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Accredited Investor Insights

Accredited Investor Insights, Leyla Kunimoto, Paul Drake, CRE Analyst
Thousands of paid subscribers

Empowering investors with in-depth analysis and educational content to navigate private markets with confidence.

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Substack
PricingFreemiumPublishesTwice weekly
Issues255Founded3 years agoLast Issue9 days ago
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Latest Issues

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

I’ve always liked word math problems.

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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.

Private credit is a broad term. It includes everything from loans to very large companies to $15 BNPL (buy now pay later) consumer l...

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$7B RIA Auction | UBS Pulls the Plug on Blue Owl | Three CRE Mortgage REITs Walk Into a Bar

Happy Sunday!

Every other week, we send a quick digest on what’s catching our eye in private markets.

Before we get into it, here’s the chart of the day:

Fitch’s U.S. Private Credit Default Rate hit 6.0% in April and hasn’t budged throug...

15 days ago
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WVB All Markets Fund: the 0.10% Fund That Costs 3.40%

Inside Wellington × Blackstone × Vanguard's New Interval Fund

I usually don’t write two fund updates in the same week.

23 days ago
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Cliffwater Enhanced Lending Fund (CELFX): the Growth Curve Bends

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Back in December we looked at the Cliffwater Enhanced Lending Fund (CELFX) and its rapid growth (not to be confused with CCLFX or CPEFX).

25 days ago
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Authors

The writers behind this newsletter.

  • Accredited Investor Insights

    The only newsletter on private markets from the perspective of the retail investor. Objective analysis and unbiased insights on private equity, private credit, and real estate.

  • Leyla Kunimoto

    Full-time investor, recovering spreadsheet monkey. I write about private markets from the retail LP seat.

  • Paul Drake

    Award winning scientist and professor who turned to investing and writing on investing beginning in 2019, building on a lifelong interest. Investing is very focused on niche markets. Has done well so far.

  • CRE Analyst

    CRE Analyst is a research and education platform followed by 100k+ readers. We break down the deals, markets, and frameworks that define the industry, led by practitioners with decades (and billions) of investing experience. creanalyst.com

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