{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 747, "pageSize": 60, "pageCount": 5333, "rows": [ { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 1, "slideType": "cover", "function": "front_matter", "notes": null, "imagePath": "https://imgproxy.kitesheet.com/_CmZmgUDfTt4BaDM2z-_DKekfDj06mVCWBtXdOkZWk4/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iNTU4YTExOWJmYTJjNTRlL3AwMDEuanBn", "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/1", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-1", "loopMatches": [], "arcBeatMatches": [ { "to": 2, "from": 1, "beatId": "b70ae23d-6ab7-47c5-a8d3-d1e3545ba1e5", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Attention", "beatSlug": "monroes-sequence-attention", "evidence": "Introduction to CEREIT and 1Q 2023 results", "position": 0, "confidence": 0.8, "parentBeatName": "Hook", "parentBeatSlug": "hook" } ], "imagePathAlt": "https://imgproxy.kitesheet.com/qzcouMR27rR0vSEwhPjb2bbxHgImQOMZJhAcNKyWRZ0/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iNTU4YTExOWJmYTJjNTRlL3AwMDEucG5n", "thumbSrc": "https://imgproxy.kitesheet.com/hUthL4-1ZbEeqX-axAgdjibnU1bI95tm0V4TwCbbep8/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iNTU4YTExOWJmYTJjNTRlL3AwMDEuanBn", "thumbSrcAlt": "https://imgproxy.kitesheet.com/H1UmyXWUYK-4uW94LYOkXZidR8Lk2B_ah1nyQZ3LWHE/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iNTU4YTExOWJmYTJjNTRlL3AwMDEucG5n" }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 2, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/2", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-2", "loopMatches": [], "arcBeatMatches": [ { "to": 2, "from": 1, "beatId": "b70ae23d-6ab7-47c5-a8d3-d1e3545ba1e5", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Attention", "beatSlug": "monroes-sequence-attention", "evidence": "Introduction to CEREIT and 1Q 2023 results", "position": 0, "confidence": 0.8, "parentBeatName": "Hook", "parentBeatSlug": "hook" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 3, "slideType": "executive_summary", "function": "establish_context", "notes": "The slide uses a grid of property photos to establish scale and geographic diversity.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/3", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-3", "loopMatches": [ { "to": 5, "from": 3, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "9217ac73-473f-4ae3-a151-6e6835fd8327", "evidence": "Emphasis on portfolio challenges and potential risks", "position": 0, "objective": "Highlighting the need for strategic action", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.6, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 5, "from": 3, "beatId": "6e29f839-5b53-43ac-a9e9-d87ac027dec8", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Need", "beatSlug": "monroes-sequence-need", "evidence": "Portfolio challenges and strategic options", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 4, "slideType": "financial_analysis", "function": "analyze_data", "notes": "The slide tracks portfolio value by asset class over time (Dec-17 to Mar-23) and shows current portfolio composition.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/4", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-4", "loopMatches": [ { "to": 5, "from": 3, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "9217ac73-473f-4ae3-a151-6e6835fd8327", "evidence": "Emphasis on portfolio challenges and potential risks", "position": 0, "objective": "Highlighting the need for strategic action", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.6, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 5, "from": 3, "beatId": "6e29f839-5b53-43ac-a9e9-d87ac027dec8", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Need", "beatSlug": "monroes-sequence-need", "evidence": "Portfolio challenges and strategic options", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 5, "slideType": "strategic_options", "function": "present_solution", "notes": "The slide uses a stacked bar chart to show portfolio transformation. The 'Other' and 'Office B/C' segments are shown as divested (dashed box).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/5", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-5", "loopMatches": [ { "to": 5, "from": 3, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "9217ac73-473f-4ae3-a151-6e6835fd8327", "evidence": "Emphasis on portfolio challenges and potential risks", "position": 0, "objective": "Highlighting the need for strategic action", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.6, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 5, "from": 3, "beatId": "6e29f839-5b53-43ac-a9e9-d87ac027dec8", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Need", "beatSlug": "monroes-sequence-need", "evidence": "Portfolio challenges and strategic options", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 6, "slideType": "timeline", "function": "present_solution", "notes": "The slide uses a timeline structure to visualize a pipeline of capital projects.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/6", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-6", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 7, "slideType": "geographic_map", "function": "establish_context", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/7", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-7", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 8, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/8", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-8", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 9, "slideType": "kpi_dashboard", "function": "summarize", "notes": "The slide uses a grid layout to categorize KPIs into three main pillars: Financial Highlights, Capital Management, and Asset Management.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/9", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-9", "loopMatches": [], "arcBeatMatches": [ { "to": 21, "from": 9, "beatId": "f3f0b25f-ed1e-4d4a-b5bd-ba666df6e9b7", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Satisfaction", "beatSlug": "monroes-sequence-satisfaction", "evidence": "Resilient portfolio performance and financial highlights", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 10, "slideType": "kpi_dashboard", "function": "summarize", "notes": "The slide highlights low concentration risk and high-quality tenant base.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/10", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-10", "loopMatches": [], "arcBeatMatches": [ { "to": 21, "from": 9, "beatId": "f3f0b25f-ed1e-4d4a-b5bd-ba666df6e9b7", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Satisfaction", "beatSlug": "monroes-sequence-satisfaction", "evidence": "Resilient portfolio performance and financial highlights", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 11, "slideType": "financial_analysis", "function": "summarize", "notes": "The table includes footnotes regarding divestment gains and top-ups.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/11", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-11", "loopMatches": [], "arcBeatMatches": [ { "to": 21, "from": 9, "beatId": "f3f0b25f-ed1e-4d4a-b5bd-ba666df6e9b7", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Satisfaction", "beatSlug": "monroes-sequence-satisfaction", "evidence": "Resilient portfolio performance and financial highlights", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 12, "slideType": "kpi_dashboard", "function": "analyze_data", "notes": "The chart uses a stacked bar format to illustrate the components of DPU over time.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/12", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-12", "loopMatches": [], "arcBeatMatches": [ { "to": 21, "from": 9, "beatId": "f3f0b25f-ed1e-4d4a-b5bd-ba666df6e9b7", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Satisfaction", "beatSlug": "monroes-sequence-satisfaction", "evidence": "Resilient portfolio performance and financial highlights", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 13, "slideType": "financial_analysis", "function": "quantify_impact", "notes": "The slide uses a waterfall-style comparison for the portfolio value and a line chart for yield trends.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/13", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-13", "loopMatches": [], "arcBeatMatches": [ { "to": 21, "from": 9, "beatId": "f3f0b25f-ed1e-4d4a-b5bd-ba666df6e9b7", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Satisfaction", "beatSlug": "monroes-sequence-satisfaction", "evidence": "Resilient portfolio performance and financial highlights", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 14, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/14", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-14", "loopMatches": [], "arcBeatMatches": [ { "to": 21, "from": 9, "beatId": "f3f0b25f-ed1e-4d4a-b5bd-ba666df6e9b7", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Satisfaction", "beatSlug": "monroes-sequence-satisfaction", "evidence": "Resilient portfolio performance and financial highlights", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 15, "slideType": "kpi_dashboard", "function": "summarize", "notes": "Occupancy calculation excludes specific hard refurbishment/development projects in Italy.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/15", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-15", "loopMatches": [], "arcBeatMatches": [ { "to": 21, "from": 9, "beatId": "f3f0b25f-ed1e-4d4a-b5bd-ba666df6e9b7", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Satisfaction", "beatSlug": "monroes-sequence-satisfaction", "evidence": "Resilient portfolio performance and financial highlights", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 16, "slideType": "kpi_dashboard", "function": "quantify_impact", "notes": "WALE: Weighted Average Lease Expiry; WALB: Weighted Average Lease Break.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/16", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-16", "loopMatches": [], "arcBeatMatches": [ { "to": 21, "from": 9, "beatId": "f3f0b25f-ed1e-4d4a-b5bd-ba666df6e9b7", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Satisfaction", "beatSlug": "monroes-sequence-satisfaction", "evidence": "Resilient portfolio performance and financial highlights", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 17, "slideType": "kpi_dashboard", "function": "analyze_data", "notes": "The slide uses a funnel chart to represent portfolio weighting by country, with the top four markets highlighted in a light blue box.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/17", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-17", "loopMatches": [], "arcBeatMatches": [ { "to": 21, "from": 9, "beatId": "f3f0b25f-ed1e-4d4a-b5bd-ba666df6e9b7", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Satisfaction", "beatSlug": "monroes-sequence-satisfaction", "evidence": "Resilient portfolio performance and financial highlights", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 18, "slideType": "kpi_dashboard", "function": "quantify_impact", "notes": "The chart combines a line graph for occupancy and a bar chart for rent reversion.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/18", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-18", "loopMatches": [], "arcBeatMatches": [ { "to": 21, "from": 9, "beatId": "f3f0b25f-ed1e-4d4a-b5bd-ba666df6e9b7", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Satisfaction", "beatSlug": "monroes-sequence-satisfaction", "evidence": "Resilient portfolio performance and financial highlights", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 19, "slideType": "industry_trends", "function": "analyze_data", "notes": "The slide uses a combination of bar and line charts to illustrate market dynamics. The 2.3% vacancy rate is highlighted as a key metric.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/19", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-19", "loopMatches": [], "arcBeatMatches": [ { "to": 21, "from": 9, "beatId": "f3f0b25f-ed1e-4d4a-b5bd-ba666df6e9b7", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Satisfaction", "beatSlug": "monroes-sequence-satisfaction", "evidence": "Resilient portfolio performance and financial highlights", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 20, "slideType": "kpi_dashboard", "function": "analyze_data", "notes": "The chart combines a line graph for occupancy and a bar chart for rent reversion.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/20", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-20", "loopMatches": [], "arcBeatMatches": [ { "to": 21, "from": 9, "beatId": "f3f0b25f-ed1e-4d4a-b5bd-ba666df6e9b7", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Satisfaction", "beatSlug": "monroes-sequence-satisfaction", "evidence": "Resilient portfolio performance and financial highlights", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 21, "slideType": "kpi_dashboard", "function": "quantify_impact", "notes": "The slide uses a combination of bar and line charts to illustrate market performance metrics.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/21", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-21", "loopMatches": [], "arcBeatMatches": [ { "to": 21, "from": 9, "beatId": "f3f0b25f-ed1e-4d4a-b5bd-ba666df6e9b7", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Satisfaction", "beatSlug": "monroes-sequence-satisfaction", "evidence": "Resilient portfolio performance and financial highlights", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 22, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/22", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-22", "loopMatches": [ { "to": 25, "from": 22, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "0432ccff-d7d3-456f-af18-abd915a1f00b", "evidence": "BREEAM and LEED certifications, 'green' leases, and GRESB score", "position": 1, "objective": "Showcasing sustainability efforts", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 0.7, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "arcBeatMatches": [ { "to": 30, "from": 22, "beatId": "6f82d693-a8d2-4444-9aa7-d2cbb8bfa8c3", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Visualization", "beatSlug": "monroes-sequence-visualization", "evidence": "Sustainability and capital management strategies", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 23, "slideType": "kpi_dashboard", "function": "summarize", "notes": "The slide uses a color-coded grid to categorize metrics into ESG pillars.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/23", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-23", "loopMatches": [ { "to": 25, "from": 22, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "0432ccff-d7d3-456f-af18-abd915a1f00b", "evidence": "BREEAM and LEED certifications, 'green' leases, and GRESB score", "position": 1, "objective": "Showcasing sustainability efforts", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 0.7, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "arcBeatMatches": [ { "to": 30, "from": 22, "beatId": "6f82d693-a8d2-4444-9aa7-d2cbb8bfa8c3", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Visualization", "beatSlug": "monroes-sequence-visualization", "evidence": "Sustainability and capital management strategies", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 24, "slideType": "kpi_dashboard", "function": "quantify_impact", "notes": "The chart uses a dual-axis approach to show absolute scores (GRESB) and percentages (green buildings/leases).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/24", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-24", "loopMatches": [ { "to": 25, "from": 22, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "0432ccff-d7d3-456f-af18-abd915a1f00b", "evidence": "BREEAM and LEED certifications, 'green' leases, and GRESB score", "position": 1, "objective": "Showcasing sustainability efforts", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 0.7, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "arcBeatMatches": [ { "to": 30, "from": 22, "beatId": "6f82d693-a8d2-4444-9aa7-d2cbb8bfa8c3", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Visualization", "beatSlug": "monroes-sequence-visualization", "evidence": "Sustainability and capital management strategies", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 25, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/25", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-25", "loopMatches": [ { "to": 25, "from": 22, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "0432ccff-d7d3-456f-af18-abd915a1f00b", "evidence": "BREEAM and LEED certifications, 'green' leases, and GRESB score", "position": 1, "objective": "Showcasing sustainability efforts", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 0.7, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "arcBeatMatches": [ { "to": 30, "from": 22, "beatId": "6f82d693-a8d2-4444-9aa7-d2cbb8bfa8c3", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Visualization", "beatSlug": "monroes-sequence-visualization", "evidence": "Sustainability and capital management strategies", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 26, "slideType": "kpi_dashboard", "function": "analyze_data", "notes": "The slide highlights the company's adherence to investment-grade metrics and loan covenants.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/26", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-26", "loopMatches": [ { "to": 29, "from": 26, "name": "Quick Win Big Bet", "slug": "47-quick-win-big-bet", "bestFor": "Transformation planning, 100-day plans, resource allocation", "matchId": "de63e2bb-17a2-46bb-b5e5-d8aaf04baee2", "evidence": "Fixed / hedged rate increase and sustainability-linked finance", "position": 2, "objective": "Highlighting capital management strategies", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "confidence": 0.6, "description": "Separate initiatives into immediate wins and longer-term strategic bets" } ], "arcBeatMatches": [ { "to": 30, "from": 22, "beatId": "6f82d693-a8d2-4444-9aa7-d2cbb8bfa8c3", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Visualization", "beatSlug": "monroes-sequence-visualization", "evidence": "Sustainability and capital management strategies", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 27, "slideType": "financial_analysis", "function": "analyze_data", "notes": "The chart uses a dual-axis approach to show absolute debt amounts (bars) and hedge percentages (line).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/27", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-27", "loopMatches": [ { "to": 29, "from": 26, "name": "Quick Win Big Bet", "slug": "47-quick-win-big-bet", "bestFor": "Transformation planning, 100-day plans, resource allocation", "matchId": "de63e2bb-17a2-46bb-b5e5-d8aaf04baee2", "evidence": "Fixed / hedged rate increase and sustainability-linked finance", "position": 2, "objective": "Highlighting capital management strategies", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "confidence": 0.6, "description": "Separate initiatives into immediate wins and longer-term strategic bets" } ], "arcBeatMatches": [ { "to": 30, "from": 22, "beatId": "6f82d693-a8d2-4444-9aa7-d2cbb8bfa8c3", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Visualization", "beatSlug": "monroes-sequence-visualization", "evidence": "Sustainability and capital management strategies", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 28, "slideType": "industry_trends", "function": "quantify_impact", "notes": "The chart shows a projection of interest rates peaking in late 2023/early 2024 before stabilizing.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/28", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-28", "loopMatches": [ { "to": 29, "from": 26, "name": "Quick Win Big Bet", "slug": "47-quick-win-big-bet", "bestFor": "Transformation planning, 100-day plans, resource allocation", "matchId": "de63e2bb-17a2-46bb-b5e5-d8aaf04baee2", "evidence": "Fixed / hedged rate increase and sustainability-linked finance", "position": 2, "objective": "Highlighting capital management strategies", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "confidence": 0.6, "description": "Separate initiatives into immediate wins and longer-term strategic bets" } ], "arcBeatMatches": [ { "to": 30, "from": 22, "beatId": "6f82d693-a8d2-4444-9aa7-d2cbb8bfa8c3", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Visualization", "beatSlug": "monroes-sequence-visualization", "evidence": "Sustainability and capital management strategies", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 29, "slideType": "other", "function": "establish_context", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/29", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-29", "loopMatches": [ { "to": 29, "from": 26, "name": "Quick Win Big Bet", "slug": "47-quick-win-big-bet", "bestFor": "Transformation planning, 100-day plans, resource allocation", "matchId": "de63e2bb-17a2-46bb-b5e5-d8aaf04baee2", "evidence": "Fixed / hedged rate increase and sustainability-linked finance", "position": 2, "objective": "Highlighting capital management strategies", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "confidence": 0.6, "description": "Separate initiatives into immediate wins and longer-term strategic bets" } ], "arcBeatMatches": [ { "to": 30, "from": 22, "beatId": "6f82d693-a8d2-4444-9aa7-d2cbb8bfa8c3", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Visualization", "beatSlug": "monroes-sequence-visualization", "evidence": "Sustainability and capital management strategies", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 30, "slideType": "section_divider", "function": "transition", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/30", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-30", "loopMatches": [], "arcBeatMatches": [ { "to": 30, "from": 22, "beatId": "6f82d693-a8d2-4444-9aa7-d2cbb8bfa8c3", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Visualization", "beatSlug": "monroes-sequence-visualization", "evidence": "Sustainability and capital management strategies", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 31, "slideType": "initiative_list", "function": "prioritize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/31", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-31", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 31, "beatId": "6e6c0950-8439-4f34-bc24-6fc1a073ddfa", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Action", "beatSlug": "monroes-sequence-action", "evidence": "Recycling capital and focusing on asset management", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 32, "slideType": "appendix", "function": "appendix", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/32", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-32", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 31, "beatId": "6e6c0950-8439-4f34-bc24-6fc1a073ddfa", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Action", "beatSlug": "monroes-sequence-action", "evidence": "Recycling capital and focusing on asset management", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 33, "slideType": "client_example", "function": "illustrate_case", "notes": "The slide title mentions France, but one example is from the Netherlands.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/33", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-33", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 31, "beatId": "6e6c0950-8439-4f34-bc24-6fc1a073ddfa", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Action", "beatSlug": "monroes-sequence-action", "evidence": "Recycling capital and focusing on asset management", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 34, "slideType": "client_example", "function": "illustrate_case", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/34", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-34", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 31, "beatId": "6e6c0950-8439-4f34-bc24-6fc1a073ddfa", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Action", "beatSlug": "monroes-sequence-action", "evidence": "Recycling capital and focusing on asset management", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 35, "slideType": "case_study", "function": "illustrate_case", "notes": "Includes a site map and an aerial rendering of the proposed development.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/35", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-35", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 31, "beatId": "6e6c0950-8439-4f34-bc24-6fc1a073ddfa", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Action", "beatSlug": "monroes-sequence-action", "evidence": "Recycling capital and focusing on asset management", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 36, "slideType": "kpi_dashboard", "function": "analyze_data", "notes": "The right chart is a funnel chart representing portfolio weighting.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/36", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-36", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 31, "beatId": "6e6c0950-8439-4f34-bc24-6fc1a073ddfa", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Action", "beatSlug": "monroes-sequence-action", "evidence": "Recycling capital and focusing on asset management", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 37, "slideType": "kpi_dashboard", "function": "analyze_data", "notes": "The funnel chart represents portfolio weighting by country, likely ordered by size.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/37", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-37", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 31, "beatId": "6e6c0950-8439-4f34-bc24-6fc1a073ddfa", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Action", "beatSlug": "monroes-sequence-action", "evidence": "Recycling capital and focusing on asset management", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 38, "slideType": "kpi_dashboard", "function": "summarize", "notes": "The chart is a nested donut chart showing sector (inner ring) and geography (outer ring).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/38", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-38", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 31, "beatId": "6e6c0950-8439-4f34-bc24-6fc1a073ddfa", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Action", "beatSlug": "monroes-sequence-action", "evidence": "Recycling capital and focusing on asset management", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 39, "slideType": "geographic_map", "function": "establish_context", "notes": "The slide uses a color-coded map to represent different countries, with corresponding data tables for each.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/39", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-39", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 31, "beatId": "6e6c0950-8439-4f34-bc24-6fc1a073ddfa", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Action", "beatSlug": "monroes-sequence-action", "evidence": "Recycling capital and focusing on asset management", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 40, "slideType": "data_table", "function": "summarize", "notes": "The table includes a breakdown by country and asset type, with summary rows for total asset classes and a grand total.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/40", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-40", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 31, "beatId": "6e6c0950-8439-4f34-bc24-6fc1a073ddfa", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Action", "beatSlug": "monroes-sequence-action", "evidence": "Recycling capital and focusing on asset management", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 41, "slideType": "comparison_table", "function": "compare_options", "notes": "The table provides a structured overview of lease inflation adjustment mechanisms by country.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/41", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-41", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 31, "beatId": "6e6c0950-8439-4f34-bc24-6fc1a073ddfa", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Action", "beatSlug": "monroes-sequence-action", "evidence": "Recycling capital and focusing on asset management", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 42, "slideType": "data_table", "function": "analyze_data", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/42", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-42", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 31, "beatId": "6e6c0950-8439-4f34-bc24-6fc1a073ddfa", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Action", "beatSlug": "monroes-sequence-action", "evidence": "Recycling capital and focusing on asset management", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 43, "slideType": "appendix_disclosure", "function": "appendix", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/43", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-43", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 31, "beatId": "6e6c0950-8439-4f34-bc24-6fc1a073ddfa", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Action", "beatSlug": "monroes-sequence-action", "evidence": "Recycling capital and focusing on asset management", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 44, "slideType": "appendix_disclosure", "function": "front_matter", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/44", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-44", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 31, "beatId": "6e6c0950-8439-4f34-bc24-6fc1a073ddfa", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Action", "beatSlug": "monroes-sequence-action", "evidence": "Recycling capital and focusing on asset management", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3b6bab73ddeb", "docSlug": "b558a119bfa2c54e", "documentTitle": "20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1", "authorId": "MorganStanley", "authorName": "Cromwell European REIT", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 45, "slideType": "closing_ask", "function": "state_next_steps", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/45", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-45", "loopMatches": [], "arcBeatMatches": [ { "to": 45, "from": 31, "beatId": "6e6c0950-8439-4f34-bc24-6fc1a073ddfa", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Action", "beatSlug": "monroes-sequence-action", "evidence": "Recycling capital and focusing on asset management", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-3d3e7187be68", "docSlug": "a284c972af5b8b12", "documentTitle": "ey industry pulse report travel and tourism", "authorId": "MorganStanley", "authorName": "EY", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.779, "pageNumber": 1, "slideType": "cover", "function": "front_matter", "notes": null, "imagePath": "https://imgproxy.kitesheet.com/7j9GmMkaM9_vsTUxxNbrej7qYYR0ostz5a3xSjYLO40/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hMjg0Yzk3MmFmNWI4YjEyL3AwMDEuanBn", "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3d3e7187be68/1", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3d3e7187be68", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3d3e7187be68#slide-1", "loopMatches": [], "arcBeatMatches": [ { "to": 4, "from": 1, "beatId": "9d3aa0bf-501d-4a9a-9c3a-d97bcbf7e708", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "Setup", "beatSlug": "setup", "evidence": "The document starts with an overview of the Greek travel and tourism sector, providing context and setting the stage for the rest of the report.", "position": 0, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": "https://imgproxy.kitesheet.com/gvXH9akPWhTmtyAhNNinPxMsWgL_FgaV8jdIXo7epE8/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hMjg0Yzk3MmFmNWI4YjEyL3AwMDEucG5n", "thumbSrc": "https://imgproxy.kitesheet.com/YS9dVmImYr0dyGZGAMUr08hghQv5HavKHTlZgZV6FHY/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hMjg0Yzk3MmFmNWI4YjEyL3AwMDEuanBn", "thumbSrcAlt": "https://imgproxy.kitesheet.com/yQsn8bZUiNVE0WA8Gh8BH7QcuiAggQL8BpJPKR6SYnA/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hMjg0Yzk3MmFmNWI4YjEyL3AwMDEucG5n" }, { "docId": "019dd923-5e88-73ef-bd59-3d3e7187be68", "docSlug": "a284c972af5b8b12", "documentTitle": "ey industry pulse report travel and tourism", "authorId": "MorganStanley", "authorName": "EY", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.779, "pageNumber": 2, "slideType": "table_of_contents", "function": "front_matter", "notes": "The slide uses a metaphorical image of a tightrope walker to represent the progression of the deck.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-3d3e7187be68/2", "deckHref": "/decks/019dd923-5e88-73ef-bd59-3d3e7187be68", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3d3e7187be68#slide-2", "loopMatches": [], "arcBeatMatches": [ { "to": 4, "from": 1, "beatId": "9d3aa0bf-501d-4a9a-9c3a-d97bcbf7e708", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "Setup", "beatSlug": "setup", "evidence": "The document starts with an overview of the Greek travel and tourism sector, providing context and setting the stage for the rest of the report.", "position": 0, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-37d76cebb7ca", "docSlug": "0519eb59f9f46c0c", "documentTitle": "OP 2020 03 17 morgan stanley european financials conference 2020 santander executive chairmans presentation only available in english en", "authorId": "MorganStanley", "authorName": "Santander", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 12, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide highlights Santander's competitive position in credit risk metrics.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-37d76cebb7ca/12", "deckHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca#slide-12", "loopMatches": [ { "to": 14, "from": 8, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "ff5596bb-01da-44c8-b9da-c222254aa816", "evidence": "The financial analysis and KPI dashboards imply the consequences of inaction.", "position": 1, "objective": "The cost of not adapting to digital transformation", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.6, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 14, "from": 8, "beatId": "58c94c45-9dd5-4c7c-b33e-0648fafe37c9", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "Evidence", "beatSlug": "evidence", "evidence": "The KPI dashboards and financial analysis provide evidence of Santander's growth and profitability.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-37d76cebb7ca", "docSlug": "0519eb59f9f46c0c", "documentTitle": "OP 2020 03 17 morgan stanley european financials conference 2020 santander executive chairmans presentation only available in english en", "authorId": "MorganStanley", "authorName": "Santander", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 13, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart shows Santander as the bank with the lowest erosion (141 bps) compared to peers and the system average.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-37d76cebb7ca/13", "deckHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca#slide-13", "loopMatches": [ { "to": 14, "from": 8, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "ff5596bb-01da-44c8-b9da-c222254aa816", "evidence": "The financial analysis and KPI dashboards imply the consequences of inaction.", "position": 1, "objective": "The cost of not adapting to digital transformation", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.6, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 14, "from": 8, "beatId": "58c94c45-9dd5-4c7c-b33e-0648fafe37c9", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "Evidence", "beatSlug": "evidence", "evidence": "The KPI dashboards and financial analysis provide evidence of Santander's growth and profitability.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-37d76cebb7ca", "docSlug": "0519eb59f9f46c0c", "documentTitle": "OP 2020 03 17 morgan stanley european financials conference 2020 santander executive chairmans presentation only available in english en", "authorId": "MorganStanley", "authorName": "Santander", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 14, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart highlights Santander's stability compared to competitors, with net income growth multipliers also displayed below the company logos.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-37d76cebb7ca/14", "deckHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca#slide-14", "loopMatches": [ { "to": 14, "from": 8, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "ff5596bb-01da-44c8-b9da-c222254aa816", "evidence": "The financial analysis and KPI dashboards imply the consequences of inaction.", "position": 1, "objective": "The cost of not adapting to digital transformation", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.6, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 14, "from": 8, "beatId": "58c94c45-9dd5-4c7c-b33e-0648fafe37c9", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "Evidence", "beatSlug": "evidence", "evidence": "The KPI dashboards and financial analysis provide evidence of Santander's growth and profitability.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-37d76cebb7ca", "docSlug": "0519eb59f9f46c0c", "documentTitle": "OP 2020 03 17 morgan stanley european financials conference 2020 santander executive chairmans presentation only available in english en", "authorId": "MorganStanley", "authorName": "Santander", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 15, "slideType": "table_of_contents", "function": "front_matter", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-37d76cebb7ca/15", "deckHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca#slide-15", "loopMatches": [], "arcBeatMatches": [ { "to": 19, "from": 15, "beatId": "3cc2211c-f105-4c8b-99ac-3573dd7d55c1", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "Satisfaction", "beatSlug": "monroes-sequence-satisfaction", "evidence": "The initiative list and business case satisfy the audience's need for solutions.", "position": 3, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-37d76cebb7ca", "docSlug": "0519eb59f9f46c0c", "documentTitle": "OP 2020 03 17 morgan stanley european financials conference 2020 santander executive chairmans presentation only available in english en", "authorId": "MorganStanley", "authorName": "Santander", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 16, "slideType": "initiative_list", "function": "present_solution", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-37d76cebb7ca/16", "deckHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca#slide-16", "loopMatches": [ { "to": 19, "from": 16, "name": "Quick Win Big Bet", "slug": "47-quick-win-big-bet", "bestFor": "Transformation planning, 100-day plans, resource allocation", "matchId": "29d4d13e-d791-47c7-8232-812c7fece4dc", "evidence": "The initiative list and business case highlight quick wins and big bets.", "position": 2, "objective": "The benefits of Santander's three-pillar plan", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "confidence": 0.6, "description": "Separate initiatives into immediate wins and longer-term strategic bets" } ], "arcBeatMatches": [ { "to": 19, "from": 15, "beatId": "3cc2211c-f105-4c8b-99ac-3573dd7d55c1", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "Satisfaction", "beatSlug": "monroes-sequence-satisfaction", "evidence": "The initiative list and business case satisfy the audience's need for solutions.", "position": 3, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-37d76cebb7ca", "docSlug": "0519eb59f9f46c0c", "documentTitle": "OP 2020 03 17 morgan stanley european financials conference 2020 santander executive chairmans presentation only available in english en", "authorId": "MorganStanley", "authorName": "Santander", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 17, "slideType": "comparison_table", "function": "compare_options", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-37d76cebb7ca/17", "deckHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca#slide-17", "loopMatches": [ { "to": 19, "from": 16, "name": "Quick Win Big Bet", "slug": "47-quick-win-big-bet", "bestFor": "Transformation planning, 100-day plans, resource allocation", "matchId": "29d4d13e-d791-47c7-8232-812c7fece4dc", "evidence": "The initiative list and business case highlight quick wins and big bets.", "position": 2, "objective": "The benefits of Santander's three-pillar plan", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "confidence": 0.6, "description": "Separate initiatives into immediate wins and longer-term strategic bets" } ], "arcBeatMatches": [ { "to": 19, "from": 15, "beatId": "3cc2211c-f105-4c8b-99ac-3573dd7d55c1", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "Satisfaction", "beatSlug": "monroes-sequence-satisfaction", "evidence": "The initiative list and business case satisfy the audience's need for solutions.", "position": 3, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-37d76cebb7ca", "docSlug": "0519eb59f9f46c0c", "documentTitle": "OP 2020 03 17 morgan stanley european financials conference 2020 santander executive chairmans presentation only available in english en", "authorId": "MorganStanley", "authorName": "Santander", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 18, "slideType": "business_case", "function": "quantify_impact", "notes": "The chart shows a clear upward trend in RoRWA, supported by three specific strategic pillars.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-37d76cebb7ca/18", "deckHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca#slide-18", "loopMatches": [ { "to": 19, "from": 16, "name": "Quick Win Big Bet", "slug": "47-quick-win-big-bet", "bestFor": "Transformation planning, 100-day plans, resource allocation", "matchId": "29d4d13e-d791-47c7-8232-812c7fece4dc", "evidence": "The initiative list and business case highlight quick wins and big bets.", "position": 2, "objective": "The benefits of Santander's three-pillar plan", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "confidence": 0.6, "description": "Separate initiatives into immediate wins and longer-term strategic bets" } ], "arcBeatMatches": [ { "to": 19, "from": 15, "beatId": "3cc2211c-f105-4c8b-99ac-3573dd7d55c1", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "Satisfaction", "beatSlug": "monroes-sequence-satisfaction", "evidence": "The initiative list and business case satisfy the audience's need for solutions.", "position": 3, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-37d76cebb7ca", "docSlug": "0519eb59f9f46c0c", "documentTitle": "OP 2020 03 17 morgan stanley european financials conference 2020 santander executive chairmans presentation only available in english en", "authorId": "MorganStanley", "authorName": "Santander", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 19, "slideType": "key_messages", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-37d76cebb7ca/19", "deckHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca#slide-19", "loopMatches": [ { "to": 19, "from": 16, "name": "Quick Win Big Bet", "slug": "47-quick-win-big-bet", "bestFor": "Transformation planning, 100-day plans, resource allocation", "matchId": "29d4d13e-d791-47c7-8232-812c7fece4dc", "evidence": "The initiative list and business case highlight quick wins and big bets.", "position": 2, "objective": "The benefits of Santander's three-pillar plan", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "confidence": 0.6, "description": "Separate initiatives into immediate wins and longer-term strategic bets" } ], "arcBeatMatches": [ { "to": 19, "from": 15, "beatId": "3cc2211c-f105-4c8b-99ac-3573dd7d55c1", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "Satisfaction", "beatSlug": "monroes-sequence-satisfaction", "evidence": "The initiative list and business case satisfy the audience's need for solutions.", "position": 3, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-37d76cebb7ca", "docSlug": "0519eb59f9f46c0c", "documentTitle": "OP 2020 03 17 morgan stanley european financials conference 2020 santander executive chairmans presentation only available in english en", "authorId": "MorganStanley", "authorName": "Santander", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 20, "slideType": "executive_summary", "function": "present_solution", "notes": "The slide uses a combination of a table/matrix for business units and a numbered list for strategic pillars.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-37d76cebb7ca/20", "deckHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca#slide-20", "loopMatches": [], "arcBeatMatches": [ { "to": 23, "from": 20, "beatId": "a3f670fd-2295-41b2-90ae-d04ec3c792fa", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "Visualization", "beatSlug": "monroes-sequence-visualization", "evidence": "The market landscape and comparison tables help visualize Santander's future.", "position": 4, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-37d76cebb7ca", "docSlug": "0519eb59f9f46c0c", "documentTitle": "OP 2020 03 17 morgan stanley european financials conference 2020 santander executive chairmans presentation only available in english en", "authorId": "MorganStanley", "authorName": "Santander", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 21, "slideType": "market_landscape", "function": "size_opportunity", "notes": "The slide uses a comparative structure to showcase the growth potential of two distinct business lines.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-37d76cebb7ca/21", "deckHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca#slide-21", "loopMatches": [], "arcBeatMatches": [ { "to": 23, "from": 20, "beatId": "a3f670fd-2295-41b2-90ae-d04ec3c792fa", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "Visualization", "beatSlug": "monroes-sequence-visualization", "evidence": "The market landscape and comparison tables help visualize Santander's future.", "position": 4, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-37d76cebb7ca", "docSlug": "0519eb59f9f46c0c", "documentTitle": "OP 2020 03 17 morgan stanley european financials conference 2020 santander executive chairmans presentation only available in english en", "authorId": "MorganStanley", "authorName": "Santander", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 22, "slideType": "comparison_table", "function": "compare_options", "notes": "SGP likely refers to Santander Global Platform.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-37d76cebb7ca/22", "deckHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca#slide-22", "loopMatches": [], "arcBeatMatches": [ { "to": 23, "from": 20, "beatId": "a3f670fd-2295-41b2-90ae-d04ec3c792fa", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "Visualization", "beatSlug": "monroes-sequence-visualization", "evidence": "The market landscape and comparison tables help visualize Santander's future.", "position": 4, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-37d76cebb7ca", "docSlug": "0519eb59f9f46c0c", "documentTitle": "OP 2020 03 17 morgan stanley european financials conference 2020 santander executive chairmans presentation only available in english en", "authorId": "MorganStanley", "authorName": "Santander", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 23, "slideType": "kpi_dashboard", "function": "summarize", "notes": "The slide uses a table to contrast historical data with future targets, highlighting a specific EPS goal in a callout box.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-37d76cebb7ca/23", "deckHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca#slide-23", "loopMatches": [], "arcBeatMatches": [ { "to": 23, "from": 20, "beatId": "a3f670fd-2295-41b2-90ae-d04ec3c792fa", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "Visualization", "beatSlug": "monroes-sequence-visualization", "evidence": "The market landscape and comparison tables help visualize Santander's future.", "position": 4, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-37d76cebb7ca", "docSlug": "0519eb59f9f46c0c", "documentTitle": "OP 2020 03 17 morgan stanley european financials conference 2020 santander executive chairmans presentation only available in english en", "authorId": "MorganStanley", "authorName": "Santander", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 24, "slideType": "closing_ask", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-5e88-73ef-bd59-37d76cebb7ca/24", "deckHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-37d76cebb7ca#slide-24", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }