Deal schedule
SampleEvery milestone from first look to stabilization, with its owner, dates and communications.
Sample schedule. Dates, roles and messages are illustrative; nothing was sent.
- Days to close
- 74
- 14 days past planClose forecast Jan 20, 2027, 14 days later than plan
- Milestones done
- 12 of 22
- 12 of 16 through closing
- Late
- 2
- Up to 21 daysLoan commitment, GC award and GMP contract
- Next milestone
- Nov 19
- In 12 daysGC award and GMP contract
As of Nov 7, 2026
- Site controlFind · 4 done before Sep 8
- FeasibilityUnderwrite · 2 done before Sep 8
- EntitlementBuild · 1 done before Sep 8
- DesignBuild · 2 done before Sep 8
- Design: construction documentsDone · Sep 18
- GC bidsDone · Oct 12
- FinancingRaise
- Loan term sheetDone · Oct 11
- GC award and GMP contractLate 14 days · Nov 19, 2026
- Loan commitmentLate 21 days · Dec 23, 2026
- Equity raiseIn progress · Jan 4, 2027
- ClosingPushed 14 days · Jan 20, 2027
Who owns each milestone and what was said
Open a row for its dependencies and its notes and communications.
- First lookAug 9, 2025 actualDone
- Letter of intentSep 5, 2025 actualDone
- Purchase agreementOct 13, 2025 actualDone
- Site controlMoves the deal to FeasibilityOct 15, 2025 actualDone
- Survey and Phase IDec 7, 2025 actualDone
- Due diligenceMoves the deal to EntitlementJan 13 actualDone
- Entitlements and city approvalsMoves the deal to Design and pricingJul 25 actualDone
- Design: schematic designMar 20 actualDone
- Design: design developmentJun 14 actualDone
- Design: construction documentsSep 18 actualDone
- GC bidsMoves the deal to RaisingOct 12 actualDone
- Loan term sheetOct 11 actualDone
- GC award and GMP contractNov 19Late 14 days
- Loan commitmentDec 23Late 21 days
- Equity raiseJan 4, 2027In progress
- ClosingMoves the deal to Closed and buildingJan 20, 2027Was Jan 6, 2027Pushed 14 days
| Milestone | Phase | Owner | Planned | Forecast or actual | Status | Details |
|---|---|---|---|---|---|---|
| First look | Site control | Development lead | Aug 9, 2025 | Aug 9, 2025 actual | Done | |
| Letter of intent | Site control | Development lead | Sep 8, 2025 | Sep 5, 2025 actual | Done | |
| Purchase agreement | Site control | Real estate counsel | Oct 8, 2025 | Oct 13, 2025 actual | Done | |
| Site controlMoves the deal to Feasibility | Site control | Development lead | Oct 15, 2025 | Oct 15, 2025 actual | Done | |
| Survey and Phase I | Feasibility | Environmental consultant | Dec 12, 2025 | Dec 7, 2025 actual | Done | |
| Due diligenceMoves the deal to Entitlement | Feasibility | Development lead | Jan 11 | Jan 13 actual | Done | |
| Entitlements and city approvalsMoves the deal to Design and pricing | Entitlement | Land use counsel | Jul 20 | Jul 25 actual | Done | |
| Design: schematic design | Design | Architect | Mar 22 | Mar 20 actual | Done | |
| Design: design development | Design | Architect | Jun 10 | Jun 14 actual | Done | |
| Design: construction documents | Design | Architect | Sep 13 | Sep 18 actual | Done | |
| GC bidsMoves the deal to Raising | Design | Development lead | Oct 10 | Oct 12 actual | Done | |
| Loan term sheet | Financing | Development lead | Oct 8 | Oct 11 actual | Done | |
| GC award and GMP contract | Financing | General contractor | Nov 5 | Nov 19 | Late 14 days | |
| Loan commitment | Financing | Construction lender | Dec 2 | Dec 23 | Late 21 days | |
| Equity raise | Financing | Capital raise lead | Jan 4, 2027 | Jan 4, 2027 | In progress | |
| ClosingMoves the deal to Closed and building | Financing | Real estate counsel | Jan 6, 2027 | Jan 20, 2027Was Jan 6, 2027 | Pushed 14 days |
First look
DoneSite control
- Owner
- Development lead, Sample Priya Shah
- Planned start
- Aug 9, 2025
- Planned finish
- Aug 9, 2025
- Actual finish
- Aug 9, 2025
- Critical path to close
- Yes
Depends on
Nothing. This starts the schedule.
Notes and communications
Aug 9, 2025MeetingDevelopment lead
Walked the site with the owner's broker; asked for the rent roll of the strip center.
Letter of intent
DoneSite control
- Owner
- Development lead, Sample Priya Shah
- Planned start
- Aug 14, 2025
- Planned finish
- Sep 8, 2025
- Actual finish
- Sep 5, 2025
- Critical path to close
- Yes
Depends on
- First lookDone Aug 9, 2025
Notes and communications
Sep 5, 2025CallDevelopment lead
Seller countersigned after agreeing to a refundable first deposit.
Aug 24, 2025EmailDevelopment lead
Sent the LOI with a 120-day diligence period and two 30-day extensions.
Purchase agreement
DoneSite control
- Owner
- Real estate counsel
- Planned start
- Sep 5, 2025
- Planned finish
- Oct 8, 2025
- Actual finish
- Oct 13, 2025
- Critical path to close
- Yes
Depends on
- Letter of intentDone Sep 5, 2025
Notes and communications
Oct 13, 2025MeetingReal estate counsel and development lead
Executed; diligence clock starts on deposit.
Sep 23, 2025EmailReal estate counsel
Returned the seller's draft with diligence and entitlement contingencies marked.
Site control
DoneSite control
- Owner
- Development lead, Sample Priya Shah
- Planned start
- Oct 15, 2025
- Planned finish
- Oct 15, 2025
- Actual finish
- Oct 15, 2025
- Critical path to close
- No
- Pipeline gate
- Moves the deal to Feasibility
Depends on
- Purchase agreementDone Oct 13, 2025
Notes and communications
Oct 15, 2025EmailDevelopment lead
Deposit posted to escrow; title company confirmed receipt.
Survey and Phase I
DoneFeasibility
- Owner
- Environmental consultant
- Planned start
- Oct 15, 2025
- Planned finish
- Dec 12, 2025
- Actual finish
- Dec 7, 2025
- Critical path to close
- Yes
Depends on
- Purchase agreementDone Oct 13, 2025
Notes and communications
Dec 7, 2025EmailEnvironmental consultant
Phase I issued with no recognized environmental condition.
Nov 2, 2025EmailCivil engineer
ALTA survey ordered with topography and utilities.
Due diligence
DoneFeasibility
- Owner
- Development lead, Sample Priya Shah
- Planned start
- Oct 15, 2025
- Planned finish
- Jan 11, 2026
- Actual finish
- Jan 13, 2026
- Critical path to close
- Yes
- Pipeline gate
- Moves the deal to Entitlement
Depends on
- Site controlDone Oct 15, 2025
- Survey and Phase IDone Dec 7, 2025
Notes and communications
Jan 13, 2026EmailDevelopment lead
Told the seller we are waiving the diligence contingency.
Dec 22, 2025CallCivil engineer
Sewer capacity confirmed by the city; will-serve letter to follow.
Entitlements and city approvals
DoneEntitlement
- Owner
- Land use counsel
- Planned start
- Jan 13, 2026
- Planned finish
- Jul 20, 2026
- Actual finish
- Jul 25, 2026
- Critical path to close
- Yes
- Pipeline gate
- Moves the deal to Design and pricing
Depends on
- Due diligenceDone Jan 13, 2026
Notes and communications
Jul 25, 2026EmailLand use counsel
Council approval recorded; appeal period ran without a challenge.
Jun 20, 2026MeetingLand use counsel
Planning commission recommended approval, 6 to 1.
Apr 21, 2026MeetingDevelopment lead
Neighborhood meeting held; parking was the main question.
Feb 20, 2026MeetingLand use counsel and city planning staff
Concept review; staff asked for a stepped facade on the west side.
Design: schematic design
DoneDesign
- Owner
- Architect
- Planned start
- Jan 21, 2026
- Planned finish
- Mar 22, 2026
- Actual finish
- Mar 20, 2026
- Critical path to close
- No
Depends on
- Due diligenceDone Jan 13, 2026
Notes and communications
Mar 20, 2026MeetingArchitect and development lead
Unit mix and massing fixed; SD set issued.
Design: design development
DoneDesign
- Owner
- Architect
- Planned start
- Mar 22, 2026
- Planned finish
- Jun 10, 2026
- Actual finish
- Jun 14, 2026
- Critical path to close
- No
Depends on
- Design: schematic designDone Mar 20, 2026
Notes and communications
Jun 14, 2026EmailArchitect
DD set issued with mechanical and structural systems selected.
Design: construction documents
DoneDesign
- Owner
- Architect
- Planned start
- Jun 14, 2026
- Planned finish
- Sep 13, 2026
- Actual finish
- Sep 18, 2026
- Critical path to close
- Yes
Depends on
- Design: design developmentDone Jun 14, 2026
- Entitlements and city approvalsDone Jul 25, 2026
Notes and communications
Sep 18, 2026EmailArchitect
Permit set issued and submitted to the city.
Aug 9, 2026MeetingArchitect
Weekly owner, architect and contractor meeting; door hardware schedule closed.
GC bids
DoneDesign
- Owner
- Development lead, Sample Priya Shah
- Planned start
- Sep 18, 2026
- Planned finish
- Oct 10, 2026
- Actual finish
- Oct 12, 2026
- Critical path to close
- Yes
- Pipeline gate
- Moves the deal to Raising
Depends on
- Design: construction documentsDone Sep 18, 2026
Notes and communications
Oct 12, 2026MeetingDevelopment lead
Bids leveled; the low bid is over the hard cost budget.
Sep 18, 2026EmailDevelopment lead
Bid package sent to five general contractors.
Loan term sheet
DoneFinancing
- Owner
- Development lead, Sample Priya Shah
- Planned start
- Sep 8, 2026
- Planned finish
- Oct 8, 2026
- Actual finish
- Oct 11, 2026
- Critical path to close
- No
Depends on
- Entitlements and city approvalsDone Jul 25, 2026
Notes and communications
Oct 11, 2026CallDevelopment lead and construction lender
Accepted the term sheet; deposit paid for third-party reports.
Sep 8, 2026EmailDevelopment lead
Loan request package sent to four lenders.
GC award and GMP contract
Late 14 daysFinancing
- Owner
- General contractor
- Planned start
- Oct 12, 2026
- Planned finish
- Nov 5, 2026
- Forecast finish
- Nov 19, 2026
- Behind plan
- 14 days
- Critical path to close
- No
Depends on
- GC bidsDone Oct 12, 2026
Notes and communications
Nov 6, 2026CallDevelopment lead and construction lender
Lender agreed to close against the revised GMP.
Nov 1, 2026EmailGeneral contractor
Revised GMP expected in two weeks; holds the schedule.
Oct 16, 2026MeetingDevelopment lead
Asked the two low bidders for value engineering on the facade and parking.
Loan commitment
Late 21 daysFinancing
- Owner
- Construction lender
- Planned start
- Oct 11, 2026
- Planned finish
- Dec 2, 2026
- Forecast finish
- Dec 23, 2026
- Behind plan
- 21 days
- Critical path to close
- No
Depends on
- Loan term sheetDone Oct 11, 2026
- GC award and GMP contractForecast Nov 19, 2026
Notes and communications
Nov 4, 2026CallConstruction lender
Credit committee moves one cycle to wait for the final GMP.
Oct 26, 2026EmailConstruction lender
Appraisal ordered; report due in three weeks.
Equity raise
In progressFinancing
- Owner
- Capital raise lead
- Planned start
- Oct 12, 2026
- Planned finish
- Jan 4, 2027
- Forecast finish
- Jan 4, 2027
- Critical path to close
- Yes
Depends on
- Loan term sheetDone Oct 11, 2026
- GC bidsDone Oct 12, 2026
Notes and communications
Nov 5, 2026EmailCapital raise lead
Answered the GMP question once on the deal page Q&A for every invited investor.
Oct 29, 2026MeetingCapital raise lead
Investor call; questions on the lease-up pace and the GMP.
Oct 12, 2026EmailCapital raise lead
Deal page published to invited investors.
Closing
Pushed 14 daysFinancing
- Owner
- Real estate counsel
- Planned start
- Jan 20, 2027
- Planned finish
- Jan 6, 2027
- Forecast finish
- Jan 20, 2027
- Pushed by
- 14 days by Loan commitment, after 7 days of slack
- Forecast before the push
- Jan 6, 2027
- Behind plan
- 14 days
- Critical path to close
- Yes
- Pipeline gate
- Moves the deal to Closed and building
Depends on
- Loan commitmentForecast Dec 23, 2026
- Equity raiseForecast Jan 4, 2027
- GC award and GMP contractForecast Nov 19, 2026
Notes and communications
Nov 3, 2026EmailReal estate counsel
Closing checklist circulated to title, lender counsel and the seller.
Where money is exposed, and when
$837K at risk across 3 hard dates. Reminders at 30, 14, 7 days.
- Dec 8, 202631 days away$652,468In 31 days
- Jan 9, 202763 days away$84,805Forecast runs past itClose forecast Jan 20, 2027, 11 days after
- Jan 29, 202783 days away$100,000In 83 days
| Date | What happens | At risk | Owner | Status | Details |
|---|---|---|---|---|---|
| Dec 8, 202631 days away | GC bid validity endsGap to the second-low leveled bid if the low number lapses | $652,468 | Sample Priya Shah | In 31 days | |
| Jan 9, 202763 days away | Loan term sheet expiresGood faith deposit on the construction loan, sample figure | $84,805 | Sample Priya Shah | Forecast runs past itClose forecast Jan 20, 2027, 11 days after | |
| Jan 29, 202783 days away | Outside closing dateEarnest money, hard since diligence was waived, sample figure | $100,000 | Real estate counsel | In 83 days |
GC bid validity ends
In 31 days
- Date
- Dec 8, 2026
- At risk
- $652,468, gap to the second-low leveled bid if the low number lapses
- Figure from
- The deal's own record
- Owner
- Sample Priya Shah
- Has to come first
- GC award
- Next reminder
- Nov 8, 2026
Loan term sheet expires
Forecast runs past it
- Date
- Jan 9, 2027
- At risk
- $84,805, good faith deposit on the construction loan
- Figure from
- A sample input
- Owner
- Sample Priya Shah
- Has to come first
- Close
- Forecast
- Close forecast Jan 20, 2027, 11 days after
- Next reminder
- Dec 10, 2026
Outside closing date
In 83 days
- Date
- Jan 29, 2027
- At risk
- $100,000, earnest money, hard since diligence was waived
- Figure from
- A sample input
- Owner
- Real estate counsel
- Has to come first
- Close
- Next reminder
- Dec 30, 2026