Full diligence memo completed. PLD scores 48/50. Buy decision: 1.5% initial (~$75K), initiate now, add on any further 10% weakness. P/FFO 18x vs 22x historical mean; embedded rent spread optionality not priced. Fits public equity sleeve as real-asset bridge with liquid access.
Full diligence memo completed. CSU.TO scores 50/50 on watchlist rubric. Buy decision: 1.5% initial position (~$75K) within 60 days on any pullback toward $3,400 CAD. Build to 4% max over 24 months. Anchors public equity sleeve with a compounder; reduces index-beta risk.
Outcome / Status
Decision logged. Pending execution within 60-day window.