Pending Tasks
4
Actions required
Active Transactions
2
Completed Transactions
1
Isolated Funds
$469,000.00
Realized Funds
$377,000.00
Active Transactions
Click a transaction to expand its sites
Broadway Portfolio — Solar & Roofing
$487,500.001420 Broadway, New York, NY
Queens Mixed-Use — Electrification
$214,000.0088-12 Queens Blvd, Elmhurst, NY
Account Documents
1 pendingClient-visible files & agreements
LL97 Compliance Addendum
Broadway Portfolio — Solar & Roofing
1420 Broadway — Rooftop Solar
04/10/26
Permit Drawing Package — Queens Blvd
Queens Mixed-Use — Electrification
88-12 Queens Blvd — HVAC & Electrification
03/28/26
Phase 1 Milestone Release Authorization
Broadway Portfolio — Solar & Roofing
1420 Broadway — Rooftop Solar
01/15/25
Master Project Agreement — Broadway Portfolio
Broadway Portfolio — Solar & Roofing
09/20/24
PTO Certificate — Jerome Ave Solar
Bronx Retail Block — Solar
3200 Jerome Ave — Rooftop Solar
08/12/24
| Document Name | Type | Status | Date | Transaction | Actions |
|---|---|---|---|---|---|
LL97 Compliance Addendum | Compliance | Pending Signature | 04/10/26 | Broadway Portfolio — Solar & Roofing1420 Broadway — Rooftop Solar | |
Permit Drawing Package — Queens Blvd | Engineering | Under Review | 03/28/26 | Queens Mixed-Use — Electrification88-12 Queens Blvd — HVAC & Electrification | |
Phase 1 Milestone Release Authorization | Fund Release | Signed | 01/15/25 | Broadway Portfolio — Solar & Roofing1420 Broadway — Rooftop Solar | |
Queens Blvd Engagement Letter | Engagement | Executed | 01/10/25 | Queens Mixed-Use — Electrification | |
Master Project Agreement — Broadway Portfolio | Contract | Executed | 09/20/24 | Broadway Portfolio — Solar & Roofing | |
PTO Certificate — Jerome Ave Solar | Completion | Signed | 08/12/24 | Bronx Retail Block — Solar3200 Jerome Ave — Rooftop Solar |
Your Tasks
Action items requiring your attention
Review & sign LL97 compliance addendum
Please review the attached compliance addendum and return a signed copy by the due date. Contact your project manager wi…
Broadway Portfolio — Solar & Roofing
Confirm equipment delivery window
Vendor has panels staged. Need your confirmation for site access during the installation week of April 21–25.
Broadway Portfolio — Solar & Roofing
Approve final permit drawings
DOB drawings are ready for your review. Approval needed before we can submit for permit.
Queens Mixed-Use — Electrification
Project Contacts
Key contacts for your account