{
  "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,
  "pageCount": 45,
  "prevPage": 14,
  "nextPage": 16,
  "slideType": "kpi_dashboard",
  "function": "summarize",
  "density": "dense",
  "nDataPoints": 12,
  "notes": "Occupancy calculation excludes specific hard refurbishment/development projects in Italy.",
  "elementsJson": [
    "headline_text",
    "subtitle_text",
    "line_chart",
    "bar_chart_vertical",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd59-3b6bab73ddeb/15",
  "deckHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-3b6bab73ddeb#slide-15",
  "components": [
    {
      "bbox": {
        "h": 0.025,
        "w": 0.442,
        "x": 0.062,
        "y": 0.225
      },
      "kind": "callout",
      "text": "Sustained high level of occupancy¹ and positive rent reversions",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bc1fbd91-4c2c-438f-98b6-e5d35344f472",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "callout",
      "text": "Sustained high level of occupancy and positive rent reversions",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-340c-7065-8a5a-092883dcd063",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.525,
        "w": 0.875,
        "x": 0.062,
        "y": 0.285
      },
      "kind": "chart",
      "text": "Rent Reversion",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "75e57250-ab0a-496b-8019-580fa9b32b9a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.525,
        "w": 0.875,
        "x": 0.062,
        "y": 0.285
      },
      "kind": "chart",
      "text": "Occupancy",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "57d6ec8e-e943-440c-be11-9b5857332750",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.035,
        "w": 0.085,
        "x": 0.813,
        "y": 0.315
      },
      "kind": "metric",
      "text": "95.8%",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "cf8e11dd-7a3a-4908-90bf-9ded577c40c2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.035,
        "w": 0.075,
        "x": 0.82,
        "y": 0.485
      },
      "kind": "metric",
      "text": "6.7%",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "db5566a8-d689-49c5-896c-4dbbf930a66c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Portfolio Occupancy: 95.8%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-340c-7065-8a5a-0d902115d6dc",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.025,
        "w": 0.745,
        "x": 0.038,
        "y": 0.135
      },
      "kind": "paragraph",
      "text": "4.6% of portfolio NLA (86,474 sqm / 57 new and renewed leases) in 1Q 2023 at an average +6.7% rent reversion",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1ff79eb5-602f-488d-9947-154be4d2aaac",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.675,
        "x": 0.152,
        "y": 0.915
      },
      "kind": "source-note",
      "text": "1. Occupancy calculation is excluding the hard refurbishment/development projects in Nervesa 21 (Italy) and Maxima (formerly Via dell' Amba Aradam 5) (Italy)",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6d849528-9ef8-4bfe-beac-3747598cf57c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.045,
        "w": 0.688,
        "x": 0.038,
        "y": 0.068
      },
      "kind": "title",
      "text": "95.8% total portfolio occupancy as at 31 Mar 2023",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ca359b5f-e2a5-4995-9598-b3e2c299b1cb",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "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"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}