Morning Briefing — April 1, 2026

📅 Today's Calendar

1:20 PM

TSA PreCheck Appointment PERSONAL

CLEAR · Barton Creek Square Mall, 2901 Capital of Texas Hwy, Austin TX 78746

2:00 PM

Mahoney Engineering Proposal – Boghosian Del Valle BBM

Conference-Oak · Mahoney Engineering office

Tyler Boykin + Daniel Mahoney. Thaxton site plan, concept plan review, SER forms. Bring: Alan Davis/7-Eleven 1.5ac confirmation, TIA fiscal $470K question re M/I Homes.

⚡ Action Items

🔴 Title & Survey Objection Letter — DUE TODAY (April 2)
Heather Puckette (Kutak Rock) drafting. Heritage Title confirmed "no comments." Seller's attorney Josh Brown being contacted. No action needed from you — monitor for Heather's delivery.

⚠️ Suds LOI — Slaughter & Winter Haven
Kent told Sean Murphy last night "we're good to accept it" ($27/psf, up to 275' depth). If you and Kent are aligned after your morning discussion — no action needed. If not, reach out before Sean responds to Suds.

Mahoney meeting prep — Review Concept Plan 5 revisions + small pad analysis (Dutch Bros/7Brew/7-Eleven). Alan Davis confirmed 1.5ac. Bring TIA fiscal question for Tyler.

John · Today 2pm

Bobak Tehrany (BOE Services) — Traffic engineer texted he has answers on Thaxton TIA. Schedule call this week.

John · This week

Thaxton listing agreement — Craig + Kent recommend terminating broker agreement. John's decision needed before Wednesday meeting.

John · Decision

HSRE #10 title claim — Heather Kendrick waiting: (1) NRP approval to file title claim; (2) 4Ward to respond on survey discrepancy. Forward to Max/Dan if not already done.

John / NRP · Pending

Mayfair — Exhibit E from Novak — Still needed to finalize JV agreement. Andy to follow up with Novak.

Andy / Novak · This week

Carol Kern reconciliation — Outstanding questions: $291K Kent payment (HSRE #10), $18K Draw #9 transfer. Sam Cockburn's firm may be able to assist.

John / Carol · Pending

Andy agent setup — Setup email sent. Awaiting Andy's VPS IP address to complete. Kent also hasn't responded about his own agent.

Andy / Kent · Pending

Royce Rippy (M/I Homes) — TIA fiscal $470K — Checking if commercial lot costs were already paid. Expecting callback next week.

Royce · Following up

🏗️ Project Pulse

Thaxton Corner

Title objection letter due TODAY. April 29 extension notice deadline. Bobak/traffic issue active. Mahoney meeting 2pm.

BBM

Kohlenberg

Landowner proposal ready. Gissler call upcoming. 3D concept plan from Brett pending. LP IRR 14.9%.

BBM

FM 812

Phase II environmental amendment negotiated. PSA active. Lennar/Wong Tract infrastructure reduces utility costs.

BBM

Mayfair (JAK)

JV not signed — Exhibit E from Novak blocking. Black Cat exit cap 5.0% may be aggressive (NB market 5.25–5.75%).

JAK

Slaughter Park

Belmont closed ✅. Preakness under contract ($50K deposit). Lots 2/4 being marketed by Sean Murphy. Suds LOI imminent.

HSRE

Radiant / Dallas

Active JAK projects — limited recent email activity. Andy managing.

JAK

🎯 Atlas Priority Suggestions — Today

1

Mahoney Engineering meeting — go in prepared

Concept Plan 5, small pad analysis, 7-Eleven confirmation (1.5ac, 24+3 ADA spots), TIA fiscal $470K question for Royce/Tyler. This is the main design/entitlement checkpoint for Thaxton.

2

Confirm Thaxton listing decision with Craig + Kent

They've both recommended terminating the broker listing agreement. You need to make the call. Craig is on standby.

3

Schedule Bobak Tehrany call (traffic)

He's reviewed the Thaxton TMA + CP4 and has answers. The TIA issue ($470K fiscal charge) is a material deal risk — need his take before extension decision April 29.

4

Confirm Suds LOI alignment with Kent

Kent already told Sean "good to accept." If you're aligned, great. If not, intervene before Sean responds. $27/psf, 275' depth — worth a quick text to Kent.

5

Push Andy on Mayfair Exhibit E

JV is blocked. Exhibit E from Novak is the only thing holding it up. Andy needs to get this from Novak this week.

6

Reply to HSRE #10 title claim question

Heather Kendrick needs NRP's approval to file the claim + 4Ward to respond. John forwarded to Max/Dan but no reply yet. Follow up if needed.

7

9004 Thaxton adjacent tract — assess

8.37 acres, available, adjacent to Thaxton Corner. Sean Murphy says it "opens up anchor possibilities." Worth a quick call with Craig/Kent on whether to pursue before the April 29 extension decision.

📅 Key Deadlines — Next 14 Days

Apr 2 TODAY

Title & Survey Objection Letter due (Heather Puckette drafting)

Thaxton

Apr 17

Seller deadline to cure title objections

Thaxton

Apr 29

Extension notice #1 deadline (5 days before May 4 feasibility expiry)

Thaxton

May 1

$10,000 extension fee due to Seller if extending

Thaxton

May 4

Initial feasibility period expires (90 days from Feb 3)

Thaxton

TBD

Exhibit E from Novak — JV agreement blocked until received

Mayfair

Ongoing

Preakness closing — NRP extended 6 months (Mar 10), $50K deposit

Slaughter Park

✅ Atlas Completed (Last 12h)

Full historical email sweep — ALL projects complete (~2,600 emails processed Aug 2023–Apr 2026)

MEMORY.md updated with 40+ new facts across all projects

Personal profile updated (Stacy, Hallie recruiting, accounts, health)

Nightly hub update + redeploy (Slaughter, Mayfair, Thaxton pages)

Completion emails sent for SlaughterPark sweep + all projects done

Thaxton wastewater Final Acceptance (Dec 22, 2025) documented

Alan Davis/7-Eleven Thaxton conversation captured

Suds LOI status alert sent to John (Kent told Sean "good to accept")

Mayfair exit cap risk intel from Kent/Gavin added to hub

🔄 In Progress

Wednesday CRE Digest rebuild — scheduled for 8am CT (13:00 UTC)

Atlas · Automated

Daily briefing email — first heartbeat after 8am CT

Atlas · Automated

Andy agent setup — awaiting VPS IP from Andy

Pending Andy