Anaheim / Orange County (Disney corridor)
Illustrative seedCalifornia / West·Destination dashboard
Theme-park leisure + convention. Anaheim resort district vs coastal OC; Disney demand flywheel.
Metrics and signals below are illustrative Capital Graph placeholders for IC-memo drafting — replace with licensed STR / Tourism Economics before underwriting. Human-touch / talent capacity remains a CapEx and refinance greenlight gate.
Which Anaheim — scarcity vs impact
Which OC: Anaheim resort/convention (Disney flywheel) is not coastal OC leisure. Theme-park leisure + convention — product class still dominates. Illustrative seed.
Signals
3 seededTheme-park leisure + convention flywheel
Illustrative: Anaheim resort district ADR tied to Disney/convention calendar; coastal OC is a different thesis.
Anaheim resort district pipeline watch
Illustrative: resort-district additions need absorption against park and convention calendars.
Theme-park competing labor gate
Illustrative: hospitality competes with parks for talent. CapEx greenlights clear staffing depth.
Assets
1 illustrative / citedAnaheim resort district class (illustrative)
keys n/a · full-service / select-serviceAnaheim resort district
Proxy for Disney corridor vs coastal OC. Underwrite which Orange County.