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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
26
2
Top 10 Books 📚 + Top 10 Posts
Required reading, and most-read posts
Dec 26, 2025
•
Leyla Kunimoto
34
16
5
JLL Income Property Trust
What's inside and at what valuation
Dec 21, 2025
•
Leyla Kunimoto
15
1
1
Bluerock Total Income Plus -> Bluerock Private Real Estate Fund (NYSE: BPRE)
When an interval fund goes public
Dec 11, 2025
•
Leyla Kunimoto
31
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
2
No Smoke, No Mirrors: A Plain-Jane Multifamily Case Study
LP takeaways from a deal that could've been dressed up (but wasn't)
Nov 9, 2025
•
Leyla Kunimoto
13
5
1
Stop Asking to Be Paid Your Own Money Back
When GPs use reserves to manufacture yield, and why LPs shouldn’t want it
Nov 6, 2025
•
Leyla Kunimoto
26
3
3
♼ The Lending Loop, PE Q3 Update, and CRE: Patient is Alive 🩺
🗞️ Sunday digest: private markets insights 11/2
Nov 2, 2025
•
Leyla Kunimoto
10
1
🗞️ Sunday Digest: Private Markets Insights 9/28
Good news for CRE, less than good news for private credit, and more on continuation vehicles
Sep 28, 2025
•
Leyla Kunimoto
7
2
How Private Real Estate Funds Value Assets
How to turn $.9 into a dollar, using a variety of methods
Sep 25, 2025
•
Leyla Kunimoto
9
How to Read a PPM and LPA Without Losing Your Mind (Hint: AI Can Help)
Key sections, red flags, and AI prompts every LP should know
Sep 18, 2025
•
Leyla Kunimoto
5
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