Multiple REIT subsectors (urban office, retail, business hotels, movie theaters)

Jonathan Litt · 2020-12

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 5 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Problem (Identify pain) 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits

— 0/1 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 · 9 hits

— 0/1 slides

100% 1/1 slides 100% 1/1 slides · 2 hits Solution (Provide relief) 3 slides 100% 3/3 slides 100% 3/3 slides · 27 hits

— 0/3 slides

100% 3/3 slides · 4 hits

— 0/3 slides

100% 3/3 slides 100% 3/3 slides · 5 hits

Slide inventory

every slide · same image gating as the playbook

The slide uses a 'Vaccine Mirage' metaphor to warn investors against mistaking temporary recovery for long-term value.frame_situation

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

The slide argues that the market is failing to differentiate between stocks with a fundamental rebound and those experiencing a temporary 'mirage' of normalcy.analyze_data

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

The slide uses two bar charts to illustrate negative revenue forecasts for retail and business travel sectors.analyze_data

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

The slide combines qualitative market analysis with a line chart showing regional job growth trends.analyze_data

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

Includes contact information for media inquiries.diagnose_problem

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