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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
Five Mistakes GPs Make on Operational Value Creation
And how LPs can spot them — guest post by Romain Bégramian
Jul 2
•
Leyla Kunimoto
31
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
Opening Private Equity to Retail Without Destroying What Makes It Work
A guest post by Benjamin Forestier and Claudia Zeisberger
Jun 11
•
Leyla Kunimoto
50
6
2
Don't Buy Yesterday's Portfolio
In private markets, the question isn't whether an asset is good or bad. It's whether it was acquired in 2022 or 2026.
Jun 7
•
Leyla Kunimoto
41
6
1
Is Partners Group Private Equity (Master Fund) Showing Its Age?
Private equity evergreen funds don't get sick.
Jun 3
42
6
1
20-Year Funds | Subprime by Another Name | CRE Absorption Leaders
🗞️ Sunday digest: private markets insights 5/31
May 31
•
Leyla Kunimoto
40
5
1
When the Denominator Wins
UNREAL Gains, Part 2: how mature evergreen secondaries funds slowly outgrow the mechanism that built their track records
May 28
•
Leyla Kunimoto
23
4
Is There Any Magic in $OZ?
Investors should be careful not to let the tax tail wag the dog.
May 24
•
Leyla Kunimoto
and
Paul Drake
40
6
The Discount Capture Machine: Inside Coller’s PE Secondaries Fund (C-SPEF)
The early years of evergreen secondaries can look extraordinary, this is a look inside one
May 21
•
Leyla Kunimoto
47
Private Equity Wants Your Financial Advisor, Private Credit Wants More Time, and CRE Wants a Miracle
🗞️ Sunday digest: private markets insights 5/17
May 17
•
Leyla Kunimoto
59
6
UNREAL Gains
Part 1: The Mark-Up Machine (or How to Turn Discounts Into Returns)
May 14
•
Leyla Kunimoto
59
3
3
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