# Counsel advice — Acorn industrial portfolio lease audit

## Executive assessment

For Acorn Logistics REIT matter CB-RE-2901, the review identified 16 source-supported exceptions requiring action before 2026-09-03. The assessment concerns Redwood Fulfillment Services and the supplied record for California.

## Method and record coverage

The review inventoried all 96 production files, read the 33 controlling, corroborating, and control records, searched the email exports, and checked metadata for the designated chain-of-custody sample. Conclusions are limited to the synthetic production supplied for this benchmark matter.

## Findings

### F-01 — rent schedule inconsistency (critical)

The records do not reconcile for rent schedule inconsistency: one source states the operative date is 2025-07-29 under control reference CB-RE-2901-A547, while the corroborating source states the acknowledged date is 2025-08-31 under response reference CB-RE-2901-J272.

Primary source: `/workspace/documents/01_leases/001_leases_control_register.md`

Corroborating source: `/workspace/documents/07_operating_expenses/049_operating_expenses_control_register.md`

Recommended action: Before 2026-09-03, obtain a signed ratification and update the controlling register; owner: Adrian Mensah.

### F-02 — renewal-option notice (high)

The records do not reconcile for renewal-option notice: one source states the controlling amount is $5,272,918.00, while the corroborating source states the reconciliation and counterparty record use $5,412,336.00.

Primary source: `/workspace/documents/01_leases/004_leases_ledger_export.csv`

Corroborating source: `/workspace/documents/07_operating_expenses/052_operating_expenses_ledger_export.csv`

Recommended action: Before 2026-09-03, recalculate the exposure and preserve the supporting ledger; owner: Willa Novak.

### F-03 — exclusive-use conflict (high)

The records do not reconcile for exclusive-use conflict: one source states approval is attributed to Mei Whitaker as the sole authorized reviewer, while the corroborating source states the approval log names Owen Delgado and contains no entry for Mei Whitaker.

Primary source: `/workspace/documents/01_leases/007_leases_officer_certificate.html`

Corroborating source: `/workspace/documents/07_operating_expenses/055_operating_expenses_officer_certificate.html`

Recommended action: Before 2026-09-03, secure written consent from the authorized decision-maker; owner: Theo Laurent.

### F-04 — assignment consent (medium)

The records do not reconcile for assignment consent: one source states the item is recorded as closed without exception in CB-RE-2901-D449, while the corroborating source states the later status register marks it open and escalated in CB-RE-2901-M403.

Primary source: `/workspace/documents/02_amendments/010_amendments_executed_instrument.txt`

Corroborating source: `/workspace/documents/08_insurance/058_insurance_executed_instrument.txt`

Recommended action: Before 2026-09-03, issue a corrective notice using the contractually operative method; owner: Amara Patel.

### F-05 — estoppel discrepancy (medium)

The records do not reconcile for estoppel discrepancy: one source states the applicable location is San Bernardino County, California, while the corroborating source states the implementation record assigns the obligation to California operations outside San Bernardino County, California.

Primary source: `/workspace/documents/02_amendments/013_amendments_review_memorandum.json`

Corroborating source: `/workspace/documents/08_insurance/061_insurance_review_memorandum.json`

Recommended action: Before 2026-09-03, escalate the conflict to the responsible legal and business owners; owner: Henry Cho.

### F-06 — survey encroachment (low)

The records do not reconcile for survey encroachment: one source states the threshold is 14% with no stated tolerance, while the corroborating source states the applied threshold is 16% and produced a different exception result.

Primary source: `/workspace/documents/02_amendments/016_amendments_status_report.md`

Corroborating source: `/workspace/documents/08_insurance/064_insurance_status_report.md`

Recommended action: Before 2026-09-03, document the governing interpretation before the deadline; owner: Nadine Flores.

### F-07 — title exception (critical)

The records do not reconcile for title exception: one source states formal notice must use notices-acorn_logistics_reit@example.test, while the corroborating source states the only delivery record was sent to archive-redwood_fulfillment_services@example.test.

Primary source: `/workspace/documents/03_estoppels/019_estoppels_correspondence.eml`

Corroborating source: `/workspace/documents/09_notices/067_notices_correspondence.eml`

Recommended action: Before 2026-09-03, place the affected population on hold pending reconciliation; owner: Micah Sullivan.

### F-08 — environmental recognized condition (high)

The records do not reconcile for environmental recognized condition: one source states the governed population contains 107 records through 2025-07-21, while the corroborating source states the certification covers 50 records through 2025-08-12.

Primary source: `/workspace/documents/03_estoppels/022_estoppels_formal_notice.xml`

Corroborating source: `/workspace/documents/09_notices/070_notices_formal_notice.xml`

Recommended action: Before 2026-09-03, amend the closing or response checklist with a dated cure item; owner: Farah Ibrahim.

### F-09 — zoning nonconformity (high)

The records do not reconcile for zoning nonconformity: one source states the operative date is 2026-02-08 under control reference CB-RE-2901-I381, while the corroborating source states the acknowledged date is 2026-02-27 under response reference CB-RE-2901-R606.

Primary source: `/workspace/documents/04_title_survey/025_title_survey_control_register.md`

Corroborating source: `/workspace/documents/10_construction/073_construction_control_register.md`

Recommended action: Before 2026-09-03, obtain a signed ratification and update the controlling register; owner: Owen Delgado.

### F-10 — permit closeout gap (medium)

The records do not reconcile for permit closeout gap: one source states the controlling amount is $5,811,206.00, while the corroborating source states the reconciliation and counterparty record use $5,828,912.00.

Primary source: `/workspace/documents/04_title_survey/028_title_survey_ledger_export.csv`

Corroborating source: `/workspace/documents/10_construction/076_construction_ledger_export.csv`

Recommended action: Before 2026-09-03, recalculate the exposure and preserve the supporting ledger; owner: Lena Varga.

### F-11 — CAM reconciliation error (medium)

The records do not reconcile for CAM reconciliation error: one source states approval is attributed to Mei Whitaker as the sole authorized reviewer, while the corroborating source states the approval log names Adrian Mensah and contains no entry for Mei Whitaker.

Primary source: `/workspace/documents/04_title_survey/031_title_survey_officer_certificate.html`

Corroborating source: `/workspace/documents/10_construction/079_construction_officer_certificate.html`

Recommended action: Before 2026-09-03, secure written consent from the authorized decision-maker; owner: Samuel Kim.

### F-12 — insurance endorsement deficiency (low)

The records do not reconcile for insurance endorsement deficiency: one source states the item is recorded as closed without exception in CB-RE-2901-L966, while the corroborating source states the later status register marks it open and escalated in CB-RE-2901-U928.

Primary source: `/workspace/documents/05_environmental/034_environmental_executed_instrument.txt`

Corroborating source: `/workspace/documents/11_financing/082_financing_executed_instrument.txt`

Recommended action: Before 2026-09-03, issue a corrective notice using the contractually operative method; owner: Maya Ellison.

### F-13 — casualty restoration deadline (critical)

The records do not reconcile for casualty restoration deadline: one source states the applicable location is San Bernardino County, California, while the corroborating source states the implementation record assigns the obligation to California operations outside San Bernardino County, California.

Primary source: `/workspace/documents/05_environmental/037_environmental_review_memorandum.json`

Corroborating source: `/workspace/documents/11_financing/085_financing_review_memorandum.json`

Recommended action: Before 2026-09-03, escalate the conflict to the responsible legal and business owners; owner: Rafael Okafor.

### F-14 — construction lien notice (high)

The records do not reconcile for construction lien notice: one source states the threshold is 11% with no stated tolerance, while the corroborating source states the applied threshold is 14% and produced a different exception result.

Primary source: `/workspace/documents/05_environmental/040_environmental_status_report.md`

Corroborating source: `/workspace/documents/11_financing/088_financing_status_report.md`

Recommended action: Before 2026-09-03, document the governing interpretation before the deadline; owner: Nora Chen.

### F-15 — lender SNDA omission (high)

The records do not reconcile for lender SNDA omission: one source states formal notice must use notices-acorn_logistics_reit@example.test, while the corroborating source states the only delivery record was sent to archive-redwood_fulfillment_services@example.test.

Primary source: `/workspace/documents/06_zoning_permits/043_zoning_permits_correspondence.eml`

Corroborating source: `/workspace/documents/12_property_management/091_property_management_correspondence.eml`

Recommended action: Before 2026-09-03, place the affected population on hold pending reconciliation; owner: Dominic Alvarez.

### F-16 — security-deposit mismatch (medium)

The records do not reconcile for security-deposit mismatch: one source states the governed population contains 175 records through 2025-09-27, while the corroborating source states the certification covers 67 records through 2025-11-05.

Primary source: `/workspace/documents/06_zoning_permits/046_zoning_permits_formal_notice.xml`

Corroborating source: `/workspace/documents/12_property_management/094_property_management_formal_notice.xml`

Recommended action: Before 2026-09-03, amend the closing or response checklist with a dated cure item; owner: Priya Raman.

## Recommended next actions

Sequence the critical and high findings first, assign the named owners, preserve the cited records, and document any resolution in the controlling matter register before the stated deadline.

## Assumptions and limitations

This analysis is confined to task cb100-051-acorn-logistics and the supplied synthetic evidence. It does not rely on external facts, does not resolve disputed law, and is not legal advice for a real person or entity.

Before 2026-09-03, obtain a signed ratification and update the controlling register; owner: Adrian Mensah.

Before 2026-09-03, recalculate the exposure and preserve the supporting ledger; owner: Willa Novak.

Before 2026-09-03, secure written consent from the authorized decision-maker; owner: Theo Laurent.

Before 2026-09-03, issue a corrective notice using the contractually operative method; owner: Amara Patel.

Before 2026-09-03, escalate the conflict to the responsible legal and business owners; owner: Henry Cho.

Before 2026-09-03, document the governing interpretation before the deadline; owner: Nadine Flores.

Before 2026-09-03, place the affected population on hold pending reconciliation; owner: Micah Sullivan.

Before 2026-09-03, amend the closing or response checklist with a dated cure item; owner: Farah Ibrahim.

Before 2026-09-03, obtain a signed ratification and update the controlling register; owner: Owen Delgado.

Before 2026-09-03, recalculate the exposure and preserve the supporting ledger; owner: Lena Varga.

Before 2026-09-03, secure written consent from the authorized decision-maker; owner: Samuel Kim.

Before 2026-09-03, issue a corrective notice using the contractually operative method; owner: Maya Ellison.

Before 2026-09-03, escalate the conflict to the responsible legal and business owners; owner: Rafael Okafor.

Before 2026-09-03, document the governing interpretation before the deadline; owner: Nora Chen.

Before 2026-09-03, place the affected population on hold pending reconciliation; owner: Dominic Alvarez.

Before 2026-09-03, amend the closing or response checklist with a dated cure item; owner: Priya Raman.

Prompt: You are real-estate transactions counsel for Acorn Logistics REIT. The partner responsible for this matter needs a defensible decision record before the next client call. Three warehouses have conflicting rent schedules, an unclosed solar permit, and an estoppel that excludes a disputed CAM credit. Decision due 2026-09-03. California law governs; San Bernardino County, California is the forum. Prioritize conflicts between signed instruments and later operational records. Work out the defensible position from the matter production and leave an audit-ready exception tracker and concise advice for the supervising lawyer. Keep confirmed conflicts separate from open questions, cite the records that actually control each conclusion, and do not fill gaps with outside facts.

Complete at least 46 successful, argument-specific evidence and output calls.

Find and read the 33 controlling, corroborating, and work-product-control records in full.

Inspect file metadata for the eight designated critical primary records before relying on them.

Confirm the sandbox's allowed document and output roots.

Inventory all 96 records so the relevant sources are discovered among the context records.

Search the production for email evidence that may corroborate or contradict formal records.

Leave only findings.json and advice.md in the output workspace.

Create both final work products through the sandbox MCP surface.

Produce findings.json as a valid JSON object.

Report exactly 16 confirmed exceptions.

Use each stable finding ID exactly once.

Set schema_version to the released matter value '1.0'.

Set task_id to the released matter value 'cb100-051-acorn-logistics'.

Set matter_number to the released matter value 'CB-RE-2901'.

Set prepared_for to the released matter value 'Acorn Logistics REIT'.

Set as_of to the released matter value '2026-09-03'.

Include the confirmed F-01 exception for rent schedule inconsistency.

Preserve F-01's id from /workspace/documents/01_leases/001_leases_control_register.md and /workspace/documents/07_operating_expenses/049_operating_expenses_control_register.md.

Preserve F-01's issue from /workspace/documents/01_leases/001_leases_control_register.md and /workspace/documents/07_operating_expenses/049_operating_expenses_control_register.md.

Preserve F-01's severity from /workspace/documents/01_leases/001_leases_control_register.md and /workspace/documents/07_operating_expenses/049_operating_expenses_control_register.md.

Preserve F-01's primary_source from /workspace/documents/01_leases/001_leases_control_register.md and /workspace/documents/07_operating_expenses/049_operating_expenses_control_register.md.

Preserve F-01's corroborating_source from /workspace/documents/01_leases/001_leases_control_register.md and /workspace/documents/07_operating_expenses/049_operating_expenses_control_register.md.

Reconcile F-01 using the exact controlled facts ['2025-07-29', 'CB-RE-2901-A547', '2025-08-31', 'CB-RE-2901-J272'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-01's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-03', 'Adrian Mensah'] for F-01.

Include the confirmed F-02 exception for renewal-option notice.

Preserve F-02's id from /workspace/documents/01_leases/004_leases_ledger_export.csv and /workspace/documents/07_operating_expenses/052_operating_expenses_ledger_export.csv.

Preserve F-02's issue from /workspace/documents/01_leases/004_leases_ledger_export.csv and /workspace/documents/07_operating_expenses/052_operating_expenses_ledger_export.csv.

Preserve F-02's severity from /workspace/documents/01_leases/004_leases_ledger_export.csv and /workspace/documents/07_operating_expenses/052_operating_expenses_ledger_export.csv.

Preserve F-02's primary_source from /workspace/documents/01_leases/004_leases_ledger_export.csv and /workspace/documents/07_operating_expenses/052_operating_expenses_ledger_export.csv.

Preserve F-02's corroborating_source from /workspace/documents/01_leases/004_leases_ledger_export.csv and /workspace/documents/07_operating_expenses/052_operating_expenses_ledger_export.csv.

Reconcile F-02 using the exact controlled facts ['$5,272,918.00', '$5,412,336.00'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-02's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-03', 'Willa Novak'] for F-02.

Include the confirmed F-03 exception for exclusive-use conflict.

Preserve F-03's id from /workspace/documents/01_leases/007_leases_officer_certificate.html and /workspace/documents/07_operating_expenses/055_operating_expenses_officer_certificate.html.

Preserve F-03's issue from /workspace/documents/01_leases/007_leases_officer_certificate.html and /workspace/documents/07_operating_expenses/055_operating_expenses_officer_certificate.html.

Preserve F-03's severity from /workspace/documents/01_leases/007_leases_officer_certificate.html and /workspace/documents/07_operating_expenses/055_operating_expenses_officer_certificate.html.

Preserve F-03's primary_source from /workspace/documents/01_leases/007_leases_officer_certificate.html and /workspace/documents/07_operating_expenses/055_operating_expenses_officer_certificate.html.

Preserve F-03's corroborating_source from /workspace/documents/01_leases/007_leases_officer_certificate.html and /workspace/documents/07_operating_expenses/055_operating_expenses_officer_certificate.html.

Reconcile F-03 using the exact controlled facts ['Mei Whitaker', 'Owen Delgado'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-03's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-03', 'Theo Laurent'] for F-03.

Include the confirmed F-04 exception for assignment consent.

Preserve F-04's id from /workspace/documents/02_amendments/010_amendments_executed_instrument.txt and /workspace/documents/08_insurance/058_insurance_executed_instrument.txt.

Preserve F-04's issue from /workspace/documents/02_amendments/010_amendments_executed_instrument.txt and /workspace/documents/08_insurance/058_insurance_executed_instrument.txt.

Preserve F-04's severity from /workspace/documents/02_amendments/010_amendments_executed_instrument.txt and /workspace/documents/08_insurance/058_insurance_executed_instrument.txt.

Preserve F-04's primary_source from /workspace/documents/02_amendments/010_amendments_executed_instrument.txt and /workspace/documents/08_insurance/058_insurance_executed_instrument.txt.

Preserve F-04's corroborating_source from /workspace/documents/02_amendments/010_amendments_executed_instrument.txt and /workspace/documents/08_insurance/058_insurance_executed_instrument.txt.

Reconcile F-04 using the exact controlled facts ['closed without exception', 'CB-RE-2901-D449', 'open and escalated', 'CB-RE-2901-M403'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-04's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-03', 'Amara Patel'] for F-04.

Include the confirmed F-05 exception for estoppel discrepancy.

Preserve F-05's id from /workspace/documents/02_amendments/013_amendments_review_memorandum.json and /workspace/documents/08_insurance/061_insurance_review_memorandum.json.

Preserve F-05's issue from /workspace/documents/02_amendments/013_amendments_review_memorandum.json and /workspace/documents/08_insurance/061_insurance_review_memorandum.json.

Preserve F-05's severity from /workspace/documents/02_amendments/013_amendments_review_memorandum.json and /workspace/documents/08_insurance/061_insurance_review_memorandum.json.

Preserve F-05's primary_source from /workspace/documents/02_amendments/013_amendments_review_memorandum.json and /workspace/documents/08_insurance/061_insurance_review_memorandum.json.

Preserve F-05's corroborating_source from /workspace/documents/02_amendments/013_amendments_review_memorandum.json and /workspace/documents/08_insurance/061_insurance_review_memorandum.json.

Reconcile F-05 using the exact controlled facts ['San Bernardino County, California', 'California'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-05's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-03', 'Henry Cho'] for F-05.

Include the confirmed F-06 exception for survey encroachment.

Preserve F-06's id from /workspace/documents/02_amendments/016_amendments_status_report.md and /workspace/documents/08_insurance/064_insurance_status_report.md.

Preserve F-06's issue from /workspace/documents/02_amendments/016_amendments_status_report.md and /workspace/documents/08_insurance/064_insurance_status_report.md.

Preserve F-06's severity from /workspace/documents/02_amendments/016_amendments_status_report.md and /workspace/documents/08_insurance/064_insurance_status_report.md.

Preserve F-06's primary_source from /workspace/documents/02_amendments/016_amendments_status_report.md and /workspace/documents/08_insurance/064_insurance_status_report.md.

Preserve F-06's corroborating_source from /workspace/documents/02_amendments/016_amendments_status_report.md and /workspace/documents/08_insurance/064_insurance_status_report.md.

Reconcile F-06 using the exact controlled facts ['14%', '16%'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-06's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-03', 'Nadine Flores'] for F-06.

Include the confirmed F-07 exception for title exception.

Preserve F-07's id from /workspace/documents/03_estoppels/019_estoppels_correspondence.eml and /workspace/documents/09_notices/067_notices_correspondence.eml.

Preserve F-07's issue from /workspace/documents/03_estoppels/019_estoppels_correspondence.eml and /workspace/documents/09_notices/067_notices_correspondence.eml.

Preserve F-07's severity from /workspace/documents/03_estoppels/019_estoppels_correspondence.eml and /workspace/documents/09_notices/067_notices_correspondence.eml.

Preserve F-07's primary_source from /workspace/documents/03_estoppels/019_estoppels_correspondence.eml and /workspace/documents/09_notices/067_notices_correspondence.eml.

Preserve F-07's corroborating_source from /workspace/documents/03_estoppels/019_estoppels_correspondence.eml and /workspace/documents/09_notices/067_notices_correspondence.eml.

Reconcile F-07 using the exact controlled facts ['notices-acorn_logistics_reit@example.test', 'archive-redwood_fulfillment_services@example.test'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-07's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-03', 'Micah Sullivan'] for F-07.

Include the confirmed F-08 exception for environmental recognized condition.

Preserve F-08's id from /workspace/documents/03_estoppels/022_estoppels_formal_notice.xml and /workspace/documents/09_notices/070_notices_formal_notice.xml.

Preserve F-08's issue from /workspace/documents/03_estoppels/022_estoppels_formal_notice.xml and /workspace/documents/09_notices/070_notices_formal_notice.xml.

Preserve F-08's severity from /workspace/documents/03_estoppels/022_estoppels_formal_notice.xml and /workspace/documents/09_notices/070_notices_formal_notice.xml.

Preserve F-08's primary_source from /workspace/documents/03_estoppels/022_estoppels_formal_notice.xml and /workspace/documents/09_notices/070_notices_formal_notice.xml.

Preserve F-08's corroborating_source from /workspace/documents/03_estoppels/022_estoppels_formal_notice.xml and /workspace/documents/09_notices/070_notices_formal_notice.xml.

Reconcile F-08 using the exact controlled facts ['107 records', '2025-07-21', '50 records', '2025-08-12'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-08's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-03', 'Farah Ibrahim'] for F-08.

Include the confirmed F-09 exception for zoning nonconformity.

Preserve F-09's id from /workspace/documents/04_title_survey/025_title_survey_control_register.md and /workspace/documents/10_construction/073_construction_control_register.md.

Preserve F-09's issue from /workspace/documents/04_title_survey/025_title_survey_control_register.md and /workspace/documents/10_construction/073_construction_control_register.md.

Preserve F-09's severity from /workspace/documents/04_title_survey/025_title_survey_control_register.md and /workspace/documents/10_construction/073_construction_control_register.md.

Preserve F-09's primary_source from /workspace/documents/04_title_survey/025_title_survey_control_register.md and /workspace/documents/10_construction/073_construction_control_register.md.

Preserve F-09's corroborating_source from /workspace/documents/04_title_survey/025_title_survey_control_register.md and /workspace/documents/10_construction/073_construction_control_register.md.

Reconcile F-09 using the exact controlled facts ['2026-02-08', 'CB-RE-2901-I381', '2026-02-27', 'CB-RE-2901-R606'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-09's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-03', 'Owen Delgado'] for F-09.

Include the confirmed F-10 exception for permit closeout gap.

Preserve F-10's id from /workspace/documents/04_title_survey/028_title_survey_ledger_export.csv and /workspace/documents/10_construction/076_construction_ledger_export.csv.

Preserve F-10's issue from /workspace/documents/04_title_survey/028_title_survey_ledger_export.csv and /workspace/documents/10_construction/076_construction_ledger_export.csv.

Preserve F-10's severity from /workspace/documents/04_title_survey/028_title_survey_ledger_export.csv and /workspace/documents/10_construction/076_construction_ledger_export.csv.

Preserve F-10's primary_source from /workspace/documents/04_title_survey/028_title_survey_ledger_export.csv and /workspace/documents/10_construction/076_construction_ledger_export.csv.

Preserve F-10's corroborating_source from /workspace/documents/04_title_survey/028_title_survey_ledger_export.csv and /workspace/documents/10_construction/076_construction_ledger_export.csv.

Reconcile F-10 using the exact controlled facts ['$5,811,206.00', '$5,828,912.00'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-10's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-03', 'Lena Varga'] for F-10.

Include the confirmed F-11 exception for CAM reconciliation error.

Preserve F-11's id from /workspace/documents/04_title_survey/031_title_survey_officer_certificate.html and /workspace/documents/10_construction/079_construction_officer_certificate.html.

Preserve F-11's issue from /workspace/documents/04_title_survey/031_title_survey_officer_certificate.html and /workspace/documents/10_construction/079_construction_officer_certificate.html.

Preserve F-11's severity from /workspace/documents/04_title_survey/031_title_survey_officer_certificate.html and /workspace/documents/10_construction/079_construction_officer_certificate.html.

Preserve F-11's primary_source from /workspace/documents/04_title_survey/031_title_survey_officer_certificate.html and /workspace/documents/10_construction/079_construction_officer_certificate.html.

Preserve F-11's corroborating_source from /workspace/documents/04_title_survey/031_title_survey_officer_certificate.html and /workspace/documents/10_construction/079_construction_officer_certificate.html.

Reconcile F-11 using the exact controlled facts ['Mei Whitaker', 'Adrian Mensah'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-11's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-03', 'Samuel Kim'] for F-11.

Include the confirmed F-12 exception for insurance endorsement deficiency.

Preserve F-12's id from /workspace/documents/05_environmental/034_environmental_executed_instrument.txt and /workspace/documents/11_financing/082_financing_executed_instrument.txt.

Preserve F-12's issue from /workspace/documents/05_environmental/034_environmental_executed_instrument.txt and /workspace/documents/11_financing/082_financing_executed_instrument.txt.

Preserve F-12's severity from /workspace/documents/05_environmental/034_environmental_executed_instrument.txt and /workspace/documents/11_financing/082_financing_executed_instrument.txt.

Preserve F-12's primary_source from /workspace/documents/05_environmental/034_environmental_executed_instrument.txt and /workspace/documents/11_financing/082_financing_executed_instrument.txt.

Preserve F-12's corroborating_source from /workspace/documents/05_environmental/034_environmental_executed_instrument.txt and /workspace/documents/11_financing/082_financing_executed_instrument.txt.

Reconcile F-12 using the exact controlled facts ['closed without exception', 'CB-RE-2901-L966', 'open and escalated', 'CB-RE-2901-U928'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-12's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-03', 'Maya Ellison'] for F-12.

Include the confirmed F-13 exception for casualty restoration deadline.

Preserve F-13's id from /workspace/documents/05_environmental/037_environmental_review_memorandum.json and /workspace/documents/11_financing/085_financing_review_memorandum.json.

Preserve F-13's issue from /workspace/documents/05_environmental/037_environmental_review_memorandum.json and /workspace/documents/11_financing/085_financing_review_memorandum.json.

Preserve F-13's severity from /workspace/documents/05_environmental/037_environmental_review_memorandum.json and /workspace/documents/11_financing/085_financing_review_memorandum.json.

Preserve F-13's primary_source from /workspace/documents/05_environmental/037_environmental_review_memorandum.json and /workspace/documents/11_financing/085_financing_review_memorandum.json.

Preserve F-13's corroborating_source from /workspace/documents/05_environmental/037_environmental_review_memorandum.json and /workspace/documents/11_financing/085_financing_review_memorandum.json.

Reconcile F-13 using the exact controlled facts ['San Bernardino County, California', 'California'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-13's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-03', 'Rafael Okafor'] for F-13.

Include the confirmed F-14 exception for construction lien notice.

Preserve F-14's id from /workspace/documents/05_environmental/040_environmental_status_report.md and /workspace/documents/11_financing/088_financing_status_report.md.

Preserve F-14's issue from /workspace/documents/05_environmental/040_environmental_status_report.md and /workspace/documents/11_financing/088_financing_status_report.md.

Preserve F-14's severity from /workspace/documents/05_environmental/040_environmental_status_report.md and /workspace/documents/11_financing/088_financing_status_report.md.

Preserve F-14's primary_source from /workspace/documents/05_environmental/040_environmental_status_report.md and /workspace/documents/11_financing/088_financing_status_report.md.

Preserve F-14's corroborating_source from /workspace/documents/05_environmental/040_environmental_status_report.md and /workspace/documents/11_financing/088_financing_status_report.md.

Reconcile F-14 using the exact controlled facts ['11%', '14%'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-14's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-03', 'Nora Chen'] for F-14.

Include the confirmed F-15 exception for lender SNDA omission.

Preserve F-15's id from /workspace/documents/06_zoning_permits/043_zoning_permits_correspondence.eml and /workspace/documents/12_property_management/091_property_management_correspondence.eml.

Preserve F-15's issue from /workspace/documents/06_zoning_permits/043_zoning_permits_correspondence.eml and /workspace/documents/12_property_management/091_property_management_correspondence.eml.

Preserve F-15's severity from /workspace/documents/06_zoning_permits/043_zoning_permits_correspondence.eml and /workspace/documents/12_property_management/091_property_management_correspondence.eml.

Preserve F-15's primary_source from /workspace/documents/06_zoning_permits/043_zoning_permits_correspondence.eml and /workspace/documents/12_property_management/091_property_management_correspondence.eml.

Preserve F-15's corroborating_source from /workspace/documents/06_zoning_permits/043_zoning_permits_correspondence.eml and /workspace/documents/12_property_management/091_property_management_correspondence.eml.

Reconcile F-15 using the exact controlled facts ['notices-acorn_logistics_reit@example.test', 'archive-redwood_fulfillment_services@example.test'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-15's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-03', 'Dominic Alvarez'] for F-15.

Include the confirmed F-16 exception for security-deposit mismatch.

Preserve F-16's id from /workspace/documents/06_zoning_permits/046_zoning_permits_formal_notice.xml and /workspace/documents/12_property_management/094_property_management_formal_notice.xml.

Preserve F-16's issue from /workspace/documents/06_zoning_permits/046_zoning_permits_formal_notice.xml and /workspace/documents/12_property_management/094_property_management_formal_notice.xml.

Preserve F-16's severity from /workspace/documents/06_zoning_permits/046_zoning_permits_formal_notice.xml and /workspace/documents/12_property_management/094_property_management_formal_notice.xml.

Preserve F-16's primary_source from /workspace/documents/06_zoning_permits/046_zoning_permits_formal_notice.xml and /workspace/documents/12_property_management/094_property_management_formal_notice.xml.

Preserve F-16's corroborating_source from /workspace/documents/06_zoning_permits/046_zoning_permits_formal_notice.xml and /workspace/documents/12_property_management/094_property_management_formal_notice.xml.

Reconcile F-16 using the exact controlled facts ['175 records', '2025-09-27', '67 records', '2025-11-05'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-16's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-03', 'Priya Raman'] for F-16.

Include the 'Executive assessment' decision section in advice.md.

Include the 'Method and record coverage' decision section in advice.md.

Include the 'Findings' decision section in advice.md.

Include the 'Recommended next actions' decision section in advice.md.

Include the 'Assumptions and limitations' decision section in advice.md.

Explain F-01 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-02 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-03 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-04 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-05 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-06 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-07 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-08 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-09 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-10 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-11 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-12 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-13 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-14 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-15 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-16 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Do not claim the production has no issues or that every record is consistent.

The CB-RE-2901 production contains independently maintained records; a defensible answer must preserve each supported conflict and its cure owner.


# Counsel advice — Brookline clinic acquisition property review

## Executive assessment

For Brookline Care Partners matter CB-RE-2902, the review identified 16 source-supported exceptions requiring action before 2026-09-07. The assessment concerns Elm Street Medical Properties and the supplied record for Massachusetts.

## Method and record coverage

The review inventoried all 96 production files, read the 33 controlling, corroborating, and control records, searched the email exports, and checked metadata for the designated chain-of-custody sample. Conclusions are limited to the synthetic production supplied for this benchmark matter.

## Findings

### F-01 — rent schedule inconsistency (critical)

The records do not reconcile for rent schedule inconsistency: one source states the operative date is 2025-03-13 under control reference CB-RE-2902-A529, while the corroborating source states the acknowledged date is 2025-04-12 under response reference CB-RE-2902-J963.

Primary source: `/workspace/documents/01_leases/001_leases_control_register.md`

Corroborating source: `/workspace/documents/07_operating_expenses/049_operating_expenses_control_register.md`

Recommended action: Before 2026-09-07, obtain a signed ratification and update the controlling register; owner: Willa Novak.

### F-02 — renewal-option notice (high)

The records do not reconcile for renewal-option notice: one source states the controlling amount is $6,281,118.00, while the corroborating source states the reconciliation and counterparty record use $6,588,736.00.

Primary source: `/workspace/documents/01_leases/004_leases_ledger_export.csv`

Corroborating source: `/workspace/documents/07_operating_expenses/052_operating_expenses_ledger_export.csv`

Recommended action: Before 2026-09-07, recalculate the exposure and preserve the supporting ledger; owner: Theo Laurent.

### F-03 — exclusive-use conflict (high)

The records do not reconcile for exclusive-use conflict: one source states approval is attributed to Caleb Hassan as the sole authorized reviewer, while the corroborating source states the approval log names Samuel Kim and contains no entry for Caleb Hassan.

Primary source: `/workspace/documents/01_leases/007_leases_officer_certificate.html`

Corroborating source: `/workspace/documents/07_operating_expenses/055_operating_expenses_officer_certificate.html`

Recommended action: Before 2026-09-07, secure written consent from the authorized decision-maker; owner: Amara Patel.

### F-04 — assignment consent (medium)

The records do not reconcile for assignment consent: one source states the item is recorded as closed without exception in CB-RE-2902-D775, while the corroborating source states the later status register marks it open and escalated in CB-RE-2902-M636.

Primary source: `/workspace/documents/02_amendments/010_amendments_executed_instrument.txt`

Corroborating source: `/workspace/documents/08_insurance/058_insurance_executed_instrument.txt`

Recommended action: Before 2026-09-07, issue a corrective notice using the contractually operative method; owner: Henry Cho.

### F-05 — estoppel discrepancy (medium)

The records do not reconcile for estoppel discrepancy: one source states the applicable location is Middlesex County, Massachusetts, while the corroborating source states the implementation record assigns the obligation to Massachusetts operations outside Middlesex County, Massachusetts.

Primary source: `/workspace/documents/02_amendments/013_amendments_review_memorandum.json`

Corroborating source: `/workspace/documents/08_insurance/061_insurance_review_memorandum.json`

Recommended action: Before 2026-09-07, escalate the conflict to the responsible legal and business owners; owner: Nadine Flores.

### F-06 — survey encroachment (low)

The records do not reconcile for survey encroachment: one source states the threshold is 11% with no stated tolerance, while the corroborating source states the applied threshold is 14% and produced a different exception result.

Primary source: `/workspace/documents/02_amendments/016_amendments_status_report.md`

Corroborating source: `/workspace/documents/08_insurance/064_insurance_status_report.md`

Recommended action: Before 2026-09-07, document the governing interpretation before the deadline; owner: Micah Sullivan.

### F-07 — title exception (critical)

The records do not reconcile for title exception: one source states formal notice must use notices-brookline_care_partners@example.test, while the corroborating source states the only delivery record was sent to archive-elm_street_medical_properties@example.test.

Primary source: `/workspace/documents/03_estoppels/019_estoppels_correspondence.eml`

Corroborating source: `/workspace/documents/09_notices/067_notices_correspondence.eml`

Recommended action: Before 2026-09-07, place the affected population on hold pending reconciliation; owner: Farah Ibrahim.

### F-08 — environmental recognized condition (high)

The records do not reconcile for environmental recognized condition: one source states the governed population contains 115 records through 2025-07-29, while the corroborating source states the certification covers 68 records through 2025-09-07.

Primary source: `/workspace/documents/03_estoppels/022_estoppels_formal_notice.xml`

Corroborating source: `/workspace/documents/09_notices/070_notices_formal_notice.xml`

Recommended action: Before 2026-09-07, amend the closing or response checklist with a dated cure item; owner: Owen Delgado.

### F-09 — zoning nonconformity (high)

The records do not reconcile for zoning nonconformity: one source states the operative date is 2025-06-19 under control reference CB-RE-2902-I987, while the corroborating source states the acknowledged date is 2025-08-02 under response reference CB-RE-2902-R445.

Primary source: `/workspace/documents/04_title_survey/025_title_survey_control_register.md`

Corroborating source: `/workspace/documents/10_construction/073_construction_control_register.md`

Recommended action: Before 2026-09-07, obtain a signed ratification and update the controlling register; owner: Lena Varga.

### F-10 — permit closeout gap (medium)

The records do not reconcile for permit closeout gap: one source states the controlling amount is $2,478,858.00, while the corroborating source states the reconciliation and counterparty record use $2,754,216.00.

Primary source: `/workspace/documents/04_title_survey/028_title_survey_ledger_export.csv`

Corroborating source: `/workspace/documents/10_construction/076_construction_ledger_export.csv`

Recommended action: Before 2026-09-07, recalculate the exposure and preserve the supporting ledger; owner: Samuel Kim.

### F-11 — CAM reconciliation error (medium)

The records do not reconcile for CAM reconciliation error: one source states approval is attributed to Caleb Hassan as the sole authorized reviewer, while the corroborating source states the approval log names Theo Laurent and contains no entry for Caleb Hassan.

Primary source: `/workspace/documents/04_title_survey/031_title_survey_officer_certificate.html`

Corroborating source: `/workspace/documents/10_construction/079_construction_officer_certificate.html`

Recommended action: Before 2026-09-07, secure written consent from the authorized decision-maker; owner: Maya Ellison.

### F-12 — insurance endorsement deficiency (low)

The records do not reconcile for insurance endorsement deficiency: one source states the item is recorded as closed without exception in CB-RE-2902-L157, while the corroborating source states the later status register marks it open and escalated in CB-RE-2902-U658.

Primary source: `/workspace/documents/05_environmental/034_environmental_executed_instrument.txt`

Corroborating source: `/workspace/documents/11_financing/082_financing_executed_instrument.txt`

Recommended action: Before 2026-09-07, issue a corrective notice using the contractually operative method; owner: Rafael Okafor.

### F-13 — casualty restoration deadline (critical)

The records do not reconcile for casualty restoration deadline: one source states the applicable location is Middlesex County, Massachusetts, while the corroborating source states the implementation record assigns the obligation to Massachusetts operations outside Middlesex County, Massachusetts.

Primary source: `/workspace/documents/05_environmental/037_environmental_review_memorandum.json`

Corroborating source: `/workspace/documents/11_financing/085_financing_review_memorandum.json`

Recommended action: Before 2026-09-07, escalate the conflict to the responsible legal and business owners; owner: Nora Chen.

### F-14 — construction lien notice (high)

The records do not reconcile for construction lien notice: one source states the threshold is 2% with no stated tolerance, while the corroborating source states the applied threshold is 8% and produced a different exception result.

Primary source: `/workspace/documents/05_environmental/040_environmental_status_report.md`

Corroborating source: `/workspace/documents/11_financing/088_financing_status_report.md`

Recommended action: Before 2026-09-07, document the governing interpretation before the deadline; owner: Dominic Alvarez.

### F-15 — lender SNDA omission (high)

The records do not reconcile for lender SNDA omission: one source states formal notice must use notices-brookline_care_partners@example.test, while the corroborating source states the only delivery record was sent to archive-elm_street_medical_properties@example.test.

Primary source: `/workspace/documents/06_zoning_permits/043_zoning_permits_correspondence.eml`

Corroborating source: `/workspace/documents/12_property_management/091_property_management_correspondence.eml`

Recommended action: Before 2026-09-07, place the affected population on hold pending reconciliation; owner: Priya Raman.

### F-16 — security-deposit mismatch (medium)

The records do not reconcile for security-deposit mismatch: one source states the governed population contains 91 records through 2025-07-05, while the corroborating source states the certification covers 43 records through 2025-07-20.

Primary source: `/workspace/documents/06_zoning_permits/046_zoning_permits_formal_notice.xml`

Corroborating source: `/workspace/documents/12_property_management/094_property_management_formal_notice.xml`

Recommended action: Before 2026-09-07, amend the closing or response checklist with a dated cure item; owner: Elliot Mercer.

## Recommended next actions

Sequence the critical and high findings first, assign the named owners, preserve the cited records, and document any resolution in the controlling matter register before the stated deadline.

## Assumptions and limitations

This analysis is confined to task cb100-052-brookline-clinic and the supplied synthetic evidence. It does not rely on external facts, does not resolve disputed law, and is not legal advice for a real person or entity.

Before 2026-09-07, obtain a signed ratification and update the controlling register; owner: Willa Novak.

Before 2026-09-07, recalculate the exposure and preserve the supporting ledger; owner: Theo Laurent.

Before 2026-09-07, secure written consent from the authorized decision-maker; owner: Amara Patel.

Before 2026-09-07, issue a corrective notice using the contractually operative method; owner: Henry Cho.

Before 2026-09-07, escalate the conflict to the responsible legal and business owners; owner: Nadine Flores.

Before 2026-09-07, document the governing interpretation before the deadline; owner: Micah Sullivan.

Before 2026-09-07, place the affected population on hold pending reconciliation; owner: Farah Ibrahim.

Before 2026-09-07, amend the closing or response checklist with a dated cure item; owner: Owen Delgado.

Before 2026-09-07, obtain a signed ratification and update the controlling register; owner: Lena Varga.

Before 2026-09-07, recalculate the exposure and preserve the supporting ledger; owner: Samuel Kim.

Before 2026-09-07, secure written consent from the authorized decision-maker; owner: Maya Ellison.

Before 2026-09-07, issue a corrective notice using the contractually operative method; owner: Rafael Okafor.

Before 2026-09-07, escalate the conflict to the responsible legal and business owners; owner: Nora Chen.

Before 2026-09-07, document the governing interpretation before the deadline; owner: Dominic Alvarez.

Before 2026-09-07, place the affected population on hold pending reconciliation; owner: Priya Raman.

Before 2026-09-07, amend the closing or response checklist with a dated cure item; owner: Elliot Mercer.

Prompt: You are real-estate transactions counsel for Brookline Care Partners. A late document production changed the factual picture, and the matter team needs the entire record reconciled from first principles. A medical-office portfolio presents zoning, assignment, lender consent, and environmental records that do not align with seller certificates. Decision due 2026-09-07. Massachusetts law governs; Middlesex County, Massachusetts is the forum. Separate confirmed exceptions from items that merely require follow-up. Work out the defensible position from the matter production and leave an audit-ready exception tracker and concise advice for the supervising lawyer. Keep confirmed conflicts separate from open questions, cite the records that actually control each conclusion, and do not fill gaps with outside facts.

Complete at least 46 successful, argument-specific evidence and output calls.

Find and read the 33 controlling, corroborating, and work-product-control records in full.

Inspect file metadata for the eight designated critical primary records before relying on them.

Confirm the sandbox's allowed document and output roots.

Inventory all 96 records so the relevant sources are discovered among the context records.

Search the production for email evidence that may corroborate or contradict formal records.

Leave only findings.json and advice.md in the output workspace.

Create both final work products through the sandbox MCP surface.

Produce findings.json as a valid JSON object.

Report exactly 16 confirmed exceptions.

Use each stable finding ID exactly once.

Set schema_version to the released matter value '1.0'.

Set task_id to the released matter value 'cb100-052-brookline-clinic'.

Set matter_number to the released matter value 'CB-RE-2902'.

Set prepared_for to the released matter value 'Brookline Care Partners'.

Set as_of to the released matter value '2026-09-07'.

Include the confirmed F-01 exception for rent schedule inconsistency.

Preserve F-01's id from /workspace/documents/01_leases/001_leases_control_register.md and /workspace/documents/07_operating_expenses/049_operating_expenses_control_register.md.

Preserve F-01's issue from /workspace/documents/01_leases/001_leases_control_register.md and /workspace/documents/07_operating_expenses/049_operating_expenses_control_register.md.

Preserve F-01's severity from /workspace/documents/01_leases/001_leases_control_register.md and /workspace/documents/07_operating_expenses/049_operating_expenses_control_register.md.

Preserve F-01's primary_source from /workspace/documents/01_leases/001_leases_control_register.md and /workspace/documents/07_operating_expenses/049_operating_expenses_control_register.md.

Preserve F-01's corroborating_source from /workspace/documents/01_leases/001_leases_control_register.md and /workspace/documents/07_operating_expenses/049_operating_expenses_control_register.md.

Reconcile F-01 using the exact controlled facts ['2025-03-13', 'CB-RE-2902-A529', '2025-04-12', 'CB-RE-2902-J963'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-01's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-07', 'Willa Novak'] for F-01.

Include the confirmed F-02 exception for renewal-option notice.

Preserve F-02's id from /workspace/documents/01_leases/004_leases_ledger_export.csv and /workspace/documents/07_operating_expenses/052_operating_expenses_ledger_export.csv.

Preserve F-02's issue from /workspace/documents/01_leases/004_leases_ledger_export.csv and /workspace/documents/07_operating_expenses/052_operating_expenses_ledger_export.csv.

Preserve F-02's severity from /workspace/documents/01_leases/004_leases_ledger_export.csv and /workspace/documents/07_operating_expenses/052_operating_expenses_ledger_export.csv.

Preserve F-02's primary_source from /workspace/documents/01_leases/004_leases_ledger_export.csv and /workspace/documents/07_operating_expenses/052_operating_expenses_ledger_export.csv.

Preserve F-02's corroborating_source from /workspace/documents/01_leases/004_leases_ledger_export.csv and /workspace/documents/07_operating_expenses/052_operating_expenses_ledger_export.csv.

Reconcile F-02 using the exact controlled facts ['$6,281,118.00', '$6,588,736.00'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-02's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-07', 'Theo Laurent'] for F-02.

Include the confirmed F-03 exception for exclusive-use conflict.

Preserve F-03's id from /workspace/documents/01_leases/007_leases_officer_certificate.html and /workspace/documents/07_operating_expenses/055_operating_expenses_officer_certificate.html.

Preserve F-03's issue from /workspace/documents/01_leases/007_leases_officer_certificate.html and /workspace/documents/07_operating_expenses/055_operating_expenses_officer_certificate.html.

Preserve F-03's severity from /workspace/documents/01_leases/007_leases_officer_certificate.html and /workspace/documents/07_operating_expenses/055_operating_expenses_officer_certificate.html.

Preserve F-03's primary_source from /workspace/documents/01_leases/007_leases_officer_certificate.html and /workspace/documents/07_operating_expenses/055_operating_expenses_officer_certificate.html.

Preserve F-03's corroborating_source from /workspace/documents/01_leases/007_leases_officer_certificate.html and /workspace/documents/07_operating_expenses/055_operating_expenses_officer_certificate.html.

Reconcile F-03 using the exact controlled facts ['Caleb Hassan', 'Samuel Kim'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-03's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-07', 'Amara Patel'] for F-03.

Include the confirmed F-04 exception for assignment consent.

Preserve F-04's id from /workspace/documents/02_amendments/010_amendments_executed_instrument.txt and /workspace/documents/08_insurance/058_insurance_executed_instrument.txt.

Preserve F-04's issue from /workspace/documents/02_amendments/010_amendments_executed_instrument.txt and /workspace/documents/08_insurance/058_insurance_executed_instrument.txt.

Preserve F-04's severity from /workspace/documents/02_amendments/010_amendments_executed_instrument.txt and /workspace/documents/08_insurance/058_insurance_executed_instrument.txt.

Preserve F-04's primary_source from /workspace/documents/02_amendments/010_amendments_executed_instrument.txt and /workspace/documents/08_insurance/058_insurance_executed_instrument.txt.

Preserve F-04's corroborating_source from /workspace/documents/02_amendments/010_amendments_executed_instrument.txt and /workspace/documents/08_insurance/058_insurance_executed_instrument.txt.

Reconcile F-04 using the exact controlled facts ['closed without exception', 'CB-RE-2902-D775', 'open and escalated', 'CB-RE-2902-M636'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-04's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-07', 'Henry Cho'] for F-04.

Include the confirmed F-05 exception for estoppel discrepancy.

Preserve F-05's id from /workspace/documents/02_amendments/013_amendments_review_memorandum.json and /workspace/documents/08_insurance/061_insurance_review_memorandum.json.

Preserve F-05's issue from /workspace/documents/02_amendments/013_amendments_review_memorandum.json and /workspace/documents/08_insurance/061_insurance_review_memorandum.json.

Preserve F-05's severity from /workspace/documents/02_amendments/013_amendments_review_memorandum.json and /workspace/documents/08_insurance/061_insurance_review_memorandum.json.

Preserve F-05's primary_source from /workspace/documents/02_amendments/013_amendments_review_memorandum.json and /workspace/documents/08_insurance/061_insurance_review_memorandum.json.

Preserve F-05's corroborating_source from /workspace/documents/02_amendments/013_amendments_review_memorandum.json and /workspace/documents/08_insurance/061_insurance_review_memorandum.json.

Reconcile F-05 using the exact controlled facts ['Middlesex County, Massachusetts', 'Massachusetts'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-05's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-07', 'Nadine Flores'] for F-05.

Include the confirmed F-06 exception for survey encroachment.

Preserve F-06's id from /workspace/documents/02_amendments/016_amendments_status_report.md and /workspace/documents/08_insurance/064_insurance_status_report.md.

Preserve F-06's issue from /workspace/documents/02_amendments/016_amendments_status_report.md and /workspace/documents/08_insurance/064_insurance_status_report.md.

Preserve F-06's severity from /workspace/documents/02_amendments/016_amendments_status_report.md and /workspace/documents/08_insurance/064_insurance_status_report.md.

Preserve F-06's primary_source from /workspace/documents/02_amendments/016_amendments_status_report.md and /workspace/documents/08_insurance/064_insurance_status_report.md.

Preserve F-06's corroborating_source from /workspace/documents/02_amendments/016_amendments_status_report.md and /workspace/documents/08_insurance/064_insurance_status_report.md.

Reconcile F-06 using the exact controlled facts ['11%', '14%'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-06's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-07', 'Micah Sullivan'] for F-06.

Include the confirmed F-07 exception for title exception.

Preserve F-07's id from /workspace/documents/03_estoppels/019_estoppels_correspondence.eml and /workspace/documents/09_notices/067_notices_correspondence.eml.

Preserve F-07's issue from /workspace/documents/03_estoppels/019_estoppels_correspondence.eml and /workspace/documents/09_notices/067_notices_correspondence.eml.

Preserve F-07's severity from /workspace/documents/03_estoppels/019_estoppels_correspondence.eml and /workspace/documents/09_notices/067_notices_correspondence.eml.

Preserve F-07's primary_source from /workspace/documents/03_estoppels/019_estoppels_correspondence.eml and /workspace/documents/09_notices/067_notices_correspondence.eml.

Preserve F-07's corroborating_source from /workspace/documents/03_estoppels/019_estoppels_correspondence.eml and /workspace/documents/09_notices/067_notices_correspondence.eml.

Reconcile F-07 using the exact controlled facts ['notices-brookline_care_partners@example.test', 'archive-elm_street_medical_properties@example.test'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-07's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-07', 'Farah Ibrahim'] for F-07.

Include the confirmed F-08 exception for environmental recognized condition.

Preserve F-08's id from /workspace/documents/03_estoppels/022_estoppels_formal_notice.xml and /workspace/documents/09_notices/070_notices_formal_notice.xml.

Preserve F-08's issue from /workspace/documents/03_estoppels/022_estoppels_formal_notice.xml and /workspace/documents/09_notices/070_notices_formal_notice.xml.

Preserve F-08's severity from /workspace/documents/03_estoppels/022_estoppels_formal_notice.xml and /workspace/documents/09_notices/070_notices_formal_notice.xml.

Preserve F-08's primary_source from /workspace/documents/03_estoppels/022_estoppels_formal_notice.xml and /workspace/documents/09_notices/070_notices_formal_notice.xml.

Preserve F-08's corroborating_source from /workspace/documents/03_estoppels/022_estoppels_formal_notice.xml and /workspace/documents/09_notices/070_notices_formal_notice.xml.

Reconcile F-08 using the exact controlled facts ['115 records', '2025-07-29', '68 records', '2025-09-07'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-08's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-07', 'Owen Delgado'] for F-08.

Include the confirmed F-09 exception for zoning nonconformity.

Preserve F-09's id from /workspace/documents/04_title_survey/025_title_survey_control_register.md and /workspace/documents/10_construction/073_construction_control_register.md.

Preserve F-09's issue from /workspace/documents/04_title_survey/025_title_survey_control_register.md and /workspace/documents/10_construction/073_construction_control_register.md.

Preserve F-09's severity from /workspace/documents/04_title_survey/025_title_survey_control_register.md and /workspace/documents/10_construction/073_construction_control_register.md.

Preserve F-09's primary_source from /workspace/documents/04_title_survey/025_title_survey_control_register.md and /workspace/documents/10_construction/073_construction_control_register.md.

Preserve F-09's corroborating_source from /workspace/documents/04_title_survey/025_title_survey_control_register.md and /workspace/documents/10_construction/073_construction_control_register.md.

Reconcile F-09 using the exact controlled facts ['2025-06-19', 'CB-RE-2902-I987', '2025-08-02', 'CB-RE-2902-R445'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-09's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-07', 'Lena Varga'] for F-09.

Include the confirmed F-10 exception for permit closeout gap.

Preserve F-10's id from /workspace/documents/04_title_survey/028_title_survey_ledger_export.csv and /workspace/documents/10_construction/076_construction_ledger_export.csv.

Preserve F-10's issue from /workspace/documents/04_title_survey/028_title_survey_ledger_export.csv and /workspace/documents/10_construction/076_construction_ledger_export.csv.

Preserve F-10's severity from /workspace/documents/04_title_survey/028_title_survey_ledger_export.csv and /workspace/documents/10_construction/076_construction_ledger_export.csv.

Preserve F-10's primary_source from /workspace/documents/04_title_survey/028_title_survey_ledger_export.csv and /workspace/documents/10_construction/076_construction_ledger_export.csv.

Preserve F-10's corroborating_source from /workspace/documents/04_title_survey/028_title_survey_ledger_export.csv and /workspace/documents/10_construction/076_construction_ledger_export.csv.

Reconcile F-10 using the exact controlled facts ['$2,478,858.00', '$2,754,216.00'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-10's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-07', 'Samuel Kim'] for F-10.

Include the confirmed F-11 exception for CAM reconciliation error.

Preserve F-11's id from /workspace/documents/04_title_survey/031_title_survey_officer_certificate.html and /workspace/documents/10_construction/079_construction_officer_certificate.html.

Preserve F-11's issue from /workspace/documents/04_title_survey/031_title_survey_officer_certificate.html and /workspace/documents/10_construction/079_construction_officer_certificate.html.

Preserve F-11's severity from /workspace/documents/04_title_survey/031_title_survey_officer_certificate.html and /workspace/documents/10_construction/079_construction_officer_certificate.html.

Preserve F-11's primary_source from /workspace/documents/04_title_survey/031_title_survey_officer_certificate.html and /workspace/documents/10_construction/079_construction_officer_certificate.html.

Preserve F-11's corroborating_source from /workspace/documents/04_title_survey/031_title_survey_officer_certificate.html and /workspace/documents/10_construction/079_construction_officer_certificate.html.

Reconcile F-11 using the exact controlled facts ['Caleb Hassan', 'Theo Laurent'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-11's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-07', 'Maya Ellison'] for F-11.

Include the confirmed F-12 exception for insurance endorsement deficiency.

Preserve F-12's id from /workspace/documents/05_environmental/034_environmental_executed_instrument.txt and /workspace/documents/11_financing/082_financing_executed_instrument.txt.

Preserve F-12's issue from /workspace/documents/05_environmental/034_environmental_executed_instrument.txt and /workspace/documents/11_financing/082_financing_executed_instrument.txt.

Preserve F-12's severity from /workspace/documents/05_environmental/034_environmental_executed_instrument.txt and /workspace/documents/11_financing/082_financing_executed_instrument.txt.

Preserve F-12's primary_source from /workspace/documents/05_environmental/034_environmental_executed_instrument.txt and /workspace/documents/11_financing/082_financing_executed_instrument.txt.

Preserve F-12's corroborating_source from /workspace/documents/05_environmental/034_environmental_executed_instrument.txt and /workspace/documents/11_financing/082_financing_executed_instrument.txt.

Reconcile F-12 using the exact controlled facts ['closed without exception', 'CB-RE-2902-L157', 'open and escalated', 'CB-RE-2902-U658'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-12's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-07', 'Rafael Okafor'] for F-12.

Include the confirmed F-13 exception for casualty restoration deadline.

Preserve F-13's id from /workspace/documents/05_environmental/037_environmental_review_memorandum.json and /workspace/documents/11_financing/085_financing_review_memorandum.json.

Preserve F-13's issue from /workspace/documents/05_environmental/037_environmental_review_memorandum.json and /workspace/documents/11_financing/085_financing_review_memorandum.json.

Preserve F-13's severity from /workspace/documents/05_environmental/037_environmental_review_memorandum.json and /workspace/documents/11_financing/085_financing_review_memorandum.json.

Preserve F-13's primary_source from /workspace/documents/05_environmental/037_environmental_review_memorandum.json and /workspace/documents/11_financing/085_financing_review_memorandum.json.

Preserve F-13's corroborating_source from /workspace/documents/05_environmental/037_environmental_review_memorandum.json and /workspace/documents/11_financing/085_financing_review_memorandum.json.

Reconcile F-13 using the exact controlled facts ['Middlesex County, Massachusetts', 'Massachusetts'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-13's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-07', 'Nora Chen'] for F-13.

Include the confirmed F-14 exception for construction lien notice.

Preserve F-14's id from /workspace/documents/05_environmental/040_environmental_status_report.md and /workspace/documents/11_financing/088_financing_status_report.md.

Preserve F-14's issue from /workspace/documents/05_environmental/040_environmental_status_report.md and /workspace/documents/11_financing/088_financing_status_report.md.

Preserve F-14's severity from /workspace/documents/05_environmental/040_environmental_status_report.md and /workspace/documents/11_financing/088_financing_status_report.md.

Preserve F-14's primary_source from /workspace/documents/05_environmental/040_environmental_status_report.md and /workspace/documents/11_financing/088_financing_status_report.md.

Preserve F-14's corroborating_source from /workspace/documents/05_environmental/040_environmental_status_report.md and /workspace/documents/11_financing/088_financing_status_report.md.

Reconcile F-14 using the exact controlled facts ['2%', '8%'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-14's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-07', 'Dominic Alvarez'] for F-14.

Include the confirmed F-15 exception for lender SNDA omission.

Preserve F-15's id from /workspace/documents/06_zoning_permits/043_zoning_permits_correspondence.eml and /workspace/documents/12_property_management/091_property_management_correspondence.eml.

Preserve F-15's issue from /workspace/documents/06_zoning_permits/043_zoning_permits_correspondence.eml and /workspace/documents/12_property_management/091_property_management_correspondence.eml.

Preserve F-15's severity from /workspace/documents/06_zoning_permits/043_zoning_permits_correspondence.eml and /workspace/documents/12_property_management/091_property_management_correspondence.eml.

Preserve F-15's primary_source from /workspace/documents/06_zoning_permits/043_zoning_permits_correspondence.eml and /workspace/documents/12_property_management/091_property_management_correspondence.eml.

Preserve F-15's corroborating_source from /workspace/documents/06_zoning_permits/043_zoning_permits_correspondence.eml and /workspace/documents/12_property_management/091_property_management_correspondence.eml.

Reconcile F-15 using the exact controlled facts ['notices-brookline_care_partners@example.test', 'archive-elm_street_medical_properties@example.test'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-15's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-07', 'Priya Raman'] for F-15.

Include the confirmed F-16 exception for security-deposit mismatch.

Preserve F-16's id from /workspace/documents/06_zoning_permits/046_zoning_permits_formal_notice.xml and /workspace/documents/12_property_management/094_property_management_formal_notice.xml.

Preserve F-16's issue from /workspace/documents/06_zoning_permits/046_zoning_permits_formal_notice.xml and /workspace/documents/12_property_management/094_property_management_formal_notice.xml.

Preserve F-16's severity from /workspace/documents/06_zoning_permits/046_zoning_permits_formal_notice.xml and /workspace/documents/12_property_management/094_property_management_formal_notice.xml.

Preserve F-16's primary_source from /workspace/documents/06_zoning_permits/046_zoning_permits_formal_notice.xml and /workspace/documents/12_property_management/094_property_management_formal_notice.xml.

Preserve F-16's corroborating_source from /workspace/documents/06_zoning_permits/046_zoning_permits_formal_notice.xml and /workspace/documents/12_property_management/094_property_management_formal_notice.xml.

Reconcile F-16 using the exact controlled facts ['91 records', '2025-07-05', '43 records', '2025-07-20'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-16's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-07', 'Elliot Mercer'] for F-16.

Include the 'Executive assessment' decision section in advice.md.

Include the 'Method and record coverage' decision section in advice.md.

Include the 'Findings' decision section in advice.md.

Include the 'Recommended next actions' decision section in advice.md.

Include the 'Assumptions and limitations' decision section in advice.md.

Explain F-01 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-02 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-03 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-04 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-05 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-06 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-07 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-08 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-09 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-10 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-11 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-12 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-13 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-14 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-15 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-16 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Do not claim the production has no issues or that every record is consistent.

Reconcile controlling and corroborating records

The CB-RE-2902 production contains independently maintained records; a defensible answer must preserve each supported conflict and its cure owner.

Timestamp recency does not establish legal priority, execution, or approval authority.

Report primary records without reconciliation

Primary records alone conceal the operational conflicts that create the actionable exceptions.

Brookline clinic acquisition property review