Dragonfly OS
JM

Deals & Pipeline

2 active · $59.5M in transactions

Demo data

Pipeline

Lead
0
Underwriting
0
LOI
0
Under Contract
0
Due Diligence
1
Financing
1
Closing
0
Closed
0

Sabal Point Industrial (Acquisition)

Acquisition · Lakeland, FL

Due Diligence
$27.5M
Price
18.4%
IRR
2.1x
Equity mult.
in 51d
Close
AI Thesis

Below-replacement-cost infill industrial with 18% mark-to-market on in-place rents; two leases roll within 24 months.

Key risks
  • Roof age (est. 3–5 yrs remaining)
  • One tenant on month-to-month
  • Seller financials trailing-9 only
Missing for closing (4)
Phase I environmental (ordered)Estoppels (0/3 received)Updated title commitmentZoning verification letter

Regency Marketplace — Refinance

Refinance · Jacksonville, FL

Financing
$32.0M
Price
IRR
Equity mult.
in 68d
Close
AI Thesis

Refinance maturing Metropolitan Bank loan; pull ~$4M supplemental proceeds at current NOI to return capital to Fund II.

Key risks
  • Rate environment
  • Anchor renewal must sign before rate lock
  • Appraisal may come in below expectation
Missing for closing (3)
Signed anchor renewalUpdated appraisalLender term sheet (2 of 3 received)

Meridian Office Conversion

Acquisition · Atlanta, GA

Passed
$54.0M
Price
11.0%
IRR
1.6x
Equity mult.
58d ago
Close
AI Thesis

Office-to-resi conversion. Passed — conversion cost and entitlement risk exceeded return threshold.

Key risks
  • Entitlement risk
  • Conversion cost overrun