Distinguish market signals that affect tenant demand, competitive supply, financing, and execution risk.
Place each market signal into the thesis bucket it most directly tests. Demand signal Supply signal Capital-market signal Execution signal Hospital system announces 1,200 new jobs nearby University expands graduate housing waitlist Two competing projects deliver in the same lease-up window Permit filings rise for the same product type Loan quotes widen by 75 basis points Recent trades require higher exit cap assumptions Local contractors report six-month material delays Property manager has no staff for weekend leasing
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