Weekly Meeting 05/19/26

Summary

[ ] Rob to bring in surveyor Mike Kennedy to discuss different survey types (ALTA, boundary, topographical, etc.)
[ ] Rob to bring in roofing expert to discuss different roof types and issues
[ ] Rob to schedule forms and contracts training session for the team, with printed binders for note-taking
[ ] All team members to complete license renewals and submit pocket cards to Olivia
[ ] Bryce to complete NC CRCPR continuing education by June 12
[ ] Rob to complete broker in charge class
[ ] Rob to follow up with Jim about $57,000 referral fee on Southwood Realty/Ratchford deal
[ ] Brian to get contract signed with Gene for 3227 Wilkinson property (60-day close timeline)
[ ] Zach to finalize $6 million deal and get it under contract
[ ] Team to focus on leasing Parkside property for next 2-3 weeks
[ ] Rob and Gantt to follow up with Bell & Abbey regarding student housing development opportunity
[ ] Process pending commission checks next week Tuesday-Thursday

Cooper has joined the firm from Stream, focusing on brokerage, industrial, and retail with Bryce
Sammy Jackson starting Tuesday after Memorial Day, focused on relationship-driven work and consulting projects with large fee potential
Potential hire for head of commercial property management position coming end of summer, may bring properties from current firm
Property management being spun off into separate entity (like Metro Realty Charlotte/Gaston) effective January 1st, with goal to double managed portfolio in 3 years
Katie (summer intern through end of July) available to assist team members, interested in learning commercial brokerage and management
Nikki returning from vacation Tuesday morning

Guest speaker series: Environmental business consultant Alicia (Elysian Design Collective) coming next month to discuss services
Surveyor Mike Kennedy to present on different survey types due to confusion among team
Roofing expert to discuss various roof types and issues
Forms and contracts training needed - team making errors on YCO, oat forms, LOIs
Wendy's training program under review - Thomas expressed concern about recent sessions being repetitive rather than educational, requested new content for Thursday's call
Team encouraged to use CRCBR commercial training over Superior School of Real Estate (Bill Gallagher classes)

Multiple team members working on renewal deadlines
Bryce taking NC CRCPR June 12 (both classes in one day)
Brian renewed yesterday
Kevin needs to renew and print pocket card
Rob completed core class, needs broker in charge class (12 hours total required)
Self-paced courses require full 4 hours even if content can be completed faster

ZoomInfo prospecting tool discussed - provides contact data, company information in seconds
Pricing: ~$1,500/month for 3 licenses, $2,000-$3,000 for full team
Suggested as temporary tool for building call lists, not permanent like CRM
Rob open to investment if team finds it valuable, wants broker buy-in before committing

Active Transactions:

Southwood Avenue (Venture Senior Care Center) - signed with 10-2 amendment, square footage finalized, awaiting commission payment
Connor South College Street - fitness tenant, 2nd gen lease
2108 South Boulevard Kraftwerk - payment received today
Multiple Habitat closings scheduled for July
Light View property - new price $4,575
QT Lake Wiley deal - target September closing
ABC center - Five Guys deal suspended (company pausing all new stores)
Park Avenue property - survey and access work delayed until Riley complete
Kingdom Builders - waiting on right of first refusal process resolution before proceeding with due diligence

New Listings:

Brian: 2230 Warrior - 5,000 SF building (3,750 warehouse, 1,250 office), 18' clear, large drive-in door, iOS zoned, asking $10,000/month
Brian: Cookware property lease to nightclub operator
Zach: South John Street - signed yesterday, working on new flyer with Kevin

Development Projects:

Gantt: Park South multifamily - new fit studies from Seaman Whiteside showing 117 and 137 units
Gantt: Samuel Street - working with Boundary Street church on 100+ unit townhome development
Gantt: Mount Holly Charlotte Avenue - Publix showing interest, sent site plan to corporate
Gantt: Dorman with Elmington Capital - working on contract
Gantt: Novant South Park site with Trammell Crow - offered $178/SF vs asking $200/SF
Gantt: Northwood McKee Road church - need 6 months for congregation approval process
Gantt: Online Middle project - finally received square footage data, sent to client Friday
Gantt: Waxhaw RFP - town received 18 proposals, planning director seeking input
Gantt: Dixons (Waxhaw) - submitted LOI, awaiting response, concerned about Portman Holdings competition
Gantt: Bell & Abbey student housing opportunity - site walking distance to campus

Active Prospects:

Bryce: Spring Daycare seeking site in Mooresville or existing building
Bryce: Integra Health tenant search ongoing
Bryce: Seven Brew franchise opportunity - Piedmont Beverage Company spin-off developing sites
Bryce: Bojangles franchisee wants new store every 18 months, looking for sites
Brian: Double Turfing property - reduced price to $3.6M from $4.1M, showing tomorrow
Rose Painting: Multi-state company seeking 2-3 acres iOS with 2-3K SF office, manager may purchase
S&E Flooring: LOI signed, finalizing lease agreement (~$800K deal)
Pinnacle Services: Interested in 29,000 SF on Westinghouse Boulevard
CLT Machine: Looking for 10K SF on Westinghouse Boulevard

Notes