HRC·Brokerage OS·Vol. 01 · No. 04·Jul 19, 2026
Brokerage operations

Clients Roster

4 client relationships · active opportunities, closed deals, and leases linked to each account
Client Account

Northline Distribution

Morgan Hill

1 deals

Corporate tenant account with renewal, expansion, and overflow requirements.

Pipeline
1
Closed
0
Leases
1
Volume
$11,025,000
Latest activity 2026-06-12
Client Account

Summit Family Holdings

Taylor Reed

1 deals

Investor client with closed retail disposition and future acquisition targets.

Pipeline
0
Closed
1
Leases
0
Volume
$12,600,000
Latest activity 2026-05-29
Client Account

Cedar Health Properties

Casey Brooks

1 deals

Landlord account with medical-office lease activity and a live AR follow-up.

Pipeline
1
Closed
0
Leases
1
Volume
$2,960,000
Latest activity 2026-06-05
Client Account

ForgeWorks Studio

Jordan Fox

1 deals

Tenant relationship tied to flex lease history and future expansion tracking.

Pipeline
0
Closed
1
Leases
1
Volume
$2,592,000
Latest activity 2026-04-04