-ibd-presentation-2018-ggp-inc-goldman-sachs-1 · deck
27 IBD presentation 2018 GGP Inc. Goldman Sachs 1
80 pages · 5 arc beats · 4 loops
27 IBD presentation 2018 GGP Inc. Goldman Sachs 1
-ibd-presentation-2018-ggp-inc-goldman-sachs-1 · 2018-01 arc beats above · slides in the middle · loops below · scroll → 4 LOOPS
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Deck intelligence map
5 coverage by narrative range · generated from this deck JSON
Narrative range 26 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 5 slides 100% 5/5 slides 100% 5/5 slides · 18 hits — 0/5 slides
40% 2/5 slides · 3 hits — 0/5 slides
100% 5/5 slides — 0/5 slides
Solution 6 slides 100% 6/6 slides 100% 6/6 slides · 22 hits — 0/6 slides
66.7% 4/6 slides · 5 hits 16.7% 1/6 slides 100% 6/6 slides 100% 6/6 slides Market Size 5 slides 100% 5/5 slides 100% 5/5 slides · 17 hits — 0/5 slides
60% 3/5 slides — 0/5 slides
100% 5/5 slides 100% 5/5 slides Product 5 slides 100% 5/5 slides 100% 5/5 slides · 17 hits — 0/5 slides
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100% 5/5 slides 100% 5/5 slides Team 5 slides 100% 5/5 slides 100% 5/5 slides · 20 hits — 0/5 slides
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100% 5/5 slides 100% 5/5 slides Slide inventory
80 every slide · same image gating as the playbook
05
Goldman Sachs investment banking slide detailing complex deal mechanics.summarize
Open slide detailBeat · Problem
06
The slide uses a red dashed box to highlight the 'Final Offer' column across multiple sub-tables.compare_peers
Open slide detailBeat · Problem
07
The slide uses horizontal reference lines to indicate the three offer price levels across the bar chart.analyze_data
Open slide detailBeat · Problem
08
Includes detailed footnotes regarding ownership assumptions and data sources.compare_peers
Open slide detailBeat · Problem
10
Dual-axis charts showing closing price (line) and volume (bar) with specific percentage movement callouts.analyze_data
11
The slide uses a bar chart for share price movement and a table for fundamental metric changes.compare_peers
12
The slide aggregates various broker research snippets to provide context on market sentiment and valuation metrics.cite_precedent
14
The slide uses a two-row table structure to categorize the proposal details into 'Overview' and 'Exchangeability'.present_solution
15
Goldman Sachs investment banking deck slide detailing terms of a proposed stock structure.present_solution
18
The slide uses a structured table format to categorize assumptions by financial line item.summarize
19
Includes CAGR (17A-'22E) and detailed footnotes regarding NOI adjustments.analyze_data
20
Includes historical data (2017A) and projections (2018E-2022E).analyze_data
21
The slide uses a standard financial reporting format for variance analysis.compare_peers
22
Includes a red circle annotation highlighting the variance in FFO/Share.compare_peers
24
The slide uses a table structure to organize assumptions for Basis of Preparation, Core Retail, Core Office, Opportunistic, G&A, and MSA Payments.analyze_data
25
This is the second of two slides detailing management projections.analyze_data
26
Includes CAGR calculations for the 2017A-2022E period.analyze_data
27
The table includes historical data (2017A) and management projections (2018E-2022E).analyze_data
28
The table provides a detailed breakdown of debt, preferred securities, cash, and leverage metrics (Net Debt + Preferreds / EBITDA).analyze_data
29
The table includes CAGR calculations and analyst count metrics for context.compare_peers
30
Compares FFO projections and calculates absolute and percentage differences.compare_peers
32
The slide uses a structured table format to detail complex M&A transaction mechanics.establish_context
33
Includes footnotes regarding bridge facility coverage and rounding impacts.analyze_data
34
The table uses a waterfall-style bridge structure to reconcile opening balances to pro forma closing balances.analyze_data
35
The table uses a standard waterfall-style bridge structure to adjust standalone FFO for various operational and financial impacts.analyze_data
38
Includes per share data and capitalization metrics; source is Blue Jay Pro Forma Management Projections.analyze_data
41
Uses a football field chart visualization style within a table structure.analyze_data
42
Includes both a top summary table of current/pre-rumor rates and a bottom table of annual averages.compare_peers
43
Includes sensitivity analysis on cap rates (5.75%, 6.51%, 6.75%) and management projections for NOI, dividends, and cost of equity.analyze_data
44
Includes a summary table of historical multiples and a data table at the bottom for annual averages.compare_peers
45
Includes a table of management projections for FFO and dividends, and a sensitivity analysis of share price based on P/FFO multiples.analyze_data
46
The table follows a standard DCF-style build-up starting from EBITDA down to Levered Free Cash Flow.analyze_data
48
Includes summary statistics (Low, Mean, Median, High, 25th/75th Percentile) at the bottom of the table.cite_precedent
51
The slide uses a floating bar chart format to show valuation ranges against current and undisturbed stock prices.analyze_data
52
Includes a summary table of average multiples for various time horizons.compare_peers
53
Includes a table of management projections and a sensitivity analysis across three P/FFO multiples.analyze_data
54
Includes adjustments for interest expense, operating cash flow, investing cash flow, and financing activities.analyze_data
55
The slide presents four sensitivity matrices for a DCF valuation model.analyze_data
56
Includes a table of broker estimates and a bar chart showing NAV trends over time.analyze_data
58
The chart tracks valuation multiples over time, highlighting the impact of the Goldfinch acquisition on Blue Jay's valuation.compare_peers
60
Includes two line charts showing valuation trends and a summary table of implied offer premiums.analyze_data
63
Includes two bar charts comparing Goldfinch pre-rumor against a peer group (TCO, MAC, SPG, SKT, PEI, WPG, CBL).compare_peers
64
Includes a table of FFO and dividend projections with an illustrative cost of equity.analyze_data
65
Includes two line charts showing valuation trajectories and a summary table of implied offer premiums.analyze_data
67
The slide explicitly highlights the cross-ownership percentages between the two entities.compare_peers
68
The slide uses pie charts to visualize the percentage breakdown of different investor types for two companies.compare_peers
69
The table highlights a significant portion of shareholders holding PTPs or externally managed REITs, with summary statistics at the bottom.analyze_data
70
The table uses checkmarks, question marks, and an 'x' to indicate status against criteria.analyze_data
71
The table includes a 'Barbet' column indicating status or applicability for a specific entity.analyze_data
73
Includes Goldman Sachs branding and Investment Banking Division header.compare_peers
75
Includes Goldman Sachs branding and Investment Banking Division header.analyze_data
76
Includes broker-specific data, median calculations, and consensus figures from IBES and SNL.analyze_data
77
The table breaks down real estate assets by type (Core Office, Core Retail, Opportunistic) and corporate adjustments to arrive at NAV per unit.analyze_data
78
Includes a sensitivity table for Cost of Equity vs. Equity Beta and a line chart showing beta volatility over two years.analyze_data
79
Includes a line chart showing beta over time and a sensitivity table for cost of equity vs. equity beta.analyze_data
80
Includes calculation of levered beta, debt/equity ratios, and cost of equity using CAPM-style inputs.analyze_data