| Matter | Type | Status | Owner | Next Action | Due |
|---|---|---|---|---|---|
| PSA — Feasibility Extension Decision | Legal | 🔴 Decision needed | John Burns | GO/WALK — extend $10K or walk | ~Apr 14 |
| Seller Outreach — TIA Issues via Heather | Legal | 🔵 Active | Heather Kendrick | Heather reaches out to Josh Brown | This week |
| Pro Forma v3 — Financial Model | Financial | ✅ Current | Atlas | Update after Mahoney meeting Apr 1 | Apr 1 |
| Concept Plan CP5 — Mahoney Engineering | Entitlement | 🔵 In progress | Tyler Boykin | CP5 delivery end of week + Lot 6 answer | Apr 4 |
| TIA (Traffic Impact Analysis) — Redo | Due Diligence | 🔴 Issue flagged | John Burns | Get cost/timeline from Mahoney · $400K+ impact | Apr 1 |
| Lot 6 Small Pad Analysis | Financial | ✅ Complete | Atlas | Dutch Bros / 7Brew / Chase Bank viable | Done |
| HPI JV — Lot 6 Back Pad | Legal | 🟡 Early stage | John Burns | Get HPI term sheet | This week |
| 7-Eleven LOI — Lot 3 | Deal | 🔵 Negotiating | Sean Murphy | LOI at $35/SF — follow up this week | This week |
| Matter | Type | Status | Owner | Next Action | Due |
|---|---|---|---|---|---|
| JV Agreement — BBM Kohlenberg JV, LLC | Legal | 🟡 Pending term sheet | Chase Waters | Term sheet to Chase after Gissler call | Post-call |
| Landowner Negotiation — Chris via Gissler | Deal | 🔵 Active | Kent McNeil | Gissler call this week — lead with Scenario B | Mon/Tue |
| Pro Forma — Scenarios A & B | Financial | ✅ Complete | Atlas | Revise with 20 net usable acres post-survey | Post-survey |
| ALTA + Topo Survey Authorization | Due Diligence | 🔴 Urgent | John Burns | Authorize survey before JV finalization | ASAP |
| Topo / Pond Constraint Analysis | Due Diligence | 🟡 Pending | Craig Biggar | ~10 acres unusable? Craig to confirm | This week |
| Matter | Type | Status | Owner | Next Action | Due |
|---|---|---|---|---|---|
| PSA Amendment v2 | Legal | 🔵 Under review | Heather Puckette | Phase II auto removal clause — Heather reviewing | ~Apr 14 |
| Site Planning — Begin | Entitlement | 🟡 Pending | BBM Team | Start after PSA Amendment finalized | Post-amendment |
| Matter | Type | Status | Owner | Next Action | Due |
|---|---|---|---|---|---|
| JV Agreement — Novak / Mayfair | Legal | 🔴 Awaiting execution | Andy Heard | Revised JV sent 3/26 — follow up with Novak | Now |
| Peachtree Group — Investor Evaluation | Deal | 🟡 Waiting | Kent McNeil | Kent reached out 3/18 — Spring Break delays | Follow up |
| Diligence Tracker & Exhibit E | Due Diligence | 🔴 Exhibit E needed | Andy Heard | Get Exhibit E (Outstanding Liens) from Novak | ASAP |
| Pre-Dev Budget (Exhibit C) | Financial | ✅ Complete | Atlas | Filed in OneDrive Mayfair folder | Done |
| Matter | Type | Status | Owner | Next Action | Due |
|---|---|---|---|---|---|
| Deal Package from Andy | Deal | 🟡 Pending | Andy Heard | Andy to provide full deal package | TBD |
| GC Pricing Confirmation | Financial | 🟡 Needed | Andy Heard | Get confirmed GC pricing for pro forma | This week |
| Matter | Type | Status | Owner | Next Action | Due |
|---|---|---|---|---|---|
| Preakness Closing — NRP (9th Amendment) | Legal | 🔵 Executed — monitoring | Carol Barwick | Monitor closing timeline · NRP paid $50K deposit | ~Sep 2026 |
| Wire Recall — South State Bank | Financial | 🔵 In progress | McKenna Schreiber | Beneficiary bank acknowledged — awaiting update | Monitor |
| Lot 2 Subdivision — N/S Split | Entitlement | 🟡 Pending | John Burns | Get Mahoney proposal for split (~13ac MF / ~3ac retail) | TBD |
| Lots 2 & 4 Marketing | Deal | 🔵 Active | Sean Murphy | Continue retail marketing · Suds counter at $275 | Ongoing |
| Suds Counter Offer — Slaughter & Winter Haven | Deal | 🔵 Active | Kent McNeil | John & Kent meeting Mar 31 to discuss $275 counter | Mar 31 |