Deal Pipeline
Omni-channel signal detection & deal management
Total Pipeline
$35M
Outreach
8
$12M
Signed Confi
5
$8M
Tour/DD
4
$6M
LOI
3
$5M
Under Contract
2
$4M
Pipeline Flow
Drag to move deals between stagesOutreach
8 deals · $12M
Segerstrom Industrial Portfolio
Costa Mesa, CA
$4.2MIndustrial
Recent Signals:
Viewed 12x this weekLinkedIn activity
Call tomorrow @ 2pm
3dPacific West Flex Space
Irvine, CA
$3.1MFlex
Recent Signals:
Downloaded market report
Send follow-up email
5dSigned Confi
5 deals · $8M
Coastal Real Estate Partners
Newport Beach, CA
$2.8MOffice
Recent Signals:
Opened 3 teasers8 min in Data Room
Schedule site tour
7dTour/DD
4 deals · $6M
Newport Beach Investments
Newport Beach, CA
$5.2MMultifamily
Recent Signals:
Site tour completedRequested financials
Send financials package
12dLOI
3 deals · $5M
Irvine Company Holdings
Irvine, CA
$8.5MIndustrial
Recent Signals:
LOI submittedNegotiating terms
Counter-offer review
4dUnder Contract
2 deals · $4M
OC Properties LLC
Santa Ana, CA
$3.2MRetail
Recent Signals:
Contract signedDue diligence in progress
Closing in 14 days
21dAI Suggested Actions
highHenry Segerstrom
Send 'P.S.' email to Henry Segerstrom
Viewed 12 industrial listings this week + recent LinkedIn post about portfolio rebalancing
highDavid Kim
Call David Kim within 24 hours
Opened teaser 3x and spent 8 min on Data Room. High intent signals detected.
mediumSarah Lee
Schedule meeting with Sarah Lee
Completed market research download. May be preparing for disposition.
lowMike Johnson
Update contact info for Mike Johnson
Email bounced. Search LinkedIn for alternate contact.
Active Deals
New Lead
94
Harbor Industrial Complex
Long Beach, CA
Value
$12.5M
Cap Rate
6.2%
85,000 SFIndustrial
12 interested buyers
Hot
87
Sunset Office Tower
Santa Ana, CA
Value
$8.2M
Cap Rate
5.8%
42,000 SFOffice
8 interested buyers
Active
82
Palm Gardens Retail
Anaheim, CA
Value
$5.5M
Cap Rate
7.1%
28,000 SFRetail
5 interested buyers
New Lead
91
Vista Multifamily
Costa Mesa, CA
Value
$15.8M
Cap Rate
4.9%
120 UnitsMultifamily
15 interested buyers