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Net Lease Properties
EOS Quarterly Review — July 2026
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Quarterly Review Agenda

Leadership Team · July 2026 — drag items to reorder the meeting flow (updates for everyone, live)

Today's Flow

1Agenda (this page)
9Meeting Summary / Export

Vision & Core Values

V/TO recap — where we're headed

Core Values

Purpose & Niche

Purpose: Deliver Real Estate Better!

Niche: Transform Land into Business!

1-Year Goals — 12/31/2026

Revenue$4,600,000
Profit$2,500,000
Recurring Fees$1,500,000
Acquisitions15
# of Employees11
ARES Dev Fees$1,600,000

Quarterly Goals — 06/30/2026

Revenue$750,000
Profit$200,000
MeasurablesScorecard Measurables

Goals for the Year

  1. 5 meetings with 5 new potential JV partners to build a net lease portfolio
  2. Secure a programmatic development relationship with 2 new tenants
  3. Secure a term sheet for ARES portfolio refinancing
  4. 25 deals under contract at 12/31
  5. Our data tools, Airtables, and AI followed by all
  6. Capture $300K from LFRC activities
  7. Dispose or permanent refinance the remaining Speedway properties

Scorecard / KPI Review

This quarter's key measurables

Fees by Tenant

Booked fees (GL export, Jan 2025 – Jun 2026) + pipeline / future fees (Airtable Fee Model)

By Fee Type — Total $6,073,748.49

By Tenant — Development, Assignment & Acquisition

Prior Quarter

Rocks, goals vs. actuals, and how it felt — all in one place

Rocks — Final Status

Completion Rate
OwnerRockStatus

Quarterly Goals vs. Actuals

MetricGoalActualVariance

Rate the Quarter

Overall Grade

Add a Grade

Grades So Far

Executive Briefing · Q2 2026
AI at Net Lease
The tools that do the work — and the AI coworkers who run them.
Two AI systems, built in one quarter (May–July 2026) by one person working with Claude.
13
finance tools live in production
3
AI coworkers (2 live, 1 rolling out)
$1.1M+
posted to the books, agent-run, in one close cycle
~$75K/yr
expected annual savings from what we’ve built
~10wks
first commit to production — one builder + AI
1
The Tools
the hands

13 finance automations that read messy documents, retire our spreadsheet macros, and post directly into Sage Intacct — each previews first, posts only on confirmation.

  • Read documents so people don’tBank statements, scanned loans, leases, insurance bills → posts the accounting.
  • Retire the old Excel / VBA macrosPayroll, Take 5 inventory, fleet deposits, merchant fees — validated line-for-line.
  • Run the Take 5 back office end-to-endLogs into vendor portals itself, builds the entries, posts on a schedule.
2
The AI Coworkers
the judgment

3 named AI teammates that live in Microsoft Teams & email, understand a plain-English request, and decide what to do — including operating the tools.

  • A
    Alfred · LegalLive

    The legal desk in Teams & email — drafting, reviewing, filing, answering. Our flagship.

  • M
    Marty · AccountingLive

    Automates ~75% of the monthly close, booking journal entries to Sage from plain English.

  • Q
    Q · ConstructionRolling out

    Email copilot for the dev team — reads the inbox, tracks who owes a reply, sends a daily briefing. Never sends or deletes.

The flagship win
Alfred — our AI Paralegal
  • 1Ask in Teams or email — “draft an LOI,” “what does this lease say?”
  • 2Alfred drafts, reviews, or answers — from our templates & documents
  • 3You review — with flags and section-level citations
  • 4Delivered — a person approves anything that leaves the building
What Alfred handles
  • Drafts LOIs & PSAs from approved templates
  • Contract Q&A with section & page citations
  • Risk-review memos vs. our standard positions
  • Searchable contract library, by counterparty or entity
  • Lease loading into the property system, rent math done
  • Entities & EINs captured as structured facts
The automated close — Marty runs it

~75% of the monthly close now runs automatically.

  • 1 · TriggerA plain-English ask, or an automatic timed trigger.
  • 2 · BuildMarty operates the tools — pulls data, builds the entries.
  • 3 · PreviewNothing posts until a human says “go live.”
  • 4 · PostPosts to Sage Intacct with a full, dedup-protected audit trail.

Human effort: read an email, reply “go live.”

Real dollars posted to the GL — one cycle
Take 5 POS reconciliation$434,562
Take 5 inventory purchases$369,525
ADP payroll entries$249,538
Insurance premium bill$38,276
Merchant bank fees$29,291
Return on investment
The tools and agents are built and in production; only minor upkeep lies ahead — so this is the year-one, all-in view.
~$3,094all-in year-1 cost (Team Premium seat + usage credits)
~$75,000expected annual savings from what we’ve built
~24×return — pays for itself in about two weeks

Speed

Hours of downloading, macro-running and keying now run unattended in minutes, on a schedule.

Accuracy we can prove

Every automation validated against the process it replaced; every posting leaves an audit trail.

Control

Agents draft and preview; a human approves anything that spends money or leaves the company.

It compounds

One shared platform — the next tool or agent is fast to add. The pace of wins accelerates.

Usage & adoption — Q2 2026
10.53B
tokens of AI work across the company
57.0M
tokens of automated work (agents + tools)
4.1×
growth in that workload, April → June
9
people using Claude company-wide
~$1,927
AI usage spend, 3 months (mostly the build)
Automated workload by month
April
8.5M
May
13.4M
June
35.0M

4.1× more automated work in June than April as tools came online and schedules switched on.

Who did the work — 57.0M tokens
Bank Agent (tool)
18.9M · 33%
Dbot email agent
13.3M · 23%
Lease Loader (tool)
9.3M · 16%
Alfred (Legal)
5.8M · 10%
Marty (Accounting)
5.6M · 10%
Marvin / dev (tool)
3.9M · 7%

Right model for the job — ~98% cost-efficient Sonnet, Opus (1.7%) for the hardest tasks, Haiku (0.2%) fast/light.

Team adoption — requests by product
Claude Code
30,089
Cowork
13,857
Office Agents
1,576
Chat
1,351
Claude Design
174
Claude in Chrome
112

47,159 requests across 5 apps; the bulk is Claude Code building the platform itself.

The bottom line

A supervised AI workforce — live today in accounting, with legal and construction right behind it — and an expected ~$75,000 a year in savings from what we’ve built to date. Next: more agents and fuller autonomy, under the same human-approval guardrails.

📊 Open the full AI at Net Lease deck (PowerPoint) →

The Science of Scaling

Dr. Benjamin Hardy & Blake Erickson · Foreword by Tony Robbins · Hay House, 2025 — executive summary

Core Thesis

Most businesses don't stall for lack of effort — they stall because their current model, standards, and identity were never built to scale. Scaling isn't luck or hustle; it's a deliberate three-part discipline: Frame, Floor, Focus.

The central claim (from Hardy's "10x Is Easier Than 2x"): a 10x ambition is easier to execute than a 2x one — because it forces radical simplification rather than incremental effort.

The Frame · Floor · Focus Framework

1

Change Your Frame

Chapters 1–2

Set a goal so big — and a timeline so short — that it feels impossible, forcing radical focus instead of incremental effort.

2

Raise Your Floor

Chapters 3–4

Raise minimum standards for clients, team members, and opportunities — then simplify by cutting everything that falls below the new floor.

3

Accelerate Your Focus

Chapters 5–6

Engineer one focused, scalable business model, and build a team — including "super who" partners — that can deliver it without the founder in the middle of everything.

Major Topics

  1. Impossible goals as a strategic filter — a target so large (10x, not 2x) it eliminates conflicting priorities and forces new strategy rather than more effort on the old one.
  2. Time compression — shortening the deadline (often 12–18 months) surfaces the true bottleneck and stops the goal from being safely deferred.
  3. Raising the floor — defining the minimum acceptable standard for clients, revenue, talent, and opportunities, and rejecting everything below it.
  4. Radical simplification — cutting products, services, and commitments (à la Jobs' 1997 Apple turnaround) to create the focus scale requires.
  5. Scalable model design — concentrating resources on one well-solved problem rather than spreading effort across many initiatives.
  6. People & culture — building or recruiting a team, including highly-leveraged "super who" partners, capable of carrying the vision beyond the founder.

Strengths & Limitations

Praised as a clarifying, inspiring reframe of what blocks growth — mediocre, competing goals and undisciplined standards — with memorable stories (Apple 1997; founders who cut 80% of their client base).

The common critique: stronger on mindset than mechanics. It prescribes the sequence but gives limited practical guidance on executing it — team pushback, personal fear, and the transition as standards rise.

Bottom Line

Best used as a strategic diagnostic: a short, high-leverage framework for identifying why growth has stalled (diffuse goals, low standards, an unfocused model) and a clear three-step reset — Frame, Floor, Focus — around one ambitious, well-defined outcome.

Less useful as a step-by-step execution manual; pair it with complementary leadership and change-management resources to carry out the shifts.

Issues List (IDS)

Identify, Discuss, Solve — add issues anytime with the + button (bottom-right). Mark ✓ Solved or Long Term (Long Term also shows in the Meeting Summary).

Full Issues List

Employee Review

GWC (Get it / Want it / Capacity) + Core Values fit — rate each + / +/- / −
PersonGet ItWant ItCapacity TenaciousCreatively SmartAlways DeliverAverageNotes

Next Quarter's Rocks

A guided process: brainstorm privately → combine → group → keep/kill → assign → company rocks → final.

1-Year Goals — for reference

  1. 5 JV partner meetings
  2. Programmatic dev relationship w/ 2 tenants
  3. ARES refinance term sheet
  4. 25 deals under contract at 12/31
  5. Data tools/Airtables/AI adoption
  6. Capture $300K from LFRC
  7. Dispose/refinance remaining Speedway

Meeting Summary

Auto-compiled from everything entered above

Prior Quarter Rocks

Quarterly Goals vs. Actuals

Quarter Rating

Issues Raised (IDS)

Employee GWC Review

To-Dos

Long-Term Issues

Next Quarter's Rocks

My Private Notes — only you see these

Settings

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Meeting Host

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