Archive - Accredited Investor Insights

TCP Sold Half Its Portfolio. NAV Fell 10%, Stock Rallied. What Happened?

How selling 48% of a BDC’s loan portfolio turned into a 10.4% NAV hit, and why the headline 5% discount doesn’t tell the whole story

Aug 8 • Leyla Kunimoto

Real Estate Credit: Everything You Wanted to Know But Were Too Afraid to Ask

The assets, plumbing, wrappers, risks, and returns behind one of private credit’s fastest-growing corners.

Aug 5 • Leyla Kunimoto

$7B RIA Auction | UBS Pulls the Plug on Blue Owl | Three CRE Mortgage REITs Walk Into a Bar

🗞️ Sunday digest: private markets insights 8/2

Aug 2 • Leyla Kunimoto

July 2026

WVB All Markets Fund: the 0.10% Fund That Costs 3.40%

Inside Wellington × Blackstone × Vanguard's New Interval Fund

Jul 25 • Leyla Kunimoto

Cliffwater Enhanced Lending Fund (CELFX): the Growth Curve Bends

Inflows are cooling, redemptions are rising, and let's talk about distributions, shall we?

Jul 23 • Leyla Kunimoto

The Agricultural Revolution in Private Markets

How fund managers stopped hunting returns and started farming assets

Jul 19 • Leyla Kunimoto

Inside CIM Real Assets & Credit Fund (RACR)

What happens when real estate, CLOs, CMBS, leveraged loans, repos, and derivatives all end up in the same interval fund?

Jul 17 • Leyla Kunimoto

Private Equity Won't Sell | Private Credit Won't Sit Still | Data Centers Won't Slow Down

🗞️ Sunday digest: private markets insights 7/12

Jul 12 • Leyla Kunimoto

Inside the Sale of Kayne Anderson Real Estate

Funds, managed accounts, pitch decks, a back-of-the-envelope M&A model (and Whole Foods).

Jul 8 • Leyla Kunimoto and CRE Analyst

Blue Owl's OCIC vs Oaktree Strategic Credit Fund: A Tale of Two Redemption Queues

A look at portfolio composition, leverage, and income quality

Jul 5 • Leyla Kunimoto

Five Mistakes GPs Make on Operational Value Creation

And how LPs can spot them — guest post by Romain Bégramian

Jul 2 • Leyla Kunimoto

June 2026

PE's Groundhog Day | Private Credit Queue Gets Longer | CRE Cap Rates Found a Floor?

🗞️ Sunday digest: private markets insights 6/28

Jun 28 • Leyla Kunimoto

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