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Help Me Write to the SEC | A Fund Considers Splitting | AI Is Now Half of IG Bond Issuance (and so much more)
🗞️ Sunday digest: private markets insights 10/3
Oct 3
•
Leyla Kunimoto
55
14
4
Wider Doors for Private Markets | 274 Days to Close | Sponsor Reputation Has a Price | CRE Transaction Volume Up
🗞️ Sunday digest: private markets insights 9/12
Sep 12
•
Leyla Kunimoto
47
3
From Par to Pennies: The Problem With Private Credit Marks
Blue Owl carried $133 million of Loparex’s most junior debt near par. Six months later, it was worth five cents on the dollar.
Sep 10
•
Leyla Kunimoto
50
5
1
Apollo’s $9 Billion Deal is Neither Fish Nor Fowl
How ONEOK gets equity capital, Apollo gets debt-like cash flows, and insurers may ultimately get investment-grade securities.
Sep 6
•
Leyla Kunimoto
56
7
7
AAA CLOs Have Never Lost a Dollar
That’s an impressive statistic. It’s also probably not the statistic that matters to you.
Sep 3
•
Leyla Kunimoto
47
4
No Sellers at a 26% Haircut | Apollo Invests $1B in SREIT | Vanguard's $4B Bet on Advisors
🗞️ Sunday digest: private markets insights 8/30
Aug 30
•
Leyla Kunimoto
44
6
4
A Roadmap to Private Capital and Insurance Risk
A field guide to the private asset categories hiding on insurance balance sheets
Aug 27
•
Leyla Kunimoto
and
Rod Dubitsky
69
8
7
Hard Money Fund in an Evergreen Wrapper: First Eagle Real Estate Debt Fund
Why the 8.25% yield isn’t the whole story
Aug 17
•
Leyla Kunimoto
50
1
TCP Sold Half Its Portfolio. NAV Fell 10%, Stock Rallied. What Happened?
How selling 48% of a BDC’s loan portfolio turned into a 10.4% NAV hit, and why the headline 5% discount doesn’t tell the whole story
Aug 8
•
Leyla Kunimoto
63
6
1
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
50
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
45
2
1
Cliffwater Enhanced Lending Fund (CELFX): the Growth Curve Bends
Inflows are cooling, redemptions are rising, and let's talk about distributions, shall we?
Jul 23
•
Leyla Kunimoto
49
2
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