HeyJaredAccredited Investor Insights
Empowering investors with in-depth analysis and educational content to navigate private markets with confidence.
- Indexed issues, last 90 days
- 15
- Latest publication
- Sep 27, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 25, 2026
Latest issues
RREEF Property Trust Liquidation: What Happens When the Money Stops Coming In (opens the original)
Read excerpt
What happens when the new money stops coming in?RREEF Property Trust, a $203 million daily-NAV REIT advised by an affiliate of DWS, just gave us an answer. On September 15, its board approved a plan to sell every property and wind the fund down, subject to a shareholder vote.The company cited “heightened redemption activity” and “the challenges of attracting new capital.” New share sales, redemptions, and dividend reinvestment were all suspended immediatel
NAV Loans: Follow the Leverage (opens the original)
Read excerpt
In January 2025, I wrote about NAV loans (fund-level borrowing secured against a PE fund's portfolio value). I called it “leverage on leverage” and walked through the mechanics: GP sets up an SPV → pledges the portfolio → borrows against it → and in some cases uses the proceeds to pay distributions to LPs who don’t know the money came from a loan.<a class="image-link image2 is
The Harrison Street Real Estate Fund Liquidity Squeeze (opens the original)
Read excerpt
It should come as no surprise that U.S. commercial real estate is undergoing a reset.The struggle is real across the board: from one-off syndicated deals to publicly listed REITs and everything in between. And while funds and REITs that own actual properties have some flexibility (you know, sell properties, raise additional capital, refinance), real estate fund-of-funds have a different problem.Subscribe nowThey don’t control the assets underneath them.<blockq
The Seed Portfolio Trade (opens the original)
Read excerpt
You’ve heard me foam at the mouth about the use of ASC 820 and the NAV-as-practical-expedient rule in secondary funds. You’ve read my two explainers on how the practice works (and what happens when the fund gets too big).Today, I’m going to show you a close sibling of that practice, used in new-vintage PE ev
Wider Doors for Private Markets | 274 Days to Close | Sponsor Reputation Has a Price | CRE Transaction Volume Up (opens the original)
Read excerpt
Happy Sunday!I have a gem of a chart for you today. If you spend any time on X, you’ll know HVAC roll-ups are the butt of all PE-themed jokes. Laugh all you want. They’re still near the top of the PE deal leaderboard. <source type="im
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.