U.S. Alternative Investments Market Report: Transformation, Evolution and the Path Forward
The market feels like it’s running on two different clocks. On the surface, you’ve got the S&P 500 grinding higher,…
Category: Alternative Investments
Wall Street’s Best-Kept Secret: BREIT Gate Slams Shut Just as Redemptions Collapse
The email landed in client inboxes at 4:47 p.m. on a Tuesday—just late enough to miss the closing bell but…
Blackstone’s $70B Property Beast Just Tamed Redemptions—Is the 18% Buyer Boom a Trap?
Blackstone’s BREIT has always been a creature of its time. Launched in 2017, the Blackstone Real Estate Income Trust promised…
Drought = Dollars: Farmland Prices Surge, REITs Print Record NAVs While S&P Crawls
From the cracked topsoil of Kansas to the glass-walled boardrooms of Boston, the same variable is rewriting price tags: water,…
1.35% Fee, No K-1, 8.4% Payout: BCRED Opens the Gates to Mom & Pop Private Debt
Retail finally gets a ticket to the illiquid credit carnival—at a moment when carbon-intensity screens are rewriting the pricing grid…
2% NAV Premium in 5 Days—40-Act Lite Already Bending Price Discovery
Price Discovery Is No Longer Linear A closed-end sleeve tracking the S&P 500 opened Monday at a 0.1% discount to…
40-Act Lite Goes Live: The $250B Alts Tsunami Retail Never Saw Coming
Rule Rewrite Opens the Retail Moat Around Private Credit The SEC’s new 40-Act “lite” framework, quietly codified last quarter, allows…
Market Sentiment and Behavioral Finance: Navigating the Current Landscape
The U.S. stock market is currently experiencing a complex interplay of emotions and behaviors that are shaping investor sentiment. As…
Beyond the S&P: How to Get Double-Digit Returns in “Unlisted” Economies
The U.S. stock market has long been dominated by the S&P 500, a benchmark that reflects the performance of large-cap…
The Liquidity Premium: Why You Get Paid to Lock Your Money Away
In the current landscape of the U.S. stock market, the concept of liquidity premium has gained renewed attention among investors.…