Relationships
Relationship health and engagement coverage.
Relationships (7)
| Account | Health | Status | Client since | Lifetime value |
|---|---|---|---|---|
| Lincoln Asset Group | Strong | Client | Mar 14, 2022 | $1,940,000 |
| Innovate RE | Healthy | Prospect | — | $0 |
| Global Warehousing | Watch | Prospect | — | $0 |
| Eastside Condo Corp 1142 | Healthy | Client | Jan 8, 2024 | $286,000 |
| Meridian Family Office | At Risk | Client | Sep 1, 2019 | $2,140,000 |
| Northgate REIT | Healthy | Prospect | — | $0 |
| Harper & Voss | Strong | Partner | — | $410,000 |