Research and intelligence for REITs.
Connect the reports, metrics and assumptions behind every investment view.
From source material to a thesis you can stand behind.
- Structured research
- Bring filings, portfolio context and market notes into one research base.
- Meaningful comparisons
- Compare REITs with the metrics and assumptions that explain the difference.
- Visible assumptions
- Keep the reasoning behind each valuation open to review.
- Decision-ready memos
- Carry the evidence forward, from first question to investment view.
ONE CONNECTED RESEARCH WORKSPACE
The detail behind the investment view.
Six connected modules bring structure to the work, from understanding a REIT to reviewing the case for investment.
REIT workspace
See the REIT in context. Keep profiles, portfolios, sectors and geographies together, with the operating detail behind the numbers.
Comparable metrics
Review yield, leverage, occupancy, NAV and payout quality side by side. Keep definitions and assumptions close to every comparison.
Assumption notebook
Make your investment view explicit. Record the market, rent, cap rate, financing and portfolio assumptions it depends on.
Report intake
Turn annual reports, filings, tables and notes into structured inputs that can be checked and used again in the next review.
Valuation review
Examine scenarios with the supporting evidence in view. Keep sources and unresolved questions alongside the valuation.
Investment memo
Bring the thesis, comparisons and assumptions into a memo your team can discuss, challenge and revisit as conditions change.
EVIDENCE, WITH CONTEXT
Every conclusion has a research trail.
A metric is only part of the story. Keep the source, comparison basis and assumptions close to the view they inform.
01 Source material
Annual report
Portfolio · debt · operating results
Earnings release
Distributions · occupancy · outlook
Research notes
Market context · assumptions
Start with the evidence.
02 Review in context
- Occupancy
- Are the portfolio definitions comparable?
- Payout quality
- What supports the distribution?
- Valuation
- Which assumptions change the view?
Keep the questions visible.
03 Investment view
A thesis you can revisit.
- Portfolio context
- Peer comparisons
- Valuation assumptions
- Evidence & open questions
Carry the reasoning forward.
Make the reasoning as reviewable as the result.
FROM REPORT TO REVIEW
A repeatable path through the research.
Build the base, challenge the investment view and carry the analysis into a memo you can return to.
- Build the research base
- Collect filings, portfolio metrics and market notes. Organise the sources and assumptions before drawing conclusions.
- Review the investment view
- Compare REITs and valuation scenarios on a consistent basis. Surface the evidence, differences and questions still to resolve.
- Shape the investment memo
- Bring the analysis into a decision memo. Return to the same reasoning when a new report, market move or assumption changes the view.
New report. Changed assumptions. A fresh review of the same investment view.
BUILT AROUND THE WORK
For the people behind the investment decisions.
A shared research structure for focused analysis, team discussion and ongoing portfolio review.
- For research analysts
- Build a repeatable process for reading reports, comparing peers and keeping the reasoning behind your coverage clear.
- For investment teams
- Review the same evidence, challenge assumptions and move from individual analysis to a shared investment view.
- For portfolio reviews
- Revisit the thesis as reports and operating conditions change, with the original assumptions still in reach.
RESEARCH THAT STAYS CONNECTED
Keep the evidence. Develop the view.
Bring reports, comparisons, assumptions and investment memos into one reviewable research layer.
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