APVIS
Acquisition Predictive Intelligence — Structural reads on timing, entitlement friction, and the forces that shape land deals.
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3 reports
Portfolio Drift and the Discipline of Strategic Position
APVISPosition DisciplineAcquisition
Portfolio drift occurs when acquisitions follow opportunity instead of structure; disciplined posture keeps portfolios aligned with long-term strategic position.
November 17, 2025•8 min read•communique
Entitlement Friction Is Predictable
APVISFriction ForecastingAcquisition
Entitlement friction is not random; it emerges from municipal bandwidth, narrative alignment, infrastructure tension, and timing cycles that can be read early.
November 12, 2025•7 min read•communique
The Acquisition Clock Always Starts Before the Deal
APVISPre-Deal Timing WindowAcquisition
Acquisition risk begins well before underwriting—shaped by timing windows, entitlement friction, capital posture, and the terrain's hidden behavior.
November 9, 2025•8 min read•communique