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How Private Real Estate Funds Value Assets
How to turn $.9 into a dollar, using a variety of methods
Sep 25
•
Leyla Kunimoto
6
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KKR Private Equity Conglomerate LLC (K-PEC)
The HNW retail PE fund raising billions while delivering mostly unrealized returns
Sep 21
•
Leyla Kunimoto
21
3
How to Read a PPM and LPA Without Losing Your Mind (Hint: AI Can Help)
Key sections, red flags, and AI prompts every LP should know
Sep 18
•
Leyla Kunimoto
3
🗞️ Sunday Digest: Private Markets Insights 9/14
Risk on in credit, VC valuations climb, and capital is creeping back to CRE
Sep 14
•
Leyla Kunimoto
17
1
The DPI Games - How the "Bulletproof" Metric Can Be Manipulated
What LPs Need to Know About Synthetic Payouts, Continuation Funds, and Premature Exits
Sep 11
•
Leyla Kunimoto
13
Inside BCRED: A Deep Dive into $30B of Debt
Reading between the lines: what the balance sheet shows (and how I used AI to figure out what it doesn't)
Sep 7
•
Leyla Kunimoto
16
1
Cash Distributions ≠ Great Investment, CRE Edition
How to tell if your quarterly checks come from operations (with an AI prompt to help)
Sep 4
•
Leyla Kunimoto
11
2
🗞️ Sunday Digest: Private Markets Insights 8/31
CRE trends, private credit risks, and the discounts GPs would accept in private equity
Aug 31
•
Leyla Kunimoto
15
1
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