Subscribe
Sign in
Home
Notes
Case Studies
Archive
About
CRE
Latest
Top
Discussions
Inside Blackstone's First DST: What 1031 Investors Actually Bought
Two apartment buildings, $175.6 million in investor capital, and a potential one-way ticket into BREIT. A closer look at the economics of tax-deferred…
Oct 25
•
Leyla Kunimoto
49
5
4
Daily Marks, Same Information | A CV buys a CV | CMBS Delinquencies
🗞️ Sunday digest: private markets insights 10/18
Oct 18
•
Leyla Kunimoto
40
1
ODIT: How Blue Owl's Data Center Fund Makes Money
A deep dive into Blue Owl Digital Infrastructure Trust (ODIT): its $4.3 billion data center portfolio, appraisal-driven returns, Class E shares…
Oct 8
•
Leyla Kunimoto
40
1
Help Me Write to the SEC | A Fund Considers Splitting | AI Is Now Half of IG Bond Issuance (and so much more)
🗞️ Sunday digest: private markets insights 10/3
Oct 3
•
Leyla Kunimoto
56
14
4
RREEF Property Trust Liquidation: What Happens When the Money Stops Coming In
A close look at redemptions, distributions, and what’s left to sell
Sep 27
•
Leyla Kunimoto
36
1
The Harrison Street Real Estate Fund Liquidity Squeeze
A $1.4 billion fund, a 15-quarter redemption queue, and the first interval fund auction
Sep 20
•
Leyla Kunimoto
40
6
1
Wider Doors for Private Markets | 274 Days to Close | Sponsor Reputation Has a Price | CRE Transaction Volume Up
🗞️ Sunday digest: private markets insights 9/12
Sep 12
•
Leyla Kunimoto
47
3
No Sellers at a 26% Haircut | Apollo Invests $1B in SREIT | Vanguard's $4B Bet on Advisors
🗞️ Sunday digest: private markets insights 8/30
Aug 30
•
Leyla Kunimoto
44
6
4
Real Estate Credit: Everything You Wanted to Know But Were Too Afraid to Ask
The assets, plumbing, wrappers, risks, and returns behind one of private credit’s fastest-growing corners.
Aug 5
•
Leyla Kunimoto
50
2
1
$7B RIA Auction | UBS Pulls the Plug on Blue Owl | Three CRE Mortgage REITs Walk Into a Bar
🗞️ Sunday digest: private markets insights 8/2
Aug 2
•
Leyla Kunimoto
45
2
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
7
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
59
1
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
