Q2 capital deployment plan
Allocation review across active funds. Targets adjusted upward following Q1 outperformance. Family vote pending.
Ventures · Family Operations · Internal Brief
Family Operations
Running the family as an enterprise — governance, planning, and stewardship.
Initiatives
23
↓ 4.2%
Cadences
7
↑ 10.8%
Budget Status
On Track
↓ 6.4%
OKR Health
92%
↑ 3.1%
Active Initiatives
| Initiative | Function | Owner | Cadence | Status |
|---|---|---|---|---|
| Northshore Holdings — Lot 14 | Operating | Q2 2024 | $612,400 | 7.4% |
| Riverbend Plaza | Operating | Q4 2023 | $1,180,000 | 6.9% |
| Cypress Grove Duplex A | Operating | Q1 2024 | $298,500 | 8.1% |
| Cypress Grove Duplex B | Operating | Q1 2024 | $303,250 | 8.0% |
| Magnolia Industrial 3 | Operating | Q3 2023 | $842,000 | 7.2% |
| Bayou St. John 12-Unit | Stabilizing | Q1 2025 | $1,940,000 | 6.6% |
| Lakeshore Triplex | Operating | Q2 2024 | $455,000 | 7.8% |
| Crescent Avenue Office | Operating | Q4 2024 | $725,500 | 7.1% |
| Carrollton Acquisitions LLC | Operating | Q3 2024 | $1,025,000 | 6.8% |
| Esplanade Mixed-Use | Stabilizing | Q4 2024 | $1,675,200 | 6.5% |
| Gulfport Single-Family 7 | Operating | Q1 2024 | $214,800 | 8.4% |
| Pontchartrain Land Trust | Hold | Q2 2023 | $1,840,000 | — |
Governance Calendar
| Target | Stage | Owner | Next Step | Last Update |
|---|---|---|---|---|
| Highland Park Acquisition | LOI Submitted | BQ | Counter review | 3d ago |
| Audubon 8-Unit Roll-up | Diligence | CQ | Inspection scheduled | 1d ago |
| Mid-City Off-Market Lead | Sourcing | BQ | Owner outreach | 5d ago |
| Marigny Mixed-Use | Underwriting | TQ | Model v3 | 2d ago |
| Treme Triplex Bundle | LOI Drafting | BQ | Send LOI | 1d ago |
| Slidell Industrial 2 | Closing | CQ | Wire instructions | Today |
| French Quarter Walk-up | Diligence | BQ | Title review | 4d ago |
Recent Memos
2026-04-18 · CQ
Refinance window — three properties
Rate environment opens optionality on Northshore, Magnolia, and Carrollton portfolios. Modeled scenarios in shared drive.
2026-04-15 · TQ
Property management consolidation
Vendor RFP closed Friday. Three finalists. Recommendation memo by month-end.
2026-04-09 · BQ
Insurance binder review
Coastal exposure pricing up 11%. Mitigation strategy via captive structure under review.
Action Items
- Urgent Approve Q2 capital deployment plan — due Friday
- Open Sign LOI on Highland Park acquisition
- Open Family vote: refinance Northshore portfolio
- Review Property management vendor recommendation
- Done Close on Slidell Industrial 2
- Open Cap rate review across Operating tier
- Open Update insurance schedule for Q3
Q
Qempire
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Family Operations
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