Dashboard
Welcome to your personal dashboard.
FY 2026
📍 Set targets to track pace
Deals · Debt
2026 Annual Target
Variance
$0.0M booked of
Closed
$0.0M
0 deals
Under Contract
$0.0M
0 deals
Active Pipeline
$0.0M
0 deals
Avg Deal Size
closed YTD
Deals · Equity
2026 Annual Target
Variance
$0.0M booked of
Closed
$0.0M
0 deals
Under Contract
$0.0M
0 deals
Active Pipeline
$0.0M
0 deals
Avg Deal Size
closed YTD
of goal
Set targets to track progress
Origination Log This quarter
This week
/ —
 
QTD logged
No target set
YTD logged
No target set
Meetings logged This quarter
This week
/ —
 
QTD logged
No target set
YTD logged
No target set
Upcoming · next 3
2026 Personal goals
Loading…
Vacation 20 days · annual
Days used
0 of 20 · 20 remaining
Used (0) Booked (0) Available (20)
Loading…
My deal pipeline Loading…
Deal Type Your role Sponsor Size SMA Account Stage DSCR / Coupon CoC / IRR Expected close
Loading your pipeline…
Riverside Logistics · senior refi KC Partners II $38.0M RBC Capital Due Diligence 1.52x 5.65% Jun 30, 2026
Cedar Heights · acquisition financing Cedar Heights Co-Sponsor $24.0M TD Securities LOI 1.41x 5.85% Jul 15, 2026
Harbourfront Tower · mezz KC Capital LP $12.0M Manulife PSA 1.18x 8.25% May 28, 2026
Stoney Creek DC · refi KC Stoney LP $28.0M Scotiabank Closing 1.62x 5.40% May 22, 2026
King West Office · refi KC King West LP $18.0M BMO Due Diligence 1.35x 6.10% Aug 12, 2026
Old Industrial Park · construction Sponsor TBD $22.0M Screening Q3 2026
Westgate Plaza · acquisition KC Westgate LP $6.0M CIBC LOI 1.48x 5.95% Jul 30, 2026
Deal Pipeline
Total Pipeline Value
No deals yet
Active Deals
0
Across all active stages
Deals Closed (YTD)
0
Deals Passed / Dead
0
Screened out
Recent Activity
No activity yet — deals added will appear here.
Open Tasks
Loading…
Firms
People
Activity
Table
Map
Showing of opportunities
Property Status Vertical Location Size NOI Occ UW Value Last Touch
Table
Kanban
Map
Deal Deal Type KC Vertical Stage City UW Value KC Value Building SF Team Days
Table
Map
Property Name Address Asset Type Year Built Building SF Units NOI Cap Rate Value Deal
All Assets
Living
Working
Shopping
Debt
Asset NameAddressType Size (SF)UnitsNOI Cap RateValueStatus
No assets yet — portfolio assets will appear here once added
Back to Portfolio
Overview
Financing
Utilities
Operating Budget
PM Reports
AM Reports
Asset Overview
Overview coming soon
Workspace
Tasks
O
Outlook synced
2-way · 2 min ago
All Team
My Tasks
Calendar
Board
Only admins can see this page and change roles.
Team Members Role changes take effect immediately
Name Email Title Joined Role Reports To
Loading team…
Back to Properties
0 photos
Property Facts
Photos
Map
Value History
Deal History
Documents
Activity
Loading photos…
Loading map…
Back to Deals
0 photos
Purchase Price
Going-In NOI
Going-In Cap
GLA
Occupancy
WALT
Hold
Year Built
Deal Overview
Photos
Map
Financial Analysis
Target List
Documents
Activity
Tasks
IC Review
Executive Summary
Return Summary
Cap Rate
Contributions
Distributions
Net Profit
Cash-on-Cash
Levered IRR
Levered EMx
Avg Cash on Cash
Min. DSCR
Hold Period
Property
Address
Year Built
Building SF
NOI
Vacancy
Deal Team
Map coming soon
Requires Google Maps API key setup (Task #36)
Properties
Activity feed coming soon
Email and activity sync via Outlook integration (Task #71)
Overview
Properties
Investors
Documents
Activity
Total Value
KC Transaction
Levered IRR
Equity Multiple
Return Summary
Contributions
Distributions
Net Profit
Cash on Cash
Min. DSCR
Property
Address
Year Built
Building SF
NOI
Cap Rate
Vacancy Rate
Deal Team
Executive Summary
No executive summary added yet.
Capital Partner
Firm
Contact
Partnership Status
My Profile
Personal Info
Notifications
Deal stage changes
Get notified when a deal moves to a new stage
New deals added
Get notified when a new deal is created
Document uploads
Get notified when documents are added to a deal
Task assignments
Get notified when a task is assigned to you
Account
Role:
To change your role, contact your admin.
Deal added successfully