Accredited Investor Insights

Accredited Investor Insights

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June 2025

🗞️ Sunday Digest: Private Markets Insights 6/29
What happens when underperformance gets packaged for scale?
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Leyla Kunimoto
3
Zombie Deals in Commercial Real Estate
They’re Current on Debt, Out of Equity, and Quietly Soaking Up Rescue Capital
 • 
Leyla Kunimoto
2
Real Estate Debt Fund: a Case Study of What's Missing
Ask Better Questions, Shed Fewer Tears
 • 
Leyla Kunimoto
5
Markups, Fees, and Fine Print
A Look Inside the $3.9B Hamilton Lane Private Assets Fund
 • 
Leyla Kunimoto
5
🗞️ Sunday Digest: Private Markets Insights 6/15
Retail Money Meets Private Markets — And How Family Offices Are Shifting Allocations
 • 
Leyla Kunimoto
1
PIK Is Whispering. Are You Listening?
And How AI Can Help You Detect Stress Signals Before the Write-Downs Hit
 • 
Leyla Kunimoto
2
Imaginary Gains, Real Fees
🧮 How private funds turn paper profits into real fees (and why LPs need to read page 763 of the prospectus)
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Leyla Kunimoto
The Big, Beautiful Bill Meets the Bond Market
Why LPs, GPs, and Allocators Should Be Watching Fiscal Policy Right Now
 • 
Leyla Kunimoto
3
🗞️ Sunday Digest: Private Markets Insights
The State of US Housing + Private Equity’s Exit Problem (and How You Will Solve it)
 • 
Leyla Kunimoto
1

May 2025

© 2025 Leyla Kunimoto
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