Accredited Investor Insights

Accredited Investor Insights

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🗞️ Sunday Digest: Private Markets Insights
What $566B in dry powder, 4:1 leverage, and shifting CRE dynamics mean for you
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Leyla Kunimoto
4
Comparing a Private Fund’s Net IRR to Public Market Terms
What Really Drives the Difference? - Guest Post by Hanoch Frankovits
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Leyla Kunimoto
1
Industrial Deal Case Study
How My Mini-Me Flags Red Flags, Stress-Tests Deals, and Writes Better LP Questions Than Most Allocators
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Leyla Kunimoto
6
Trust, but Verify (or How to Vet a Sponsor)
Good Sponsor, Bad Deal > Bad Sponsor, Good Deal
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Leyla Kunimoto
2
🗞️ Sunday Digest: Private Markets Insights
CRE special servicing hits $92B, GP-led secondaries surge, and private credit tightens its grip on the middle market.
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Leyla Kunimoto
3
Off the Beaten Path: Investing in Tertiary Market CRE
Higher Risk, Higher Yield
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Leyla Kunimoto
3

April 2025

Big Money, Bigger Mistakes
The $5.4 Billion Stuyvesant Town Gamble That Went Bust
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Leyla Kunimoto
3
Using AI to Stress-Test CRE Deals
A step-by-step guide (even if you are averse to Excel)
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Leyla Kunimoto
3
🗞️ Sunday Digest: Private Markets Insights
Tariffs, Uncertainty, and Liquidity Crunch
 • 
Leyla Kunimoto
1
Decoding the Fee Stack in REPE
What’s Typical, What’s Not, and What LPs Should Be Watching
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Leyla Kunimoto
7
Non-Performing Loan Case Study
Turning a Busted LIHTC Deal Into a $3M Win
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Leyla Kunimoto
2
Under Pressure: Stress-Testing CRE Deals
What Happens When Assumptions Break?
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Leyla Kunimoto
8
© 2025 Leyla Kunimoto
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