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The complete guide to Accredited Investor Insights
Mar 18
•
Leyla Kunimoto
26
1
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PIK Check, Part 2: Inside the Loans
Most new PIK at the largest non-traded BDCs comes from loans that used to pay cash. Most of those loans are still marked near par.
Oct 21
•
Leyla Kunimoto
20
2
Daily Marks, Same Information | A CV buys a CV | CMBS Delinquencies
🗞️ Sunday digest: private markets insights 10/18
Oct 18
•
Leyla Kunimoto
39
1
PIK Check: Non-Traded BDCs
PIK income at the largest non-traded BDCs rose again in Q2. Here’s what that does and doesn’t tell LPs about credit quality.
Oct 14
•
Leyla Kunimoto
41
1
1
Private Equity’s Bad Bank Problem: Who Sets the Price?
Partners Group’s evergreen fund restructuring separates legacy assets from new investments. But without a market-based transfer price, what does the…
Oct 10
•
Leyla Kunimoto
51
1
1
ODIT: How Blue Owl's Data Center Fund Makes Money
A deep dive into Blue Owl Digital Infrastructure Trust (ODIT): its $4.3 billion data center portfolio, appraisal-driven returns, Class E shares…
Oct 8
•
Leyla Kunimoto
40
1
Follow the Breadcrumbs: Who Owns the Risk in Project Jupiter?
Tracing Project Jupiter's financing through Oracle, Blue Owl, Apollo and the funds that may hold pieces of it.
Oct 5
•
Leyla Kunimoto
64
4
3
Help Me Write to the SEC | A Fund Considers Splitting | AI Is Now Half of IG Bond Issuance (and so much more)
🗞️ Sunday digest: private markets insights 10/3
Oct 3
•
Leyla Kunimoto
56
14
4
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