CCCustom CapitalData layer preview
Built September 10, 2026 from customcapital.com's public closed-deal pages

Your closed deals, rebuilt as one data layer. Every number opens its receipt.

Nobody sent us a spreadsheet. This page was built this morning from your public closed-deal pages, used as a proxy data source until we connect your real systems: 43 deal cards across three pages, reduced to 21 distinct deals, every one of which can show the exact card it came from.

Receipt
The Office - Missouri deal card as it appears on customcapital.com

Card and photo: customcapital.com. The $10,450,000 in the table below opens on this.

The first number we checked

The same page can tell you $172.9M or $89.1M.

Your public deal pages present 43 cards across three pages. 22 of them are the same deals listed again. A pipeline that reads the pages as presented books nearly twice the volume, and the total looks perfectly reasonable, which is what makes this kind of double count invisible.

Counted once per record behind each card, the answer is 21 distinct deals worth $89.13M. That is the number every chart on this page is built on.

The pages as presented vs the records behind them
Deal cards presented across pages 1 to 34321
Deal volume$172.92M$89.13M
Deals listed more than oncenot detected11 of 21
Deals carrying a net operating income43 assumed20 of 21
Both columns come from the same public pages, saved to disk this morning and kept beside the code as the proof of origin.
Traceability

Pick any figure. It will show you its formula, the rows it used, the rows it refused, and the card each row came from.

Not a promise that nothing is ever wrong: a number that can always be walked back to the page it was read from, with missing values and exceptions made explicit, in front of whoever is asking.

Lineage

Average cap rate

7.92%
AVG(net_operating_income / purchase_price) where NOI is present20 rows in1 row excluded

Starbucks - Michigan shows a Net Operating Income label with no value, so it is excluded rather than treated as zero.

DealPriceNOICapReceipt
Office - Missouri
Triple Net
$10,450,000$737,7527.06%
Industrial - Minnesota
Absolute NNN
$8,190,000$640,0007.81%
Gas Station - Texas
Absolute NNN
$7,500,000$609,0008.12%
Medical Office - Texas
Absolute NNN
$6,900,000$568,7368.24%
Medical Sciences - WI
Absolute NNN
$5,400,000$373,0006.91%
Industrial - Ohio
Absolute NNN
$5,300,000$425,0008.02%
Retail - Wisconsin
Triple Net
$4,349,000$312,1397.18%
Industrial - South Dakota
Absolute NNN
$4,100,000$295,4367.21%
Retail Plaza - Indiana
Triple Net
$3,865,000$302,1487.82%
Retail - Indiana
Triple Net
$3,825,000$282,8707.40%
Medical Office - Arizona
Absolute NNN
$3,387,000$270,8968.00%
Medical Clinic - Texas
Absolute NNN
$3,270,000$280,0008.56%
Industrial - Ohio
Absolute NNN
$3,250,000$253,8367.81%
Medical Clinic - Tennessee
Absolute NNN
$3,175,000$256,0808.07%
Gas Station - Ohio
Absolute NNN
$3,150,000$252,6608.02%
Industrial - Iowa
Absolute NNN
$2,900,000$235,5808.12%
Industrial - Pennsylvania
Absolute NNN
$2,200,000$177,0108.05%
Medical Clinic - Indiana
Absolute NNN
$2,110,000$168,5167.99%
Industrial - Oklahoma
Absolute NNN
$2,000,000$200,00010.00%
Retail - Louisiana
Double Net
$1,155,000$92,4008.00%
Held out of this figure: Starbucks - Michigan. Excluded on purpose, not dropped silently.
The proof harness

What we would check first if a dashboard showed a wrong number. It already ran.

Ten tests ran against this data before the page was written, and every one of them flagged something. 5 are the kind a warehouse would hold back until a human clears them; this preview publishes them anyway, marked, so you can see what would have been held. Each keeps the name it will carry as a dbt test, next to what it means for whoever reads the dashboard.

A flag is not a verdict. Any of these rows may be a data entry gap or a perfectly valid business exception. The point is that the system isolates it for a human to decide, before it reaches a financial model, instead of averaging it in silently.

The three public deal pages present 43 cards, but only 21 of them are different deals. A count that trusts the page as presented reports 43 deals and $172.9M of volume, against $89.1M once each record is counted once.

  • Industrial - South Dakota ($4,100,000)appears 3 times: page 1, page 2, page 3
  • Medical Sciences - WI ($5,400,000)appears 3 times: page 1, page 2, page 3
  • Industrial - Minnesota ($8,190,000)appears 3 times: page 1, page 2, page 3
  • Industrial - Iowa ($2,900,000)appears 3 times: page 1, page 2, page 3
  • Industrial - Ohio ($5,300,000)appears 3 times: page 1, page 2, page 3
  • Industrial - Pennsylvania ($2,200,000)appears 3 times: page 1, page 2, page 3
  • Medical Clinic - Tennessee ($3,175,000)appears 3 times: page 1, page 2, page 3
  • Medical Clinic - Indiana ($2,110,000)appears 3 times: page 1, page 2, page 3
  • Industrial - Ohio ($3,250,000)appears 3 times: page 1, page 2, page 3
  • Industrial - Oklahoma ($2,000,000)appears 3 times: page 1, page 2, page 3
  • Medical Clinic - Texas ($3,270,000)appears 3 times: page 1, page 2, page 3
The book, as the data sees it

21 deals, $89.13M, a 7.79% blended cap rate.

All charts below start from the same 21-deal dataset, counted once each; yield figures leave out the one deal without an NOI. That is the point of a warehouse: one set of numbers, defined once.

Where the volume sits

Deal volume by asset family

Grouped on the words in the deal name, because four of the twenty-one deals carry no asset class on the record. Grouping on the classification alone would leave $20.9M in an unlabeled bucket.

Industrial$27.94M7 deals7.97%
Medical$24.24M6 deals7.91%
Retail$13.19M4 deals7.50%
Fuel & convenience$10.65M2 deals8.09%
Office$10.45M1 deal7.06%
Quick service$2.65M1 deal
Where the deals are

Deal volume by state

Fourteen states, none of them Florida. Wisconsin only counts once here even though the same state is written two ways across the cards.

TX$17.7M
OH$11.7M
MO$10.5M
IN$9.8M
WI$9.7M
MN$8.2M
SD$4.1M
AZ$3.4M
TN$3.2M
IA$2.9M
MI$2.7M
PA$2.2M
OK$2.0M
LA$1.2M
The range test

Cap rate across the 20 deals that publish an NOI

This preview uses a six to nine percent review band. One deal sits outside it, which may be an opportunistic buy or a keying error. A twenty-first deal is absent from this test entirely because its NOI is blank.

6.91%
Low
8.00%
Median
10.00%
High
6%7%8%9%10%
Inside the band

19 of 20 deals price between 6.91% and 8.56%, with a median of 8.00%. The tightest is Medical Sciences - WI.

The one exception

Industrial - Oklahoma prices at exactly 10.00%, on a round $200,000 NOI over a round $2,000,000 basis. The yield and the roundness are two separate reasons for a second look before this row feeds anything.

All 20 individual cap rates, with their source cards, sit under the Average cap rate tile above.

What lands in an inbox

The Monday brief.

The dashboard is where people go when they already have a question. The brief is what arrives before they have one. Same numbers, same lineage, written in five lines by the same models that feed the charts, with the exceptions surfaced rather than buried.

This one is generated from the public pages, so it talks about the public book. On your own systems it talks about pipeline, credit, and the deals that moved last week.

Monday brief, Custom Capital. Sample built Thursday, September 10, 2026
  1. 01The public book stands at 21 distinct deals and $89.13M, at a 7.79% blended cap rate.
  2. 02Industrial is the largest family at 31.3% of volume across 7 deals, just ahead of medical at 27.2%.
  3. 03One deal prices at exactly 10.00% on a round $200,000 NOI. Both the yield and the roundness earn a second look before this row feeds anything.
  4. 04Starbucks - Michigan shows a purchase price with no NOI, so it sits outside every yield number on this page rather than quietly counting as zero.
  5. 05A listing marked Live sits among the closed deals, and one asset is Arizona on the card and Nevada in its address. Two records to confirm with whoever owns them.
The path

From your systems to a number anyone in the firm can defend.

Built in two-week slices, each with a fixed scope and something working at the end of it, whether we start from your existing warehouse or from scratch. Everything lands in your accounts under your credentials: the code, the warehouse, the models, the documentation. Nothing runs on our infrastructure and nothing is hostage to us being available.

1

Ingestion and the warehouse

  • If a warehouse already exists, this slice audits and instruments it rather than replacing it: same tests, same lineage, on what you already run
  • HubSpot, Monday.com, Microsoft 365 and QuickBooks landing in BigQuery on a schedule
  • Raw source data kept unchanged, so any figure can be recomputed from the inputs as captured
  • One owner, one place, instead of a report per tool
2

Models and the test suite

  • dbt models for deals, pipeline, investors and lending, documented in plain language
  • The checks on this page, running on every build, blocking a bad load
  • Definitions agreed once, so every team reports the same number
3

Dashboards per division

  • One board per division, built on the same models, not on seven exports
  • Every tile traceable back to its rows, the way the tiles above are
  • Acquisitions, credit, asset management and marketing each see their own
4

Back into the tools, and alerts

  • Reverse ETL writing the modeled fields back into HubSpot and Monday.com
  • The Monday brief in the inboxes that need it
  • Alerts when a check fires, before the number reaches a meeting

What we sell is the orchestration and the proof harness around it: the machine that keeps the numbers honest while it is being built, with your firm owning the whole thing at the end. This page is a sample of the harness, produced in one morning from public pages alone.

Book a working session