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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
47
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
43
1
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
6
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
PE's Groundhog Day | Private Credit Queue Gets Longer | CRE Cap Rates Found a Floor?
🗞️ Sunday digest: private markets insights 6/28
Jun 28
•
Leyla Kunimoto
48
3
2
Evergreen Funds: Lay of the Land
Market size, key players, and rapid growth
Jun 18
•
Leyla Kunimoto
60
1
Apollo Diversified Real Estate Fund: What Changed While You Weren't Looking
The fund is now $3.3B (down from $3.7B), and the mandate is quite different
Jun 13
•
Leyla Kunimoto
56
5
1
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
40
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
4
1
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
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