Tasks
Tasks
15Total
15
In Progress
6
Overdue
3
Blocked
1
| Task | Assignee | Due | Priority | Source | Status | |
|---|---|---|---|---|---|---|
Finalize Casata San Marcos LOI terms with lender Casata San Marcos | ES Evan | Mar 19 ! | Urgent | Meeting | in progress | |
Submit LIHTC application for The Oaks Phase II The Oaks | FA Fahd | Mar 20 | Urgent | Manual | todo | |
Review Turquoise Bay financial model — updated tabs Turquoise Bay | FA Fahd | Mar 19 ! | High | Agent | blocked | |
Draft Q1 investor update letter for USDV portfolio USDV Capital | AW Alton | Mar 22 | High | Manual | in progress | |
Schedule GS Residential partnership call with Charles GS Residential | CM Chuck | Mar 20 | Medium | Meeting | todo | |
Built Different newsletter — finalize Week 12 content Built Different | ES Evan | Mar 20 | High | Agent | in progress | |
Upload Gridiron Housing BOI filing documents Gridiron Housing | AW Alton | Mar 21 | Medium | Manual | todo | |
Prep advisory deck for Triton North engagement Advisory | CM Chuck | Mar 21 | High | Meeting | in progress | |
Review Royal American March property management report Royal American | FA Fahd | Mar 24 | Medium | Agent | todo | |
Send Gateway co-GP term sheet redlines to legal Gateway | ES Evan | Mar 19 ! | Urgent | Manual | todo | |
Deploy INSPIRE loan origination portal v0.3 to staging INSPIRE | CM Chuck | Mar 25 | Medium | Agent | todo | |
Reconcile February operating accounts — all entities Operations | AW Alton | Mar 22 | High | Manual | in progress | |
Follow up with Dante's Partners on JV equity commitment Acquisitions | ES Evan | Mar 21 | High | Meeting | todo | |
Configure n8n workflow for automated deal screening Dream.AI | CM Chuck | Mar 26 | Low | Agent | todo | |
Coordinate appraisal scheduling for The Trails closing The Trails | CF Charles | Mar 24 | Medium | Meeting | in progress |
Team Scorecard — Q1 2026 Rocks
Evan Shields
CEO
Fahd
CIO
Alton
COO/CFO
Chuck
Exec Admin
Charles Frazier
Co-GP Partner