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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
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Leyla Kunimoto
20
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Imaginary Gains, Real Fees
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Markups, Fees, and Fine Print
A Look Inside the $3.9B Hamilton Lane Private Assets Fund
Jun 19
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Leyla Kunimoto
12
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Markups, Fees, and Fine Print
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5
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
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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 Read a Real Estate Pro Forma, Part 5. Yield on Cost
One Metric to Rule Them All: Yield on Cost (YoC)
Sep 4, 2024
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Leyla Kunimoto
17
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How to Read a Real Estate Pro Forma, Part 5. Yield on Cost
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5
How a Securities Attorney Would Read a PPM
What the fine print reveals about structure, economics, and governance.
Jul 10
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Leyla Kunimoto
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Shahrukh Khan
10
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How a Securities Attorney Would Read a PPM
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Ground Leases: What Every Investor Needs to Know
Is Real Estate Real When You Don't Own the Land?
Mar 5
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Leyla Kunimoto
10
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Ground Leases: What Every Investor Needs to Know
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Forced Liquidity: Bluerock's Solution to Redemption Queue
When an interval fund goes public
Jul 17
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Leyla Kunimoto
7
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Forced Liquidity: Bluerock's Solution to Redemption Queue
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2
A Fool's Errand: The Impossible Task of Valuing Private Credit
A Curious Case of a Failed Car Wash, and a Cautionary Tale of a BDC
Feb 19
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Leyla Kunimoto
9
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A Fool's Errand: The Impossible Task of Valuing Private Credit
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5
How Tax Efficient Are Real Estate Private Placements?
Depreciation deductions are no free lunch. Understand their benefits and surprises.
Sep 25, 2024
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Kristopher Rymer
15
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How Tax Efficient Are Real Estate Private Placements?
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Zombie Deals in Commercial Real Estate
They’re Current on Debt, Out of Equity, and Quietly Soaking Up Rescue Capital
Jun 26
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Leyla Kunimoto
7
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Zombie Deals in Commercial Real Estate
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2
PIK Is Whispering. Are You Listening?
And How AI Can Help You Detect Stress Signals Before the Write-Downs Hit
Jun 12
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Leyla Kunimoto
6
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PIK Is Whispering. Are You Listening?
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GP Stakes Investments: a New(ish) Frontier
A Deep Dive into GP Stakes Investing and Its Benefits for LPs and GPs
Jan 29
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Leyla Kunimoto
10
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GP Stakes Investments: a New(ish) Frontier
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