Construction Meeting Prep and Action Tracking

Prepare entity transfer documents, closing document packages, and assignment agreements for CRE acquisitions. Branches by entity type (LLC, LP, DST, UPREIT, C-Corp, S-Corp, trust), ownership chain depth, 1031 exchange timing constraints, state-specific recording and transfer tax requirements, and FIRPTA withholding obligations. Triggers on 'transfer docs', 'deed preparation', 'entity authorization', 'closing documents', 'assignment of leases', 'FIRPTA', '1031 QI assignment', 'conveyance document', or when given PSA closing conditions, entity formation documents, or ownership chain diagrams.

Per-deal closing discipline. Tracks PSA / financing key-date countdown (LOI expiry, PSA expiry, DD period end, financing contingency, close target, tax lookback), open contingencies and their evidence of removal, escrow funding status, and lender deliverable status. Produces a weekly running scorecard per deal (daily for closing-week deals), triggers escalations as key dates approach, and composes a closing-week dashboard covering every deal within the close_window_days overlay band.

Pre-IC packet assembly for each IC cycle. Assembles the docket, pulls each deal's memo and cross-references, tracks IC conditions from prior decisions through to completion, consumes the sensitivity / stress-test output, surfaces comp evidence with freshness flags, and runs an LP capital availability check. The pack is the IC committee's input; the committee owns the decision. The workflow refuses to publish a deal's packet if blocking Dealpath DQ rules are open (`dp_completeness_ic_record`) or if required sensitivity tests are missing. Outputs include the IC packet, the condition-tracking rollup (from prior cycles), and the post-IC condition-log draft ready for minute-keeping.

Weekly roll-up of the active development pipeline. Aggregates sites under contract, in entitlement, in design, in permitting, and in construction (by phase); tracks TCO/delivery target dates, baseline-vs-current schedule slip, baseline-vs-current cost slip, change-order trend, draw schedule status, contractor performance flags, lease-up readiness, and financing draw status. Groups by region and deal_lead. Flags critical-path slips beyond tolerance and escalates Dealpath/Procore/Intacct reconciliation blockers. Narrative-first with a KPI dashboard. Informational to recommendation severity: this pack produces a weekly tracker, not approvals. Gated actions (rebaseline, scope trim, contingency pull, change orders) remain in their own workflows (`schedule_risk_review`, `cost_to_complete_review`, `change_order_review`).

Preconstruction and estimating lead. Produces estimates at conceptual, schematic, design-development, construction-documents, and GMP stages for ground-up and renovation scope. Owns the reconciliation between proposed scopes and the reference library (material costs, labor rates, assembly costs, unit turn cost library, capex line-item library, renovation scope library). Drives bid tabulation and trade-buyout leveling. Does not approve awards; supplies the decision basis.

Owner-side construction execution leader during vertical construction and major renovations. Owns day-to-day coordination with the GC, schedule discipline, RFI and submittal flow, safety oversight, and punch-list closeout. Reports to development_manager during ground-up projects and to asset_manager during value-add renovations.

Produces a complete disposition preparation package: T-12 normalization, rent roll scrub, data room index, buyer Q&A, retrade defense, broker selection, marketing timeline, value story, and buyer targeting. Covers decision-to-sell through close.

Central command for ground-up development and major renovation projects. Manages RFIs, submittals, change orders, draw requests, schedule tracking, safety compliance, and lender reporting. Triggers on 'construction update', 'draw request', 'RFI log', 'change order review', 'punch list', 'construction budget', or when given a GC schedule, AIA billing, or project timeline.

GC selection, bid leveling, GMP/lump sum negotiation, CO compliance, punch list management, and design team evaluation for Development Managers.

Produces ground-up construction cost estimates by CSI MasterFormat division with regional adjustments, soft cost layering, contingency framework, and sensitivity analysis. Accepts floor plans, building drawings, or text descriptions as input. Can generate ASCII floor plans and building mockups for co-creation design loops with real-time cost feedback. Triggers on 'estimate construction costs', 'how much to build', 'construction budget', 'TDC estimate', 'hard cost estimate', 'development cost', 'price this floor plan', 'what would this cost to build', or when given a project description, drawing, or floor plan.

Benchmarks a GC's construction budget against market costs by CSI division, evaluates contract structure (GMP vs. cost-plus vs. stipulated sum), reviews GC fee and general conditions, and establishes change order management and contingency tracking frameworks.

Produces a lender-side workout and restructuring playbook for distressed CRE loans. Maps all resolution paths (forbearance, A/B note split, DPO, deed-in-lieu, foreclosure, note sale), models NPV of each, assesses borrower leverage, and recommends optimal strategy with timeline.