Clients

Tom & Sarah Ferrer

(402) 555-0142
  • Walked master bath layout — wants vanity moved. Discussed pendant options.
    2026-06-18 · site_visit
  • Call recorded — Tom approved upgraded island quartz. 12 hrs already in CO.
    2026-06-10 · call
  • Sarah sent inspiration photos for exterior stone at entry.
    2026-05-28 · email

Opportunity Zone Fund

investments@ozfund.com
  • Monthly draw review — Old Market at 95%. Discussed final billing gap.
    2026-06-12 · meeting
  • Arizona OZ pre-con update — entitlements on track, financing timeline Q3.
    2026-06-01 · call

David Chen

(402) 555-0198
  • Call recorded — wants heated floor in new bath. Not in original contract.
    2026-06-08 · call