What is a tenant intelligence platform, and why do industrial funds need one?
A tenant intelligence platform gathers data on the businesses behind a fund's leases (credit, filings, news, lease events and payment history) so the fund can see covenant and vacancy risk early. In practice funds assemble it from credit monitoring such as Creditsafe, Dun & Bradstreet, Experian or Moody's, plus tenant analytics in ARGUS Intelligence, Yardi or MRI. Scayled is not a tenant intelligence platform and does not watch or score tenants. It fills vacancies: for a unit that is empty or coming back, it finds 250 to 350 businesses the building suits and the person who signs at each.
- What does a tenant intelligence platform do?
- Which tools provide tenant intelligence today?
- Why do industrial funds care about tenant intelligence?
- What can tenant data not tell you?
- Is Scayled a tenant intelligence platform?
- What does Scayled cost?
What does a tenant intelligence platform do?
It brings together what can be known about each tenant: credit scores and alerts, filed accounts, legal events, director changes, news, lease events, payment history and the fund's own notes. The goal is to see which tenancies carry covenant risk and which units may come back, early enough to act.
Some products present this as one dashboard. Many funds assemble it from several tools and a shared record per tenant.
Which tools provide tenant intelligence today?
Credit services do most of the external watching: Creditsafe, Dun & Bradstreet and Experian offer portfolio monitoring with alerts, CreditRiskMonitor covers mainly public companies, Moody's provides tenant credit data for rated companies to CRE users, and Equifax offers a CRE tenant risk assessment.
Inside the fund, Altus Group's ARGUS Intelligence includes tenant analytics that group a tenant's leases across the portfolio to show its share of NOI and upcoming expiries, Yardi's lease management tools support tenant risk ratings and arrears review, and VTS records tenant relationships alongside leasing activity. CoStar's tenant data covers tenants' locations and lease expirations across the market.
Why do industrial funds care about tenant intelligence?
Industrial income is often concentrated. Many assets are single-let, and a few large tenants can carry a large share of a fund's income, so one departure or default moves the numbers.
Industrial tenants also leave for operational reasons, such as acquisitions, contract changes and growth, so knowing what is happening in each tenant's business matters as much as its credit score.
What can tenant data not tell you?
Intent. Data shows events; it does not tell you whether a sound tenant plans to renew. That comes from talking to the tenant.
And it does not tell you who would take the unit if the tenant left. That is a different question, about the businesses the building suits, and it is the one that decides how long income stops if a risk comes true.
Is Scayled a tenant intelligence platform?
No. Scayled does not watch tenants, score risk, forecast vacancy or send alerts. The tools above do that.
Scayled fills the vacancy. Where tenant intelligence looks at businesses already in the portfolio, Scayled looks outward, finding 250 to 350 businesses that could take the empty unit, the person who decides at each and an email for every one.
What does Scayled cost?
Scayled's offer for a vacant or returning unit is The Campaign: US$749 for the Full 250 to 350 businesses in about five working days, or from US$449 for the strongest 100 to 150 in about three. It is one payment per vacancy, with no subscription and no commission, and it runs alongside any appointed agent.
The emails are written as the owner and delivered to the fund's own drafts; for US$299 more, Scayled sends them from a mailbox the fund adds on its company email. Direct-to-occupier leasing explains why the approach works on businesses that tenant data never shows as searching.
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.