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Toilets in CVs, Evergreen Trees, and $1.4B Wipeouts
🗞️ Sunday digest: private markets insights 11/30
Nov 30
•
Leyla Kunimoto
9
4
Evergreen Funds, Explained
Everything you wanted to know, but were too afraid to ask
Nov 28
•
Leyla Kunimoto
17
2
1
Non-Traded BDC Meets Mr. Market
Price ≠ NAV ≠ Value
Nov 20
•
Leyla Kunimoto
19
1
3
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
•
Leyla Kunimoto
21
6
2
Understanding Unitranche Loans in Private Credit
“First-Out,” “Last-Out,” and why you should keep an eye on this structure
Nov 13
•
Leyla Kunimoto
and
DEBT SERIOUS
32
2
♼ The Lending Loop, PE Q3 Update, and CRE: Patient is Alive 🩺
🗞️ Sunday digest: private markets insights 11/2
Nov 2
•
Leyla Kunimoto
9
1
Goldman Sachs' Private Credit: GSBD vs GSCRED
🧬 Anatomy (and DNA analysis) of two sibling BDCs
Oct 19
•
Leyla Kunimoto
28
4
2
How Private Markets Work
The ecosystem - and the engine that drives it
Oct 16
•
Leyla Kunimoto
21
1
Talking First Brands (on live TV!), Secondaries 🌊, and Alts in Your 401(k)
🗞️ Sunday digest: private markets insights 10/12
Oct 12
•
Leyla Kunimoto
16
4
1
The Problem With PME
Why the metric is flawed - and what will kill it. Guest Post by Hanoch Frankovits
Oct 9
•
Leyla Kunimoto
12
2
1
Carlyle Credit Solutions Inc.
How one fund plays both sides of the CLO market
Oct 5
•
Leyla Kunimoto
5
Inside the Black Box: What First Brands Teaches Us About CLO Risk
A glimpse into structured finance — and what LPs should know
Oct 2
•
Leyla Kunimoto
25
10
3
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