🧬 Scaffolded from _models/step-blueprint.html

↑ Chance · Real Estate

Kite's Ranch — Deal Intake

discovery deal Owner: @chance Updated: 2026-05-10

📐 Definition & Done

What this step is: Early intake and evaluation for 8250 FM1189, Lipan TX 76462 (Erath County) — gathering property facts, running the research pipeline, and reaching a go / no-go decision for Chance.
What "done" looks like: PROPERTY_FACTS.md fully populated from county records and listing PDF; deal intent declared (purchase / hold / evaluate); initial research report rendered and reviewed by Chance.
Why this matters now: The intake PDF exercise is the primary gate — nothing downstream can run until the listing or appraisal doc is loaded and processed into structured facts.

🧭 Decision Points — calls needed to move this step forward

GATE — PIPELINE BLOCKED

Load the listing or appraisal PDF into 01_intake/ to unlock the research pipeline.

Load PDF now: Drop listing doc or Erath CAD appraisal PDF into 01_intake/ → run 0100-read-project-state → populate PROPERTY_FACTS.md. Unlocks all downstream steps.
Wait: No progress until the doc lands. All financials, acreage, zoning, and ag exemption status are currently [NEEDS-DATA].

Action: Load the PDF. This is the only unblock.

Unblocks: all downstream pipeline steps

DECISION NEEDED

What is Chance's deal intent for this property — purchase, hold, or evaluate-only?

Purchase: Chance intends to buy — intake drives offer strategy and due diligence.
Hold / evaluate: Chance is exploring or may already own it — intake drives assessment and optionality research.
TBD — needs Chance input: Intent not yet declared; ask Chance before generating recommendations.

TBD — needs Dan input from Chance · Unblocks: research framing + oracle brief shape

Decide by: after PDF loaded

⚡ Next Moves — concrete actions, ordered

Load the listing or Erath CAD appraisal PDF into Kites-Ranch-Lipan/01_intake/. Owner: @dan or @chance · By: next available session
Run 0100-read-project-state pipeline step to populate PROPERTY_FACTS.md from the PDF. Owner: Claude · Gated by: #1
Confirm deal intent with Chance (purchase / hold / evaluate). Owner: @dan · Gated by: #1
Run 0600-render-index-html once facts are populated — generates the first real status report. Owner: Claude · Gated by: #2 + #3

📊 Status & Progress

Intake — awaiting PDF 5%

Address and county confirmed. All financials, acreage, zoning, ag exemption, and deal intent are [NEEDS-DATA]. Primary gate: listing/appraisal PDF loaded into 01_intake/.

🔗 Dependencies

⬅ Gated by (waiting on)

Listing / appraisal PDF Primary gate. No facts can be confirmed without the source doc.
Chance — deal intent declaration Required before research framing can begin.

➡ Unblocks (blocking these)

Deal research pipeline Oracle briefs + scenario analysis — all gated on populated PROPERTY_FACTS.md.

📁 Assets

📋 PROPERTY_FACTS.md Mostly [NEEDS-DATA] · awaiting PDF
📋 Cold-Boot Brief Pipeline orientation · what's known vs unknown