LP Digest #75

MF rents, Carried Interest, Distressed, and pitching yourself as an LP

14 hrs ago

Forget IRR - start with Sources & Uses

Why the sources & uses table is far more useful than most think

Nov 14 • 

Aleksey Chernobelskiy

4

LP Digest #74

Vertical integration, GP mistakes, emerging managers, and more

Nov 10

2

LP Digest #73

Gain to lease, emerging GPs, data across 216 deals, own vs SP500, and more

Nov 2

2

October 2025

A deep dive on GP-LP Match data

Capital allocation patterns, LP demand, return/structure trends

Oct 31 • 

Aleksey Chernobelskiy

2

LP Digest #72

Google x CRE, minimum mf due diligence, investing for tax benefits, and more

Oct 24

1

LP Digest #71

Fiduciary duty conflicts, return of capital, STNL and warehouses

Oct 10

1

Full article index - Q3 2025

All the articles, in one place!

Oct 6 • 

Aleksey Chernobelskiy

1

September 2025

Anti-stock marketing tactics

The private vs. public mirage

Sep 14 • 

Aleksey Chernobelskiy

3

Two concerning trends

New risks emerging in retail syndications

Sep 8 • 

Aleksey Chernobelskiy

7

August 2025

Never say never

Why “never lost LP capital” and "never issued a capital call" are short sighted statements

Aug 31 • 

Aleksey Chernobelskiy

5

Last mile LP risk

The overlooked challenges in the final stretch of a syndication

Aug 24 • 

Aleksey Chernobelskiy

3