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Watch Liquidity. Closely.
How I track share transactions (and why you should too)
Jan 15
•
Leyla Kunimoto
17
2
PE Fees Fall, Exodus from Non-Traded BDCs? and Distress That Isn’t
🗞️ Sunday digest: private markets insights 1/11
Jan 11
•
Leyla Kunimoto
17
2
3
Evergreen Funds, Part 2
How capital deployment shapes returns
Jan 2
•
Leyla Kunimoto
12
Private Markets in 2026: What Changes, What Sticks
Trends shaping private equity, private credit, and commercial real estate
Dec 28, 2025
•
Leyla Kunimoto
25
1
2
Top 10 Books 📚 + Top 10 Posts
Required reading, and most-read posts
Dec 26, 2025
•
Leyla Kunimoto
30
16
5
Cliffwater Corporate Lending Fund (CCLFX)
What's inside, and what to watch
Dec 18, 2025
•
Leyla Kunimoto
31
6
2
Unmonetized Companies, DSCR <1, and IPO to Watch
🗞️ Sunday digest: private markets insights 12/14
Dec 14, 2025
•
Leyla Kunimoto
19
2
1
Cliffwater Enhanced Lending Fund (CELFX)
What's inside, what to watch, and where the distributions come from
Dec 7, 2025
•
Leyla Kunimoto
22
6
2
Toilets in CVs, Evergreen Trees, and $1.4B Wipeouts
🗞️ Sunday digest: private markets insights 11/30
Nov 30, 2025
•
Leyla Kunimoto
12
4
Evergreen Funds, Part 1
Everything you wanted to know, but were too afraid to ask
Nov 28, 2025
•
Leyla Kunimoto
26
4
1
Non-Traded BDC Meets Mr. Market
Price ≠ NAV ≠ Value
Nov 20, 2025
•
Leyla Kunimoto
21
1
4
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
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