# private market (blogs) — RSS Amplifier Recent posts from the 3 feeds in the RSS Amplifier directory that cover private market. Page: Feed: --- ## [Hard Money Fund in an Evergreen Wrapper: First Eagle Real Estate Debt Fund](https://www.accreditedinsight.com/p/hard-money-fund-in-an-evergreen-wrapper) _2026-08-17 · Leyla Kunimoto · Accredited Investor Insights_ Why the 8.25% yield isn’t the whole story ## [Embracing Our Humanity & Finding Balance with AI](https://kevinatseracvc.substack.com/p/embracing-our-humanity-and-finding) _2026-08-12 · Kevin Moore · Kevin Moore_ On July 30, 2026, LinkedIn rolled out a new button that allows users to label posts, articles, or whatever as “seems like AI slop.” I understand the general sentiment for wanting to reduce AI slop on LinkedIn. ## [TCP Sold Half Its Portfolio. NAV Fell 10%, Stock Rallied. What Happened?](https://www.accreditedinsight.com/p/tcp-sold-half-its-portfolio-nav-fell) _2026-08-08 · Leyla Kunimoto · Accredited Investor Insights_ 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](https://www.accreditedinsight.com/p/real-estate-credit-everything-you) _2026-08-05 · Leyla Kunimoto · Accredited Investor Insights_ 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](https://www.accreditedinsight.com/p/7b-ria-auction-ubs-pulls-the-plug) _2026-08-02 · Leyla Kunimoto · Accredited Investor Insights_ 🗞️ Sunday digest: private markets insights 8/2 ## [Speculative Supply Chains and the Madness of Crowds](https://finhistory.substack.com/p/speculative-supply-chains-and-the) _2026-07-31 · Mark Higgins, CFA, CFP · Investing in Financial History_ How Rational Incentives Aggregate into Irrational Outcomes ## [Scaling Without Sacrificing the Customer Experience](https://kevinatseracvc.substack.com/p/scaling-without-sacrificing-the-customer) _2026-07-29 · Kevin Moore · Kevin Moore_ Why the Best Companies Know When Not to Automate ## [WVB All Markets Fund: the 0.10% Fund That Costs 3.40%](https://www.accreditedinsight.com/p/wvb-all-markets-fund-the-010-fund) _2026-07-25 · Leyla Kunimoto · Accredited Investor Insights_ Inside Wellington × Blackstone × Vanguard's New Interval Fund ## [Cliffwater Enhanced Lending Fund (CELFX): the Growth Curve Bends](https://www.accreditedinsight.com/p/cliffwater-enhanced-lending-fund-5e5) _2026-07-23 · Leyla Kunimoto · Accredited Investor Insights_ xxx ## [The Agricultural Revolution in Private Markets](https://www.accreditedinsight.com/p/the-agricultural-revolution-in-private) _2026-07-19 · Leyla Kunimoto · Accredited Investor Insights_ How fund managers stopped hunting returns and started farming assets ## [Try Before You Buy, Risk-Free (Sponsored)](https://crawlproof.com/a/isf2v0UvgjTK) _2026-07-19 · **Sponsored**_ Free trial hosting plus refunds processed in 12-24 hours, guaranteed. ## [Inside CIM Real Assets & Credit Fund (RACR)](https://www.accreditedinsight.com/p/inside-cim-real-assets-and-credit) _2026-07-17 · Leyla Kunimoto · Accredited Investor Insights_ What happens when real estate, CLOs, CMBS, leveraged loans, repos, and derivatives all end up in the same interval fund? ## [Why Serac Ventures Invested in DocuSOR](https://kevinatseracvc.substack.com/p/why-serac-ventures-invested-in-docusor) _2026-07-15 · Kevin Moore · Kevin Moore_ Confronting the Growing Cost of Running AI Agents ## [Private Equity Won't Sell | Private Credit Won't Sit Still | Data Centers Won't Slow Down](https://www.accreditedinsight.com/p/private-equity-wont-sell-private) _2026-07-12 · Leyla Kunimoto · Accredited Investor Insights_ 🗞️ Sunday digest: private markets insights 7/12 ## [Inside the Sale of Kayne Anderson Real Estate](https://www.accreditedinsight.com/p/inside-the-sale-of-kayne-anderson) _2026-07-08 · Leyla Kunimoto · Accredited Investor Insights_ 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](https://www.accreditedinsight.com/p/blue-owls-ocic-vs-oaktree-strategic) _2026-07-05 · Leyla Kunimoto · Accredited Investor Insights_ A look at portfolio composition, leverage, and income quality ## [Five Mistakes GPs Make on Operational Value Creation](https://www.accreditedinsight.com/p/five-mistakes-gps-make-on-operational) _2026-07-02 · Leyla Kunimoto · Accredited Investor Insights_ And how LPs can spot them — guest post by Romain Bégramian ## [The American Story is One of Progress Forged in Suffering and Resilience](https://finhistory.substack.com/p/the-american-story-is-one-of-progress) _2026-07-01 · Mark Higgins, CFA, CFP · Investing in Financial History_ The Present is no Exception Nor Will the Future Likely Be ## [Venture Capital Power Law: Is It Really a Law, or Just a Convenient Heuristic?](https://kevinatseracvc.substack.com/p/venture-capital-power-law-is-it-really) _2026-07-01 · Kevin Moore · Kevin Moore_ The case for challenging venture capital's favorite assumption ## [PE's Groundhog Day | Private Credit Queue Gets Longer | CRE Cap Rates Found a Floor?](https://www.accreditedinsight.com/p/pes-groundhog-day-private-credit) _2026-06-28 · Leyla Kunimoto · Accredited Investor Insights_ 🗞️ Sunday digest: private markets insights 6/28 ## [The Quarter the Marks Moved](https://www.accreditedinsight.com/p/the-quarter-the-marks-moved) _2026-06-25 · Leyla Kunimoto · Accredited Investor Insights_ Why Private Credit Funds Repriced Their Portfolios in Q1 2026 ## [Anthony Ettinger on LinkedIn (Sponsored)](https://crawlproof.com/a/wCVA7MRpVtdj) _2026-06-25 · **Sponsored**_ Public LinkedIn profile at linkedin.com/in/anthonyettinger. ## [Cliffwater Corporate Lending Fund (CCLFX): The Machine Slows Down](https://www.accreditedinsight.com/p/cliffwater-corporate-lending-fund-6a3) _2026-06-21 · Leyla Kunimoto · Accredited Investor Insights_ Rising redemptions, falling NAV, and what's happening below the surface ## [Evergreen Funds: Lay of the Land](https://www.accreditedinsight.com/p/evergreen-funds-lay-of-the-land) _2026-06-18 · Leyla Kunimoto · Accredited Investor Insights_ Market size, key players, and rapid growth ## [Can AI Replace VC Firms?](https://kevinatseracvc.substack.com/p/can-ai-replace-vc-firms) _2026-06-17 · Kevin Moore · Kevin Moore_ A near-miss with an AI screening tool taught us where automation belongs in deal flow — and where it doesn't. ## [Apollo Diversified Real Estate Fund: What Changed While You Weren't Looking](https://www.accreditedinsight.com/p/apollo-diversified-real-estate-fund) _2026-06-13 · Leyla Kunimoto · Accredited Investor Insights_ 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](https://www.accreditedinsight.com/p/opening-private-equity-to-retail) _2026-06-11 · Leyla Kunimoto · Accredited Investor Insights_ A guest post by Benjamin Forestier and Claudia Zeisberger ## [Don't Buy Yesterday's Portfolio](https://www.accreditedinsight.com/p/dont-buy-yesterdays-portfolio) _2026-06-07 · Leyla Kunimoto · Accredited Investor Insights_ In private markets, the question isn't whether an asset is good or bad. It's whether it was acquired in 2022 or 2026. ## [SpaceX's IPO and What It Means for Private Market Investors](https://kevinatseracvc.substack.com/p/spacexs-ipo-and-what-it-means-for) _2026-06-03 · Kevin Moore · Kevin Moore_ How 24 Years of Private Market Patience Is Finally Paying Off ## [Is Partners Group Private Equity (Master Fund) Showing Its Age?](https://www.accreditedinsight.com/p/partners-group) _2026-06-03 · Accredited Investor Insights_ Private equity evergreen funds don't get sick. ## [The AI Job Gap: What New Graduates Are Facing and Why It Matters](https://kevinatseracvc.substack.com/p/the-ai-job-gap-what-new-graduates) _2026-05-20 · Kevin Moore · Kevin Moore_ From layoffs to slowing job growth, the entry-level job market is changing. The data is concerning — but there's reason for cautious optimism about what comes next. ## [The Voluntary Blindness of Modern Finance](https://finhistory.substack.com/p/the-voluntary-blindness-of-modern) _2026-05-07 · Mark Higgins, CFA, CFP · Investing in Financial History_ Why Conventional Models That Guide Policy and Capital Allocation Fail When Outcomes Matter Most ## [Ultra-Quiet Business Mini (Sponsored)](https://crawlproof.com/a/DnNmAl1LqBaJ) _2026-05-07 · **Sponsored**_ Compact business mini, ultra-quiet for focused work. ## [Mile by Mile: What Running My First Full Marathon Taught Me About Life, Fear, and the Power of Process](https://kevinatseracvc.substack.com/p/mile-by-mile-what-running-my-first) _2026-05-06 · Kevin Moore · Kevin Moore_ Lessons from 26.2 Miles and 158 Training Sessions ## [The One Shift That Will Make Your Pitch Land](https://kevinatseracvc.substack.com/p/the-one-shift-that-will-make-your) _2026-04-23 · Kevin Moore · Kevin Moore_ A VC's honest observation from the field — and what founders can do about it ## [A Day in the Life of a VC](https://kevinatseracvc.substack.com/p/a-day-in-the-life-of-a-v) _2026-04-08 · Kevin Moore · Kevin Moore_ On a regular basis I’m asked by others what a typical day looks like for me as a VC. Here's my attempt to explain it. ## [The Music Has Stopped in Private Markets](https://finhistory.substack.com/p/the-music-has-stopped-in-private) _2026-03-18 · Mark Higgins, CFA, CFP · Investing in Financial History_ Two Decades of Excess Capital Are Trapped at the Exits ## [Born to Run: Evergreen Private Markets Funds](https://finhistory.substack.com/p/born-to-run-evergreen-private-markets) _2026-02-18 · Mark Higgins, CFA, CFP · Investing in Financial History_ How liquidity engineering, performance dynamics, and competitive diseconomies of scale create severe run risk ## [Incentives Are Dangerously Aligned in Private Markets](https://finhistory.substack.com/p/incentives-are-dangerously-aligned) _2025-12-23 · Mark Higgins, CFA, CFP · Investing in Financial History_ The Speculative Supply Chain is Operating at Full Capacity ## [The Forsaken Playbooks of the Federal Reserve](https://finhistory.substack.com/p/the-forsaken-playbooks-of-the-federal) _2025-10-14 · Mark Higgins, CFA, CFP · Investing in Financial History_ Ignoring History Raised the Odds of a Great Inflation-Like Event ## [The Gilded Age Circus is Back in Town](https://finhistory.substack.com/p/the-gilded-age-circus-is-back-in) _2025-08-19 · Mark Higgins, CFA, CFP · Investing in Financial History_ One-Day Gains are Fueling Dangerous Speculation in Secondaries ## [Americans Must Resurrect the Spirit of Alexander Hamilton](https://finhistory.substack.com/p/americans-must-resurrect-the-spirit) _2025-07-12 · Mark Higgins, CFA, CFP · Investing in Financial History_ The Nation’s Survival Depends on It ## [Buyers Beware of the Toll-Laden Bridges to Private Markets](https://finhistory.substack.com/p/buyers-beware-of-the-toll-laden-bridges) _2025-06-06 · Mark Higgins, CFA, CFP · Investing in Financial History_ Institutional Investors Draw Retail Investors in so They Can Get Out