OVERVIEW · TODAY

Today with your Brain

Everything the Brain ingested, answered, and ran — and what's waiting on you.

IN MEMORY

92,418

sources ingested · across 14 systems

100% CITED · 0 HALLUCINATIONS

ANSWERS TODAY

146

every one cited

NEEDS REVIEW

2

waiting on you

AVG ANSWER

1.2s

with sources

AUTOMATIONS

6

running 24/7

Needs a look

ITEMWHAT THE BRAIN NEEDSSOURCES

Q2 LP update

Magnolia Crossing

Drafted — awaiting your approval to send

5

Approve

Lender email

Rate-cap ext.

Extension quote drafted — approve to send

3

Approve

Distributions

Q2 reconcile

2 variances flagged vs. model

4

Review

Cedar Ridge (Eugene)

UW vs. OM

Broker rent growth ≠ CoStar — confirm

3

Review

Harborview

Vintage

Built 1979 — needs the partner pre-approval

2

Review

Lakemont Flats

Crime grade

CrimeGrade C− — hard flag to IC

1

Review

View all flags

Coming up

AUTOMATED · TODAY

TODAY

◷

Pipeline digest

Auto-compiled · emailed to team

7:00 AM

IC

IC review — Brightwater

Memo + DD items compiled

2:00 PM

TOMORROW

RR

Rent-roll re-sync

Magnolia · model auto-update

6:00 AM

DR

Data-room sweep

New broker files · diff & summarize

9:00 AM

Draft today's outreach

The Brain can prep cited follow-ups for each open broker thread.

Recent answers

View all →

TODAY

M

What were the JV terms on Magnolia Crossing?

↻ 4 SOURCES 8% pref · 70/30 promote · LP 88% / GP 12%

9:14 AM

1.1s

C

Are we hitting our Year-3 NOI?

↻ 2 SOURCES $4.6M actual vs $4.4M proj — +4.5% ahead

9:02 AM

0.9s

L

Who are our LPs on Magnolia, and at what %?

↻ 1 SOURCE Hawthorne 42% · Cedar Point 28% · Meridian 18% · GP 12%

8:48 AM

1.0s

YESTERDAY

S

What's the debt stack on Cedar Ridge?

↻ 3 SOURCES $18.4M · SOFR+165 · matures 2031 · cap exp 2027

5:31 PM

1.3s

B

What did Keystone commit to last IC?

↻ 2 SOURCES $18k/unit reno · 14-mo timeline · hit on schedule

3:12 PM

1.1s

KNOWLEDGE · ASK

Ask Brain

Any question across every deal, doc, email and meeting — answered with sources, never invented.

QUESTIONS · WK

1,043

across the team

CITED

100%

0 hallucinations

AVG ANSWER

1.2s

with sources

HRS SAVED

~30

this week

Recent answers

LAST 24 HOURS

Question	Answer	Sources	When
JV terms on Magnolia Crossing?	8% pref · 70/30 · LP 88% / GP 12%	4	9:14 AM
Year-3 NOI vs projection?	$4.6M vs $4.4M (+4.5%)	2	9:02 AM
LPs on Magnolia & equity %?	Hawthorne 42% · Cedar 28% · Meridian 18%	1	8:48 AM
Debt stack on Cedar Ridge?	$18.4M · SOFR+165 · matures 2031	3	Yest 5:31 PM
Remaining capital commitment?	$2.1M undrawn across 3 deals	2	Yest 4:02 PM
2021 business plan for Magnolia?	Value-add · $18k/unit · push rents	1	Yest 1:18 PM

KNOWLEDGE · DEALS

Deals

Every deal the Brain tracks — each an entity page compiled from across your stack.

ACTIVE

9

under pursuit

UNDER CONTRACT

2

in DD

CLOSED

16

since 2015

UNITS

412

owned

All deals

SORTED BY ACTIVITY

Deal	Market	Stage	Units	Last activity
M Magnolia Crossing JV · multifamily	Charlotte, NC	Owned	312	Today	Open →
S Brightwater JV PE	Sacramento, CA	Under contract	166	Today	Open →
S Cedar Ridge JV ACQ	Eugene, OR	Under contract	87	Yesterday	Open →
S Harborview JV ACQ	Tacoma, WA	LOI	56	Yesterday	Open →
R Lakemont Flats JV ACQ	Boulder, CO	Screening	36	Wed	Open →
A Summit Vista JV ACQ	Mesa, AZ	LOI	49	Wed	Open →

KNOWLEDGE · DOCUMENTS

Documents

Every file the Brain has ingested — OMs, T-12s, models, memos, leases — parsed and linked to a deal.

DOCUMENTS

8,941

in memory

PARSED

100%

searchable

THIS WEEK

214

auto-filed

SOURCES

14

connected

Recently ingested

AUTO-FILED

Document	Deal	Type	Source	Ingested
Magnolia_T-12_Q1-26.xlsx	Magnolia Crossing	T-12	SharePoint	Today
Brightwater_OM.pdf	Brightwater	OM	Email	Today
Cedar Ridge_RentRoll.xlsx	Cedar Ridge	Rent roll	Email	Yesterday
JV_Hawthorne_v4.docx	Magnolia Crossing	Agreement	Drive	Yesterday
IC_Magnolia.pdf	Magnolia Crossing	IC memo	Brain	Yesterday
Harborview_UW.xlsx	Harborview	Model	Workbench	Wed

KNOWLEDGE · PEOPLE & ENTITIES

People & Entities

What the Brain remembers about every sponsor, lender, and LP — compiled from every interaction.

H

Hawthorne Capital

LP · 6 deals

↻ 9 memories

42% LP on Magnolia Crossing; prefers quarterly distributions.Jun 20

Asked for tax-equivalent yield vs CA munis at last call.Jun 6

Co-invests alongside CFP equity on JV deals.May 14

G

Keystone Partners

Sponsor · 2 deals

↻ 6 memories

Brightwater sponsor; agency senior debt in legal review.Jun 25

Committed $18k/unit reno on a 14-month timeline — on schedule.Jun 9

Track record: 11 deals, 1.9x avg EM realized.May 2

F

Agency / Lender desk

Lender · 8 loans

↻ 7 memories

Magnolia loan $32M · SOFR+155 · matures Jun 2030.Jun 18

Rate cap expires Mar 2027 — extension quote drafted.Jun 18

2% buydown standard on loans >$5M per agency terms.Apr 11

C

Cedar Point FO

LP · 3 deals

↻ 5 memories

28% LP on Magnolia; family office, long-hold preference.Jun 20

Wants a quarterly one-pager, not the full package.May 28

Interested in the next Boise opportunity.May 10

AUTOMATION · REQUESTS

Requests

Directives you've given the Brain — it does the work and reports back, with approval gates on anything outbound.

Recent requests

LAST 7 DAYS

Request	Target	Steps	Result	Status
Update JV agreement — 70/30 over 8% pref	Magnolia Crossing	4	JV_Hawthorne_v4.docx	Done
Restructure waterfall to 80/20 & re-solve	Magnolia model	4	LP IRR 16.2% · EM 1.9x	Done
Build full IC memo	New acquisition	4	IC_Magnolia.pdf · 12 pp	Done
Draft Q2 LP update & send	Investors	4	Q2_LP_Update.docx	Needs approval
Email lender for rate-cap extension	Lender desk	3	Draft ready	Needs approval

AUTOMATION · AUTOMATIONS

Automations

Workflows the Brain runs on its own — triggered by what happens across your stack.

Active automations

RUNNING 24/7

Automation	Trigger	Runs · wk	Status
Pipeline digest	Daily · 7:00 AM	7	Active
New-deal intake → comps + UW + IC start	Broker email · buy-box fit	18	Active
Model auto-update	New lease / rent roll	41	Active
Distributions reconcile	Weekly	1	2 flags
Rate-cap watch	T-90 days to expiry	2	Active
Continuous ingest	Email · docs · meetings	∞	Live

OVERSIGHT · REVIEW

Review

Anything the Brain drafted or flagged for a human — approve, edit, or send.

Q

Q2 LP update — Magnolia

Drafted · today 9:20 AM

Approve to send

The Brain drafted the Q2 letter from actuals — 6.0% cash-on-cash, on plan vs the 2021 memo, with the financial package attached. Cited from 5 sources.

L

Lender email — rate cap

Drafted · today 8:55 AM

Approve to send

Extension quote request drafted to the lender desk with the loan summary attached. Rate cap expires Mar 2027 (T-90d trigger).

D

Distribution variances

Flagged · today 6:10 AM

Review

Weekly reconciliation found 2 distributions that differ from the model by >2%. The Brain held off and flagged both for your eyes.

S

Cedar Ridge — broker stats

Flagged · yest 4:20 PM

Review

Broker OM rent growth doesn't match CoStar / portal. The Brain won't quote it until you confirm which source to trust.