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Cliffwater Enhanced Lending Fund (CELFX)
What's inside, what to watch, and where the distributions come from
Dec 7
•
Leyla Kunimoto
18
6
2
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Funds of Funds: Special Sauce or Dead Weight?
And What the Ares Private Markets Fund (APMF) Reveals About Fees, Incentives, and Real Returns
Dec 4
•
Leyla Kunimoto
and
TheAltView
19
3
1
Toilets in CVs, Evergreen Trees, and $1.4B Wipeouts
🗞️ Sunday digest: private markets insights 11/30
Nov 30
•
Leyla Kunimoto
11
4
Evergreen Funds, Explained
Everything you wanted to know, but were too afraid to ask
Nov 28
•
Leyla Kunimoto
19
2
1
Inside Apollo Diversified Real Estate Fund
What's inside, where the 5% distribution comes from, and what investors find attractive.
Nov 23
•
Leyla Kunimoto
22
4
Non-Traded BDC Meets Mr. Market
Price ≠ NAV ≠ Value
Nov 20
•
Leyla Kunimoto
19
1
3
What Do You Call a Group of Cockroaches?
Also: PC valuation gaps, CMBS delinquency trends, and the multifamily OpEx data you didn’t know you needed
Nov 16
•
Leyla Kunimoto
21
6
2
Understanding Unitranche Loans in Private Credit
“First-Out,” “Last-Out,” and why you should keep an eye on this structure
Nov 13
•
Leyla Kunimoto
and
DEBT SERIOUS
32
2
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