The tech, by itself, will not drive the data. It requires asking the right questions and creating the story with the data.
case study
Every real estate development begins with a conviction: that this place, at this moment, is the right opportunity. The challenge has always been how to make investors see this. The traditional answer has usually been the pitch deck. But markets are geographic. Demographics shift across neighborhoods. Infrastructure pipelines create future value that static charts cannot convey. The 100-page PDF has been the industry's best available tool for communicating something fundamentally ill-suited to static documents.
Locaition Matters changed that. Using Esri's ArcGIS StoryMaps, they created a new category of real estate communication: dynamic, interactive, spatially grounded narratives that don’t just present data, but give investors and lenders an opportunity to explore it.
When David Hicks Company and Woodlake Development, in collaboration with Greystar Active Adult and North American Properties sought to raise capital for a new community designed for independent, health-conscious adults seeking a lifestyle-driven alternative to traditional senior housing, they turned to Locaition Matters specifically because of their work using ArcGIS StoryMaps. The Twin Creeks Active Adult Community development in Allen, Texas ultimately raised $64 million in a competitive capital market, engaging lenders and investors and receiving multiple term sheets each, with a significant reduction in time to term sheet issuance due to the completeness and clarity of the presentation.
Established at the confluence of generative AI, geographic information system (GIS) technology, and commercial real estate, Locaition Matters is built on a single conviction: every business decision is a location decision. By pairing Esri’s powerful ArcGIS platform with conversational AI, the company helps clients turn location questions into sourced, confident decisions that improve operations and drive innovation. An Esri Gold Partner, the company occupies a rare position in the market: an AI-native company that deeply understands GIS and commercial real estate—not a GIS firm learning AI, but an AI team with decades of GIS and CRE experience, built to get the most out of emerging technology. That combination is not accidental. It reflects the company's founding insight that the most powerful opportunities in real estate analytics sit precisely at the intersection of those three disciplines.
The commercial real estate capital markets run on information. Developers seeking financing from lenders and equity investors must build a convincing case for why one site, for a specific market, use, and moment in time represents an attractive risk-adjusted return. The quality of that case determines whether capital is available, and on what terms.
Real estate investment opportunities are located somewhere, surrounded by specific demographics, with their own infrastructure, competing against existing supply, and positioned within market demand characteristics. With ever shifting demographics, updated infrastructure pipelines, and new market supply, none of this is static. The moment a paper report or PDF leaves the developer's hands, it begins to go stale.
Locaition Matters recognized that ArcGIS StoryMaps had capabilities the commercial real estate industry had not yet leveraged. Designed to combine authoritative maps with text, images, data visualizations, and multimedia content into cohesive, interactive narratives, ArcGIS StoryMaps is purpose-built for telling stories about places.
The result is a fundamentally different tool than a pitch deck. The story-based narratives that Locaition Matters now create using ArcGIS StoryMaps are living documents. Spatially grounded, interactively navigable, continuously updatable, and accessible via a single, secure, shared link, their story maps do not just present data. They invite exploration of data. They don’t tell investors what to think. They give them tools to verify the opportunity themselves.
The market context for the 55+ luxury rental community of Twin Creeks Active Adult was already compelling. More than 10,000 Americans turn 65 every day as part of the so-called “Silver Tsunami”. But supply has not kept pace with this demographic wave, particularly in high-growth Sun Belt markets like North Texas. With over 40 years of commercial real estate experience and more than $2 billion in development, David Hicks has been active in Allen, Texas since the mid-1990s. He played a significant role in the development of the 2,600-acre Twin Creeks master-planned community where Active Adult would be situated.
While Hicks understood the opportunity, the challenge was communicating it definitively to capital providers who receive hundreds of pitches and have limited bandwidth to conduct independent research on each one. While David’s depth of experience reinforced institutional confidence, the ArcGIS StoryMaps presentations demonstrated a high level of rigor, preparation, and transparency.
Institutional investors, private investors, and lenders evaluating a new development opportunity expect comprehensive information on a tight timeline. They want proof of demand and current supply, demographic trend analysis, competitive benchmarking, risk analysis, and a clear path to return on investment. But most importantly they want all of this presented in an efficient format that enables easy and quick evaluation, not one requiring additional research and verification of developer claims.
Traditional pitch decks present selected data in the developer's preferred framing, require the reader to accept the conclusions rather than verify them, and cannot easily surface the full depth of market research that a sophisticated capital provider needs. Locaition Matters built a dynamic ArcGIS StoryMaps combining spatial analytics with intuitive storytelling. The clear, compelling, and interactive presentation literally mapped out why Twin Creeks Active Adult is the right opportunity at the right time in the right place.
The ArcGIS StoryMaps addressed every dimension of the investment thesis:
Accelerating and enhancing every stage of Locaition Matters’ work is artificial intelligence. The capability is so fully integrated into the company’s platform that AI is embedded in its name. These AI-enabled GIS capabilities let executives ask natural-language questions about demographics, income trends, and comparable projects during research, so a single analyst can do the work that once required an entire GIS team.
As David Hicks reported, the lenders described the interactive story map in terms that no pitch deck has ever earned. After reviewing the Twin Creeks Active Adult StoryMap, some accolades included, "You have done so much of our underwriting work for us", "This is a very easy-to-understand, feature-rich platform that allows us to really dig in on our own schedule", and "You have done our homework for us".
The quality and structure of the interactive story map also served as a signal of institutional readiness, enhancing lender perception of the project, the sponsorship, and the development team. In effect, the story functioned not just as a presentation tool, but as a capital markets instrument, enabling Hicks to consolidate data, analysis, and narrative into a single interactive environment that reduced underwriting friction and increased confidence in the investment thesis. It is a statement about what Esri's geospatial technology made possible, and why the power of maps is so potent as a communication tool for business.
Built on Esri's ArcGIS Online, its data can be updated in real time at any point from anywhere. As the project progresses, new milestones are reached, and market conditions evolve, the ArcGIS StoryMaps reflects those changes automatically for anyone with the link. This transforms the investor relationship from a one-time presentation into an ongoing, transparent channel of project communication. Someone who receives the link at the initial pitch accesses the same URL six months later and sees current project status, updated market data, and development progress, without the developer needing to issue a revised deck or schedule a new presentation. The ArcGIS StoryMaps stories become a shared source of truth and a living document for all stakeholders throughout the development lifecycle.
The Twin Creeks Active Adult StoryMap represents the very best of what’s possible using a geographic approach with ArcGIS. It also represents how GIS can help conversational AI tools to work smarter and faster. By fusing Esri’s ArcGIS with rapidly evolving AI capabilities, Locaition Matters is building a Spatial Reasoning AI platform, called Curated™. Curated delivers Location Decision Intelligence: it turns a location question into a sourced, confidence-scored answer and puts that power in the hands of every real estate practitioner, whether they have a large GIS team or none at all. Curated takes the power of GIS and provides:
Existing ArcGIS users can connect their platform to Curated by enabling a connector that brings conversational location intelligence into ArcGIS Experience Builder.
The Curated AI Experience Builder Widget for ArcGIS is one expression of this vision: a widget that allows users to query and navigate ArcGIS Experience Builder applications using natural language rather than traditional GIS interface elements. A developer can ask, in plain English, which census tracts within a 10-mile radius or 10 minute drive time have the highest concentration of adults aged 55 to 75 with household incomes above $80,000, and receive a mapped, filterable, sourced, analytically grounded answer they can verify.
Beyond capital formation, the same StoryMap framework Locaition Matters used can be used to support municipal engagement, entitlement processes, and ongoing stakeholder communication, providing a consistent and transparent source of project information.
The conventional pitch deck is not going away tomorrow. But the Twin Creeks experience reveals the ceiling it has always had, and what becomes available when you remove that ceiling. This is not a marginal improvement in presentation quality. It is a structural change, enabled by Esri’s modern mapping technology.
The tech, by itself, will not drive the data. It requires asking the right questions and creating the story with the data.
Learn more about the products used in this story
Esri offers multiple product options for your organization, and users can use ArcGIS Online, ArcGIS Enterprise, ArcGIS Pro, or ArcGIS Location Platform as their foundation. Once the foundational product is established, a wide variety of apps and extensions are available.