsignedUtility capacity report due tomorrow
OPEN ITEMS
Co-broker signature due end of dayDiligence questions unanswered since Apr 28
Talking pointsGet the signature in the room rather than chasing it afterTie the LOI date to the utility capacity reportOpen Irish Command Center →
Needs prep
1:30 PMNEI
Hotel referral handoff
Diane Foster · Mesa Hotel Group
CONTEXT
Brea referral, origin loggedNorthline may connect
BRING
Referral summarySite shortlist
DECIDE
Who owns the account
ATTENDEES
Diane Foster · Mesa Hotel GroupJohn Gordon · NEI
BACKGROUND
Brea originated this in AugustNorthline Hotel may connect to a second NEI opportunity
OPEN ITEMS
Account ownership undecidedNorthline connection unconfirmed in Shared Intelligence
Talking pointsName the owner before the meeting endsFlag the Northline link so it does not get worked twiceOpen NEI Command Center →
Ready
2:00 PMBrea
Capital partner call['Term sheet timing']
Summit Capital
CONTEXT
Double-booked
BRING
Payoff timing unresolved
DECIDE
Distressed asset roll-up
ATTENDEES
David Whitman · Summit BankJamie L. · Peakwest Capital
BACKGROUND
Extension talks running alongside the note purchaseTerm sheet not yet issued
OPEN ITEMS
Payoff timing overdue by 3 daysConflicts with the 2:00 PM Irish call
Talking pointsOne of these two 2:00 PM calls has to moveIf this one holds, it needs the payoff answer firstOpen Brea Command Center →
Not started
2:00 PMIrish
City intelligence call['Keep it or move it']
Emily Chen
CONTEXT
Double-booked
BRING
Nurture touchVista Way seller unconfirmed
DECIDE
City criteria one-pager
ATTENDEES
Emily Chen · Chen & Associates
BACKGROUND
Nurture touch, no live transactionVista Way seller contact still unconfirmed
OPEN ITEMS
Vista Way seller confirmation due MondayConflicts with the 2:00 PM Brea call
Talking pointsThis is the more moveable of the two — no deal is waiting on itUse it to confirm the Vista Way contact if it holdsOpen Irish Command Center →
Not started
3:00 PMNEI
Proposal check
Patricia Yu · Central Plaza
CONTEXT
4 proposals active, 2 contracted
BRING
Proposal draft v2
DECIDE
Pricing tier
ATTENDEES
Patricia Yu · Central PlazaMatthew Reyes · NEI
BACKGROUND
Interval-data request sent, response pendingProposal draft v2 due Apr 28
OPEN ITEMS
Interval data outstandingDecision-maker sign-off not scheduled
Talking pointsDo not price without the interval dataGet the sign-off meeting on the calendar todayOpen NEI Command Center →
Needs prep
4:15 PMBrea
Legal follow-up
Taylor S. · Legal
CONTEXT
PSA redlines returned today
BRING
Redline comparison
DECIDE
Sign-off path
ATTENDEES
Taylor S. · Legal, Horizonview Partners
BACKGROUND
PSA redlines returned this morningSeller financing still on the table
OPEN ITEMS
Redlines need a return position by end of day
Talking pointsAgree the sign-off path, not just the redlinesConfirm whether seller financing survivesOpen Brea Command Center →
Ready