Concept mockup — illustrative data only, not an operating system of record.

Investment Intelligence

Acquisition & investment overview — Southeast portfolio

Pipeline Value
$428M
+6.2% QoQ
Active Opportunities
18
4 added this month
Under Review
6
2 closing this week
Investment Committee Reviews
3
Next: Oct 14

Acquisition Pipeline

58 opportunities tracked
01Sourced
24
$612M
02Screening
14
$389M
03Underwriting
9
$264M
04Due Diligence
6
$178M
05Investment Review
3
$96M
06Offer
2
$63M

Active Opportunities

View all
PropertyMarketTypeUnits / SFAskingStageStatus
Oak Ridge ApartmentsCharlotte, NCMultifamily312$48.5MDue DiligenceReview
Harbor Point CommonsTampa, FLMultifamily248$39.2MUnderwritingOn Track
Meridian Business ParkColumbus, OHCommercial182K SF$27.8MScreeningOn Track
Cedar Grove ResidencesNashville, TNMultifamily196$33.1MInvestment ReviewOn Track
Northgate ExchangeKansas City, MOCommercial141K SF$21.4MSourcedAttention
Willow Creek FlatsRaleigh, NCMultifamily274$44.6MUnderwritingReview

AI Attention Items

Assistive — review required
  • Missing operating statements
    Harbor Point Commons
    High

    T-12 operating statements not received from broker.

  • Rent assumptions require validation
    Oak Ridge Apartments
    Medium

    Projected rent growth exceeds submarket average by 180 bps.

  • Comparable data needs review
    Meridian Business Park
    Medium

    Three of five comparables closed more than 18 months ago.

  • Due diligence deadline approaching
    Oak Ridge Apartments
    High

    Environmental report outstanding — 9 days remaining.

Portfolio Snapshot

Assets Under Management
$1.94B
Properties
42
Total Units
9,318
Weighted Occupancy
94.1%
Trailing NOI
$128.6M
Avg. Hold Period
5.2 yrs

Deals in Due Diligence

Oak Ridge Apartments68%
Cedar Grove Residences41%
Willow Creek Flats22%

Investment Review Calendar

  • Cedar Grove Residences
    Committee presentation
    Oct 14, 2026
  • Oak Ridge Apartments
    Preliminary review
    Oct 21, 2026
  • Harbor Point Commons
    Underwriting readout
    Nov 4, 2026