Deal Tracking Report - Calvano Portfolio (edit, Deal Management)

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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
1TimDPG Investments (edit) (deal info)

5/12 - NDA Signed and reviewing 5/25 - Expecting LOI 5/27 - LOI Delivered

Print/Vcard/EmailContactAddress
1 print vcard Daniel Galvanoni
(800) 240-0454		7373 East Doubletree Ranch Road
Scottsdale AZ
2TimMarwood Assets Management (edit) (deal info)

4/27 - Met with Vincent and had tentative agreement with deal structure. He is coming back to us with final terms this week. 5/13 - Negotiating Term Sheets with Vincent and Mike Muzzy

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1 print vcard emailVincent Woo
1620 Oakland Road
San Jose CA
Executed Confidentiality Agreement Received
1PeterArtemis Real Estate Partners (edit) (deal info)

5/5 - Good initial conversation following execution of NDA and delivery of offering memorandum. They have a few follow up requests - 1) Land Comps 2) Lease Comps, 3) Basis in Terra Bella, 4) What other assets does Calvano own, 5) What is the pathway to entitlement and construction and what is the timing 4/27 - NDA sent.

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1 print vcard emailRichard Banjo
(202) 370-7451		2000 Avenue of the Stars
Los Angeles CA
2PeterBaupost Group LLC, The (edit) (deal info)

Spoke with Nick Azrack. He just recently got back from Mountain View and likes the market. Wants us to send additional materials. Likely he will be in the Bay area again within the next three weeks. Reviewing Package 5.26.15 - Meeting with Baupost in Mountain View on June 10th.

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1 print vcard emailNicholas Azrack
(617) 357-4211		10 St. Hanes Avenue, Suite 1700
Boston MA
2 print vcard emailSuleman Iddrissu
(617) 210-8310		10 St. James Avenue
Boston MA
3TimCanyon Johnson Urban Fund (edit) (deal info)

4/28 - NDA Sent. 5/5 - Reviewing 5.27.15 - Willing to put 60%-70% debt on portfolio

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1 print vcard emailMarti Page
(310) 247-2700		9665 Wilshire Blvd.
Beverly Hills CA
4TimChina Fortune Land Development Co (edit) (deal info)

5/12 - NDA Executed and meeting on Thursday at 2:00pm. 5/20 - Another meeting scheduled with Pang on 5/27.

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1 print vcard Peng Wang
Mountain View CA
5TimMack Real Estate Group (edit) (deal info)

4/23 - Meet in NYC and SF. Reviewing. 5/20 - Reached out to again for comment.

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1 print vcard emailKevin Cullinan
60 Columbus Circle
New York NY
6PeterNational Real Estate Advisors (NEBF) (edit) (deal info)

3/22 - Need to get an NDA to NREA 4/28 - NDA sent

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1 print vcard emailKevin Verdi
(202) 496 3370		900 7th Street, NW, Suite 900
Washington DC
7TimPaladin Funding (edit) (deal info)

4/25 - Spoke with Mark and have received an executed NDA. They are interested in providing GP funding support.

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No result
8TimZappettini (edit) (deal info)

5/11 - NDA Signed and reviewing

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1 print vcard emailJohn Zappettini
300 Montgomery St.
San Francisco CA
Detailed Discussions
1TimAIG Global Real Estate (edit) (deal info)

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1 print vcard emailJesse Tejada
101 Montgomery Street,
San Francisco CA
2TimAngelo Gordon & Co. (edit) (deal info)

4/28 - Sent update to Steve for feedback

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1 print vcard emailReid Liffmann
(212) 692-4306		245 Park Avenue
New York NY
2 print vcard emailSteven White
(310) 777-5450		2000 Avenue of the Stars
Los Angeles CA
3PeterBlackbird Investment Group (edit) (deal info)

4/24 - More focused on providing GP equity. Need to follow-up.

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1 print vcard emailTodd Vender
4PeterCrossHarbor Capital Partners LLC (edit) (deal info)

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1 print vcard emailEric Boyd
617 624 8300		One Boston Place
Boston MA
5TimDDG Partners (edit) (deal info)

5/1 - Reached out on Friday and had conversation.

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1 print vcard emailJoe McMillan
(212) 612-3250		250 Hudson Street
New York NY
6TimDRA Advisors (edit) (deal info)

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1 print vcard emailDan Goldman
7PeterEmbarcadero Capital Partners LLC & Hamilton Partners Lp (edit) (deal info)

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1 print vcard emailEric Yopes
(650) 373-1230		1301 Shoreway Road
Belmont CA
8PeterFarallon Capital Management (edit) (deal info)

4/28 - Left a msg with Nick Carbone

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1 print vcard emailNick Carbone
One Maritime Plaxa
San Francisco CA
9PeterFortress Investment Group (edit) (deal info)

4/29 - NDA Sent

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1 print vcard emailSpencer Garfield
10PeterGoldman Sachs & Co (edit) (deal info)

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1 print vcard emailAlex Cheek
11TimInvesco (edit) (deal info)

4/29 - Left VM

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1 print vcard Chantal Byrne
San Francisco CA
12TimJunius Real Estate Partners (edit) (deal info)

4/29 - NDA is forthcoming. Very interested

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1 print vcard emailJeffrey Hadzima
320 Park Avenue
New York NY
13PeterLongWharf RE Partners (edit) (deal info)

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1 print vcard emailJustin Smith
6172507271		One Federal Street
Boston MA
14TimMitsui Fudosan (edit) (deal info)

4/28 - Addressing questions with Jeff.

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No result
15TimMorgan Stanley - MSREF (edit) (deal info)

4/22 - Answering questions for Daria.

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1 print vcard emailDara Friedman
San Francisco CA
16PeterNorthwood Investors (edit) (deal info)

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1 print vcard emailBrady Thurman
17TimPCCP (edit) (deal info)

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1 print vcard emailEric Flynn
(415) 732-7645		555 California Street
San Francisco CA
18PeterSilverPeak Real Estate Partners (edit) (deal info)

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1 print vcard emailChris Westfahl
40 west 57 st
New York NY
19PeterSumitomo Corporation of America (edit) (deal info)

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1 print vcard emailAndrew MacDonald
600 Third Avenue
New York NY
20TimUSAA Real Estate Company (edit) (deal info)

5/4 - Met in SF. NDA sent. They are looking at a bridge possibility for the portfolio. Currently reviewing.

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No result
21PeterWalton Street Capital, LLC (edit) (deal info)

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1 print vcard emailPerry Pinto
900 North Michigan Avenue
Chicago IL
Initial Discussions
No result
Groups that have Passed
1TimAEW (edit) (deal info)

Not doing Spec Office anywhere in the country

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No result
2TimArgosy (edit) (deal info)

4/28 - Too large

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No result
3PeterBayNorth Capital (edit) (deal info)

Does not fit with their current investment criteria

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1 print vcard emailDave Cronin
(617) 570-4400		600 Atlantic Ave
Boston MA
4PeterBerkshire Realty Ventures (edit) (deal info)

Not doing spec office

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1 print vcard emailLarry Ellman
444 Madison Avenue 
New York NY
5PeterBlackstone (edit) (deal info)

Income producing property strategy

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No result
6PeterCBRE Investors (edit) (deal info)

4/28 - NDA Sent 4/29 - Reviewing Package 5/20 - Hi Tim & Peter – Presented the concept of development in MV to CalSTRS but received a thumbs down on the project based on the total consideration size.

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1 print vcard emailBrad Cummings
2 print vcard emailGardner Ellnor
3 print vcard emailMichael Burrichter
(213) 683-4200		865 South Figueroa Street
Los Angeles CA
7TimMOZART DEVELOPMENT COMPANY (edit) (deal info)

4/26 - Spoke to John and processing NDA. Met John in his office on 5/5. He is reviewing the deal. 5/25 - Passed due to lack of belief in the large sustainable rents maintaining in that market, coupled with the difficult politics of MV, lack of entitlements and the intersection is a disaster. The other two deals are spot deals and of no interest.

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1 print vcard John Mozart
(650) 493-9000 		1068 East Meadow Circle
Palo Alto CA
8TimNew York Life Investments (edit) (deal info)

4/28 - Too large of a development. Not interested in partion either.

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No result
9TimOaktree Capital Mgmt. (edit) (deal info)

4/27 - NDA sent 5/13 - Too high risk, no entitlements and no guarantees for entitlements within a defined timeframe.

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1 print vcard emailTaejo Kim
Los Angeles CA
10TimReal Estate Capital Partners (edit) (deal info)

4/29 - They have no pre-entitlement capital for these deals, but they would like to look at 883 Shoreline ONLY. Sent over an NDA.

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1 print vcard emailStephen C. Henry
360 Post Street
San Francisco CA
11TimThorofare Capital (edit) (deal info)

5/4 - Reviewing as a debt piece. 5/13 - First, it is considerably larger than our maximum loan size of $25,000,000. It is also a request for considerably more proceeds than our maximum 68% LTV ceiling.

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No result
12TimWestbrook Partners (edit) (deal info)

4/29 - They are not doing spec development.

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1 print vcard emailMiles Treaster
(415) 986-4549		One Embarcadero Center
San Francisco CA
Uncategorized
1TimDLJ Real Estate Capital Partners (edit) (deal info)

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No result
2-ORIX USA (edit) (deal info)

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1 print vcard emailTom Wiegand
1717 Main Street
Dallas TX
3TimRockwood (edit) (deal info)

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No result
4TimStarwood Capital (edit) (deal info)

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1 print vcard emailMark Deason
5TimTH Real Estate (edit) (deal info)

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No result
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