Empire State Realty Trust (ESRT)

Jonathan Litt · 2020-05

arc beats above · slides in the middle · loops below · scroll → 1 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 3 total

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Problem (Identify pain) 1 slides 100% 1/1 slides 100% 1/1 slides · 14 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Agitate (Make it worse) 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits

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100% 1/1 slides 100% 1/1 slides Solution (Provide relief) 1 slides 100% 1/1 slides 100% 1/1 slides · 14 hits

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100% 1/1 slides 100% 1/1 slides

Slide inventory

every slide · same image gating as the playbook

The document uses a 'hurricane' metaphor to frame the market crisis.diagnose_problem

Open slide detailBeat · Problem (Identify pain)Loop · Cost Of Inaction

The slide is a dense text-heavy press release or research note format with supporting charts.diagnose_problem

Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction

The slide combines qualitative expert testimony from CEOs with quantitative historical vacancy data to frame a negative outlook for commercial real estate.diagnose_problem

Open slide detailBeat · Solution (Provide relief)Loop · Cost Of Inaction

This is a press release excerpt from Land & Buildings (L&B) criticizing ESRT.name_villain

Open slide detail