Sitemap - 2026 - Accredited Investor Insights
Loan Gone Bad: BCRED's Medallia Problem
PE Fundraising 📉, PC Redemption Wave, and Record Vacancy
Variant Alternative Income Fund (NICHX): Positive Returns, Shrinking NAV
JPM Private Markets Fund: Losing Money on Operations, Up 74%
$1T in PE Zombie Funds, PC Gates Multiply, and CRE Fundraising Bounces Back
BlackRock TCP Capital: Non-Accruals Down, Losses Up
Cliffwater's Cascade Private Capital Fund (CPEFX)
The Prisoner's Dilemma: Semi-Liquid Edition
Carlyle Engineers Liquidity; Private Credit Gates Multiply; and CRE Gets a Second Look
Where $47M in NOI Meets $42M in Interest Expense
The Pawn Shop: Repo and Sale/Buyback Borrowings
Cliffwater Corporate Lending Fund (CCLFX) Faces Redemptions
What Will Liquidity Cost You When Barbarians Shut the Gates?
K-Shaped PE, Private Credit Gates, and $0.58 Recovery on a AAA Bond
How Hamilton Lane's PAF Turned Unrealized Gains Into Real Fees
Blue Owl Technology Income Corp (OTIC) Deep Dive
When Gates Shut Close: A Primer on Gating Provisions in Private Funds
Record Multiples; Bird Watching 🦉; and $77B in Hard Maturities
🦉Hoot, There It Is: OBDC II Sells the Crown Jewels, Halts Redemptions
How to Read Financial Statements of a Private Credit Fund, a CRDEX Case Study, Part 2
How to Read Notes to Financial Statements: CRDEX Case Study, Part 1
Five Q(uestion)s for Cliffwater's Five Ws
Inside Apollo Asset-Backed Credit Company LLC (ABC)
PE Returns, SaaS Bloodbath in Private Credit, and MF Green Shoots 🌱
WTF is ABF? Your Primer on Asset-Based Finance
Reverse-Engineering Valuation and the Capital Stack
Inside Coller Private Credit Secondaries (CollerCredit)
Secondaries, 19% NAV Drop, and Cap Rate Projections
Private Credit Secondaries: A Primer
Inside Carlyle AlpInvest Private Markets Fund (CAPM)
PE Fees Fall, Exodus from Non-Traded BDCs? and Distress That Isn’t
It’s NAV... Until You Want Liquidity