SECTION 0
Segue
Personal and professional good news · Round-robin
5 min
Attendance
Good News
SECTION 1
Scorecard AUTO-FILLED
Jun 23–24 AppFolio data · Compare to Jun 4 baseline · Off-track → IDS
5 min
| KPI | Target | Actual (Jun 24) | Jun 4 (Prior) | WoW | On/Off | Owner |
|---|---|---|---|---|---|---|
| Operating Cash (Trust) | $350,000+ | $449,595 | $432,086 | +$17,509 | Christine | |
| Delinquency AR | < $80,000 | $113,782 | $93,819 | +$19,963 | Christine | |
| AR 91+ Days Past Due | < $15,000 | $25,536 | $37,846 | −$12,310 | Christine | |
| Occupancy Rate | > 92% | ~94% | 86.27% | +7.7 pts | Taylor | |
| Vacant Units (#) | < 5 priority | ~8 active | 18+ | −10 units | Taylor | |
| Move-Ins This Week | Per pipeline | 0 (Cryo Science Jun 22) | — | — | Taylor | |
| Open Maintenance WOs (>7 days) | < 10 | — | — | Chad |
Source: AppFolio — Trust Account Jun 23, Tenant Unpaid Charges Jun 24, Aged Receivable Jun 17 · Jun 4 baseline from CMG_Ops_Agenda_2026-06-03.docx
Off-Track → IDS
SECTION 2
Rock Review
90-Day Rocks · On Track / Off Track only
5 min
Note: No formal 90-day Rocks were documented in the Jun 4 agenda (first run of this system). Use this section to set or confirm Rocks going forward. Suggested Q3 Rocks are pre-loaded below as a starting point.
| Rock Description | Owner | On/Off | Notes |
|---|---|---|---|
SECTION 3
Customer / Employee Headlines AUTO-FILLED
Tenant and team news · Good and urgent · This week only
5 min
⚠ TODAY: Two tenants vacating Jun 30 — 730 1st Ave (Rodriguez) and Green Stone Falls Loft C (Greenspan). Both are Notice-Unrented. Units will be empty as of end of business today.
| Headline | Type | Action / Notes |
|---|---|---|
| Camila Rodriguez — 730 1st Ave Unit A — VACATING TODAY | URGENT | |
| Green Stone Falls Loft C — VACATING TODAY | URGENT | |
| Cryo Science (Tom Culpepper) — NCBP A02/03 — Moved In Jun 22 | WIN | |
| Shawn Eggerling — 532 3rd Ave — Vacated Jun 21 | FOLLOW-UP | |
| Behar, Reid, Melton & Brown CPAs — 2821 Harley Ct — Extension In Negotiation | PENDING | |
| 5880 Veterans Square — Vacant-Rented (signed ~Jun 18) | WIN | |
SECTION 4
To-Do List Review JUN 4 CARRYOVERS
Open items from Jun 4 agenda + any prior to-dos · Done or Not Done only
5 min
Note: The Jun 4 agenda captured no formal to-dos (first run of this system). The items below are carryover issues identified in that agenda that need resolution status today.
| Item / Carryover Issue | Owner | Status | Notes / Forward to IDS? |
|---|---|---|---|
| Strayer University 91+ AR ($11,752) — CAM/tax/insurance Dec 2025 reconciliation. Collection status? JUN 4 | |||
| Uptown Vietnamese — Payment plan or legal? Was $9,388 Jun 4 → $8,775 Jun 24. Multi-bucket delinquency. JUN 4 | |||
| Kidz Power Childcare / Magnolia Plaza — Escalation status? Was $5,528 Jun 4, Magnolia Plaza total now $13,249 Jun 24. JUN 4 | |||
| 1023 Broadway AP 91+ ($2,198) — CMG mgmt fee. Resolve before owner distribution. JUN 4 | |||
| Valley Rescue Mission — Extra cash deposit $6,014.32 on account — Verify with owner. JUN 4 | |||
| Aug 2026 renewals — 4 UNSIGNED — 730-B Brown ($1,273), 735-1 Kelley ($819), Heritage Columbus AHS ($852), Subway-F Pierce ($1,086). JUN 4 | |||
| Open unit turns — 6 still open (Jun 24), oldest 154d (709 2nd Ave C) — Down from 11 units Jun 4, but 2 aged 100+ days. Prioritize 709 2nd Ave C and 738 2nd Ave C. JUN 4 | |||
| Magnolia Plaza Suite E — 279+ days vacant, NOT rent-ready. Disposition decision needed. JUN 4 | |||
| NCBP A02/03 (6,000 SF) — Was 177 days vacant Jun 4 RESOLVED ✓ | Taylor | ✓ Done | Cryo Science signed + moved in Jun 22, 2026. 3-year lease. |
| 5880 Veterans Sq Unit A (11,000 SF) — Was 177 days vacant Jun 4 RESOLVED ✓ | Taylor | ✓ Done | Vacant-Rented as of ~Jun 18. Move-in date pending. |
| 614 2nd Ave Whitewater Unit A — Was rent-ready, vacant Jun 4 RESOLVED ✓ | Taylor | ✓ Done | Vivian Feldblyum moved in Jun 1, 2026. |
SECTION 5
IDS — Identify, Discuss, Solve AUTO-FILLED
Issues ranked by priority · Solve completely before moving on · Output: to-do, decision, or drop it
60 min
| # | Issue / Topic | Owner | Priority | Resolution / To-Do | Due |
|---|---|---|---|---|---|
| 1 | 730 1st Ave + Green Stone Falls Loft C — Both vacating TODAY Two Notice-Unrented units. Both need immediate turn plan and marketing activation. |
1 | |||
| 2 | Behar CPA 10-Year Extension — Awaiting Signature 2821 Harley Ct, Suite 300 · 7,000 SF · $5,100/mo · 10 yrs · 4 mo free rent Jan–Apr 2028 · 2% escalations. Proposal Jun 18, draft Jun 19. |
2 | |||
| 3 | 4 open emergency work orders — including mold (149d) and active flooding Subway/Unit C mold 149 days old · Landmark II Unit 309 active flooding · 4250 Adams broken glass · 812 2nd Ave plumbing. Confirm contractor status on each before meeting. |
3 | |||
| 4 | Landmark II 307 (750+ days vacant) + 202 (595+ days vacant) 307: $2,755/mo · 202: $1,441/mo · Both rent-ready. Combined loss ~$4,196/mo. |
4 | |||
| 5 | Aug Unsigned Renewals — 4 tenants still unsigned 730-B Brown ($1,273) · 735-1 Kelley ($819) · Heritage Columbus AHS ($852) · Subway-F Pierce ($1,086). Renewal month is Aug — need 60-day confirmation. |
5 | |||
| 6 | Eggerling 532 3rd Ave — Vacated Jun 21 Unit vacated. Lease through Oct 31, 2026. Not in upcoming listings yet. Rent-ready? Marketing started? |
6 | |||
| 7 | Magnolia Plaza Suite E — 300+ days vacant, NOT rent-ready Was 279 days Jun 4. Sched. rent $1,100/mo. Disposition or rehab decision overdue. JUN 4 |
7 | |||
| 8 | Vendor AP — Daikin $6,485 at Morgan & Morgan; Archie's $3,559 at 4BPC Two largest open vendor bills. Review payment timing with Christine. |
8 | |||
SECTION 6
Conclude
Recap to-dos captured · Cascading messages · Meeting rating
5 min
To-Dos Captured This Meeting
| To-Do | Owner | Due Date | Notes |
|---|---|---|---|
Cascading Messages
Next Meeting
Meeting Rating
Below 8?