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Multifamily Preferred Equity Case Study
What an old banker can teach you about evaluating preferred equity deals
Mar 30
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Leyla Kunimoto
8
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Multifamily Preferred Equity Case Study
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6
The Market’s Altimeter: Yield Curves, Spreads, and Economic Signals
Are yield curves and spreads still reliable recession signals?
Mar 26
•
Leyla Kunimoto
3
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The Market’s Altimeter: Yield Curves, Spreads, and Economic Signals
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1
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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1001 Pitch Decks: Stories GPs Need to Tell and LPs Need to Interpret
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3
Multifamily Recapitalization Case Study
When Everything Old is New Again
Mar 16
•
Leyla Kunimoto
9
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Multifamily Recapitalization Case Study
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Recapitalizations in Real Estate
Not Every “New” Deal Is Actually New—How to Spot Recapitalizations and Assess Their Risks
Mar 12
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Leyla Kunimoto
4
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Recapitalizations in Real Estate
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Skyscrapers, Scandals, and Ground Leases
A Legendary Story and a Case Study
Mar 9
•
Leyla Kunimoto
2
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Skyscrapers, Scandals, and Ground Leases
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2
Ground Leases: What Every Investor Needs to Know
Is Real Estate Real When You Don't Own the Land?
Mar 5
•
Leyla Kunimoto
7
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Ground Leases: What Every Investor Needs to Know
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5
Sunday Digest: Private Markets Insights
Structured Credit Deja Vu, CRE Outlook, Private Credit ETFs
Mar 2
•
Leyla Kunimoto
4
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Sunday Digest: Private Markets Insights
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February 2025
The LP’s Escape Hatch: Unlocking Liquidity with Secondary Funds
How Institutional Investors Navigate the Secondary Market—And What You Need to Know Before You Succumb to the Siren Call
Feb 26
•
Leyla Kunimoto
5
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The LP’s Escape Hatch: Unlocking Liquidity with Secondary Funds
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1
Private Credit (Non-Traded BDC): A Valuation Black Box
How fund managers mark their loans—and what investors need to watch for.
Feb 23
•
Leyla Kunimoto
4
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Private Credit (Non-Traded BDC): A Valuation Black Box
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4
A Fool's Errand: The Impossible Task of Valuing Private Credit
A Curious Case of a Failed Car Wash, and a Cautionary Tale of a BDC
Feb 19
•
Leyla Kunimoto
7
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A Fool's Errand: The Impossible Task of Valuing Private Credit
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