Apartment Investment and Management Company (AIV)

Jonathan Litt · 2020-09

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 5 total

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Problem (Identify pain) 2 slides 100% 2/2 slides 100% 2/2 slides · 16 hits

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50% 1/2 slides

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100% 2/2 slides 50% 1/2 slides Agitate (Make it worse) 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Solution (Provide relief) 2 slides 100% 2/2 slides 100% 2/2 slides · 9 hits

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Slide inventory

every slide · same image gating as the playbook

This is a press release/open letter format.state_demand

Open slide detailBeat · Problem (Identify pain)

This is a page from an activist investor letter (likely Land & Buildings) criticizing Apartment Investment and Management Company (AIV).preempt_rebuttal

Open slide detailBeat · Problem (Identify pain)Loop · The Reveal

This is a text-heavy shareholder letter page criticizing management's proposed spin-off strategy.expose_contradiction

Open slide detailBeat · Agitate (Make it worse)Loop · The Reveal

This is the final page of a shareholder letter, containing a sign-off from Jonathan Litt and mandatory legal disclosures.other

Open slide detailBeat · Solution (Provide relief)

This is a standard regulatory disclosure page regarding share ownership and beneficial interest.other

Open slide detailBeat · Solution (Provide relief)