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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
56
9
2
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
18
11
1
Private Markets in 2026: What Changes, What Sticks
Trends shaping private equity, private credit, and commercial real estate
Dec 28, 2025
•
Leyla Kunimoto
28
2
Top 10 Books 📚 + Top 10 Posts
Required reading, and most-read posts
Dec 26, 2025
•
Leyla Kunimoto
35
16
5
JLL Income Property Trust
What's inside and at what valuation
Dec 21, 2025
•
Leyla Kunimoto
18
1
1
Bluerock Total Income Plus -> Bluerock Private Real Estate Fund (NYSE: BPRE)
When an interval fund goes public
Dec 11, 2025
•
Leyla Kunimoto
36
6
3
What Do You Call a Group of Cockroaches?
Also: PC valuation gaps, CMBS delinquency trends, and the multifamily OpEx data you didn’t know you needed
Nov 16, 2025
•
Leyla Kunimoto
21
6
1
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