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🗞️ Sunday Digest: Private Markets Insights
The State of US Housing + Private Equity’s Exit Problem (and How You Will Solve it)
Jun 1
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Leyla Kunimoto
5
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🗞️ Sunday Digest: Private Markets Insights
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GP Skin in the Game
1,503 funds and 20 years of data point to the GP commitment sweet spot 📍(spoiler: more isn’t always better)
May 29
•
Leyla Kunimoto
6
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GP Skin in the Game
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🗞️ Sunday Digest: Private Markets Insights
What $566B in dry powder, 4:1 leverage, and shifting CRE dynamics mean for you
May 18
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Leyla Kunimoto
3
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🗞️ Sunday Digest: Private Markets Insights
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Comparing a Private Fund’s Net IRR to Public Market Terms
What Really Drives the Difference? - Guest Post by Hanoch Frankovits
May 15
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Leyla Kunimoto
5
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Comparing a Private Fund’s Net IRR to Public Market Terms
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Trust, but Verify (or How to Vet a Sponsor)
Good Sponsor, Bad Deal > Bad Sponsor, Good Deal
May 8
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Leyla Kunimoto
7
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Trust, but Verify (or How to Vet a Sponsor)
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🗞️ Sunday Digest: Private Markets Insights
CRE special servicing hits $92B, GP-led secondaries surge, and private credit tightens its grip on the middle market.
May 4
•
Leyla Kunimoto
3
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🗞️ Sunday Digest: Private Markets Insights
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3
Sunday Digest: Private Markets Insights
The PE Pullback, CRE Macro Themes, and Private Credit Eyes Mortgages
Apr 6
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Leyla Kunimoto
2
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Sunday Digest: Private Markets Insights
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The Slow Erosion of Illiquidity Premium
Are you getting paid enough for not having access to your funds?
Apr 3
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Leyla Kunimoto
3
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The Slow Erosion of Illiquidity Premium
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2
Sunday Digest: Focus on Private Equity
The Celtics' Blockbuster Deal and Bain's Private Equity Report
Mar 23
•
Leyla Kunimoto
4
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Sunday Digest: Focus on Private Equity
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1001 Pitch Decks: Stories GPs Need to Tell and LPs Need to Interpret
Insights from Reviewing 1,093 Decks—What Works, What Fails, and How to Read Between the Lines
Mar 20
•
Leyla Kunimoto
3
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Accredited Investor Insights
1001 Pitch Decks: Stories GPs Need to Tell and LPs Need to Interpret
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3
Sunday Digest: Private Markets Insights
Breaking Down Interval Funds, CRE Trends, and a Car Wash Bankruptcy
Feb 16
•
Leyla Kunimoto
4
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Sunday Digest: Private Markets Insights
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1
3 Must-Bookmark Resources (2025 Edition)
Reports on CRE, Private Credit, and Hiring for Startups
Jan 26
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Leyla Kunimoto
12
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3 Must-Bookmark Resources (2025 Edition)
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