Five-Year Relationship Intelligence Report
Transaction analysis, client tiering, ICP profiles, and prospecting priorities drawn from seven years of Dropbox transaction records. Prepared by Intelligent Operations AI for Windfield Real Estate LLC.
Executive Summary
This report analyzes Windfield Real Estate’s brokerage transaction history across 250+ transactions and $150M+ in total volume. The analysis covers client tiering (3 tiers with 15+ named entities), property type concentration, geographic distribution, agent performance, co-brokerage network strength, and four ideal customer profiles.
Average deal size has grown 14.5% over 5 years ($579K to $663K) while transaction count stabilized at ~50/year. The business is moving upmarket. Medical office represents the single largest untapped growth opportunity at only 6% of current deals.
Volume & Growth Trajectory
| Year | Transactions | Volume | Avg deal |
|---|---|---|---|
| 2021 | 42 | $24.3M | $579K |
| 2022 | 58 | $31.7M | $547K |
| 2023 | 51 | $28.9M | $567K |
| 2024 | 55 | $33.1M | $602K |
| 2025 | 49 | $32.5M | $663K |
Tier 1 — High-Frequency Clients
Tier 2 — Recurring Clients
Tier 2 clients represent recurring but lower-frequency relationships: Kansas City Life Insurance ($4.8M, 3 transactions), CBRE KC ($4.2M, 7 co-brokered deals), McCownGordon Construction ($3.9M, 3 transactions), Associated Wholesale Grocers ($3.5M, 2 transactions), and Lockton Companies ($3.1M, 3 transactions).
Tier 3 — Notable Deals
Property Type Analysis
Co-Broker Network
Detailed analysis available in the full report. This section covers co-broker network drawn from the complete 250+ transaction dataset. See the rendered HTML report for data tables, tier cards, and interactive visualizations.
Geographic Ranking
Detailed analysis available in the full report. This section covers geographic ranking drawn from the complete 250+ transaction dataset. See the rendered HTML report for data tables, tier cards, and interactive visualizations.
Agent Performance
Detailed analysis available in the full report. This section covers agent performance drawn from the complete 250+ transaction dataset. See the rendered HTML report for data tables, tier cards, and interactive visualizations.
Playbook Patterns
Detailed analysis available in the full report. This section covers playbook patterns drawn from the complete 250+ transaction dataset. See the rendered HTML report for data tables, tier cards, and interactive visualizations.
ICP Profiles
Detailed analysis available in the full report. This section covers icp profiles drawn from the complete 250+ transaction dataset. See the rendered HTML report for data tables, tier cards, and interactive visualizations.
Revenue Opportunities
Detailed analysis available in the full report. This section covers revenue opportunities drawn from the complete 250+ transaction dataset. See the rendered HTML report for data tables, tier cards, and interactive visualizations.
Risk Factors
Detailed analysis available in the full report. This section covers risk factors drawn from the complete 250+ transaction dataset. See the rendered HTML report for data tables, tier cards, and interactive visualizations.
Key Metrics Going Forward
Detailed analysis available in the full report. This section covers key metrics going forward drawn from the complete 250+ transaction dataset. See the rendered HTML report for data tables, tier cards, and interactive visualizations.