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🗞️ Sunday Digest: Private Markets Insights 6/15
Retail Money Meets Private Markets — And How Family Offices Are Shifting Allocations
Jun 15
•
Leyla Kunimoto
9
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Accredited Investor Insights
🗞️ Sunday Digest: Private Markets Insights 6/15
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1
PIK Is Whispering. Are You Listening?
And How AI Can Help You Detect Stress Signals Before the Write-Downs Hit
Jun 12
•
Leyla Kunimoto
6
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PIK Is Whispering. Are You Listening?
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Imaginary Gains, Real Fees
🧮 How private funds turn paper profits into real fees (and why LPs need to read page 763 of the prospectus)
Jun 8
•
Leyla Kunimoto
20
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Imaginary Gains, Real Fees
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The Big, Beautiful Bill Meets the Bond Market
Why LPs, GPs, and Allocators Should Be Watching Fiscal Policy Right Now
Jun 5
•
Leyla Kunimoto
5
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The Big, Beautiful Bill Meets the Bond Market
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3
🗞️ Sunday Digest: Private Markets Insights
The State of US Housing + Private Equity’s Exit Problem (and How You Will Solve it)
Jun 1
•
Leyla Kunimoto
7
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🗞️ Sunday Digest: Private Markets Insights
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1
May 2025
GP Skin in the Game
1,503 funds and 20 years of data point to the GP commitment sweet spot 📍(spoiler: more isn’t always better)
May 29
•
Leyla Kunimoto
7
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GP Skin in the Game
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8
Multifamily Real Estate: a Curious Case of Financial Engineering (and a Complex Capital Stack)
How a Complex Capital Stack Nearly Broke My AI (plus 20-Minute Market Research Tool You'll Love)
May 25
•
Leyla Kunimoto
12
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Multifamily Real Estate: a Curious Case of Financial Engineering (and a Complex Capital Stack)
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2
How to Evaluate an Industrial Real Estate Deal as a Limited Partner
Guest Post By Chad Griffiths, SIOR | Author of Industrialize: The Insider’s Guide to Industrial Real Estate
May 22
•
Leyla Kunimoto
7
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How to Evaluate an Industrial Real Estate Deal as a Limited Partner
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1
How to Use AI to Evaluate Industrial Real Estate Deals
5 prompts to analyze market trends, identify risks, and stress-test assumptions
May 22
•
Leyla Kunimoto
2
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How to Use AI to Evaluate Industrial Real Estate Deals
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2
🗞️ Sunday Digest: Private Markets Insights
What $566B in dry powder, 4:1 leverage, and shifting CRE dynamics mean for you
May 18
•
Leyla Kunimoto
4
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🗞️ Sunday Digest: Private Markets Insights
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6
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
5
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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
6
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Industrial Deal Case Study
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