Hoytt Business Dashboard

Wireframe A · daily monitor

Needs your action

5 high consequence · email + meeting loops

Waiting on others

counterparties, advisers, vendors

Portfolio watch

2 arrears / dispute · 5 operating

Next hard date

Sep 24

CAM reconciliation · Ryan Gaines

Decision queue

ranked by consequence × aging

Marinwood exit is the critical pathConfirm tax mechanics with Brian / Jennifer before committing to the Craig walkaway, release, and indemnity structure. The $2M environmental reserve remains coupled to the decision.

Provide ledgers to Ryan Gaines

NNN/CAM reconciliation · discussion Sep 24

Your action

Resolve DMV arrears + extension terms

~$58K misdirected payments · seeking 4–6 year term

High risk

Choose El Rey CapEx posture

Wait for Grey's market feedback; test single-vendor delivery

Decision pending

Review trust packet / TMC-21 materials

Decanting, trustee engagement, subscription mechanics

Your action

Operating signals

last known · validate before use

DMV arrears

936 7th Street · payment routing correction

~$58K

El Rey balance

NNN / disputed expenses

$200–225K

Marinwood reserve

environmental cleanup / sunset reserve

$2.0M

7th St environmental

indoor air clean; vapor issue remains

Monitor

Morley execution

management capacity / backup options

Watch

Upcoming

SEP 24

CAM reconciliation

Ryan Gaines · ledgers needed first

~OCT 5

Marinwood well / probe work

Citadel EHS · construction start

OCT 8

Morley team check-in

San Rafael · portfolio review

Workload by lane

Portfolio / leasing

Legal / tax / trust

Deals / capital

Admin / systems

Fresh context

Pacific Castle

Portfolio analysis + possible PM conversation

New

40 Airport

Capital ask withdrawn · confirm relation to Oyster Point

Closed?

7th St environmental

Report review / DTSC path

Needs read

Wireframe B · asset / operating view

Portfolio operating board

status is intentionally compact; click-through would open the asset record

Asset / workstream	Operating signal	Next decision or action	Owner / dependency	Status
936 7th St · DMV Unit A · 4,555 SF	~$58K arrears payment routing issue	Push for firm 4–6 year extension; correct payment path.	Steve / Elizabeth Grey rent opinion	At risk
940 7th St · El Rey	$200–225K balance under discussion	Get market feedback, then choose CapEx delivery approach.	Chou / Grey tenant financials	Decision pending
1702 Novato · Elevate Eye Care	Lease likely not renewing in January.	Market space; complete drawings and R&M list.	Lockehouse Matterport drawings	Marketing
1700 Novato · Star	Roof evidence delivered; CAM / tax pass-through disputed.	Send settlement / repayment proposal; track Jan 2027 charges.	Chou / tenants COI still needed	Negotiating
7th St · Goodwill / Cleaners	Indoor air clean; vapor readings still drive closure path.	Review report; monitor next sampling and DTSC response.	Citadel / DTSC	Monitor
Marinwood	$2.0M reserve $900K–$1.4M working liability	Resolve tax mechanics, release, indemnity, reserve investment.	Chou / CPAs / counsel	Critical path
77 Sands · WeWork	Lease expires Dec 31, 2026.	Renewal decision by Nov 30; COI by Nov 25.	Chou / tenant	Upcoming

Wireframe C · action / waiting-room view

Waiting on Chou

18 items · grouped by consequence

Confirm Marinwood tax-risk framing

Critical

Brian / Jennifer need the decision frame before agreement drafting.

Granola · Marinwood recap · email cluster

Provide ledgers to Ryan Gaines

SEP 24

Needed for NNN reconciliation and CAM discussion.

Superhuman · N6 Finance threads

Review Marital Trust signature packet

Admin

Decanting / trustee services / TMC-21 materials are separate review items.

Superhuman · trust threads

Secure Kingston backup guarantor

Deal

Workforce-housing co-GP project under control.

Superhuman · Kingston / Austin updates

Respond to insurance application questions

Risk

Marinwood renewal via Mark Caufield.

Superhuman · insurance renewal

Waiting on someone else

10 items · awareness, not nagging

CPAs: Marinwood framework

Critical

Tax treatment, $3.5M basis, release and indemnity mechanics.

Brian Thaw / Jennifer Shafer

Grey: El Rey / DMV / Chen / Goodwill feedback

Due soon

Market rent, restaurant-user demand, and leasing feedback.

Lockehouse · Monday follow-up

Matterport: 1702 marketing drawings

Dependency

Needed to finish the marketing package.

Superhuman · Elevate Eye Care

BlackRock: reserve proposal

Review

$2M environmental reserve; proposal referenced at 4.83% yield-to-worst.

Superhuman · Marinwood reserve

Chris Tokarski: final Austin commitments

Deal

Approximately $700K remains on a $6.9M raise.

Superhuman · Pierrock capital raise

Wireframe D · opportunities / relationship view

Active / advancing

Kingston workforce housing

~$5M · co-GP · guarantor needed

Advance

TX multifamily distress

operator intro target Oct 12–16

Schedule

Lona Apartments

67 units · $10M LP equity

Source

Pacific Castle

portfolio analysis / possible PM

Clarify

Bid calendar

The Knolls

Long Beach retail

SEP 24

Novus Innovation Corridor

Retail

SEP 29

ACE Berkeley

163-unit multifamily

SEP 30

Texas Mall Portfolio

Abilene / Sunset

SEP 30

University Promenade

asset opportunity

OCT 8

Closed / deprioritized

Orinda Food Hall

email says declined; tracker still says undecided

Confirm

40 Airport

capital no longer required

Closed

Walnut Creek

1400 Civic Drive · sale closed

Complete

Hoffner Crossing

Orlando · sale finalized

Complete

Relationship / follow-up lens

a future CRM surface, not another inbox

decision neededactive conversationnext touch

Aug 24Sep 20

Potential future metric: meaningful business touches and unresolved asks by relationship, with meeting evidence and email threads attached. Avoid treating raw message volume as relationship health.

Wireframe E · money / risk view

Concentrated exposures

working figures only

Marinwood environmental liability

reserve $2M · working range $900K–$1.4M

El Rey tenant balance

~$200–225K · affordability and disputed charges

Open

DMV arrears

~$58K · payment routing and lease leverage

Open

Star pass-throughs

insurance + supplemental tax under negotiation

Open

Finance / admin runway

what the dashboard should ask next

NNN / CAM reconciliation

N6 Finance engaged · ledgers outstanding

Sep 24

Trust decanting

new EIN / trustee engagement / TMC-21

Review

Insurance renewals

Marinwood + broader portfolio underwriting

Inputs due

2027 budget cycle

not formally kicked off; Star / Marinwood are leading signals

Prepare

Source-of-truth boundary

Do not make this dashboard the ledger. The eventual product should link to AppFolio for property operations, Mercury / accounting systems for cash, email threads for correspondence, and Granola notes for decisions. The dashboard is the decision layer that reconciles those sources and surfaces stale, conflicting, or missing information.

This is the central product decision implied by the current context: the dashboard should help Chou decide and follow up, not pretend to replace the systems of record.