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Inside CIM Real Assets & Credit Fund (RACR)
What happens when real estate, CLOs, CMBS, leveraged loans, repos, and derivatives all end up in the same interval fund?
20 hrs ago
•
Leyla Kunimoto
56
4
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
Blue Owl's OCIC vs Oaktree Strategic Credit Fund: A Tale of Two Redemption Queues
A look at portfolio composition, leverage, and income quality
Jul 5
•
Leyla Kunimoto
64
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
The Quarter the Marks Moved
Why Private Credit Funds Repriced Their Portfolios in Q1 2026
Jun 25
•
Leyla Kunimoto
39
4
2
Cliffwater Corporate Lending Fund (CCLFX): The Machine Slows Down
Rising redemptions, falling NAV, and what's happening below the surface
Jun 21
•
Leyla Kunimoto
37
4
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
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
When the Music Stops
Why Private Credit Evergreens Can Handle Redemptions (And Private Equity Can't)
May 7
•
Leyla Kunimoto
56
6
1
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
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