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Green Tab B001 - Block 2512 Equity Analysis

GUARDRAIL: GREEN — ENFORCEMENT & LIENS

Asset recovery, lien priority, and collection strategy. No underlying damages calculations, no liability analysis.

0. Purpose & Scope

This tab provides a facts-only equity analysis of Brooklyn Block 2512 (Lots 1 & 72), the primary real estate collateral securing judgments against American Package Company, Inc.

B001 Documents: - Ownership chain from government transfer to present - Complete mortgage stack with Grey Vol 11 loan ID alignment - Property valuation evidence from public records - Equity band calculations by time-slice - Current encumbrance position

B001 Does Not: - Recommend enforcement actions (Purple only) - Apply multipliers or ratios (Yellow/Pink only) - Compute damages (Blue/Red/Brown only) - Argue fraud exposure (Grey only)


POSTURE NOTE: Green Volume 09 presents asset and equity facts only. Settlement strategy, collection posture, and leverage deployment live in Purple Vol 08. Green provides the factual foundation for asset recovery without advocacy framing.

Cross-References: - Loan universe: Grey B001 (ACRIS Spine) - Collateral mapping: Grey C002 (Asset & Collateral Map) - Receivables: Green B002 (Secondary Assets) - Recovery bands: Green D001 (Capacity Calculation)


1. Property Identification

1.1 Primary Asset

Field Value
Property Brooklyn Block 2512, Lots 1 & 72
Primary Address 230 Franklin Street, Brooklyn, NY 11222 (Lot 1)
Secondary Address 117 Green Street, Brooklyn, NY (Lot 72)
Borough-Block-Lot Brooklyn, Block 2512, Lots 1 & 72
Property Type Mixed-use industrial/loft complex with warehouse out-parcel
Current Owner American Package Company, Inc.
Principal Martin C. Kofman, President

Collateral Definition: Unless otherwise specified, "Block 2512" in this document refers to: - Lot 1 (230 Franklin Street) - Mixed-use 112,105 sq ft building - Lot 72 (117 Green Street) - 2,214 sq ft 1-story warehouse

Both lots are encumbered together under mortgage L-2024-02 ($4,100,000, Customers Bank).

1.2 Lot 1 Property Characteristics (230 Franklin Street)

Metric Value Source
BBL 3-02512-0001 NYC DOF
Total Building Area 112,105 sq ft NYC DOF Property Portal
Residential Area 67,105 sq ft NYC DOF Property Portal
Commercial Area 45,000 sq ft NYC DOF Property Portal
Land Area 60,500 sq ft NYC DOF Property Portal
Residential Units 39 NYC DOF Property Portal
Commercial Units 3 NYC DOF Property Portal
Total Units 42 NYC DOF Property Portal

Property Description: - Industrial/warehouse building with residential loft occupancy - Contains G-line units including G21 (subject of base damages claim) - Long-running commercial operations at ground level - Mixed-use character creates dual revenue streams

1.3 Lot 72 Property Characteristics (117 Green Street)

Metric Value Source
BBL 3-02512-0072 Public records
Address 117 Green Street, Brooklyn, NY Public records
Lot Area 2,214 sq ft Public records
Building Area 2,214 sq ft Public records
Building Type 1-story warehouse Public records
Owner American Package Company, Inc. Same as Lot 1

Property Description: - Small warehouse structure on separate lot within Block 2512 - Functionally tied to main 230 Franklin Street complex - Encumbered by same mortgage as Lot 1 (L-2024-02) - Value driven primarily by land in strong Greenpoint submarket

Mortgage Coverage: Lot 72 is encumbered by the same mortgage (L-2024-02, $4.1M) as Lot 1. The collateral package = Lots 1 + 72 together.


2. Ownership Chain

2.1 Title History

Period Status Consideration Source
1982-1983 NYC IDA development lease $313,000 original mortgage ACRIS
1996 Fee simple transfer: NYC IDA to APC $1.00 ACRIS deed
1996-Present Continuous fee simple ownership - No adverse claims

2.2 Title Origin Details

1996 Government-to-Private Transfer: - Grantor: New York City Industrial Development Agency (NYC IDA) - Grantee: American Package Company, Inc. - Consideration: $1.00 (development incentive transfer) - Legal compliance: Lien Law Section 13 integrated - Result: Clear fee simple title established

Title Quality Assessment (facts only): - Government-source documentation provides high confidence in ownership - No competing claims identified in ACRIS search (1983-2024) - Chain of title is clean and marketable for lien purposes


3. Mortgage Stack (Grey Vol 11 Alignment)

3.1 Complete Loan Timeline

Green B001 uses the identical loan ID scheme established in Grey Vol 11:

Loan ID Date Lender Principal CRFN Type
L-2003-01 Sept 11, 2003 Flushing Savings Bank, FSB $1,162,795.82 2004000173465 Gap Mortgage
L-2007-01 Oct 4, 2007 Flushing Savings Bank, FSB $2,250,000.00 2007000496556 Mortgage
L-2012-01 Dec 21, 2012 Flushing Savings Bank, FSB $2,250,000.00 2013000016879 Mortgage
L-2016-01 Apr 25, 2016 Flushing Savings Bank, FSB $3,000,000.00 2016000152440 Mortgage
L-2019-01 Oct 24, 2019 Customers Bank $3,250,000.00 2019000368858 Mortgage
L-2022-01 Oct 25, 2022 Customers Bank $3,750,000.00 2022000367696 Mortgage
L-2022-02 Dec 22, 2022 Customers Bank $3,750,000.00 2022000433287 Mortgage
L-2024-01 Feb 9, 2024 Customers Bank $4,350,000.00 2024000047379 Mortgage
L-2024-02 Sept 20, 2024 Customers Bank $4,100,000.00 2024000321266 Mortgage

Collateral Coverage: All listed mortgages secured by Block 2512, Lots 1 & 72 together.

3.2 Financing Evolution Summary

Period Lender Activity
2003-2016 Flushing Savings Bank Initial and successive mortgages
2019-2024 Customers Bank Refinancing and modifications

Note on Consolidation: Later loans may consolidate or refinance earlier positions. Current outstanding balance is likely the most recent loan (L-2024-02: $4,100,000) rather than cumulative total of all recorded instruments.

3.3 Current Senior Position

Most Recent Recorded Mortgage: - Loan ID: L-2024-02 - Date: September 20, 2024 - Lender: Customers Bank - Principal: $4,100,000.00 - CRFN: 2024000321266 - Collateral: Block 2512, Lots 1 & 72

Current Senior Lienholder (presumed): Customers Bank

Verification Required: Exact payoff status of prior loans requires updated title search. This analysis assumes standard refinancing practice where later loans satisfy earlier positions.


4. Property Valuation Evidence

4.1 CRITICAL VALUATION NOTE

This analysis presents two tiers of valuation evidence:

Tier Methodology Result Status
Tier A ACRIS/LTV inference $18M-$32M Documented FLOOR
Tier B Comparable sales analysis (Lots 1 + 72) $44.5M-$57.1M Estimated market value

Why Two Tiers?

The original ACRIS-based methodology (Tier A) inferred property value from mortgage amounts using assumed LTV ratios (65-80%). This approach systematically understates value for conservatively-financed properties. A $4.1M mortgage on a building worth $50M represents only 8% LTV - the loan amount provides no meaningful signal about actual value.

Tier B uses verified square footage and recent comparable sales data to produce a more realistic market value estimate. As of v1.2, Tier B is split into two components (Lot 1 and Lot 72) to reflect the distinct property characteristics and appropriate valuation methodology for each.

Both tiers are presented. Tier A provides a documented minimum floor. Tier B provides context for likely actual value. Independent appraisal is required before litigation deployment.

4.2 Tier A: ACRIS-Derived Valuation (Documented Floor)

Methodology: - Observed mortgage amount: $4,100,000 (L-2024-02) - Assumed bank LTV: 65-80% - Inferred property value: $18M-$32M

Limitation: This methodology assumes banks lend at typical LTV ratios. If the property owner financed conservatively (low LTV), actual value could be significantly higher than this inference suggests.

Metric Low Mid High
Inferred Property Value $18M $25M $32M
Less: Mortgage ($4.1M) ($4.1M) ($4.1M)
Tier A Equity $13.9M $20.9M $27.9M

Status: Documented FLOOR - Actual value likely higher. Tier A implicitly covers the entire collateral package (both lots) since it is derived from mortgage amount, not square footage.

4.3 Tier B: Comparable Sales Valuation (Market Estimate)

Tier B is split into two components to reflect the distinct characteristics of each lot:

4.3.1 Tier B-1: Lot 1 (230 Franklin Street) - Mixed-Use Building

Methodology: - Verified building area: 112,105 sq ft (NYC DOF Property Portal) - Price/sq ft benchmarks from Brooklyn mixed-use/multifamily market (2022-2025)

Comparable Data Points:

Benchmark Price/SF Source Application
Brooklyn MF/MU 2024 avg $391/sf Market data Low estimate
233 Franklin Street sale $411/sf Recent Greenpoint comp Mid estimate
Brooklyn mixed-use 2022 $501/sf Stronger-cycle benchmark High estimate

Tier B-1 Valuation Calculation:

Scenario Price/SF Building SF Lot 1 Value
Low $391 112,105 $43.83M
Mid $411 112,105 $46.08M
High $501 112,105 $56.18M

4.3.2 Tier B-2: Lot 72 (117 Green Street) - Warehouse

Methodology: - Land area: 2,214 sq ft (public records) - Land-value approach: Small 1-story warehouse in Greenpoint valued primarily for land - Price/sq ft benchmarks from Greenpoint industrial land market

Valuation Rationale:

A 2,214 sq ft 1-story warehouse is valued primarily for its underlying land rather than the minimal structure. Greenpoint industrial land trades in the $300-$500/SF range. This analysis uses a conservative $300-$400/SF band.

Tier B-2 Valuation Calculation:

Scenario Price/SF (Land) Land SF Lot 72 Value
Low $300 2,214 $0.66M
Mid $350 2,214 $0.77M
High $400 2,214 $0.89M

Note: Lot 72 represents approximately 1.5% of total Tier B value. Even a 30-40% estimation error in Lot 72 valuation would have minimal impact on total capacity bands.

4.3.3 Combined Tier B Summary

Component Low Mid High % of Total
Lot 1 (230 Franklin) $43.83M $46.08M $56.18M ~98.5%
Lot 72 (117 Green) $0.66M $0.77M $0.89M ~1.5%
Total Tier B Property Value $44.49M $46.85M $57.07M 100%
Less: Mortgage ($4.1M) ($4.1M) ($4.1M)
Total Tier B Equity $40.39M $42.75M $52.97M

Status: Estimated market value - Requires independent appraisal for litigation use.

4.4 DOF Assessment Cross-Check

NYC DOF 2025/26 "Final Market Value": $11,613,000

At the low end of combined Tier B ($44.49M), DOF's assessed value represents only ~26% of estimated market value. This is consistent with fractional assessment practices in New York City, where assessed values routinely fall well below actual transaction prices.

Interpretation: The DOF assessment does not indicate actual market value. It confirms only that Tier B estimates are not unreasonably high - if anything, they may be conservative.

4.5 Valuation Summary

Tier Property Value Equity Status
Tier A (ACRIS Floor) $18M - $32M $13.9M - $27.9M Documented minimum
Tier B (Comp-Based) $44.49M - $57.07M $40.39M - $52.97M Estimated market

Tier B Breakdown: - Lot 1 (230 Franklin): $43.83M - $56.18M (~98.5%) - Lot 72 (117 Green): $0.66M - $0.89M (~1.5%)

Required Action: Independent appraisal before litigation deployment.


5. Equity Band Analysis

5.1 Historical Time-Slice Analysis (Tier A Methodology)

As of 2008:

Factor Low Mid High
Estimated Property Value $3.5M $4.5M $5.5M
Recorded Encumbrances $2.8M $2.8M $2.8M
Implied Equity Band $0.7M $1.7M $2.7M

Source: L-2007-01 ($2.25M) principal; LTV assumption 50-80%

As of 2014:

Factor Low Mid High
Estimated Property Value $8M $12M $16M
Recorded Encumbrances $3M $3M $3M
Implied Equity Band $5M $9M $13M

Source: L-2012-01 ($2.25M) suggests significant equity buildup; L-2016-01 ($3M) confirms

As of 2019:

Factor Low Mid High
Estimated Property Value $15M $22M $30M
Recorded Encumbrances $3.25M $3.25M $3.25M
Implied Equity Band $11.75M $18.75M $26.75M

Source: L-2019-01 ($3.25M) at new lender suggests refinance with substantial equity; market peak

5.2 Current Equity Summary (2024)

Tier Low Equity Mid Equity High Equity Status
Tier A (ACRIS Floor) $13.9M $20.9M $27.9M Documented minimum
Tier B (Comp-Based) $40.39M $42.75M $52.97M Estimated market

Tier B Components: - Lot 1 equity: $39.73M / $41.98M / $52.08M - Lot 72 equity: $0.66M / $0.77M / $0.89M

Equity Trend: Consistent growth from 2008 to present, reflecting both debt management and Brooklyn industrial/loft market appreciation.


6. Current Encumbrance Summary

6.1 Known Encumbrances

Type Holder Amount Priority Collateral
First Mortgage Customers Bank (L-2024-02) $4,100,000 Senior Lots 1 & 72
Municipal liens NYC (if any) TBD Per statute TBD
Judgment liens None recorded - - -

6.2 Priority Notes

  • Bank mortgage holds senior position on Block 2512 (both lots)
  • Judgment liens filed after mortgage would be junior
  • OATH remediation liens (if any) have statutory priority rules - see Green C001
  • Current title search required for complete encumbrance picture

7. Collection Capacity Implications

7.1 Tier 1 Equity Available

Based on the two-tier 2024 analysis:

Tier Low Mid High Notes
Tier A (ACRIS Floor) $13.9M $20.9M $27.9M Documented minimum
Tier B (Comp-Based) $40.39M $42.75M $52.97M Pending appraisal

Tier B Breakdown:

Component Low Mid High
Lot 1 (230 Franklin) $39.73M $41.98M $52.08M
Lot 72 (117 Green) $0.66M $0.77M $0.89M

7.2 Practical Considerations (Facts Only)

Factors supporting collection capacity: - Clear fee simple title from government transfer - Single senior lienholder (facilitates negotiations) - Substantial equity cushion above mortgage debt - Active commercial operations indicate ongoing revenue - Verified building area (112,105 sq ft Lot 1 + 2,214 sq ft Lot 72) supports Tier B estimates - Both lots encumbered by same mortgage (unified collateral package)

Factors requiring verification: - Exact current mortgage payoff amount - Any municipal liens not yet recorded - Market conditions at time of potential foreclosure - Priority of any OATH remediation liens - Independent appraisal to confirm Tier B values

7.3 Green B001 to Green D001 Handoff

This equity analysis provides input for Green D001 (Recovery Band Calculation): - B001 Tier A equity: $13.9M-$27.9M range (documented floor) - B001 Tier B equity: $40.39M-$52.97M range (estimated market, both lots) - Lot 1: $39.73M-$52.08M - Lot 72: $0.66M-$0.89M - B002 will add Tier 2 (receivables) and Tier 3 (UCC) assets - D001 applies collection haircuts to derive realistic recovery bands

Sensitivity Note: Lot 72 represents ~1.5% of Tier B value. The overall capacity bands are not materially sensitive to Lot 72 valuation estimates.

Strategy Note: How these capacity bands translate to settlement posture or enforcement sequence is addressed in Purple Vol 08, not Green.


8. Source Authority

Data Element Source Verification Status
Ownership chain ACRIS deed records Verified
Loan IDs and CRFNs Grey Vol 11 B001 (ACRIS Spine) Verified
Principal amounts ACRIS mortgage records Verified
Lot 1 building area (112,105 sq ft) NYC DOF Property Portal Verified
Lot 72 area (2,214 sq ft) Public records Verified
Lot 1 price/SF benchmarks Brooklyn market data (2022-2025) External research
Lot 72 land value benchmarks Greenpoint industrial land market External research
Tier A property values LTV-inference estimates Documented floor
Tier B-1 property values (Lot 1) Comp-based calculation Estimated (appraisal required)
Tier B-2 property values (Lot 72) Land-value calculation Estimated (appraisal required)
Equity bands Calculated from above Derived

Limitations Stated: - Tier A equity bands are FLOORS based on LTV inference methodology - Tier B equity bands require independent appraisal verification - Tier B-2 (Lot 72) uses land-value methodology for small warehouse parcel; ~1.5% of total Tier B - Exact current mortgage balance may differ from recorded principal - Municipal lien status requires updated title search


END — Green Tab B001 - Block 2512 Equity Analysis v1.3