What is industrial portfolio intelligence?
Industrial portfolio intelligence is the combined view of an industrial portfolio's leases, tenants, income and markets that an owner uses to make asset decisions: which income is at risk, where it is concentrated, how each asset compares with its submarket, and where to spend capital. It is assembled from the lease system, valuation models, market data and tenant credit data. Scayled is not a portfolio intelligence tool. It is the action taken when that view shows a unit coming vacant: it finds 250 to 350 businesses the building suits and the person who signs at each.
- What does industrial portfolio intelligence include?
- Which tools supply it?
- How is it different from property management software?
- What questions should it answer for an industrial fund?
- What happens when the view flags a vacancy?
- What does Scayled cost?
What does industrial portfolio intelligence include?
Four kinds of data. Lease data: rent, expiry and break dates, the weighted average lease expiry (WALE), the expiry profile by year, and rent against market. Tenant data: credit standing, guarantees, and concentration by tenant, parent group and industry. Market data: vacancy, rents, take-up and the development pipeline in each submarket. Asset data: condition, capital plans, specification and sustainability ratings.
The intelligence is in combining them. A lease expiring in a submarket with high vacancy and new supply is a bigger risk than the same lease in a tight market, and a tenant with a weak covenant on the fund's largest asset matters more than the same tenant on a small unit.
Which tools supply it?
Yardi and MRI hold the lease and income data and both offer portfolio reporting and dashboards. ARGUS Enterprise, from Altus Group, models cash flow and value asset by asset and rolls them up. VTS shows lease roll and the leasing pipeline. CoStar supplies market availability, comparable deals and tenant records, and MSCI is the usual performance benchmark. Creditsafe, Dun & Bradstreet and Experian supply tenant credit data and alerts.
Many funds pull these into a data warehouse and report through Power BI or Tableau, because no single product holds all four kinds of data. That integration work is often the bigger part of the cost.
How is it different from property management software?
Property management software records transactions: leases, invoices, receipts and arrears. Portfolio intelligence analyses across assets to support decisions: which assets to hold, sell or improve, which tenancies need attention, and where vacancy risk sits.
In practice the same vendor can supply both, but the questions are different. The lease system answers what is contracted; portfolio intelligence answers what that means for income and value.
What questions should it answer for an industrial fund?
How much income expires or can be broken in each of the next few years, and in which submarkets. Which tenants carry the most income, and how strong their covenants are. Where rents are below market and reversion is available. Which assets need capital to stay lettable.
It should also answer how deep replacement demand is for each material unit. That question is the hardest to answer from market data alone, because availability and vacancy statistics describe space, not the specific businesses that could take it.
What happens when the view flags a vacancy?
The flagged unit needs a replacement search, ideally before the tenant leaves. The appointed agent, listing portals and a signboard reach businesses already searching. Scayled reaches the ones that are not searching yet.
Scayled works from a short brief on the flagged building and covers warehouses, distribution and logistics facilities, yards and showrooms. It finds 250 to 350 businesses whose operation the property suits, near the asset and across the market, then names the decision-maker at each, checks the contact and drafts a personal email. The result is in the owner's Scayled account in about five working days.
What does Scayled cost?
A flagged unit becomes one campaign: US$749 for the Full version or from US$449 for a Focused one, paid once, with no commission on the letting. Every campaign stays in the fund's Scayled account, so the businesses found for one asset are there for the next.
Scayled does not score tenants or forecast income, so it sits beside the portfolio intelligence stack rather than in it. For the vacancy itself, finding a tenant for a vacant industrial unit covers every channel.
Lease The Vacancy In-House, Before You Appoint An Agent.
The Campaign finds the 250 to 350 businesses the building suits, names the person who decides at each and writes every email, ready in about five days. One payment of US$749 per property, no commission and no subscription. A focused 100 to 150 from US$449.