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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
20-Year Funds | Subprime by Another Name | CRE Absorption Leaders
🗞️ Sunday digest: private markets insights 5/31
May 31
•
Leyla Kunimoto
39
5
1
Is There Any Magic in $OZ?
Investors should be careful not to let the tax tail wag the dog.
May 24
•
Leyla Kunimoto
and
Paul Drake
40
6
Welcome to the Land of OZ
Where ~$100B in deferred gains faces a ~$20B tax bill in 7 months
May 23
•
Leyla Kunimoto
3
Private Equity Wants Your Financial Advisor, Private Credit Wants More Time, and CRE Wants a Miracle
🗞️ Sunday digest: private markets insights 5/17
May 17
•
Leyla Kunimoto
59
6
SREIT: What Happens When You Buy at the Peak?
How an $11 billion fundraising boom became a 48-month redemption crisis
May 10
•
Leyla Kunimoto
58
9
3
Software Isn’t Dead, PIK Is Fine, and the Best-Performing Cities
🗞️ Sunday digest: private markets insights 5/3
May 3
•
Leyla Kunimoto
57
3
PE Fundraising 📉, PC Redemption Wave, and Record Vacancy
🗞️ Sunday digest: private markets insights 4/19
Apr 19
•
Leyla Kunimoto
52
4
1
$1T in PE Zombie Funds, PC Gates Multiply, and CRE Fundraising Bounces Back
🗞️ Sunday digest: private markets insights 4/5
Apr 5
•
Leyla Kunimoto
53
2
3
Carlyle Engineers Liquidity; Private Credit Gates Multiply; and CRE Gets a Second Look
🗞️ Sunday digest: private markets insights 3/22
Mar 22
•
Leyla Kunimoto
37
1
1
K-Shaped PE, Private Credit Gates, and $0.58 Recovery on a AAA Bond
🗞️ Sunday digest: private markets insights 3/8
Mar 8
•
Leyla Kunimoto
40
7
2
It’s NAV... Until You Want Liquidity
Why illiquid assets belong in drawdown funds - and how to read property-level financials
Jan 8
•
Leyla Kunimoto
19
11
1
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