Activity Timeline
Every logged touchpoint across the business.
Activity Timeline (8)
| Type | Subject | Detail | Related | When |
|---|---|---|---|---|
| Call | Call with Marcus Delaney | Discussed 50k SF office expansion and phased management transition. | Deal: Tech-Hub Campus Management | 2h ago |
| Proposal | Proposal created | Management proposal generated and sent to Eastside Condominium Corp. | Deal: Riverside Condominiums Renewal | 5h ago |
| Note | New referral received | Referral logged from Nadia Harper at Harper & Voss. | Referral: Eastside Condo Corp 1142 | yesterday |
| Meeting | Discovery meeting — Northgate REIT | Reviewed capital plan gaps with Grace Okonjo and CFO. | Deal: Burrard Exchange Transition | 2 days ago |
| Site Visit | Site walk — Oakwood Heights | Assessed HVAC condition and unit turnover backlog. | Lead: Robert Sterling — Lincoln Asset Group | 3 days ago |
| Agreement sent | Management agreement issued for Lakeshore Mixed Commons. | Deal: Lakeshore Mixed Commons | 4 days ago | |
| Follow-Up | Stalled deal flagged | No client response for 22 days on Mercier Retail Row renewal. | Deal: Mercier Retail Row Renewal | 5 days ago |
| Presentation | Capabilities presentation delivered | Presented facility management capabilities to Innovate RE committee. | Company: Innovate RE | 7 days ago |