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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

  • Southwest industrial cap rates

    Aethrix Research · Complete

    74%

    Cap rates compressed 40bps over two quarters; supply pipeline thins into 2027, supporting rent growth in logistics corridors.

  • Sovereign ladder roll strategy

    CXR Bank · Complete

    88%

    A 3-6-12 month ladder preserves 214 days of runway while capturing the front-end yield without duration risk.

  • Casircoin distribution economics

    Casir · In review

    61%

    Distribution volume grows with DCSI merchant adoption; treat revenue share as variable, not contracted.

  • Private equity exit windows

    User Entered · Open questions

    42%

    Meridian Logistics has no defined liquidity event. Model as illiquid through 2028 unless a term sheet appears.

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