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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?
15 hrs ago
•
Leyla Kunimoto
56
4
1
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
55
6
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
57
1
2
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
64
2
Five Mistakes GPs Make on Operational Value Creation
And how LPs can spot them — guest post by Romain Bégramian
Jul 2
•
Leyla Kunimoto
31
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
48
3
2
The Quarter the Marks Moved
Why Private Credit Funds Repriced Their Portfolios in Q1 2026
Jun 25
•
Leyla Kunimoto
39
4
2
Cliffwater Corporate Lending Fund (CCLFX): The Machine Slows Down
Rising redemptions, falling NAV, and what's happening below the surface
Jun 21
•
Leyla Kunimoto
37
4
1
Evergreen Funds: Lay of the Land
Market size, key players, and rapid growth
Jun 18
•
Leyla Kunimoto
60
1
Apollo Diversified Real Estate Fund: What Changed While You Weren't Looking
The fund is now $3.3B (down from $3.7B), and the mandate is quite different
Jun 13
•
Leyla Kunimoto
56
5
1
Opening Private Equity to Retail Without Destroying What Makes It Work
A guest post by Benjamin Forestier and Claudia Zeisberger
Jun 11
•
Leyla Kunimoto
50
6
2
Don't Buy Yesterday's Portfolio
In private markets, the question isn't whether an asset is good or bad. It's whether it was acquired in 2022 or 2026.
Jun 7
•
Leyla Kunimoto
41
6
1
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