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Stop Asking to Be Paid Your Own Money Back
When GPs use reserves to manufacture yield, and why LPs shouldn’t want it
19 hrs ago
•
Leyla Kunimoto
17
1
♼ The Lending Loop, PE Q3 Update, and CRE: Patient is Alive 🩺
🗞️ Sunday digest: private markets insights 11/2
Nov 2
•
Leyla Kunimoto
5
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
•
Leyla Kunimoto
7
How Private Real Estate Funds Value Assets
How to turn $.9 into a dollar, using a variety of methods
Sep 25
•
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
•
Leyla Kunimoto
4
🗞️ Sunday Digest: Private Markets Insights 9/14
Risk on in credit, VC valuations climb, and capital is creeping back to CRE
Sep 14
•
Leyla Kunimoto
17
1
Cash Distributions ≠ Great Investment, CRE Edition
How to tell if your quarterly checks come from operations (with an AI prompt to help)
Sep 4
•
Leyla Kunimoto
11
2
🗞️ Sunday Digest: Private Markets Insights 8/31
CRE trends, private credit risks, and the discounts GPs would accept in private equity
Aug 31
•
Leyla Kunimoto
16
2
The IRR-elevant Metric?
Understanding the flaws in IRR - and the metrics that give investors the full picture
Aug 28
•
Leyla Kunimoto
20
2
🗞️ Sunday Digest: Private Markets Insights 8/17
Data centers, private credit defaults, and creative PE exits
Aug 17
•
Leyla Kunimoto
14
1
Beyond the Black Box: Transparency (and Lack Thereof) in Private Markets
Stop settling for opaque
Aug 7
•
Leyla Kunimoto
12
3
🗞️ Sunday Digest: Private Markets Insights 8/2
This week: PE's strange bedfellow, shaky multifamily loans, and PE returns forecast from Vanguard
Aug 3
•
Leyla Kunimoto
6
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