01
One case
Something live you're stuck on: a stalled closing, a financing gap, a tenant, a tax question. Names removed if needed.
01 Who's at the table
Six specialties, three markets
Every seat is assigned by role and by city. Hover or tap a specialty or a market to see where it sits.
- BInvestment sales brokers×3Listings, buyers and 1031 activity
- LCommercial lenders×3Bank and debt-fund financing
- MProperty and HOA managers×3Third-party management
- AReal estate attorneys×3Acquisitions, leasing, closings
- CCPA×3Cost segregation, entity and tax work
- DDevelopers and owner-operators×3The people the rest of the room serves
Competitively exclusive. One seat per role in each city, so everyone at the table brings something no one else does, and every introduction returns value to the whole room.
02 The lunch
Mostly your cases, not a presentation
The same run of show every quarter, so you know where the time goes.
- Lunch15 min
Arrive, get a plate, catch up.
- Host spotlight5 min
That quarter's host shares what their firm is working on.
- Market round25 min
Sixty seconds per firm on what you're dealing with right now. Eighteen quick reads on three markets, while everyone eats.
- Case round45 min
Everyone brings one live problem, with names removed if needed. Lay it out, and the room works it from every specialty. We get through as many as time allows.
- Referral round25 min
Each member names one specific intro they want and one they can make.
- Close5 min
Next date and host. Out the door by 2:00.
03 What to bring
Three things, every time
02
One ask
A specific person or type of client you'd like to meet.
A lender who does construction-to-perm in Huntsville
beats "anyone."
03
One intro
Someone you can connect another member with. The room works because everyone gives first.
04 How it works
Light commitment, handled for you
- Schedule
Four lunches a year: March, June, September and December, always 12:00 to 2:00 p.m.
- Hosting
After the founding meeting, members take turns hosting as they're available, at their office or a neutral site. The host provides lunch and gets the five-minute spotlight that quarter.
- Logistics
Dan handles invites, reminders and facilitation. You show up.
- Recap
A one-page recap with every intro requested goes out within 24 hours.
- Between meetings
Intros go by email to both people, so nobody gets a cold call they didn't agree to.