Loans

Source: Grand SummaryUpdated Aug 10, 2026, 1:40 PM UTC · Read Aug 16, 2026, 5:23 PM UTC

Property

491 Broad St

Loan 367 · Meitav · Carlstadt, NJ

Current statusForeclosureRecovery stageNot connectedForeclosure stageNot connectedLiquidation stageNot connected

UPB

$2.2M

Source: Grand SummaryWorkbook updated Aug 10, 2026, 1:40 PM UTCLast read Aug 16, 2026, 5:23 PM UTC

Money

Reigo Exposure

$2.3M

Verified fact

Meitav — Aug 10

Asset

491 Broad St, Carlstadt, NJ, 7072

Property type unknown · Unit count unknown

Occupancy unknown

Current Case Status

Foreclosure

Carry Cost

Monthly carry cannot be calculated from current sources.

Next Move

Resolve: Is this foreclosure still active, or has it gone stalled/dormant?

Owner: Unassigned · Due: No date set

Blockers

  • Why: No new legal fee has posted in over two years despite an active Foreclosure status in both Grand Summary and LMS — either the case is dormant, or activity is happening outside LMS's visibility.
  • Is this foreclosure still active, or has it gone stalled/dormant?Owner: Unassigned
    Needs review
  • What are the 4 protective advances for, and is there an ongoing insurance claim?Owner: Unassigned
  • Why has no new legal fee posted in 2+ years on an active foreclosure?Owner: Unassigned
  • Current bid / offersDeal / Business Development
  • Foreclosure stageLegal / Credit
  • Monthly carry costAsset Management
  • Expected sale priceDeal / Business Development
  • Expected recoveryAsset Management

Decision — Sell Now vs. Hold

Every editable field below is a local, non-persisted draft assumption — never written to LMS, PipeDrive, or any source system. Real values and their sources are shown for reference.

Draft assumption

No connected source — starting from $0.

Draft assumption

No connected source — starting from $0.

Draft assumption

No connected source — starting from $0.

Draft assumption

No connected source — starting from $0.

Draft assumption

No connected source — starting from $0.

Draft assumption

No connected source — starting from $0.

Draft assumption

No connected source — starting from $0.

Sell Now

No current offer connected, and no price entered above — enter an assumed price to see Sell Now economics. A $0 sale price is never assumed.

Hold (sensitivity by months)

No current valuation connected, and no assumed future sale value entered above — enter one to see Hold economics. A $0 future sale value is never assumed.

Headline

Foreclosure (LMS) — delinquency: Foreclosure

Verified fact
Source: LMS

1. Property / Collateral

Address

491 Broad St, Carlstadt, NJ, 7072

Verified fact

Property type

Collateral/property type is not a column in the Grand Summary Loans list

Unavailable

Occupancy

Occupancy status is not a column in the Grand Summary Loans list

Unavailable

Physical condition

Property condition is not a column in the Grand Summary Loans list

Unavailable

Inspection history

Inspection history is not a column in the Grand Summary Loans list

Unavailable

Not tracked in any connected source for this or any loan yet: number of units, renovation status, and a structured material-issues list.

2. Valuation / Market

Current valuation not available — no BPO, appraisal, or market intelligence is connected for this loan.

3. Loan / Reigo Exposure

Fund / vehicleMeitav

Original loan amount

$3.5M

Verified fact

Current UPB

$2.2M

Verified fact

Outstanding balance / payoff

$2.3M

Verified fact

Participation %

66.4%

Verified fact

Accrued legal fees

Legal spend is not a column in the Grand Summary Loans list

Unavailable

Other advances / protective costs

Protective advances is not a column in the Grand Summary Loans list

Unavailable

4. Current Offer / Exit

No current offer connected from PipeDrive for this loan.

5. Borrower / Guarantor

Borrower

Borrower CY LLC

Verified fact

Ownership structure

Borrower/guarantor identity is not tracked in the Grand Summary Loans list, and no LMS or Recovery OS database connection exists to source it from elsewhere.

Unavailable

Last meaningful communication

Borrower/guarantor identity is not tracked in the Grand Summary Loans list, and no LMS or Recovery OS database connection exists to source it from elsewhere.

Unavailable

Borrower's stated plan

Borrower/guarantor identity is not tracked in the Grand Summary Loans list, and no LMS or Recovery OS database connection exists to source it from elsewhere.

Unavailable

Guarantor(s)

Borrower/guarantor identity is not tracked in the Grand Summary Loans list, and no LMS or Recovery OS database connection exists to source it from elsewhere.

Unavailable

PG enforceability / collectability

Borrower/guarantor identity is not tracked in the Grand Summary Loans list, and no LMS or Recovery OS database connection exists to source it from elsewhere.

Unavailable

PG exposure

Borrower/guarantor identity is not tracked in the Grand Summary Loans list, and no LMS or Recovery OS database connection exists to source it from elsewhere.

Unavailable

6. Legal / Enforcement

No legal/enforcement status connected for this loan — see the Legal tab for the full case-history field grid.

7. Carry / Liabilities

Monthly carry cannot be calculated from current sources — no carry-cost ledger is connected for this loan.

8. Third-Party Intelligence

No broker, servicer, counsel, borrower, buyer, or management statements are connected for this loan.

9. Critical Unknowns

Is this foreclosure still active, or has it gone stalled/dormant?

Blocks decision
Open

No new legal fee has posted in over two years despite an active Foreclosure status in both Grand Summary and LMS — either the case is dormant, or activity is happening outside LMS's visibility.

Owner: Unassigned · No action logged yet

What are the 4 protective advances for, and is there an ongoing insurance claim?

Open

The advances are real and insurance-claim-related per LMS's own comment field, but the underlying claim itself isn't documented anywhere accessible today.

Owner: Unassigned · No action logged yet

Why has no new legal fee posted in 2+ years on an active foreclosure?

Open

Directly follows from the dormant-vs-stalled question above — management may already know the answer.

Owner: Unassigned · No action logged yet

Current bid / offers

Blocks decision
Not Connected

Connect PipeDrive to source this field.

Responsible: Deal / Business Development

Foreclosure stage

Blocks decision
Not Connected

Connect LMS to source this field.

Responsible: Legal / Credit

Full evidence log and question/action management are on this page below, and on the Decisions tab.

10. Decision

Not Ready

Decision question not yet defined

Define the decision to evaluate options and missing inputs — Decisions tab.

Not Ready — 6 of 6 critical inputs are unusable: Current bid / offers (not connected), Foreclosure stage (not connected), Monthly carry cost (not connected), Expected sale price (not connected), Expected recovery (missing), Next legal deadline (not connected).

Conflicts between sources

  • Loan maturity date

Draft assumptions being accepted

None entered yet.

You may decide now, but this is what you are choosing to decide without knowing.

Full evidence, approval status, and execution history are on the Decisions tab.

Golden Case
Confirmed match

Persisted in Recovery OS's own store — independent of PipeDrive/LMS/Grand Summary.

Direct Grand Summary Loan ID (per PORTFOLIO_TRIAGE_REPORT.md #6) — not an inferred/nickname mapping, so there is no separate match to confirm.

Case Evidence Log

General loan status

Foreclosure

Verified fact

Source: Grand Summary + LMS snapshot, LOAN_ID 367 (PORTFOLIO_TRIAGE_REPORT.md #6)

Fund

Meitav

Verified fact

Source: Grand Summary snapshot, LOAN_ID 367

Unpaid principal balance (UPB)

$2.23M

Verified fact

Source: Grand Summary snapshot, LOAN_ID 367

Legal-fee activity recorded in LMS

2 legal-fee signals, $0 total, most recent 2024-02-09 — over two years stale relative to the active Foreclosure status

Verified fact

Source: LMS snapshot, LOAN_ID 367 (PORTFOLIO_TRIAGE_REPORT.md #6) — Feb 9, 2024

Protective-advance payments recorded

4 real LMS protective-advance payments, insurance-claim-related per the LMS comment field

Verified fact

Source: LMS snapshot, LOAN_ID 367 (PORTFOLIO_TRIAGE_REPORT.md #6)

Open Questions

Is this foreclosure still active, or has it gone stalled/dormant?

Blocks decision
Open

No new legal fee has posted in over two years despite an active Foreclosure status in both Grand Summary and LMS — either the case is dormant, or activity is happening outside LMS's visibility.

Owner:
Unassigned

What are the 4 protective advances for, and is there an ongoing insurance claim?

Open

The advances are real and insurance-claim-related per LMS's own comment field, but the underlying claim itself isn't documented anywhere accessible today.

Owner:
Unassigned

Why has no new legal fee posted in 2+ years on an active foreclosure?

Open

Directly follows from the dormant-vs-stalled question above — management may already know the answer.

Owner:
Unassigned

Decisions

No decisions recorded yet.

Detailed operating fields

Operating Summary

Current situation

Next action

Owner

Due date

Blocking issue

Expected recovery

Best bid

Monthly carry cost

Cost of delay

Expected time to cash

Risk level

Confidence

Low — 26 of 209 fields available from connected sources (12%)

Executive Summary3/8 · Partial

Current situation

Requires an analyst-authored narrative or an AI summarization pipeline — neither exists yet.

Not Connected

Current recovery stage

Foreclosure

Grand Summary · General_Loan_Status · row 110

Raw workbook status, not a formal Recovery OS recovery-stage taxonomy — STATE_MACHINE_REVIEW.md's proposed stage machine is not yet approved.

Available

Critical risks

No structured risk-flagging pipeline is connected.

Not Connected

Expected outcome

Requires an approved recovery forecast — none exists in Grand Summary or Recovery OS.

Not Connected

Next action

Requires task/decision tracking — not connected.

Not Connected

Required approvals

No approval-tracking system is connected.

Not Connected

Confidence

Low — 26 of 209 fields available from connected sources (12%)

Recovery OS

Available

Source coverage

26/209 fields available

Recovery OS

Available