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Signals
Weekly digest — a board-ready roll-up of the week's signals · illustrative
Weekly Signals Digest
Week of Aug 24 – 30, 2026 · Laird Norton Company
6
signals
2
need attention
3
good news
Needs your attention
Puget Sound industrial vacancy up 60bps in Q2 — third straight quarter of softening.
Cascade Industrial· Revisit the reforecast occupancy assumption before sign-off.
Fed holds; the long end steepens ~15bps — refi math shifts on levered assets.
Tower 801· Run cap-rate sensitivity on the 2027 refinancing.
Good news
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.
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.
Prepared by Signals · auto-generated from this week's rules.
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