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🗞️ Sunday Digest: Private Markets Insights 8/2
This week: PE's strange bedfellow, shaky multifamily loans, and PE returns forecast from Vanguard
Aug 3
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Leyla Kunimoto
4
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🗞️ Sunday Digest: Private Markets Insights 8/2
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Jack of All Asset Classes, Master of ...???
Inside Look Into JPMREIT
Jul 27
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Leyla Kunimoto
12
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Jack of All Asset Classes, Master of ...???
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Past ≠ Future
The Limits of Performance Persistence in Private Equity, Venture Capital, Private Credit, and Real Estate
Jul 24
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Leyla Kunimoto
2
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Past ≠ Future
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🗞️ Sunday Digest: Private Markets Insights 7/20
McKinsey’s private markets report and NAR’s latest on CRE
Jul 20
•
Leyla Kunimoto
9
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🗞️ Sunday Digest: Private Markets Insights 7/20
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Forced Liquidity: Bluerock's Solution to Redemption Queue
When an interval fund goes public
Jul 17
•
Leyla Kunimoto
9
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Forced Liquidity: Bluerock's Solution to Redemption Queue
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2
Manufactured Home Community Case Study
Does entry cap rate matter?
Jul 13
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Leyla Kunimoto
5
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Manufactured Home Community Case Study
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6
Real Estate Debt Fund: a Case Study of What's Missing
Ask Better Questions, Shed Fewer Tears
Jun 22
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Leyla Kunimoto
5
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Real Estate Debt Fund: a Case Study of What's Missing
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5
🗞️ 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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🗞️ Sunday Digest: Private Markets Insights 6/15
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1
The Big, Beautiful Bill Meets the Bond Market
Why LPs, GPs, and Allocators Should Be Watching Fiscal Policy Right Now
Jun 5
•
Leyla Kunimoto
6
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The Big, Beautiful Bill Meets the Bond Market
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🗞️ 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
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
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
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Leyla Kunimoto
7
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How to Evaluate an Industrial Real Estate Deal as a Limited Partner
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