PDRE — Pipeline
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PDRE — Acquisitions pipeline
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Log an interaction
What happened
Notes
When
Direction
We reached out
They reached us
Internal
Property
Person
Next step
— leave blank only if the deal is genuinely finished
Three fields is enough. Everything else is optional.
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Add a property to the pipeline
Address
If it's in the Dallas database, paste the DCAD account below and the record links to the parcel.
City
DCAD account
Building SF
Owner entity
How it came in
Stage
Who's running it
Cody
Pete
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Close this one out
Why
What happened
Come back to it on
Off-market deals typically take 7–8 touches over a year or more. A date here puts it back in front of you instead of losing it.
A reason is required. This is the record investors ask about.
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Add a contact
Name
Title
Company
What they are to us
Phone
Email
Notes
Do not contact
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Add contact
Add a document
File
Choose a file, or drop one here
Type
Property
Who it came from
Files stay in this browser session until Storage is wired up.
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Add document
Property details
Address
City
Owner entity
DCAD account
Building SF
Land SF
Year built
Zoning
Ask
Who's running it
Cody
Pete
How it came in
Ultimate beneficial owner
How that was established
Description
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Save details
Underwriting
Rent needed ($/SF NNN)
Target cash-on-cash (%)
NOI
Yield on purchase (%)
What the model says
Attach the workbook itself under Files.
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Attach a comp to this property
Address
Lease or sale
Lease
Sale
Building SF
Rate — $/SF/yr or total price
Structure
NNN
Modified gross
Full service
Not stated
n/a — sale
Date
Note
Face rates as quoted. Never converted between structures.
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Attach comp
Record an offer
Amount
Sent
Structure
Response
Pending
Accepted
Countered
Rejected
No response
Answered
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Attach someone to this property
Contact
Not in the list? Add them under Contacts first.
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