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Signals
The outside world, filtered to what touches your holdings — raised by rules, organized into watchlists, rolled up weekly to the board. Illustrative.
6 signals this week · 6 raised automatically by rules
Puget Sound industrial vacancy up 60bps in Q2 — third straight quarter of softening.
Cascade Industrial Revisit the reforecast occupancy assumption before sign-off.
Whitcomb Robotics closed a Series C at ~2.1× our entry valuation.
Whitcomb Robotics Stage a YoY mark-to-market for the year-end board package.
Fed holds; the long end steepens ~15bps — refi math shifts on levered assets.
Tower 801 Run cap-rate sensitivity on the 2027 refinancing.
Seattle waterfront foot traffic up 12% since the redevelopment opened.
Pier 70 Lease-up upside not yet in the model — flag to the JV.
Cordage Foods signed national retail distribution — revenue guide raised.
Cordage Foods Update the investment mark at year-end.
WA timber harvest permit renewal window opens for the 2027 season.
Timberland Confirm sustainable-yield compliance ahead of renewal.