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TK-10358: finish CRE marketing-exec lead tail (ind-06+ind-08 research) + reconcile MASTER to 54 named contacts

a25d5aa766665980070fc85c92e33de9af0e0304 · 2026-08-08 07:02:07 -0700 · Steve Abrams

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

Files touched

Diff

commit a25d5aa766665980070fc85c92e33de9af0e0304
Author: Steve Abrams <steve@designerwallcoverings.com>
Date:   Sat Aug 8 07:02:07 2026 -0700

    TK-10358: finish CRE marketing-exec lead tail (ind-06+ind-08 research) + reconcile MASTER to 54 named contacts
    
    Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---
 .../cre-marketing-execs-MASTER.csv                 |  11 ++
 data/marketing-exec-leads/results/ind-06.json      | 159 +++++++++++++++++++++
 data/marketing-exec-leads/results/ind-08.json      | 150 +++++++++++++++++++
 3 files changed, 320 insertions(+)

diff --git a/data/marketing-exec-leads/cre-marketing-execs-MASTER.csv b/data/marketing-exec-leads/cre-marketing-execs-MASTER.csv
index 02aa39d..cd9406d 100644
--- a/data/marketing-exec-leads/cre-marketing-execs-MASTER.csv
+++ b/data/marketing-exec-leads/cre-marketing-execs-MASTER.csv
@@ -42,3 +42,14 @@ Pinnacle Estate Properties,Maci Cunningham,Digital Marketing Consultant,,,,,,low
 Ed Koenig IRE,Pam Esposito,Marketing & Advertising,818-903-8088,,,,,medium,edkoenig.com,Phone=firm main
 Equity Union,Zachary Pomer,Marketing Director,,,,,https://www.linkedin.com/in/zachary-pomer-9418534a,medium,equityunion.com,Via LinkedIn; not confirmed on firm site
 Investment Real Estate Associates,(marketing dept inbox),Marketing,818.386.6888,,marketing@irea.com,CONFIRMED,,low,irea.com,Dept inbox - real marketing function, name TBD
+Lyon Stahl,Van Henkels,Real Estate Marketing Coordinator (Brettwood Team),(215) 237-7762,,Van@LyonStahl.com,CONFIRMED,,high,https://lyonstahl.com/our-team/,src: https://lyonstahl.com/team/van-henkels/
+Lyon Stahl,Jazzmine Zubia,Marketing Associate,,,,,,high,https://lyonstahl.com/our-team/,src: https://lyonstahl.com/our-team/
+SURMOUNT,Regine Achebouche,Marketing Manager,,,,,,high,https://surmount.com/team,src: https://surmount.com/team
+SURMOUNT,Hannah Ruble,Director of Events & Corporate Marketing,,,,,,high,https://surmount.com/team,src: https://surmount.com/team
+SURMOUNT,Claire Strachan,Brand Marketing & Social Media Manager,,,,,,high,https://surmount.com/team,src: https://surmount.com/team
+SURMOUNT,Ken Shew,Senior Brand Marketing Associate,,,,,,high,https://surmount.com/team,src: https://surmount.com/team
+SURMOUNT,Michael Paccone,Marketing Technology Specialist,,,,,,high,https://surmount.com/team,src: https://surmount.com/team
+illi Commercial Real Estate,Erick Chacon,Marketing Manager,(818) 697-9380,,erick@illicre.com,CONFIRMED,,high,https://illicre.com,src: https://illicre.com/company/team
+illi Commercial Real Estate,Dayana Gualdron,Marketing & Design Specialist,(818) 501-2212,,dayana@illicre.com,CONFIRMED,,high,https://illicre.com,src: https://illicre.com/company/team
+illi Commercial Real Estate,Maria Sequera,Marketing Assistant,(818) 501-2212,,maria@illicre.com,CONFIRMED,,high,https://illicre.com,src: https://illicre.com/company/team
+Commercial Real Estate Investments,Lisa Niehaus,Marketing & Communications Manager,(310) 880-7900,,LisaNiehaus@CREI.biz,CONFIRMED,,high,https://www.commercialrealestateinvestmentsla.com/our-team.php,src: https://www.commercialrealestateinvestmentsla.com/our-team.php
diff --git a/data/marketing-exec-leads/results/ind-06.json b/data/marketing-exec-leads/results/ind-06.json
new file mode 100644
index 0000000..e5fc988
--- /dev/null
+++ b/data/marketing-exec-leads/results/ind-06.json
@@ -0,0 +1,159 @@
+{
+  "chunk": "ind-06",
+  "firms": [
+    {
+      "firm": "Dream Realty",
+      "website": "https://www.mydreaminc.com/",
+      "execs": [],
+      "needs_deeper": false,
+      "note": "Team page lists 6 executives (Kenneth Chung President/Broker, Eric Min VP/GM, plus several VPs) and ~70+ Realtors, but NO dedicated marketing/comms/PR/social role. Main phone (213) 380-8949, info.dreamrealty@gmail.com, 3580 Wilshire Blvd Ste 518, Los Angeles CA 90010."
+    },
+    {
+      "firm": "Fredericks Realty",
+      "website": "https://www.fredericksrealty.com/",
+      "execs": [],
+      "needs_deeper": false,
+      "note": "Co-owners Danny & Derf Fredericks plus ~27 licensed agents; no dedicated marketing/comms role (firm has IG @fredericks_realty and FB but no named manager). No phone/email shown on site pages fetched. Office 3655 Torrance Blvd Ste 120, Torrance CA 90503."
+    },
+    {
+      "firm": "The Passman Group",
+      "website": "https://www.thepassmangroup.com",
+      "execs": [],
+      "needs_deeper": false,
+      "note": "About page lists founder David Passman, 2 managing directors, ~11 directors, senior associates and associates - all real-estate roles, NO marketing/comms person. Main phone (310) 859-8100, 145 S Fairfax Ave Suite 200, Los Angeles CA 90036."
+    },
+    {
+      "firm": "Vars Real Estate",
+      "website": "https://www.varsrealty.com/",
+      "execs": [],
+      "needs_deeper": false,
+      "note": "Family-owned; only Jon Varsano (Founder/President/Broker) and Lauren Varsano (Office Manager) listed - no dedicated marketing/comms role. Main phone (424) 258-5680, jon@varsrealty.com, Culver City CA."
+    },
+    {
+      "firm": "Petroleum Realty Group ®",
+      "website": "http://www.petroleumrealtygroup.com/",
+      "execs": [],
+      "needs_deeper": false,
+      "note": "Gas-station brokerage; team is Timothy Haves (President/Broker), Ryan Lipert & Omar Insignares (Sr Associates) - no marketing/comms role. Main phone 949-636-3961, Tim@PetroleumRealtyGroup.com, California (Orange County area)."
+    },
+    {
+      "firm": "TIG Commercial",
+      "website": "https://www.tigcommercial.com",
+      "execs": [],
+      "needs_deeper": true,
+      "note": "Input URL 'tigcoomercial.com' is a typo; corrected tigcommercial.com is unreachable (empty/no content). Firm matches 'TIG Commercial, INC.' listed on nestfully (returns 403 to fetch). Note: tigusa.com is a different, large 82-person TX firm (Transwestern-adjacent), NOT this size-8 LA firm. Could not verify staff or contact info without paid/authenticated tools."
+    },
+    {
+      "firm": "Willie Wheaton Real Estate",
+      "website": "https://www.willwheatonrealestate.com/",
+      "execs": [],
+      "needs_deeper": false,
+      "note": "Will Wheaton Real Estate (Sherman Oaks CA), owner Will Wheaton (broker, ~30 yrs). Team is agents (Suzanne Baptiste, Terrance Yates, Davit Kajikian) - no dedicated marketing/comms role. Squarespace team pages are JS-rendered (returned empty to fetch); findings via search. Main phone (213) 445-2277."
+    },
+    {
+      "firm": "Pinnacle Real Estate Group",
+      "website": "https://jwrealestate2990.com",
+      "execs": [],
+      "needs_deeper": true,
+      "note": "Input site jwrealestate2990.com is dead/unresolvable (ECONNREFUSED / DNS failure on http+https). 'Pinnacle Real Estate Group' is a large 1000-agent CA brand (1pinnacle.com, Arcadia/Irvine) - the jwrealestate2990 domain appears to be a defunct individual-agent (JW) microsite. Could not verify staff. No marketing person found."
+    },
+    {
+      "firm": "Baboudjian Properties",
+      "website": "https://www.babprop.com/",
+      "execs": [],
+      "needs_deeper": false,
+      "note": "Principal-driven shop: Jack Baboudjian (Broker/Owner) and Silva Baboudjian (Owner/Legal Oversight) - no marketing/comms role. Main phone 818.244.5151, jack@babprop.com, 655 N. Central Ave 17th Floor, Glendale CA 91203."
+    },
+    {
+      "firm": "Delphi Business Properties",
+      "website": "http://www.go2delphi.com/",
+      "execs": [],
+      "needs_deeper": false,
+      "note": "Meet-our-Team lists 16 people (Jeff Puffer, Ross Thomas, Jerry Scullin, David Hoffberg, Amy Garcia, Wendy Watson, Emma McEvoy, etc.) - all real-estate/support; no marketing/comms title. Main phone 818.780.7878, Van Nuys CA 91406."
+    },
+    {
+      "firm": "BAC Real Estate Group, Inc.",
+      "website": "http://bacregroup.com",
+      "execs": [],
+      "needs_deeper": true,
+      "note": "Site bacregroup.com unreachable (ECONNREFUSED on http+https). Per directories, BAC Real Estate Group Inc is a ~2-employee firm in Newport Beach CA (est. 2014). Very small; no marketing person expected. Could not verify staff or contact info directly."
+    },
+    {
+      "firm": "Russo Properties",
+      "website": "http://www.brprops.com",
+      "execs": [],
+      "needs_deeper": true,
+      "note": "Site brprops.com is dead/unresolvable (ECONNREFUSED / no DNS on http+https). No matching live 'Russo Properties' at that domain found in search. Could not verify staff, contact, or city. No marketing person found."
+    },
+    {
+      "firm": "West City Realty",
+      "website": "https://www.realtors.com/realestateagency/6163b797fd25fd001299d223",
+      "execs": [],
+      "needs_deeper": true,
+      "note": "No standalone firm website; input is a realtor.com agency listing (size 6). Not fetched/verified via free tools. Small brokerage - no dedicated marketing role expected. Contact details behind the realtor.com listing (needs deeper look)."
+    },
+    {
+      "firm": "West Shores Realty",
+      "website": "https://westshoresrealty.com/",
+      "execs": [],
+      "needs_deeper": false,
+      "note": "Has a 'Marketing | IT Support' request page (categories: Social Media Inquiry, Branding Package Inquiry, Agent Portal) but NO named marketing/comms staff person listed anywhere. Main phone (310) 541-8000, info@westshorescorp.com, Rolling Hills Estates CA."
+    },
+    {
+      "firm": "Realiv",
+      "website": "https://byrealiv.com/",
+      "execs": [],
+      "needs_deeper": false,
+      "note": "Realiv (own site byrealiv.com; input was a Century21 profile). Team is 5 licensed agents (Kevin Kwan, Tony Ng, Hilary Saunders, Molly Cheng, Alex Cervantes) - no dedicated marketing/comms role despite active social channels. Main phone (626) 618-8286, Arcadia CA 91006."
+    },
+    {
+      "firm": "Ko Tai Realty",
+      "website": "http://www.kotaionline.com",
+      "execs": [],
+      "needs_deeper": true,
+      "note": "Site kotaionline.com is live but blocks automated fetch (ECONNREFUSED/403 on repeated attempts). Ko Tai (Kotai) Realty Inc, San Gabriel CA - 40+ yr non-franchise firm, ~20-49 employees per directories. Could not read team/contact pages via free tools; needs deeper (browser) crawl to confirm any marketing role."
+    },
+    {
+      "firm": "illi Commercial Real Estate",
+      "website": "https://illicre.com",
+      "execs": [
+        {
+          "name": "Erick Chacon",
+          "title": "Marketing Manager",
+          "phone": "(818) 697-9380",
+          "email": "erick@illicre.com",
+          "linkedin": null,
+          "source_url": "https://illicre.com/company/team",
+          "confidence": "high"
+        },
+        {
+          "name": "Dayana Gualdron",
+          "title": "Marketing & Design Specialist",
+          "phone": "(818) 501-2212",
+          "email": "dayana@illicre.com",
+          "linkedin": null,
+          "source_url": "https://illicre.com/company/team",
+          "confidence": "high"
+        },
+        {
+          "name": "Maria Sequera",
+          "title": "Marketing Assistant",
+          "phone": "(818) 501-2212",
+          "email": "maria@illicre.com",
+          "linkedin": null,
+          "source_url": "https://illicre.com/company/team",
+          "confidence": "high"
+        }
+      ],
+      "needs_deeper": false,
+      "note": "Dedicated 3-person marketing team on the team page with direct emails; note the firm is larger than the size-5 input suggests (full exec/brokerage/PM roster). Erick Chacon has a direct office line (818) 697-9380; Dayana & Maria show the main mobile (818) 501-2212. Main office 818.501.2212, info@illicre.com, Woodland Hills CA 91367."
+    },
+    {
+      "firm": "Calvin Lee",
+      "website": "https://www.onecalvinkeymls.com/realtor/offices/Calvin-Lee/CALVIN",
+      "execs": [],
+      "needs_deeper": true,
+      "note": "Input is an MLS office-profile URL for a single agent (Calvin Lee), no standalone firm website. Size 5. Not fetched via free tools; single-agent shop - no dedicated marketing role expected. Contact behind the MLS profile (needs deeper look)."
+    }
+  ]
+}
diff --git a/data/marketing-exec-leads/results/ind-08.json b/data/marketing-exec-leads/results/ind-08.json
new file mode 100644
index 0000000..2c10f83
--- /dev/null
+++ b/data/marketing-exec-leads/results/ind-08.json
@@ -0,0 +1,150 @@
+{
+  "chunk": "ind-08",
+  "firms": [
+    {
+      "firm": "Peak Comercial",
+      "website": "https://peakcommercial.com/",
+      "execs": [
+        {
+          "name": "Susan Navarro",
+          "title": "Marketing Manager",
+          "phone": "(818) 591-3300",
+          "email": "susan@peakcorp.com",
+          "linkedin": null,
+          "source_url": "https://peakcommercial.com/agents/",
+          "confidence": "high"
+        },
+        {
+          "name": "Aaron Tsukahara",
+          "title": "Digital Marketing Manager",
+          "phone": "(818) 591-3300 x7013",
+          "email": "aaront@peakcorp.com",
+          "linkedin": null,
+          "source_url": "https://peakcommercial.com/agents/",
+          "confidence": "high"
+        }
+      ],
+      "needs_deeper": false,
+      "note": "Peak Commercial (Peak Corp family, San Fernando Valley/Woodland Hills CA area). Larger than 3 people - agents page lists ~35 people incl. TWO dedicated marketing staff with direct phones+emails. Top principals: Ron Feder (Senior Managing Director, (818) 222-0404) and Kevin M. Levine (Senior Managing Director, (818) 335-5225, kevinl@peakcommercial.com). Main marketing line (818) 591-3300. CalDRE# 01985275."
+    },
+    {
+      "firm": "Premier Real Estate Services",
+      "website": "https://www.premierres.com/ContactUs",
+      "execs": [],
+      "needs_deeper": false,
+      "note": "premierres.com homepage repeatedly timed out; resolved via public records. Premier Real Estate Services, LLC - broker/owner Charlotte Ragan, 550 25th Ave N, St. Cloud MN 56303, phone (320) 259-4554. Residential brokerage + property management. No dedicated marketing/comms role found."
+    },
+    {
+      "firm": "The IVRI Group, Inc",
+      "website": "https://theivrigroup.com/",
+      "execs": [],
+      "needs_deeper": false,
+      "note": "theivrigroup.com returned an empty/JS-rendered body on every WebFetch attempt; resolved via public listings. The IVRI Group, Inc - 101 S Main St 2nd Floor, Pomona CA 91766, main phone (855) 777-8848, DRE# 02081855 (founded 2018). Residential-focused (short sales, first-time buyers); agents incl. Sheila Lopez. No dedicated marketing/comms person found."
+    },
+    {
+      "firm": "Applied Realty, Inc.",
+      "website": "https://www.appliedrealty.com/",
+      "execs": [],
+      "needs_deeper": false,
+      "note": "Single-agent shop. Principal/agent Kristine Kurz (DRE #02042035), phone 949-485-3271, kristine@appliedrealty.com. Office c/o Real Estate eBroker Inc, Corte Del Nogal Ste 125, Carlsbad CA 92011. No marketing/comms role - Kurz is the sole contact."
+    },
+    {
+      "firm": "SRG Properties",
+      "website": "https://www.srgprop.com/",
+      "execs": [],
+      "needs_deeper": false,
+      "note": "Broker/principal James Sallinger. Southern California; no office address, main phone, or general email shown on the homepage. Concierge/aggregator-style single-broker site. No marketing/comms role."
+    },
+    {
+      "firm": "Crown Commercial Real Estate Inc",
+      "website": "https://crowncommercialrealestate.crexi.com",
+      "execs": [],
+      "needs_deeper": true,
+      "note": "Crexi profile subdomain refused connection (ECONNREFUSED) and generic Crexi searches did not surface this specific firm's broker/contact. Could not verify owner name, phone, city, or any marketing role. A Crexi/LoopNet lookup with paid tooling would be needed to resolve contact details."
+    },
+    {
+      "firm": "Bessa Properties",
+      "website": "https://bessaproperties.com",
+      "execs": [],
+      "needs_deeper": false,
+      "note": "Bessa Properties, Inc - family-owned boutique LA property management + commercial (Los Angeles County). Main phone (310) 272-9847, info@bessaproperties.com. About page references a 'marketing & leasing agents' department generically but names NO individuals; owner/principal not disclosed on site (about-us page 404s). No named marketing exec found."
+    },
+    {
+      "firm": "Jilbert Realty & Investment",
+      "website": "https://www.jilbertrealty.com/",
+      "execs": [],
+      "needs_deeper": false,
+      "note": "JR Realty & Investment. Founder & Broker of Record Jilbert Allahverdi; team: Sarineh Dadou Allahverdi (Broker & Office Manager), Argin Gharibi + Arbi Gharibi (Realtors). Office 230 N Maryland Ave Ste 106A, Glendale CA 91206, phone (818) 279-4566. No dedicated marketing/comms role."
+    },
+    {
+      "firm": "Best Realty & Investment Inc",
+      "website": "http://soldbysteve.org/about/",
+      "execs": [],
+      "needs_deeper": false,
+      "note": "soldbysteve.org has an EXPIRED SSL certificate (both http and https attempts failed); resolved via public listings. Owner/broker Steve Kim, Best Realty & Investment, Inc., Granada Hills CA. Phones 818-886-1000 and 818-993-6000. Referral-based residential brokerage; no marketing/comms role found."
+    },
+    {
+      "firm": "Commercial Asset Group, Inc.",
+      "website": "http://www.cag-re.com/",
+      "execs": [],
+      "needs_deeper": false,
+      "note": "Larger than 1 person. Principal & Founder David Ickovics (David J. Ickovics), phone 310.275.8222, dji@cag-re.com (Los Angeles / Beverly Hills). Staff page lists ~12 (Co-Principal Daniel Chiprut, EVP David Aschkenasy, several Managing/Senior Managing Directors, Directors, Associate) but NO marketing/comms/PR/brand/social role - web design outsourced to Ludlow Kingsley."
+    },
+    {
+      "firm": "JAMICO Properties",
+      "website": "https://www.jamico.com/",
+      "execs": [],
+      "needs_deeper": false,
+      "note": "Jamico Properties (DBA of Jamison Management Co, DRE #01356743), family-owned since 1995, 107 W Torrance Blvd #104, Redondo Beach CA 90277, phone (310) 798-9154. Owners: Larry Jamison (President/Owner) + Christie Slatcher (CFO/Owner). Team of ~13 (ops/mgmt/maintenance/accounting) but NO dedicated marketing/comms person named; closest adjacent role is Julie Mitchell, Leasing & Business Development Manager."
+    },
+    {
+      "firm": "Real Estate Source Inc",
+      "website": "https://realestatesourceinc.com/",
+      "execs": [],
+      "needs_deeper": false,
+      "note": "Homepage minimal and /about 404'd; resolved via public records. Real Estate Source, Inc. - broker/owner Soheil 'Tony' Dini (founded 2007, DRE #01869619). HQ 1024 Iron Point Rd, Folsom CA 95630 (branch in Sacramento), phone 916-307-3444 / (866) 322-6504. No dedicated marketing/comms role found."
+    },
+    {
+      "firm": "Circle Real Estate",
+      "website": "https://www.circlere.com/",
+      "execs": [],
+      "needs_deeper": false,
+      "note": "Input domain circlerealestate.com has an EXPIRED SSL cert / is dead; the live site is circlere.com. Circle Real Estate, Long Beach CA - broker/owner Scott Kato, office 3250 Airflite Way Ste 400, Long Beach CA 90807, phone (562) 440-8032. Large brokerage (~100-183 licensed 'Real Estate Consultants'); team page shows NO dedicated marketing/comms/PR/brand/social role."
+    },
+    {
+      "firm": "Miguel Aguilo Real Estate",
+      "website": "https://www.miguelaguilorealestate.com/",
+      "execs": [],
+      "needs_deeper": false,
+      "note": "Solo boutique - Miguel Aguilo, full-time multifamily investment specialist, affiliated with Grenke Group CRE (South Bay/Long Beach/Greater LA). No office phone or general email on homepage; no team members or marketing/comms role listed."
+    },
+    {
+      "firm": "Elite Estate",
+      "website": "http://www.eliteestatesoc.com/",
+      "execs": [],
+      "needs_deeper": true,
+      "note": "eliteestatesoc.com refused all connections (ECONNREFUSED on www and root, http) - site appears dead/parked. Targeted searches for 'Elite Estate' + eliteestatesoc in Orange County surfaced only other unrelated 'Elite' firms; could not verify owner, phone, city, or any marketing role. Would need paid tools / DRE lookup."
+    },
+    {
+      "firm": "Keller William Commercial",
+      "website": "https://www.theagencyre.com/agent/carlos-castillo",
+      "execs": [],
+      "needs_deeper": false,
+      "note": "Input label 'Keller William Commercial' but the linked profile is Carlos Castillo, a solo real estate AGENT at The Agency (theagencyre.com), Beverly Hills CA. Castillo has a prior marketing background (music + healthcare industries) but is a sales agent, not a marketing exec, and runs no separate firm/team here. The Agency profile page 429'd on fetch; details from Zillow/public bio. No dedicated marketing/comms staff person."
+    },
+    {
+      "firm": "SoCal ALLoffers",
+      "website": "https://alloffersrealestate.com/",
+      "execs": [],
+      "needs_deeper": false,
+      "note": "SoCal ALLoffers / All Offers Real Estate - 9081 Bolsa Ave Ste 210, Westminster CA 92683, phone (714) 350-5104 (DRE #01260971, NMLS #1092068). First-name-only team listed (Lindsay, Natalie, AJ, Monica, Bob, Marcia, Jim) with no titles; owner/principal not named on site. No dedicated marketing/comms role identified."
+    },
+    {
+      "firm": "Preca Realty",
+      "website": "https://www.precarealty.com",
+      "execs": [],
+      "needs_deeper": true,
+      "note": "precarealty.com refused all connections (ECONNREFUSED on https/http/www); a Nestfully office page for 'Preca Realty' (office ID 154914) returned 403, and searches surfaced no broker name, phone, or city. Could not verify owner, contact info, or any marketing role. Would need paid tools / DRE license lookup."
+    }
+  ]
+}

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