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319,975 slides

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Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
38
The map uses blue circles with letters (P, S, C) to denote project stages (Pre-construction, Stabilized, Construction).Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
39
The chart labels for 2024 and 2025 in the bar chart do not align perfectly with the table rows (2024 vs 2025-2027), suggesting a visual simplification in the chart.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
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Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
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The chart highlights WPT's lack of analyst coverage despite having significant square footage.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
42
The table highlights the lack of institutional ownership in WPT compared to the broader U.S. Industrial REIT sector.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
43
Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
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Market cap as of 12/31/2020.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
45
Data as of 12/31/2020.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
46
The chart shows individual REITs and the calculated averages for both countries.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
47
WPT Industrial REIT is highlighted in blue.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
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Data as of December 31, 2017. Source: National Real Estate Investor.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
49
Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
50
Includes a line chart showing historical and projected growth rates and a bar chart showing 2030 penetration scenarios.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
51
The chart combines a bar chart (e-commerce sales) and a line chart (industrial growth) to demonstrate correlation.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
52
The slide uses CBRE data to justify a bullish outlook on industrial real estate based on e-commerce penetration.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
53
The table uses visual indicators (arrows for trends, pie charts for correlation strength) to summarize complex data.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
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The chart illustrates the secular trend driving industrial real estate demand.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
55
The chart highlights the impact of the pandemic on industrial real estate demand, showing a dip followed by a steeper recovery compared to pre-pandemic expectations.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
56
The chart shows a long-term decline in inventory-to-sales ratios, which the text suggests is reversing.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
57
The chart uses a dual-axis combination of a bar chart for occupied space and a line chart for business inventories.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
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Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
59
The chart highlights WPT's 63.2% return against a peer group averaging significantly higher returns.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
60
The chart shows a clear divergence between WPT and the peer average starting around 2016.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
61
The chart shows a significant spike in dividend yield around 2020.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
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Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
64
WPT is represented by the black bars in both charts, showing the lowest P/FFO and highest Cap Rate.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
65
Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor Beat · Agitate1 hit
66
Uses a 'FAIL' stamp visual to emphasize the critique of the board.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor Beat · Agitate1 hit
67
Used to argue for misalignment between board and shareholders.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor Beat · Agitate1 hit
68
The slide emphasizes board entrenchment by highlighting that all members have served since 2013.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
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Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
70
Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
71
Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
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Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
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Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
74
Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
75
Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
76
The slide uses a two-part structure: Business Highlights (observations) and Opportunities (strategic action).Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
77
Uses a simple process-oriented list structure to define the activist strategy.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
78
The chart uses a shaded area to represent the 'Take Private Range' and 'Interloper Upside Potential'.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
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Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
80
Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
81
Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
82
Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
83
Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
84
The chart highlights pre-COVID outlook data from CBRE.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
85
The slide uses a bulleted list to summarize industry analysis from a third-party source.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
86
The chart compares Net Absorption (blue) vs. Completions (black) across 8 secondary markets.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
87
Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
88
Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
89
The map uses colored dots to represent the number of projects per location.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
90
The table contains a data error in the 'MSF' column for rank 7 (Pennsylvania Corridor is listed as 1.9, which is likely a typo given the surrounding values).Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
91
The slide uses color-coded circles to represent net migration figures for specific US cities.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
92
Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
93
Data as of January 4, 2021.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
94
Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
95
Data as of 9/30/2020.Blackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit
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Blackwells Capital | Activist Presentation Deck | 207 slidesBlackwells Capital | Activist Presentation Deck | 207 slides · Blackwells Capital
Activist deck Activist investor 1 hit