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The Unicus Investor

Unicus Research
Hundreds of paid subscribers

The Unicus Investor newsletter invites you to seek investment value by taking the less crowded path. We offer insights from our industry sources and relevant, consumable bites of investment insights.

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PricingOnly paid issuesPublishesDaily
Issues632Founded4 years agoLast Issue11 days ago
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Latest Issues

The Dirty, Dirty Details: Private Credit, Data Centers and CRE

The Dirty, Dirty Details: Too Many Fingers in One Pie

IMPORTANT NOTE: This newsletter contains information for educational purposes only, and the content below should not be considered financial advice to readers. We DO NOT publish our sho...

11 days ago
7
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Private Credit and the 2026 Maturity Wall and the Multifamily Madness

The 2026 CRE Maturity Wall is $875 billion. Credit Companies and Non-Bank Lenders Carry the Highest Maturity Concentration.

IMPORTANT NOTE: This newsletter contains information for educational purposes only, and the content below should no...

14 days ago
16
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Who Controls the Choke Points Controls the Supply Chain - I

The Introduction to Chaos Investing

Investing is not an emotional decision. It should never be.

21 days ago
13
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Banks Are Not on the Sidelines of Private Credit:I

If banks are senior, structurally insulated, and conservatively underwritten, why is Barclays already taking the charges?

IMPORTANT NOTE: This newsletter contains information for educational purposes only, and the content below should not...

24 days ago
6
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Blue Owl: A Cautionary Note for Short Sellers

The dangerous game of shorting Private Credit.

IMPORTANT NOTE: This newsletter contains information for educational purposes only, and the content below should not be considered financial advice to readers. We DO NOT publish our short rese...

a month ago
8
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