Walbridge — Orlando
Multiple converging signals. Underwriter attention warranted this quarter.
31 computed points across the 90-day window. Decay-weighted aggregate of 10 raw signals.
Tractor yard 71% empty vs. 90-day baseline
Roof scarring visible on aerial — likely fire damage
What the fabric heard.
- Satellite / Aerial Change Detection13 days agosev 6
Tractor yard 71% empty vs. 90-day baseline
Aerial pixel-diff: tractor yard utilization dropped from baseline 82% → 24% over 30 days. Either fleet sold, leased out, or operations halted.
- Satellite / Aerial Change Detection3 weeks agosev 9
Roof scarring visible on aerial — likely fire damage
Sentinel-2 imagery (post-Mar 14) shows distinct roof scarring across ~40% of insured warehouse footprint. No claim reported. Inspect.
- Owner Social Distress Signal4 weeks agosev 4
Owner went silent on LinkedIn after 18 months of weekly posts
Owner's LinkedIn post cadence dropped from ~weekly to zero for 42 days. Profile picture and headline updated to remove company affiliation.
- Owner Social Distress Signal6 weeks agosev 7
Owner publicly soliciting acquisition interest
Owner posted on LinkedIn: 'open to conversations with strategic acquirers — 27 years has been a run.' Comment thread includes two business-broker DMs.
- Satellite / Aerial Change Detection6 weeks agosev 6
Tractor yard 71% empty vs. 90-day baseline
Aerial pixel-diff: tractor yard utilization dropped from baseline 82% → 24% over 30 days. Either fleet sold, leased out, or operations halted.
- Satellite / Aerial Change Detection7 weeks agosev 5
Active construction footprint on insured parcel
Sentinel-2 imagery shows ~6,200 sqft of new construction footprint on insured parcel. No matching permit on file. Coverage update warranted.
- Satellite / Aerial Change Detection2 months agosev 9
Roof scarring visible on aerial — likely fire damage
Sentinel-2 imagery (post-Mar 14) shows distinct roof scarring across ~40% of insured warehouse footprint. No claim reported. Inspect.
- Satellite / Aerial Change Detection2 months agosev 6
Tractor yard 71% empty vs. 90-day baseline
Aerial pixel-diff: tractor yard utilization dropped from baseline 82% → 24% over 30 days. Either fleet sold, leased out, or operations halted.
- LinkedIn Headcount Delta2 months agosev 4
Headcount up 31% in 90d — onboarding-risk window
Headcount climbed 31% in 90 days (104 → 136). Largely entry-level CDL drivers. Onboarding-related loss frequency typically follows.
- Satellite / Aerial Change Detection2 months agosev 9
Roof scarring visible on aerial — likely fire damage
Sentinel-2 imagery (post-Mar 14) shows distinct roof scarring across ~40% of insured warehouse footprint. No claim reported. Inspect.