Sample deliverable

What an active client sees this week.

Three sample rows from a 45-row deliverable. Names anonymized, structure preserved. Every column below is what shows up in your private portal.

45

Owners surfaced per delivery

9

Signal types covered

62%

Sweet-spot owners

What's in each row

The fields that drive deals.

Every row is built to be acted on, not just read. These five fields are what turn a list into a pipeline.

Outreach angle
A one-line strategy for the first contact - not a generic template. Written specifically for this owner's signal, position, and likely motivation.
Managing member + verified contact
The real human decision-maker resolved from the holding LLC. Direct email, phone, and LinkedIn confirmed - not the generic info@.
Distress signals
Active filings with dates: lis pendens, mechanic's liens, abstracts of judgment, tax delinquencies, foreclosure notices, franchise tax forfeitures.
Why now
The reason this owner this month. Hold period, portfolio context, distress profile, asset stage - synthesized into one paragraph your team can act on without re-researching.
Best contact channel
Email for B2B operators. Phone + postcard for family LLCs (60% of mid-market owners have no business email). Routed automatically by owner type.
Top 3 of 45

The top plays this week.

1

Score 100 · email

Veridian Tx5 LLP

Jonathan Park; Travis Whitfield · Co-Founder & General Partner

1842 S Westmoreland Rd · Dallas, 75237 · 10-yr hold · $19.2M

Active distress

Why now

ACTIVE DISTRESS - 4 abstracts of judgment in last 3yr (most recent Nov 2025); owner under active legal/financial pressure to resolve. Mid-cycle remote owner - 10-year hold by an out-of-state (CA) LP; the combination often signals an asset that's drifted outside the LP's current fund focus.

Distress signals

ACTIVE: 4 abstracts of judgment (5/2025, 11/2025, 2/2025, 7/2025) + 1 prior release resolved

Outreach angle

Lead with submarket cap-rate context; ask about LP fund-life and disposition timing. Emphasize local-operator credibility and off-market simplicity vs. broker process.

jpark@veridian-re.com(415) 555-0142
2

Score 100 · email

Veridian Tx20 SPE LLC

Jonathan Park; Travis Whitfield · Co-Founder & General Partner

7515 Chaucer Pl · Dallas, 75237 · 6-yr hold · $8.1M

Active distress

Why now

ACTIVE DISTRESS - 4 abstracts of judgment in last 3yr (most recent Sep 2025). Recent acquisition (6-year hold) - deprioritize unless other distress signals surface. Asset: 84-unit B/C complex, built 1983.

Distress signals

ACTIVE: 4 abstracts of judgment (1/2025, 1/2025, 9/2025, 2/2024) + 2 prior release resolved

Outreach angle

Low-priority outreach - recent buyer. Emphasize local-operator credibility and off-market simplicity vs. broker process.

jpark@veridian-re.com(415) 555-0142
3

Score 100 · phone + postcard

Concord Group LLC

Sequoia Capital Advisors Inc (entity manager) · Entity manager - principals being identified

4753 Duncanville Rd · Dallas, 75236 · 9-yr hold · $12.0M

Active distress

Why now

ACTIVE DISTRESS - 2 lis pendens filings in last 3yr (most recent May 2026, filed 5 days ago). Sweet-spot disposition vintage - 9-year hold puts owner in the typical mid-market consideration window. Asset: ~50+ unit garden-style complex, $11.7M improvements.

Distress signals

ACTIVE: Lis pendens (5/7/2026, filed 5 days ago); Lis pendens (9/15/2025) + 1 prior release resolved

Outreach angle

Standard mid-market disposition outreach; confirm hold strategy first, then move to value discovery.

Locating principal via LinkedIn Sales NavPending

+ 42 more in the portal.

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We walk you through real owners we'd source for your firm, the signals, and the outreach angle on each one. You decide on the call.