EP-018 · Executive Intelligence Feed™

Everything that matters today, in one screen.

The Bloomberg Terminal for vertical real estate — opportunities, signals, market movers, AIRScore shifts, infrastructure, capital, policy, forecasts, risk and executive actions, personalized to your role, mandate and portfolio.

Feed live · streamingPersonalized · CIO
NYC-AIR$1,410 psf +2.1%•SB-MF-CAP5.42% -8 bps•T2-DC-YOC9.1% +40 bps•BOS-LS-VAC17.8% +60 bps•US-IND-LAND$412k flat•AIRSCORE-NY78 +3•10Y-UST4.28% -3 bps•CRE-CDS212 bps +5•PERMITS-US1.42M SAAR +1.2%•HINES-IV$2.4B mandate•NYC-AIR$1,410 psf +2.1%•SB-MF-CAP5.42% -8 bps•T2-DC-YOC9.1% +40 bps•BOS-LS-VAC17.8% +60 bps•US-IND-LAND$412k flat•AIRSCORE-NY78 +3•10Y-UST4.28% -3 bps•CRE-CDS212 bps +5•PERMITS-US1.42M SAAR +1.2%•HINES-IV$2.4B mandate•
Opportunities in feed
11
ranked for your mandate
Est. value tracked
$1,420M
aggregate recoverable
Critical & alert signals
4
last 24h
AI recommendations
3
one-click actions
Morning Brief · Meridian Vertical Partners
Good morning, A. Marchetti.

Overnight signals · pre-market read for Meridian Vertical Partners. AIR AI reviewed 11 live opportunities against your mandate (Vertical rights arbitrage + adaptive reuse in supply-constrained gateway metros). 4 carry critical impact and aggregate to $1,420M of recoverable value.

Highlights: West Chelsea overlay ratification lifts NYC air-rights basis materially; Hines Fund IV explicitly targets your thesis; Boise Chinden corridor now clears our conviction bar.

Recommended focus today: (1) advance 425 W 15th St to LOI, (2) package the top 7 opportunities into a Hines-ready deal room, (3) begin hedging Sun Belt MF into Q4.

— AIR AI, on behalf of your Executive Intelligence Feed
Section
Today's Top Opportunities
AI-ranked from 11 discovery vectors
3 items
Air RightsManhattan, NY
425 W 15th St · TDR receiving mandate
Overlay +0.35 FAR ratified; receiving-pool underpenetrated (3 buyers).
$240M est. value
07:42
Industrial DemandBoise, ID
Boise · Micron adjacency land bank
$15B fab + workforce housing catalyzes 120-180 acre assembly.
$210M est. value
08:04
Healthcare GrowthManhattan, NY
Kips Bay · MOB pipeline (NYU Langone)
CON +220 beds by 2028; three off-market parcels ready to underwrite.
$190M est. value
08:22
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