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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
40
4
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
59
5
6
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
48
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
49
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
1
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
48
2
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?
Jul 17
•
Leyla Kunimoto
58
4
2
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
66
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
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