Pipeline Analytics

Stage analysis, cycle times, and deal activity

Pipeline Summary

Computed from live pipeline

Active pipeline stands at $51.3M across 13 deals, converting at 69% from submission to term sheet. Due Diligence is the most active stage with 6 deals. 3 deals totalling $13.3M have closed. 13 deals are stalled past stage threshold — Vega — Mesa Garden Apts leads at 122 days in Due Diligence. 21 inbound submissions need follow-up.

Avg Deal Size

$3.9M

in-progress deals

Avg Days in Stage

117d

in-progress deals

Origination Agent

Pending Your Review

Recent Escalations

Sales Pipeline by Stage

Bar width = deal count · right = total value + avg score + avg days

Screening4

$15.5M

6.5 score · 116d

Soft Quote1

$4.2M

7.4 score · 119d

Term Sheet2

$8.6M

8.1 score · 116d

DD & Loan Docs6

$23.0M

8.5 score · 117d

Closed3

$13.3M

9.0 score · 113d

Pipeline Mix by Deal Type

Donut = deal count · legend = total value + avg fit score

deals

$82.3M

Multifamily

$48.9M

11 deals · 8.1 avg

Multifamily (Ground-Up)

$14.0M

1 deal · 2.8 avg

Mixed-Use

$6.5M

1 deal · 7.8 avg

Fix & Flip

$5.0M

3 deals · 7.8 avg

Retail

$4.2M

1 deal · 7.4 avg

Office (Class B)

$3.7M

1 deal · 5.1 avg

Stalled · 114d

6.8

Nguyen Dev — Henderson Townhomes

Jennifer Nguyen · $2.6M

ScreeningUnscreened

Stalled · 116d

5.9

Foster — Eugene Value-Add

Amanda Foster · $2.4M

ScreeningUnscreened

Stalled · 115d

6.4

Westside Holdings — Scottsdale

Patricia Osei · $9.2M

ScreeningIn Screening

Stalled · 117d

6.9

Summit — Austin East Side Flip

Kevin Park · $1.3M

ScreeningIn Screening

Stalled · 119d

7.4

Whitfield — Colorado Springs Retail

James Whitfield · $4.2M

Soft Quote

Stalled · 115d

8.3

Rodriguez Dev — Phoenix Flip

Sarah Rodriguez · $2.1M

Term SheetNegotiating

Stalled · 117d

7.8

Whitfield — Denver Mixed-Use

James Whitfield · $6.5M

Term SheetOut

Stalled · 116d

8.5

Atlas Bridge — Pasadena Apts

Lisa Chen · $3.6M

DD & Loan DocsDocs Outstanding

Stalled · 118d

9.1

Pacific Bridge — Oakland Apts

Marcus Chen · $4.8M

DD & Loan DocsThird Parties Pending

Stalled · 122d

7.6

Vega — Mesa Garden Apts

Carlos Vega · $2.8M

DD & Loan DocsDocs Outstanding

Stalled · 114d

8.8

Meridian — San Diego Multifamily

David Kim · $7.1M

DD & Loan DocsIn Credit Review

Stalled · 117d

8.7

Sunrise Portfolio — Tempe

Carlos Vega · $3.1M

DD & Loan DocsDocs Negotiating

Stalled · 115d

8.1

Rodriguez Dev — Tucson Flip

Sarah Rodriguez · $1.6M

DD & Loan DocsClear to Close

Missing Info · 113d ago

7.8

James Whitfield

$6.5M · Mixed-Use

Needs Info·Exit Strategy

Missing Info · 113d ago

6.9

Kevin Park

$1.3M · Single-Family

Needs Info·Requested Close Timeline

Missing Info · 116d ago

3.2

Anonymous (via broker)

$750K · Single-Family

Disqualified·Exit Strategy · Requested Close Timeline

Missing Info · 117d ago

2.8

Michael Torres

$14.0M · Multifamily (Ground-Up)

Disqualified·LTV · Loan-to-Cost · +2 more

Missing Info · 115d ago

7.9

Lin Wei

$3.1M · Retail

Needs Info·Exit Strategy

Missing Info · 116d ago

7.0

Todd Everett

$3.4M · Industrial Flex

Needs Info·Exit Strategy

Missing Info · 115d ago

3.8

Victor Huang

$8.5M · Hotel / Hospitality

Passed·LTV

Follow-up Due

Marcus Chen

Pacific Bridge Capital

Thu — call re: rent roll

Follow-up Due

Sarah Rodriguez

Rodriguez Dev Group

Mon — awaiting rehab budget

Follow-up Due

Kevin Park

Summit Capital Advisors

Thu — follow up on borrower profile

Follow-up Due

Patricia Osei

Westside Holdings LLC

Fri — review pro forma

Follow-up Due

James Whitfield

Whitfield Properties

Wed — request T-12

Follow-up Due

Lisa Chen

Atlas Bridge Capital

Tue — term sheet follow-up

Follow-up Due

Carlos Vega

Vega Construction Group

Next Mon — closing checklist