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🗞️ Sunday Digest: Private Markets Insights
What $566B in dry powder, 4:1 leverage, and shifting CRE dynamics mean for you
May 18
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Leyla Kunimoto
2
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Accredited Investor Insights
🗞️ Sunday Digest: Private Markets Insights
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Comparing a Private Fund’s Net IRR to Public Market Terms
What Really Drives the Difference? - Guest Post by Hanoch Frankovits
May 15
•
Leyla Kunimoto
3
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Comparing a Private Fund’s Net IRR to Public Market Terms
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1
Industrial Deal Case Study
How My Mini-Me Flags Red Flags, Stress-Tests Deals, and Writes Better LP Questions Than Most Allocators
May 11
•
Leyla Kunimoto
5
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Industrial Deal Case Study
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6
Trust, but Verify (or How to Vet a Sponsor)
Good Sponsor, Bad Deal > Bad Sponsor, Good Deal
May 8
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Leyla Kunimoto
6
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Accredited Investor Insights
Trust, but Verify (or How to Vet a Sponsor)
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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.
May 4
•
Leyla Kunimoto
3
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Accredited Investor Insights
🗞️ Sunday Digest: Private Markets Insights
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3
Off the Beaten Path: Investing in Tertiary Market CRE
Higher Risk, Higher Yield
May 1
•
Leyla Kunimoto
5
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Off the Beaten Path: Investing in Tertiary Market CRE
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3
April 2025
Big Money, Bigger Mistakes
The $5.4 Billion Stuyvesant Town Gamble That Went Bust
Apr 27
•
Leyla Kunimoto
4
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Big Money, Bigger Mistakes
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3
Using AI to Stress-Test CRE Deals
A step-by-step guide (even if you are averse to Excel)
Apr 24
•
Leyla Kunimoto
4
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Accredited Investor Insights
Using AI to Stress-Test CRE Deals
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3
🗞️ Sunday Digest: Private Markets Insights
Tariffs, Uncertainty, and Liquidity Crunch
Apr 20
•
Leyla Kunimoto
4
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Accredited Investor Insights
🗞️ Sunday Digest: Private Markets Insights
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1
Decoding the Fee Stack in REPE
What’s Typical, What’s Not, and What LPs Should Be Watching
Apr 17
•
Leyla Kunimoto
4
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Decoding the Fee Stack in REPE
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7
Non-Performing Loan Case Study
Turning a Busted LIHTC Deal Into a $3M Win
Apr 13
•
Leyla Kunimoto
11
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Non-Performing Loan Case Study
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2
Under Pressure: Stress-Testing CRE Deals
What Happens When Assumptions Break?
Apr 10
•
Leyla Kunimoto
6
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Under Pressure: Stress-Testing CRE Deals
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