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Meridian Partners — The Morning Memo
Tuesday, September 15
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First moves
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Return the counteroffer to Whitaker — hold at $98/door overdue 9d
Harbor Mills — Nine days out on a live negotiation — silence reads as a walk-away.
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| 2 |
Chase the facade permit examiner for a resubmittal date overdue 1d
The Foundry — The swing-stage mobilization window closes on this permit.
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| 3 |
Select the elevator vendor from Reyes' rebid · due Sep 21
The Foundry — Halcyon owes this decision — cab lead time slips TCO week-for-week.
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4 on deck · 3 waiting on others — the full list |
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Today 9:00 AM — oac · The Foundry 2:30 PM — call · Harbor Mills |
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Overnight The Wexley (comp) — 3 rent moves, 1 new unit listed tightening Dayton multifamily trades compressing — two closings under 6.1% this month 10Y Treasury 4.18% (-7bps on the week) 12 new rent observations in the data room. |
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The engine suggests Send Dana Whitfield the draw forecast with the monthly IC report — Halcyon Capital · Halcyon reporting cadence 3 suggestions pending in the inbox — merges, close-outs, filings. |
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Waiting on you Dana Whitfield · Meridian Capital — they wrote last, 9d ago
“Can you send the revised sources & uses before Thursday?” Marcus Bell · Bell & Frame Architects — quiet on you 23d; a nudge is your move |
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This week you learned Met Mike Kossof (with Dan Reynolds, Brian McCoy) — Sep 11
• Industrial boutique going well; covered land plays to convert to multi later.
• Ground-up is very hard right now; everyone still says it's a good time to get going.
Mike Kossof, Dan Reynolds, Brian McCoy · Pipeline Development · Fri, Sep 11 |
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Aging Emailed Ellis for a position on the Marsh easement claim — quiet 13d · The Foundry |
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Prepared before dawn by the desk · open Meridian Partners
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