Hard Money Fund in an Evergreen Wrapper: First Eagle Real Estate Debt Fund
Why the 8.25% yield isn’t the whole story
Accredited Investor Insights
Empowering investors with in-depth analysis and educational content to navigate private markets with confidence.
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TCP Sold Half Its Portfolio. NAV Fell 10%, Stock Rallied. What Happened?
How selling 48% of a BDC’s loan portfolio turned into a 10.4% NAV hit, and why the headline 5% discount doesn’t tell the whole story
Real Estate Credit: Everything You Wanted to Know But Were Too Afraid to Ask
The assets, plumbing, wrappers, risks, and returns behind one of private credit’s fastest-growing corners.
$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
WVB All Markets Fund: the 0.10% Fund That Costs 3.40%
Inside Wellington × Blackstone × Vanguard's New Interval Fund
Cliffwater Enhanced Lending Fund (CELFX): the Growth Curve Bends
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The Agricultural Revolution in Private Markets
How fund managers stopped hunting returns and started farming assets
Inside CIM Real Assets & Credit Fund (RACR)
What happens when real estate, CLOs, CMBS, leveraged loans, repos, and derivatives all end up in the same interval fund?
Private Equity Won't Sell | Private Credit Won't Sit Still | Data Centers Won't Slow Down
🗞️ Sunday digest: private markets insights 7/12
Inside the Sale of Kayne Anderson Real Estate
Funds, managed accounts, pitch decks, a back-of-the-envelope M&A model (and Whole Foods).
Blue Owl's OCIC vs Oaktree Strategic Credit Fund: A Tale of Two Redemption Queues
A look at portfolio composition, leverage, and income quality
Five Mistakes GPs Make on Operational Value Creation
And how LPs can spot them — guest post by Romain Bégramian
PE's Groundhog Day | Private Credit Queue Gets Longer | CRE Cap Rates Found a Floor?
🗞️ Sunday digest: private markets insights 6/28
The Quarter the Marks Moved
Why Private Credit Funds Repriced Their Portfolios in Q1 2026
Cliffwater Corporate Lending Fund (CCLFX): The Machine Slows Down
Rising redemptions, falling NAV, and what's happening below the surface
Evergreen Funds: Lay of the Land
Market size, key players, and rapid growth
Apollo Diversified Real Estate Fund: What Changed While You Weren't Looking
The fund is now $3.3B (down from $3.7B), and the mandate is quite different
Opening Private Equity to Retail Without Destroying What Makes It Work
A guest post by Benjamin Forestier and Claudia Zeisberger
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.
Is Partners Group Private Equity (Master Fund) Showing Its Age?
Private equity evergreen funds don't get sick.