Loan LU-2026-014 · Closed Dec 18, 2025 · Month 6 of 18

Alder Grove Townhomes

42 townhome units · Raleigh, NC · Meridian Land Co. LLC · First lien, $5.20M commitment · $1.50M borrower equity in

ActiveDraw 4 pending

The structured model extracted from the deal file. Every value carries its source and a market benchmark — hover any dotted term for lineage. Three items are flagged; all three are priced into the structure rather than assumed away.

Project facts
Lot count
42 townhome unitsSource: Alder-Grove-Plat-BM2026-0412.pdf · sheet 2Extraction: Plat geometry parse, cross-checked against Budget_v3 row count and LOI · Jun 30 · confidence 99%Plat, budget and builder LOI agree
Verified
Entitlement status
Fully entitled — plat recorded BM 2026 p. 412Source: Wake County Register of Deeds indexExtraction: County index lookup matched to submitted plat recording stamp · confidence 99%Verified against Wake County register Jun 30
Verified
Utilities
Public W&S, capacity confirmed in writingSource: CoR-Utility-Availability-W-26-1188.pdf · p. 1Extraction: Letter parse — tap count, expiry Mar 2027, no extension conditions · confidence 97%Letter W-26-1188 · 42 taps reserved
Verified
Zoning
R-6 CUD, townhome use by rightSource: Zoning conditions Z-58-24 · City of RaleighExtraction: Condition list reviewed against site plan; no density or phasing conditions · confidence 95%Conditions reviewed: buffer + streetscape only
Verified
Horizontal budget vs. benchmark
Line itemBudgetPer lotBenchmark rangeStatus
Clearing & gradingSource: Budget_v3_horizontal.xlsx · C6Extraction: Cell extraction · Jul 2 · confidence 98% · matches Carolina Grading GMP schedule of valuesBenchmark: 14 Wake–Johnston Co. townhome projects, 2024–26, graded-site basis$412,000$9.8K$8.4–11.9KIn range
StormwaterSource: Budget_v3_horizontal.xlsx · C7Extraction: Cell extraction · Jul 2 · confidence 97% · geotech report notes shallow rock at pond 2Benchmark: 12 comparable dual-pond sites, Wake Co. 2024–26: $8.2–11.4K per lotBelow range — two wet ponds on rock-prone east parcel; overrun risk$286,000$6.8K$8.2–11.4KFlagged
Roads & pavingSource: Budget_v3_horizontal.xlsx · C8Extraction: Cell extraction · Jul 2 · confidence 99% · linear-foot cost checked against plat road lengthBenchmark: NCDOT-spec residential street costs, Triangle region Q2 2026$598,000$14.2K$12.8–16.5KIn range
Water & sewerSource: Budget_v3_horizontal.xlsx · C9Extraction: Cell extraction · Jul 2 · confidence 98% · main lengths verified against utility plan sheet U-2Benchmark: City of Raleigh connection + main costs, 2025–26 lettings$744,000$17.7K$15.9–19.8KIn range
Dry utilitiesSource: Budget_v3_horizontal.xlsx · C10Extraction: Cell extraction · Jul 2 · confidence 99% · Duke Energy will-serve letter on fileBenchmark: Duke Energy / Spectrum joint-trench costs, 2025–26$212,000$5.0K$4.3–6.1KIn range
ContingencySource: Budget_v3_horizontal.xlsx · C12Extraction: Cell extraction · Jul 2 · confidence 99% · ratio computed against hard-cost subtotalBenchmark: Luma policy band for entitled horizontal with geotech risk factorsBelow policy band given rock risk; sized into structure (see Decision)$250,0008.6% of hard cost10–15%Flagged
Sales assumptions
AssumptionSubmittedBenchmark rangeStatus
Average sale priceSource: Davidson-Homes_LOI_24-lots.pdf · pricing scheduleExtraction: LOI takedown pricing blended with broker comp sheet · confidence 96%Benchmark: 9 competing townhome communities, SE Raleigh submarket, trailing 6 mo$385,000 / unit$368–402KIn range
AbsorptionSource: Submission narrative · sponsor projectionExtraction: Sponsor assumption tested against MLS absorption for the submarket · confidence 94%Benchmark: MLS attached-product absorption, 27610/27603, trailing 12 moAbove comp range — underwritten at 1.9/mo; extends interest reserve2.3 units / month1.6–2.1 / moFlagged

Benchmarks refresh as new lettings and comps close; a value drifting out of range re-opens the item, not the whole file.