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$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
43
1
1
WVB All Markets Fund: the 0.10% Fund That Costs 3.40%
Inside Wellington × Blackstone × Vanguard's New Interval Fund
Jul 25
•
Leyla Kunimoto
70
7
5
The Agricultural Revolution in Private Markets
How fund managers stopped hunting returns and started farming assets
Jul 19
•
Leyla Kunimoto
58
1
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
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
51
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?
A nine-year case study in subscriptions, redemptions, fees, and what mature looks like in evergreen private equity.
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
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