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
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
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
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
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