Intelligence
Research Desk
The evidence behind each opportunity — sources named, confidence stated, open questions listed.
Active Notes
4
Across 4 sources
Linked Opportunities
4
Scored and tracked
Mean Confidence
66%
Weighted by source
Open Questions
1
Private exit timing
Research Notes
Every claim carries a source
- 74%
Southwest industrial cap rates
Aethrix Research · Complete
Cap rates compressed 40bps over two quarters; supply pipeline thins into 2027, supporting rent growth in logistics corridors.
- 88%
Sovereign ladder roll strategy
CXR Bank · Complete
A 3-6-12 month ladder preserves 214 days of runway while capturing the front-end yield without duration risk.
- 61%
Casircoin distribution economics
Casir · In review
Distribution volume grows with DCSI merchant adoption; treat revenue share as variable, not contracted.
- 42%
Private equity exit windows
User Entered · Open questions
Meridian Logistics has no defined liquidity event. Model as illiquid through 2028 unless a term sheet appears.
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