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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
Inside Apollo Diversified Real Estate Fund
What's inside, where the 5% distribution comes from, and what investors find attractive.
Nov 23
•
Leyla Kunimoto
21
4
♼ The Lending Loop, PE Q3 Update, and CRE: Patient is Alive 🩺
🗞️ Sunday digest: private markets insights 11/2
Nov 2
•
Leyla Kunimoto
9
1
The Golden Doodle of Private Markets: Evergreen Secondaries
What to watch when evaluating evergreen secondary funds
Oct 30
•
Leyla Kunimoto
12
3
2
Inside Blackstone's Private Equity Strategies Fund (BXPE)
Layered private equity fund: the structure, the fees, and how the $$ is made
Oct 26
•
Leyla Kunimoto
16
5
1
Due Diligence on PE Managers: Doing it Like the Best
Look beyond the track record — guest post by Romain Bégramian
Oct 23
•
Leyla Kunimoto
16
1
How Private Markets Work
The ecosystem - and the engine that drives it
Oct 16
•
Leyla Kunimoto
21
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
🗞️ Sunday Digest: Private Markets Insights 9/28
Good news for CRE, less than good news for private credit, and more on continuation vehicles
Sep 28
•
Leyla Kunimoto
7
2
KKR Private Equity Conglomerate LLC (K-PEC)
The HNW retail PE fund raising billions while delivering mostly unrealized returns
Sep 21
•
Leyla Kunimoto
23
3
2
How to Read a PPM and LPA Without Losing Your Mind (Hint: AI Can Help)
Key sections, red flags, and AI prompts every LP should know
Sep 18
•
Leyla Kunimoto
4
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