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05

Diligence and closing

Transaction manager

What can still prevent a timely, defensible close?

Diligence and Closing · Executed PSA

Northgate Apartments · closing readiness

Archived Northgate acquisition · PSA executed Sep 16, 2024 · contingency Sep 30 · closed Oct 18 · owner: Julia Romero

Closing decision

Not ready · title exception blocks release

Readiness is rule-based: critical exceptions must clear before contingency release.

Closing readiness

82%

Weighted control register

Documents complete

46 / 48

Source files reconciled

Open exceptions

3

1 critical before resolution

Days to contingency

10

Sep 30 · 17:00 PT

Diligence workstream register

48 required items · source and owner attached

Title and survey

Source set verified Sep 20, 2024 · 10:36 PT

A. Morgan · Counsel

8 / 9

Exception open

Physical and environmental

Source set verified Sep 20, 2024 · 10:36 PT

R. Patel · Technical

11 / 12

PCA addendum due

Financial and operating

Source set verified Sep 20, 2024 · 10:36 PT

M. Chen · Acquisitions

14 / 14

Clear

Debt and insurance

Source set verified Sep 20, 2024 · 10:36 PT

T. Brooks · Capital

9 / 10

Binder pending

Closing deliverables

Source set verified Sep 20, 2024 · 10:36 PT

J. Romero · Transaction

4 / 5

Draft statement