| Demand137 | Whether to commit capital at the proposed price | Demand vectorised by origin, route, timing, and price, with a downside case, not a single growth line | An entry price and hold thesis on a stress-tested demand base |
| Demand137 | How exposed is the asset to one route, one market, or one event? | Connectivity and dependency mapping across routes, source markets, and the calendar | Mitigation, phasing, or covenant required before commitment |
| Demand137 | Does the hold period price in climate and transition risk? | Scenario testing across the expected hold, not the current operating year | Price, structure, or exit timing adjusted before the risk is discovered by someone else |
| Demand137 | What is diversification worth against the downside it removes? | A second market and route modelled over the hold, net of the cost of building them | Resilience priced, not asserted |
| Demand137 | What happens if we walk away? | Base, downside, and supported scenarios with a stated counterfactual | The cost of not investing is visible alongside the cost of investing |
| Signal137 | Did the asset perform as underwritten, and if not, why? | Occupancy, rate, and value against the forecast, with the driver attributed | The hold review starts from evidence, not from a fresh assumption set |
| Signal137 | How much of the asset's value stays in the destination? | Retained value against leakage, by sector, around the asset | The ESG mandate tested on the same evidence as the return |
| Signal137 | When to hold, refinance, or exit | The same demand model re-run against current conditions | The decision timed against evidence the next buyer can also test |
| Both | Can this go straight into a committee paper or lender pack? | Every scenario states its assumptions, counterfactual, and uncertainty range | Interrogated by your risk function, a co-investor, or a lender, not presented as a conclusion |
| Both | Do you need our transaction data or fund systems? | No. Public and licensed market data plus the asset details and scenarios to be tested | Nothing here assumes standing access to fund or portfolio systems |