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The Evergreen Liquidity Divide
Private credit investors want out. Private equity investors are still coming in. What Q2 filings from 220 funds show us.
Oct 28
•
Leyla Kunimoto
44
1
Daily Marks, Same Information | A CV buys a CV | CMBS Delinquencies
🗞️ Sunday digest: private markets insights 10/18
Oct 18
•
Leyla Kunimoto
40
1
Private Equity’s Bad Bank Problem: Who Sets the Price?
Partners Group’s evergreen fund restructuring separates legacy assets from new investments. But without a market-based transfer price, what does the…
Oct 10
•
Leyla Kunimoto
54
1
1
Help Me Write to the SEC | A Fund Considers Splitting | AI Is Now Half of IG Bond Issuance (and so much more)
🗞️ Sunday digest: private markets insights 10/3
Oct 3
•
Leyla Kunimoto
56
14
4
NAV Loans: Follow the Leverage
An update on NAV financing: the market doubled, banks took over, and your semi-liquid fund might already have one.
Sep 24
•
Leyla Kunimoto
42
1
The Seed Portfolio Trade
Or how evergreen PE generates massive early IRRs
Sep 17
•
Leyla Kunimoto
37
6
2
Wider Doors for Private Markets | 274 Days to Close | Sponsor Reputation Has a Price | CRE Transaction Volume Up
🗞️ Sunday digest: private markets insights 9/12
Sep 12
•
Leyla Kunimoto
47
3
No Sellers at a 26% Haircut | Apollo Invests $1B in SREIT | Vanguard's $4B Bet on Advisors
🗞️ Sunday digest: private markets insights 8/30
Aug 30
•
Leyla Kunimoto
44
6
4
A Roadmap to Private Capital and Insurance Risk
A field guide to the private asset categories hiding on insurance balance sheets
Aug 27
•
Leyla Kunimoto
and
Rod Dubitsky
70
8
7
$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
45
2
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
72
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
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