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Cash Distributions ≠ Great Investment, CRE Edition
How to tell if your quarterly checks come from operations (with an AI prompt to help)
33 mins ago
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Leyla Kunimoto
8
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🗞️ Sunday Digest: Private Markets Insights 8/31
CRE trends, private credit risks, and the discounts GPs would accept in private equity
Aug 31
•
Leyla Kunimoto
15
1
The IRR-elevant Metric?
Understanding the flaws in IRR - and the metrics that give investors the full picture
Aug 28
•
Leyla Kunimoto
19
2
Private Credit Interval Fund
What the fact sheet doesn’t show - and where to look instead
Aug 24
•
Leyla Kunimoto
11
6
Continuation Vehicles: The New Lifeline
How GP-led funds are reshaping exits, extending ownership, and challenging LPs to rethink risk and opportunity
Aug 21
•
Leyla Kunimoto
9
🗞️ Sunday Digest: Private Markets Insights 8/17
Data centers, private credit defaults, and creative PE exits
Aug 17
•
Leyla Kunimoto
14
1
Private Equity Returns: What Really Drives Gains (and Risks LPs Should Watch)
What Every LP Must Ask Before Investing
Aug 14
•
Leyla Kunimoto
13
5
Retail Done Right (Case Study)
Dissecting a retail deal that delivered a 23% IRR - and why it's not a unicorn
Aug 10
•
Leyla Kunimoto
12
2
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