Deal Tracking Report - Example Deal 1 (edit, Deal Management)

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Category:

Company Type

-- Owner / Developer

-- REIT/Public Corporation

-- Professional Services Firm

-- Capital Source

-- -- Debt Groups

-- -- -- Permanent Financing

-- -- -- Bridge Financing

-- -- -- Construction Financing

-- -- -- Mezzannine Financing

-- -- Equity Groups

-- -- -- 1st Tier - $10M & Up

-- -- -- 2nd Tier - Mid Market ($2 - $10M)

-- Other

Location

-- United States

-- -- East Coast

-- -- West Coast

-- Europe / UK

-- Canada

-- Asia

-- Middle East

-- Other

Asset Classes

-- Office

-- Industrial

-- Retail

-- Multifamily

-- Hospitality / Resort

-- Land / Entitlement / Development

-- Senior Housing / Medical

-- Other
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#CoverageCompany / FirmComments/Status
Term Sheets Received
1LBAbu Dhabi Investment Authority (ADIA) (edit) (deal info)

Good meeting with Thomas Arnold. Received their term sheet on Tuesday and our client has agreed to the terms. Expect to collect fees within the week.

Print/Vcard/EmailContactAddress
1 print vcard emailThomas Arnold
971 2 415 5205		211 Corniche Street, Floor 22A, PO Box 3600
Abu Dhabi
Executed Confidentiality Agreement Received
1PWPrudential Real Estate Investors (edit) (deal info)

Peter met with Jack on 9-24-14 - Good meeting, and will follow up shortly.

Print/Vcard/EmailContactAddress
1 print vcard emailJack Taylor
(212)515-8101		680 Fifth Ave
New York NY
Detailed Discussions
1SMGreenwich Group International, LLC (edit) (deal info)

Steve is covering this group

Print/Vcard/EmailContactAddress
1 print vcard emailLarry Baucom
(703) 525-8300		1700 North Moore Street
Arlington VA
2 print vcard emailPeter Witham
(703) 525-8300		1700 N. Moore Street
Arlington VA
3 print vcard emailStephen Muller
(212) 754-0100		805 Third Avenue
New York NY
Initial Discussions
No result
Groups that have Passed
1DFHeitman (edit) (deal info)

9-24-14 - Passed - Heitman does not do suburban office deals

Print/Vcard/EmailContactAddress
No result
Uncategorized
No result
Most Recent Comments - Example Deal 1
DateCompanyComment
09/24/2014HeitmanPassed - Heitman does not do suburban office deals -- duke
09/24/2014Greenwich Group International, LLCMake sure you input comments here as they will then be saved. The status for reporting is static, so once you change it, it does not keep track of previous inputs there. -- admin
09/24/2014Prudential Real Estate InvestorsPeter met with Jack on 9-24-14 - Good meeting, and will follow up shortly. -- admin
09/24/2014Abu Dhabi Investment Authority (ADIA)Good meeting with Thomas Arnold. Received their term sheet on Tuesday and our client has agreed to the terms. Expect to collect fees within the week. -- admin