{ "schemaVersion": "deck-intelligence.v1", "id": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "slug": "b558a119bfa2c54e", "title": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "subtitle": "Cromwell European REIT", "author": "Cromwell European REIT", "pageCount": 45, "kind": "consulting-deck", "orientation": "landscape", "aspectRatio": 1.778, "document": { "id": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "slug": "b558a119bfa2c54e", "title": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "rawTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "authorDisplay": "Cromwell European REIT", "kind": { "slug": "consulting-deck", "label": "Consulting deck" }, "sourceType": { "slug": "equity_research", "label": "Equity research" }, "fileName": "20230608_172439_CWCU_9YRZMYZ26FO0PKXJ.1.pdf", "sourceUrl": null, "sourceDate": "2023-06-15 00:00:00", "presentationDate": null, "ingestedAt": "2026-04-24 14:50:27+00", "status": "ready", "pageCount": 45, "orientation": "landscape", "aspectRatio": 1.778, "targetCompany": null, "targetTicker": null, "metadata": { "local_root": "/tmp/legacy-images/b558a119bfa2c54e", "origin_corpus": "consulting" } }, "coverage": { "pageCount": 45, "pagesIndexed": 45, "pagesWithImages": 45, "pagesWithMetadata": 45, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 316, "chartCount": 33, "metricSlides": 0, "toolMatches": 13, "documentToolMatches": 0, "frameworkMatches": 2, "arcMatches": 1, "beatMatches": 5, "loopMatches": 3, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": true, "reviewAvailable": true, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "73e731ce-4be0-4b24-b85e-97b0f3cf4390", "evidence": "The presentation follows a logical sequence: attention (1Q 2023 results), need (portfolio challenges), satisfaction (resilient performance), and action (strategic plans)", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 21:19:20.765825+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 2, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 1, "name": "Attention", "beatId": "b70ae23d-6ab7-47c5-a8d3-d1e3545ba1e5", "matchId": "73e731ce-4be0-4b24-b85e-97b0f3cf4390", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "Introduction to CEREIT and 1Q 2023 results", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. 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occupancy rate now at 95.8%: One new lease: 416 sqm signed for 9 years at +12.6% rent reversion", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:05:35.962+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6188cb5a-9b5e-489e-891f-8afab669b749", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.48, "x": 0.505, "y": 0.78 }, "kind": "list", "text": "Parc Jean Mermoz and Parc des Guillaumes - occupancy for both at 100%: Two 9-year lease renewals: 1,984 sqm and 2,078 sqm at passing rent", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:05:35.962+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "643cb02c-0d8f-402d-a1b5-1d55153857f0", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Occupancy rate: 100%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 16:22:43+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-340c-7065-8a5b-8d2cd84d5096", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.52, "x": 0.038, "y": 0.07 }, "kind": "title", "text": "Strong logistics leasing activity in France", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:05:35.962+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc7ef8a4-5f49-4f27-97d2-4c9e3cd1cf2e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4d730c78-99e7-4081-84ec-51a88c4ec61f", "evidence": "List/bullet: Parc des Docks (PdD), Paris - 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Three 6-year lease renewals (3,659 sqm, 544 sqm and 380 sqm) with existing tenants", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:05:40.624+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a925064-e0eb-496c-ba29-f8ef80114fb3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.038, "y": 0.455 }, "kind": "list", "text": "Haagse Poort, The Hague: One 10-year new lease (2,616 sqm) at +21% rent reversion", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:05:40.624+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7be0c63a-a4d0-4425-a0c8-25bf84dbbecf", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.45, "x": 0.505, "y": 0.455 }, "kind": "list", "text": "Bastion, Den Bosch – occupancy now at 92.9%: One 3-year new lease (607 sqm) at +4.1% rent reversion; 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