A Discount to NAV Still Needs Underwriting
Published on: 23/09/2026
A Discount to NAV Still Needs Underwriting
capitalalternativesprivatemarkertPE
A Performing Loan Can Still Fail the Refinance Test
Published on: 23/09/2026
A Performing Loan Can Still Fail the Refinance Test
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The Exit Window: $3 Trillion Heads for the Door
Published on: 01/07/2026
$3,000,000,000,000 is about to hit public markets in 90 days. SpaceX, OpenAI, Anthropic. The 3 most valuable private companies ever built. All racing for the exit at the same time.
alternativesPEprivatemarkertcapitalspacexai
Your Gross IRR Is Not Your Return
Published on: 01/07/2026
We modeled a real Reg A Tier 2 SFR fund.
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